Fund shareholders of TaskUS Inc
ISIN US87652V1098 · United States · LEI 549300VFPOK2Y6GLWE32
- Fund shareholders
- 72
- Of which ETFs
- 22 50 other funds
- Value held
- 21.7M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 546,444 | 3.7M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 406,169 | 2.7M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 259,026 | 1.7M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 191,950 | 1.3M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| abrdn Dynamic Dividend Fund abrdn Funds | 134,500 | 871.6K $ | 0.87 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 115,580 | 749K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 102,346 | 663.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 90,527 | 586.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 87,799 | 932.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 81,152 | 861.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 74,670 | 483.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| NORTH SQUARE SMALL CAP VALUE FUND Exchange Place Advisors Trust | 68,883 | 731.5K $ | 0.36 % | as of Feb 28, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 54,008 | 362.4K $ | 0.16 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 52,541 | 352.6K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | 46,910 | 314.8K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 46,620 | 302.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 42,105 | 272.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 41,945 | 271.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 41,902 | 281.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 41,298 | 438.6K $ | 0.17 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 38,860 | 412.7K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 35,591 | 230.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 31,963 | 339.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III | 29,628 | 198.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 28,373 | 183.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 24,872 | 264.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 23,935 | 254.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 21,451 | 227.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 17,762 | 115.1K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 16,400 | 106.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 15,655 | 166.3K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 15,497 | 164.6K $ | 0.19 % | as of Feb 28, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 14,091 | 91.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 10,500 | 111.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 9,989 | 67K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Multi-Strategy Fund Principal Funds, Inc | 9,812 | 104.2K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 9,000 | 58.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,305 | 53.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 7,882 | 51.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,097 | 46K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 6,550 | 42.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,019 | 39K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 5,949 | 39.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 5,865 | 38K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,600 | 37.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 5,494 | 35.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 4,195 | 27.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| JNL Multi-Manager Alternative Fund JNL Series Trust | 3,976 | 26.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 3,653 | 23.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 3,651 | 38.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,332 | 22.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,000 | 20.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 2,900 | 19.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 2,531 | 16.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 2,418 | 25.7K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,955 | 12.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,808 | 11.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,753 | 11.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,750 | 11.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,624 | 10.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/Westchester Capital Event Driven Fund JNL Series Trust | 1,412 | 9.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,379 | 8.9K $ | as of Apr 30, 2026 ↗ | |
| TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust | 1,282 | 8.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,060 | 7.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 952 | 10.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 811 | 5.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 701 | 4.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 500 | 3.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 406 | 2.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 388 | 2.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 29 | 187.9 $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 16 | 103.7 $ | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| abrdn Dynamic Dividend Fund abrdn Funds | 0.87 % | as of Apr 30, 2026 ↗ |
| NORTH SQUARE SMALL CAP VALUE FUND Exchange Place Advisors Trust | 0.36 % | as of Feb 28, 2026 ↗ |
| First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 0.19 % | as of Feb 28, 2026 ↗ |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 0.17 % | as of Feb 28, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 0.16 % | as of Mar 31, 2026 ↗ |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | 0.06 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 0.06 % | as of Mar 31, 2026 ↗ |
| Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III | 0.03 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 0.03 % | as of Mar 31, 2026 ↗ |
| TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust | 0.03 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 72 | -7 | 2,985,997 | -29.4 % |
| 2026Q1 | 79 | +3 | 4,227,333 | +19.3 % |
| 2025Q4 | 76 | +8 | 3,542,812 | +40.9 % |
| 2025Q3 | 68 | -10 | 2,513,965 | -38.8 % |
| 2025Q2 | 78 | +2 | 4,109,628 | -21.8 % |
| 2025Q1 | 76 | -3 | 5,256,170 | -16.0 % |
| 2024Q4 | 79 | +8 | 6,254,437 | -5.0 % |
| 2024Q3 | 71 | +3 | 6,581,982 | -0.9 % |
| 2024Q2 | 68 | +3 | 6,640,087 | +4.0 % |
| 2024Q1 | 65 | -2 | 6,387,366 | -30.7 % |
| 2023Q4 | 67 | 9,217,274 |
Institutional managers
103 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| Blackstone Inc. | 10,094,674 | 67.7M $ | as of Mar 31, 2026 |
| Think Investments LP | 3,734,665 | 25.1M $ | as of Mar 31, 2026 |
| Saba Capital Management, L.P. | 2,088,765 | 14M $ | as of Mar 31, 2026 |
| Medina Value Partners, LLC | 1,712,806 | 11.5M $ | as of Mar 31, 2026 |
| Dalton Investments, Inc. | 1,517,784 | 10.2M $ | as of Mar 31, 2026 |
| Aberdeen Group plc | 1,360,531 | 9.1M $ | as of Mar 31, 2026 |
| Calamos Advisors LLC | 725,086 | 4.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 678,859 | 4.6M $ | as of Mar 31, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | 521,200 | 3.5M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 434,146 | 2.9M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 345,117 | 2.3M $ | as of Mar 31, 2026 |
| CLARK ESTATES INC/NY | 310,500 | 2.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 226,515 | 1.5M $ | as of Mar 31, 2026 |
| Hudson Bay Capital Management LP | 222,124 | 1.5M $ | as of Mar 31, 2026 |
| VARCOV Co. | 172,147 | 1.2M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 172,083 | 1.2M $ | as of Mar 31, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 132,000 | 885.7K $ | as of Mar 31, 2026 |
| Atom Investors LP | 117,838 | 790.7K $ | as of Mar 31, 2026 |
| Centiva Capital, LP | 113,300 | 760.2K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 111,098 | 745.5K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 106,475 | 714.4K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 104,834 | 703.4K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 100,830 | 676.6K $ | as of Mar 31, 2026 |
| FourWorld Capital Management LLC | 100,000 | 671K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 95,874 | 643.3K $ | as of Mar 31, 2026 |
Declared shareholders of TaskUS Inc
1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Saba Capital Management, L.P. and 2 others | 5.72 % | 2,088,765 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of TaskUS Inc". https://titelia.com/en/stocks/taskus-inc-US87652V1098