TASK TaskUs, Inc.
TaskUs, Inc. (TASK) Institutional Ownership
What the institutions did with TASK last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Dalton Investments, Inc. | 4.3M | 49.4% |
| Brooklands Fund Management Ltd | 3.5M | 40.3% |
| DIMENSIONAL FUND ADVISORS LP | 644.0K | 7.4% |
| Inspire Investing, LLC | 80.3K | 0.9% |
| Bank of New York Mellon Corp | 54.9K | 0.6% |
| Symmetry Partners, LLC | 24.2K | 0.3% |
| HUB Investment Partners, LLC | 21.0K | 0.2% |
| Alamar Capital Management, LLC | 17.0K | 0.2% |
| SIMPLEX TRADING, LLC | 12.0K | 0.1% |
| ANCHYRA PARTNERS LLC | 11.1K | 0.1% |
| Burns Matteson Capital Management, LLC | 11.0K | 0.1% |
| HARBOR CAPITAL ADVISORS, INC. | 5.1K | 0.1% |
| Parallel Advisors, LLC | 4.7K | 0.1% |
| Farther Finance Advisors, LLC | 4.6K | 0.1% |
| FNY Investment Advisers, LLC | 3.5K | 0.0% |
| WOLVERINE ASSET MANAGEMENT LLC | 3.4K | 0.0% |
| CITIGROUP INC | 3.1K | 0.0% |
| EverSource Wealth Advisors, LLC | 2.6K | 0.0% |
| SBI Securities Co., Ltd. | 189 | 0.0% |
| Caitong International Asset Management Co., Ltd | 159 | 0.0% |
| Clark Wealth Partners | 157 | 0.0% |
| BARCLAYS PLC | 86 | 0.0% |
| James T. Borello RIA | 70 | 0.0% |
| SIGNATUREFD, LLC | 30 | 0.0% |
| Blue Trust, Inc. | 6 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Brooklands Fund Management Ltd | New | 0 | 3.5M | +3.5M |
| Dalton Investments, Inc. | Increased | 2.1M | 4.3M | +2.2M |
| Inspire Investing, LLC | Reduced | 147.5K | 80.3K | -67.2K |
| Counterpoint Mutual Funds LLC | Sold Out | 54.6K | 0 | -54.6K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 690.8K | 644.0K | -46.9K |
| R Squared Ltd | Sold Out | 14.1K | 0 | -14.1K |
| SIMPLEX TRADING, LLC | Increased | 940 | 12.0K | +11.1K |
| ANCHYRA PARTNERS LLC | New | 0 | 11.1K | +11.1K |
| PharVision Advisers, LLC | Sold Out | 11.1K | 0 | -11.1K |
| Burns Matteson Capital Management, LLC | New | 0 | 11.0K | +11.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Sold Out | 11.0K | 0 | -11.0K |
| HUB Investment Partners, LLC | Increased | 10.9K | 21.0K | +10.1K |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | 8.6K | 3.4K | -5.3K |
| Symmetry Partners, LLC | Increased | 20.9K | 24.2K | +3.3K |
| Parallel Advisors, LLC | Increased | 3.2K | 4.7K | +1.5K |
| HARBOR CAPITAL ADVISORS, INC. | Reduced | 6.4K | 5.1K | -1.3K |
| Essential Partners LLC | Sold Out | 833 | 0 | -833 |
| Bank of New York Mellon Corp | Reduced | 55.6K | 54.9K | -680 |
| Farther Finance Advisors, LLC | Increased | 4.0K | 4.6K | +567 |
| IFP Advisors, Inc | Sold Out | 247 | 0 | -247 |
| CITIGROUP INC | Reduced | 3.3K | 3.1K | -205 |
| Clark Wealth Partners | New | 0 | 157 | +157 |
| SBI Securities Co., Ltd. | Increased | 71 | 189 | +118 |
| Avion Wealth | Sold Out | 102 | 0 | -102 |
| BARCLAYS PLC | New | 0 | 86 | +86 |
| GAMMA Investing LLC | Sold Out | 78 | 0 | -78 |
| Caitong International Asset Management Co., Ltd | Increased | 137 | 159 | +22 |
| EverSource Wealth Advisors, LLC | Increased | 2.5K | 2.6K | +21 |
| Clearstead Advisors, LLC | Sold Out | 8 | 0 | -8 |
| Blue Trust, Inc. | New | 0 | 6 | +6 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.