BIT Capital’s Upwork UPWK Stock Holding History

BIT Capital’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 Q3	–	Sell	-325,000	Closed	-$4.37M	–	125
2025 Q2	$4.37M	Hold	325,000	–	–	0.25%	40
2025 Q1	$4.24M	Hold	325,000	–	–	0.36%	36
2024 Q4	$5.31M	Buy	+325,000	New	+$4.68M	0.42%	38

Other funds holding UPWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

BIT Capital's UPWK Position: Q1 2023 in Review

BIT Capital sold out of Upwork (UPWK) in Q1 2023, closing a stake of 559,008 shares — an estimated $5.84M sold.

BIT Capital first reported a position in UPWK in Q3 2020 and held it in 10 quarters. The position peaked at $224M in Q2 2021. 229 funds tracked by Wall St. Rank hold UPWK as of Q1 2023.

BIT Capital reported no remaining Upwork position as of Q1 2023 after selling out during the quarter.
BIT Capital sold 559,008 Upwork shares in Q1 2023, an estimated $5.84M.
BIT Capital first reported a position in Upwork in Q3 2020 and held it in 10 quarters.
BIT Capital's Upwork position peaked at $224M in Q2 2021.
229 funds tracked by Wall St. Rank held Upwork as of Q1 2023.

Based on BIT Capital's 13F filing for Q1 2023, filed 12 Feb 2025.