TASK · TaskUs, Inc.

$8.08 +0.70 (+9.49%) At close · Aug 19

Market Cap

$677.57M

91.69M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 106

Total Value: $131,586,724

Total Shares: 28,116,833

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 106 13F filers · Δ vs Mar 31, 2026

Top Holder

35.9%

+1.1 pts

Top 5

68.1%

+2.2 pts

Top 10

79.9%

−0.7 pts

HHI

1,628

Moderately concentrated+79

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -3

Institutional value: -32.4%

Shares held: -3.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large Hudson Bay Capital Management LP	+695,601	917,725
Small Dalton Investments, Inc.	+609,411	2,127,195
Large STOREBRAND ASSET MANAGEMENT AS	+603,800	1,125,000
Mega MORGAN STANLEY	+236,280	329,563
Mid Saba Capital Management, L.P.	+212,947	2,301,712

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large Aberdeen Group plc	−920,990	439,541
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	−363,904	359,467
Small Think Investments LP	−222,515	3,512,150
Mega AQR CAPITAL MANAGEMENT LLC	−149,986	284,160
Small VARCOV Co.	−86,350	85,797

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega MILLENNIUM MANAGEMENT LLC	514,770	$2,409,123
Mega Nuveen, LLC	325,847	$1,524,963
Small WITTENBERG INVESTMENT MANAGEMENT, INC.	240,600	$1,126,008
Mid Jump Financial, LLC	191,636	$896,856
Large Trexquant Investment LP	136,582	$639,203

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Medina Value Partners, LLC	1,712,806	$11,492,928
Large Calamos Advisors LLC	725,086	$4,865,327
Small ARDSLEY ADVISORY PARTNERS LP	235,000	$1,576,850
Mega Qube Research & Technologies Ltd	172,083	$1,154,676
Mid Centiva Capital, LP	113,300	$760,243

Filter: New 30 Increased 33 Reduced 30 Sold out 33 Unchanged 13

Showing 100 of 110

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Blackstone Inc.

$47,243,074

35.90%

10,094,674

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blackstone Management Partners L.L.C.	10,094,674	$47,243,074	100.0%	Other

Think Investments LP

$16,436,862

12.49%

3,512,150

Saba Capital Management, L.P.

$10,772,012

8.19%

2,301,712

Dalton Investments, Inc.

$9,955,272

7.57%

2,127,195

STOREBRAND ASSET MANAGEMENT AS

$5,265,000

4.00%

1,125,000

Hudson Bay Capital Management LP

$4,294,953

3.26%

917,725

VANGUARD CAPITAL MANAGEMENT LLC

$3,525,472

2.68%

753,306

DIMENSIONAL FUND ADVISORS LP

$3,233,129

2.46%

690,840

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	3,629	$16,983	0.5%	Defined
DFA Australia Ltd.	6,064	$28,379	0.9%	Defined
Dimensional Ireland Ltd	41,855	$195,881	6.1%	Defined
Held directly	639,292	$2,991,886	92.5%	Sole

MILLENNIUM MANAGEMENT LLC

$2,409,123

1.83%

514,770

Aberdeen Group plc

$2,057,051

1.56%

439,541

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
abrdn Investments Ltd	439,541	$2,057,051	100.0%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,682,305

1.28%

359,467

BlackRock, Inc.

$1,555,682

1.18%

332,411

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Institutional Trust Company, N.A.	332,304	$1,555,182	100.0%	Sole
Aperio Group, LLC	107	$500	0.0%	Sole

MORGAN STANLEY

$1,542,352

1.17%

329,563

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	91	$425	0.0%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	326,164	$1,526,447	99.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	3,279	$15,345	1.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	29	$135	0.0%	Defined

Nuveen, LLC

$1,524,963

1.16%

325,847

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	325,847	$1,524,963	100.0%	Defined

CLARK ESTATES INC/NY

$1,453,140

1.10%

310,500

AQR CAPITAL MANAGEMENT LLC

$1,329,865

1.01%

284,160

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	1	$4	0.0%	Other
Compound Planning, Inc.	47	$219	0.0%	Other
Arax Advisory Partners	1,160	$5,428	0.4%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	929	$4,347	0.3%	Other
Stokes Family Office, LLC	584	$2,733	0.2%	Other
Held directly	281,439	$1,317,134	99.0%	Defined

WITTENBERG INVESTMENT MANAGEMENT, INC.

