Aigen Investment Management’s Upwork UPWK Stock Holding History

Aigen Investment Management’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 Q3	–	Sell	-22,155	Closed	-$238K	–	1029
2024 Q2	$238K	Sell	22,155 -448	-2%	-$5.08K	0.05%	570
2024 Q1	$277K	Sell	22,603 -55,141	-71%	-$750K	0.06%	462
2023 Q4	$1.16M	Buy	77,744 +38,711	+99%	+$499K	0.21%	129
2023 Q3	$443K	Buy	39,033 +4,077	+12%	+$50.6K	0.08%	395
2023 Q2	$326K	Buy	+34,956	New	+$317K	0.05%	461
2022 Q4	–	Sell	-14,490	Closed	-$197K	–	789
2022 Q3	$197K	Buy	+14,490	New	+$272K	0.03%	512
2022 Q1	–	Sell	-13,484	Closed	-$447K	–	1102
2021 Q4	$447K	Buy	+13,484	New	+$596K	0.03%	669
2021 Q3	–	Sell	-5,041	Closed	-$294K	–	670
2021 Q2	$294K	Sell	5,041 -7,869	-61%	-$370K	0.05%	338
2021 Q1	$578K	Sell	12,910 -19,067	-60%	-$880K	0.08%	267
2020 Q4	$1.1M	Buy	+31,977	New	+$914K	0.14%	182
2020 Q2	–	Sell	-262,295	Closed	-$1.69M	–	1307
2020 Q1	$1.69M	Buy	262,295 +147,975	+129%	+$1.27M	0.22%	114
2019 Q4	$1.22M	Buy	+114,320	New	+$1.44M	0.2%	133

Other funds holding UPWK

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return