AR
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Advisory Research’s Upwork UPWK Stock Holding History

Advisory Research’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
2024
Q1 		– Sell
-61,738
Closed -$918K – 317
2023
Q4 		$918K Buy
61,738
+30,303
+96% +$391K 0.14% 172
2023
Q3 		$357K Buy
+31,435
New +$390K 0.05% 338
2021
Q3 		– Sell
-34,820
Closed -$2.03M – 411
2021
Q2 		$2.03M Buy
34,820
+3,609
+12% +$170K 0.13% 135
2021
Q1 		$1.4M Buy
31,211
+5,347
+21% +$247K 0.1% 168
2020
Q4 		$893K Buy
+25,864
New +$740K 0.07% 206
2020
Q3 		– Sell
-33,666
Closed -$486K – 344
2020
Q2 		$486K Buy
+33,666
New +$353K 0.04% 242

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return