$1,126,008

0.86%

240,600

GEODE CAPITAL MANAGEMENT, LLC

$965,586

0.73%

206,322

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	39,646	$185,543	19.2%	Defined
Held directly	166,676	$780,043	80.8%	Defined

Jump Financial, LLC

$896,856

0.68%

191,636

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jump Trading Holdings, LLC	209	$978	0.1%	Defined
Leap GP LLC joint	191,427	$895,878	99.9%	Defined

Inspire Investing, LLC

$690,309

0.52%

147,502

Trexquant Investment LP

$639,203

0.49%

136,582

TWO SIGMA INVESTMENTS, LP

$634,537

0.48%

135,585

TOCQUEVILLE ASSET MANAGEMENT L.P.

$617,760

0.47%

132,000

FIRST TRUST ADVISORS LP

$564,993

0.43%

120,725

Quinn Opportunity Partners LLC

$556,597

0.42%

118,931

VICTORY CAPITAL MANAGEMENT INC

$527,225

0.40%

112,655

VANGUARD FIDUCIARY TRUST CO

$517,093

0.39%

110,490

STATE STREET CORP

$490,623

0.37%

104,834

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	104,834	$490,623	100.0%	Defined

D. E. Shaw & Co., Inc.

$484,267

0.37%

103,476

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	64,476	$301,747	62.3%	Defined
D. E. Shaw Investment Management, L.L.C. joint	39,000	$182,520	37.7%	Defined

CITADEL ADVISORS LLC

$440,935

0.34%

94,217

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	94,217	$440,935	100.0%	Defined

Atom Investors LP

$426,928

0.32%

91,224

Point72 Asset Management, L.P.

$413,950

0.31%

88,451

MARSHALL WACE, LLP

$403,252

0.31%

86,165

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	86,165	$403,252	100.0%	Other

VARCOV Co.

$401,529

0.31%

85,797

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$381,424

0.29%

81,501

Graham Capital Management, L.P.

$380,895

0.29%

81,388

Invesco Ltd.

$292,822

0.22%

62,569

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Capital Management LLC	62,569	$292,822	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$279,396

0.21%

59,700

Schonfeld Strategic Advisors LLC

$262,005

0.20%

55,984

Bank of New York Mellon Corp

$260,327

0.20%

55,626

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	53,801	$251,788	96.7%	Defined
The Bank of New York Mellon	1,814	$8,489	3.3%	Defined
BNY Mellon, NA	10	$46	0.0%	Defined
Held directly	1	$4	0.0%	Defined

Counterpoint Mutual Funds LLC

$255,659

0.19%

54,628

FourWorld Capital Management LLC

$217,030

0.16%

46,374

Sanctuary Advisors, LLC

$212,865

0.16%

45,484

NORTHERN TRUST CORP

$194,936

0.15%

41,653

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	41,653	$194,936	100.0%	Defined

Brevan Howard Capital Management LP

$186,067

0.14%

39,758

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brevan Howard US Investment Management, LP	39,758	$186,067	100.0%	Defined

CITADEL ADVISORS LLC

$180,648

0.14%

38,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	38,600	$180,648	100.0%	Defined

IEQ CAPITAL, LLC

$178,579

0.14%

38,158

Cerity Partners LLC

$174,559

0.13%

37,299

GOLDMAN SACHS GROUP INC

$167,323

0.13%

35,753

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	22,339	$104,546	62.5%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	13,414	$62,777	37.5%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$166,608

0.13%

35,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	35,600	$166,608	100.0%	Other

AMERICAN CENTURY COMPANIES INC

$164,048

0.12%

35,053

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	35,053	$164,048	100.0%	Defined

Quantbot Technologies LP

$148,791

0.11%

31,793

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	31,793	$148,791	100.0%	Sole

Squarepoint Ops LLC

$147,546

0.11%

31,527

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	31,527	$147,546	100.0%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$137,811

0.10%

29,447

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	29,447	$137,811	100.0%	Defined

TWO SIGMA SECURITIES, LLC

$121,829

0.09%

26,032

UBS Group AG

$112,595

0.09%

24,059

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,600	$7,488	6.7%	Defined
UBS AG	9,665	$45,232	40.2%	Defined
UBS Europe SE	27	$126	0.1%	Defined
UBS Securities LLC	12,767	$59,749	53.1%	Defined

Virtu Financial LLC

$110,157

0.08%

23,538

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	23,538	$110,157	100.0%	Defined

Mariner, LLC

$103,002

0.08%

22,009

PEAK6 LLC

$101,336

0.08%

21,653

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PEAK6 Investments LLC joint	21,653	$101,336	100.0%	Defined

