As of the latest SEC filings, TaskUs, Inc. (TASK) is held by 77 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $3,666,639.24 in market value, representing a significant portion of its portfolio.
Funds holding TaskUs, Inc. (TASK)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- TASK
- CIK:
- 0001829864
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,666,639.24 | 546,444 | Mar 31, 2026 | May 28, 2026 |
|
AGD
abrdn Global Dynamic Dividend Fund
|
CEF | abrdn / Aberdeen | 0.88% | $2,777,328.00 | 428,600 | Apr 30, 2026 | Jun 26, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.00% | $2,725,393.99 | 406,169 | Mar 31, 2026 | May 28, 2026 |
|
AOD
abrdn Total Dynamic Dividend Fund
|
CEF | abrdn / Aberdeen | 0.18% | $2,009,921.04 | 310,173 | Apr 30, 2026 | Jun 26, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.00% | $1,738,064.46 | 259,026 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,287,984.50 | 191,950 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $932,425.38 | 87,799 | Feb 28, 2026 | Apr 24, 2026 |
|
ADVDX
abrdn Dynamic Dividend Fund
|
MF | abrdn / Aberdeen | 0.87% | $871,560.00 | 134,500 | Apr 30, 2026 | Jun 26, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.00% | $861,834.24 | 81,152 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $748,958.40 | 115,580 | Apr 30, 2026 | Jun 29, 2026 |
|
DRSVX
NORTH SQUARE SMALL CAP VALUE FUND
|
MF | Independent / Boutique | 0.36% | $731,537.46 | 68,883 | Feb 28, 2026 | Apr 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $663,202.08 | 102,346 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $586,614.96 | 90,527 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $483,861.60 | 74,670 | Apr 30, 2026 | Jun 24, 2026 |
|
ISMD
Inspire Small/Mid Cap ETF
|
ETF | Independent / Boutique | 0.17% | $438,584.76 | 41,298 | Feb 28, 2026 | Apr 28, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.02% | $412,693.20 | 38,860 | Feb 28, 2026 | Apr 29, 2026 |
|
FDM
First Trust Dow Jones Select MicroCap Index Fund
|
ETF | First Trust | 0.16% | $362,393.68 | 54,008 | Mar 31, 2026 | May 28, 2026 |
|
EES
WisdomTree U.S. SmallCap Fund
|
ETF | WisdomTree | 0.06% | $352,550.11 | 52,541 | Mar 31, 2026 | Jun 1, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $339,447.06 | 31,963 | Feb 28, 2026 | Apr 24, 2026 |
|
SFLO
VictoryShares Small Cap Free Cash Flow ETF
|
ETF | Independent / Boutique | 0.06% | $314,766.10 | 46,910 | Mar 31, 2026 | May 28, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $302,097.60 | 46,620 | Apr 30, 2026 | Jun 29, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.01% | $281,162.42 | 41,902 | Mar 31, 2026 | May 28, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $272,840.40 | 42,105 | Apr 30, 2026 | Jun 24, 2026 |
|
DFEOX
U.S. CORE EQUITY 1 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $271,803.60 | 41,945 | Apr 30, 2026 | Jun 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $264,140.64 | 24,872 | Feb 28, 2026 | Apr 24, 2026 |
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