Marshall Wace

Marshall Wace’s TaskUs TASK Stock Holding History

Marshall Wace’s Portfolio TASK Stock Details TASK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-46,829	Closed	-$552K	–	3672
2025 Q4	$552K	Sell	46,829 -18,704	-29%	-$239K	﹤0.01%	2200
2025 Q3	$1.17M	Sell	65,533 -9,242	-12%	-$160K	﹤0.01%	1873
2025 Q2	$1.25M	Sell	74,775 -389,430	-84%	-$5.93M	﹤0.01%	1762
2025 Q1	$6.33M	Buy	464,205 +230,956	+99%	+$3.47M	0.01%	959
2024 Q4	$3.95M	Sell	233,249 -73,393	-24%	-$1.05M	0.01%	1165
2024 Q3	$3.96M	Sell	306,642 -1,327	-0.4%	-$18.8K	0.01%	1090
2024 Q2	$4.1M	Sell	307,969 -78,445	-20%	-$1.01M	0.01%	1087
2024 Q1	$4.5M	Buy	386,414 +108,638	+39%	+$1.36M	0.01%	1038
2023 Q4	$3.63M	Buy	+277,776	New	+$3.08M	0.01%	1022
2023 Q2	–	Sell	-69,136	Closed	-$998K	–	3013
2023 Q1	$998K	Sell	69,136 -62,433	-47%	-$1.09M	﹤0.01%	1810
2022 Q4	$2.22M	Sell	131,569 -438,174	-77%	-$8.23M	0.01%	1674
2022 Q3	$9.17M	Buy	+569,743	New	+$10.1M	0.02%	949
2022 Q2	–	Sell	-235,564	Closed	-$9.06M	–	3916
2022 Q1	$9.06M	Sell	235,564 -412,920	-64%	-$14.5M	0.02%	944
2021 Q4	$35M	Buy	648,484 +350,034	+117%	+$19.1M	0.07%	303
2021 Q3	$19.8M	Buy	298,450 +22,589	+8%	+$1.07M	0.1%	269
2021 Q2	$9.45M	Buy	+275,861	New	+$8.71M	0.05%	514

Other funds holding TASK

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Think Investments San Francisco, California $742M AUM 33.1% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return

Dalton Investments Las Vegas, Nevada $103M AUM 3.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Calamos Advisors

Calamos Advisors Naperville, Illinois $25.9B AUM 21.78% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return