Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$65.3M Buy
5,959,909
+1,319,095
+28% +$20.8M 14.24% 2
2025
Q4
$92M Buy
4,640,814
+372,147
+9% +$6.82M 20.81% 2
2025
Q3
$79.3M Buy
4,268,667
+494,759
+13% +$7.37M 19.05% 2
2025
Q2
$50.7M Sell
3,773,908
-8,227
-0.2% -$118K 16.38% 3
2025
Q1
$49.4M Sell
3,782,135
-1,138,872
-23% -$17.3M 14.64% 2
2024
Q4
$80.5M Sell
4,921,007
-2,418,677
-33% -$34.8M 17.12% 1
2024
Q3
$76.7M Hold
7,339,684
17.76% 2
2024
Q2
$78.9M Buy
7,339,684
+2,115,248
+40% +$24M 20.21% 1
2024
Q1
$64.1M Sell
5,224,436
-365,200
-7% -$4.97M 12.94% 2
2023
Q4
$83.1M Sell
5,589,636
-268,279
-5% -$3.46M 13.86% 1
2023
Q3
$66.5M Hold
5,857,915
14.29% 1
2023
Q2
$54.7M Buy
5,857,915
+2,780,414
+90% +$25.2M 11.6% 2
2023
Q1
$34.8M Buy
3,077,501
+589,872
+24% +$7.02M 7.6% 8
2022
Q4
$26M Buy
2,487,629
+164,399
+7% +$2.03M 5.5% 9
2022
Q3
$31.6M Buy
2,323,230
+158,049
+7% +$2.97M 5.9% 7
2022
Q2
$44.8M Buy
2,165,181
+35,000
+2% +$688K 6.89% 5
2022
Q1
$49.5M Buy
2,130,181
+1,142,797
+116% +$28.6M 6.44% 7
2021
Q4
$33.7M Buy
987,384
+120,998
+14% +$5.35M 3.8% 12
2021
Q3
$39M Sell
866,386
-296,934
-26% -$14.5M 4.12% 12
2021
Q2
$67.8M Sell
1,163,320
-988,325
-46% -$46.5M 6.34% 7
2021
Q1
$96.3M Sell
2,151,645
-1,189,703
-36% -$54.9M 9.35% 4
2020
Q4
$115M Sell
3,341,348
-1,827,785
-35% -$52.3M 11.34% 2
2020
Q3
$90.2M Buy
5,169,133
+782,343
+18% +$11.7M 12.37% 3
2020
Q2
$63.3M Sell
4,386,790
-1,187,869
-21% -$12.5M 11.63% 4
2020
Q1
$36M Buy
5,574,659
+2,009,644
+56% +$17.2M 5.8% 7
2019
Q4
$38M Buy
3,565,015
+835,489
+31% +$10.5M 5.66% 7
2019
Q3
$36.3M Buy
2,729,526
+794,603
+41% +$12.1M 6.02% 7
2019
Q2
$31.1M Buy
1,934,923
+1,687,899
+683% +$29.1M 4.93% 7
2019
Q1
$4.73M Buy
+247,024
New +$5.06M 0.86% 12

Other funds holding UPWK