Atomvest’s Upwork UPWK Stock Holding History

Atomvest’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 Q1	–	Sell	-311,016	Closed	-$5.09M	–	5
2024 Q4	$5.09M	Sell	311,016 -1,520,500	-83%	-$21.9M	7.06%	4
2024 Q3	$19.1M	Hold	1,831,516	–	–	27.14%	2
2024 Q2	$19.7M	Hold	1,831,516	–	–	31.72%	2
2024 Q1	$22.5M	Sell	1,831,516 -1,202,100	-40%	-$16.4M	30.26%	2
2023 Q4	$45.1M	Hold	3,033,616	–	–	40.8%	1
2023 Q3	$34.5M	Hold	3,033,616	–	–	37.95%	1
2023 Q2	$28.3M	Hold	3,033,616	–	–	25.74%	2
2023 Q1	$34.3M	Hold	3,033,616	–	–	30.54%	1
2022 Q4	$31.7M	Buy	3,033,616 +532,700	+21%	+$6.57M	39.16%	1
2022 Q3	$34.1M	Hold	2,500,916	–	–	35.5%	1
2022 Q2	$51.7M	Hold	2,500,916	–	–	42.02%	1
2022 Q1	$58.1M	Buy	2,500,916 +557,504	+29%	+$14M	67.05%	1
2021 Q4	$66.4M	Buy	1,943,412 +51,100	+3%	+$2.26M	71.85%	1
2021 Q3	$85.2M	Buy	1,892,312 +72,000	+4%	+$3.51M	80.45%	1
2021 Q2	$106M	Buy	1,820,312 +57,616	+3%	+$2.71M	73.6%	1
2021 Q1	$78.9M	Hold	1,762,696	–	–	70.91%	1
2020 Q4	$60.8M	Buy	+1,762,696	New	+$50.4M	55.18%	1

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 $5.7T AUM 30.48% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return