BOOTHBAY FUND MANAGEMENT, LLC

$101,008

0.08%

21,583

Empirical Asset Management, LLC

$100,666

0.08%

21,510

Symmetry Partners, LLC

$97,835

0.07%

20,905

One68 Global Capital, LLC

$93,600

0.07%

20,000

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$86,350

0.07%

18,451

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	18,451	$86,350	100.0%	Other

Alamar Capital Management, LLC

$79,560

0.06%

17,000

Jain Global LLC

$69,919

0.05%

14,940

R Squared Ltd

$66,002

0.05%

14,103

EP Wealth Advisors, LLC

$64,780

0.05%

13,842

JANE STREET GROUP, LLC

$63,648

0.05%

13,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	13,600	$63,648	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$63,180

0.05%

13,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	13,500	$63,180	100.0%	Other

nVerses Capital, LLC

$60,643

0.05%

12,958

CITADEL ADVISORS LLC

$58,968

0.04%

12,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	12,600	$58,968	100.0%	Defined

PharVision Advisers, LLC

$51,742

0.04%

11,056

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$51,292

0.04%

10,960

HUB Investment Partners, LLC

$50,941

0.04%

10,885

Rangeley Capital, LLC

$46,800

0.04%

10,000

Skandinaviska Enskilda Banken AB (publ)

$46,800

0.04%

10,000

Vanguard Global Advisers, LLC

$40,510

0.03%

8,656

WOLVERINE ASSET MANAGEMENT LLC

$40,463

0.03%

8,646

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	8,646	$40,463	100.0%	Defined

FMR LLC

$30,312

0.02%

6,477

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	6,477	$30,312	100.0%	Defined

HARBOR CAPITAL ADVISORS, INC.

$30,092

0.02%

6,430

WealthCollab, LLC

$28,646

0.02%

6,121

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	6,121	$28,646	100.0%	Defined

Farther Finance Advisors, LLC

$18,930

0.01%

4,045

FNY Investment Advisers, LLC

$16,380

0.01%

3,500

CITIGROUP INC

$15,415

0.01%

3,294

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	1,399	$6,547	42.5%	Defined
Citigroup Financial Products Inc. joint	1,895	$8,868	57.5%	Defined

Parallel Advisors, LLC

$14,887

0.01%

3,181

EverSource Wealth Advisors, LLC

$11,853

0.01%

2,533

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	1,930	$9,032	76.2%	Sole
Held directly	603	$2,821	23.8%	Sole

Integrated Wealth Concepts LLC

$11,185

0.01%

2,390

WELLS FARGO & COMPANY/MN

$10,707

0.01%

2,288

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	288	$1,347	12.6%	Defined
WELLS FARGO CLEARING SERVICES, LLC	2,000	$9,360	87.4%	Defined

Banque Transatlantique SA

$9,537

0.01%

2,038

ROYAL BANK OF CANADA

$7,239

0.01%

1,547

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	1,410	$6,598	91.1%	Defined
RBC Dominion Securities Inc.	137	$641	8.9%	Defined

Tower Research Capital LLC (TRC)

$7,122

0.01%

1,522

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	1,522	$7,122	100.0%	Defined

Arax Advisory Partners

$5,948

0.00%

1,271

SIMPLEX TRADING, LLC

$4,399

0.00%

940

Essential Partners LLC

$3,898

0.00%

833

Allworth Financial LP

$2,868

0.00%

613

Quarry LP

$1,488

0.00%

318

IFP Advisors, Inc

$1,155

0.00%

247

ROTHSCHILD INVESTMENT LLC

$861

0.00%

184

Caitong International Asset Management Co., Ltd

$641

0.00%

137

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	124	$580	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Markets Ltd	37	$173	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ClariVest Asset Management LLC joint	111,098	$745,467	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	106,475	$714,447	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	42,708	$286,570	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dynasty Wealth Management, LLC joint	22,908	$153,712	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC Global Asset Management (UK) Ltd	17,224	$115,573	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	16,040	$107,628	99.9%	Defined
BARCLAYS CAPITAL SECURITIES LTD	12	$80	0.1%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	20	$134	0.2%	Defined
Ameriprise Financial Services, LLC	10,530	$70,656	99.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T3 Global Trading, LLC	10,000	$67,100	100.0%	Sole

Key facts CIK 1829864 CUSIP 87652V109 13F (30d) 104 filings 100 filers Visit website Investor relations