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Advantage Alpha Capital Partners’s Upwork UPWK Stock Holding History

Advantage Alpha Capital Partners’s Portfolio UPWK Stock Details UPWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-182,816
Closed -$2.39M – 163
2025
Q1 		$2.39M Sell
182,816
-8,505
-4% -$130K 0.58% 76
2024
Q4 		$3.13M Buy
191,321
+16,062
+9% +$231K 0.74% 60
2024
Q3 		$1.83M Sell
175,259
-136,324
-44% -$1.42M 0.42% 88
2024
Q2 		$3.35M Sell
311,583
-53
-0% -$601 0.73% 59
2024
Q1 		$3.82M Buy
311,636
+127,235
+69% +$1.73M 0.72% 59
2023
Q4 		$2.74M Buy
184,401
+4,913
+3% +$63.4K 0.52% 77
2023
Q3 		$2.04M Sell
179,488
-82,020
-31% -$1.02M 0.43% 91
2023
Q2 		$2.44M Sell
261,508
-121,336
-32% -$1.1M 0.49% 78
2023
Q1 		$4.33M Buy
382,844
+108,137
+39% +$1.29M 0.9% 52
2022
Q4 		$2.87M Sell
274,707
-76,660
-22% -$946K 0.58% 66
2022
Q3 		$4.79M Buy
351,367
+72,370
+26% +$1.36M 0.88% 51
2022
Q2 		$5.77M Sell
278,997
-61,576
-18% -$1.21M 1% 54
2022
Q1 		$7.92M Buy
340,573
+151,584
+80% +$3.79M 1.18% 33
2021
Q4 		$6.46M Buy
188,989
+69,565
+58% +$3.07M 0.92% 53
2021
Q3 		$5.38M Buy
119,424
+29,725
+33% +$1.45M 0.98% 43
2021
Q2 		$5.23M Buy
89,699
+2,483
+3% +$117K 1.01% 42
2021
Q1 		$3.9M Sell
87,216
-59,911
-41% -$2.77M 0.82% 63
2020
Q4 		$5.08M Sell
147,127
-77,375
-34% -$2.21M 1.11% 40
2020
Q3 		$3.92M Sell
224,502
-2,685
-1% -$40.2K 0.9% 55
2020
Q2 		$3.28M Sell
227,187
-45,008
-17% -$472K 0.77% 69
2020
Q1 		$1.76M Buy
272,195
+38,614
+17% +$331K 0.63% 78
2019
Q4 		$2.49M Buy
+233,581
New +$2.94M 0.67% 76

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advantage Alpha Capital Partners's UPWK Position: Q2 2025 in Review

Advantage Alpha Capital Partners sold out of Upwork (UPWK) in Q2 2025, closing a stake of 182,816 shares — an estimated $2.39M sold.

Advantage Alpha Capital Partners first reported a position in UPWK in Q4 2019 and held it in 22 quarters. The position peaked at $7.92M in Q1 2022. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2025.

  • Advantage Alpha Capital Partners reported no remaining Upwork position as of Q2 2025 after selling out during the quarter.
  • Advantage Alpha Capital Partners sold 182,816 Upwork shares in Q2 2025, an estimated $2.39M.
  • Advantage Alpha Capital Partners first reported a position in Upwork in Q4 2019 and held it in 22 quarters.
  • Advantage Alpha Capital Partners's Upwork position peaked at $7.92M in Q1 2022.
  • 268 funds tracked by Wall St. Rank held Upwork as of Q2 2025.

Based on Advantage Alpha Capital Partners's 13F filing for Q2 2025, filed 13 Aug 2025.