Yorktown Management & Research Co Inc TASK TaskUS, Inc.

Ownership history in Yorktown Management & Research Co Inc  ·  7 quarters on record

AI Ownership Summary

Yorktown Management & Research Co Inc reported TaskUS, Inc. (TASK) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.32% in 2024 Q4. The latest visible filing shows TASK at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TASK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Yorktown Management & Research Co Inc's position in TaskUS, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TASK was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Yorktown Management & Research Co Inc held TASK — position size vs. price
% of Fund (quarterly)    TASK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 19,800 0% 0.28% $353K 2025-10-29 $8.54
2025 Q2 UNCHANGED 19,800 0% 0.32% $332K 2025-08-04 $11.11
2025 Q1 UNCHANGED 19,800 0% 0.29% $270K 2025-04-23 $8.56
2024 Q4 UNCHANGED 19,800 0% 0.32% $335K 2025-01-27 $10.73
2024 Q3 ADDED 19,800 +7,800 +65.0% 0.26% $256K 2024-10-25 $7.79
2024 Q2 UNCHANGED 12,000 0% 0.17% $160K 2024-07-30 $11.00
2024 Q1 INITIATED 12,000 0.13% $140K 2024-04-26 $7.55

FAQ About Yorktown Management & Research Co Inc and TASK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Yorktown Management & Research Co Inc reported owning TASK?

Yorktown Management & Research Co Inc reported TASK across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported TASK position in Yorktown Management & Research Co Inc's portfolio?

The largest reported portfolio weight for TASK was 0.32% in 2024 Q4.

What is the latest reported TASK position on this page?

The most recent filing on this page is 2025 Q3, when Yorktown Management & Research Co Inc reported 19,800 shares, equal to 0.28% of portfolio, with an estimated market value of $353K.

What does the chart on this TASK ownership page compare?

The chart compares Yorktown Management & Research Co Inc's quarterly TASK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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