Duality Advisers’s Upwork UPWK Stock Holding History

Duality Advisers’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 Q2	–	Sell	-32,614	Closed	-$400K	–	509
2024 Q1	$400K	Sell	32,614 -5,245	-14%	-$71.4K	0.04%	476
2023 Q4	$563K	Buy	+37,859	New	+$488K	0.06%	411

Other funds holding UPWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

DAM

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

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

Duality Advisers's UPWK Position: Q2 2024 in Review

Duality Advisers sold out of Upwork (UPWK) in Q2 2024, closing a stake of 32,614 shares — an estimated $400K sold.

Duality Advisers first reported a position in UPWK in Q4 2023 and held it in 2 quarters. The position peaked at $563K in Q4 2023. 249 funds tracked by Wall St. Rank hold UPWK as of Q2 2024.

Duality Advisers reported no remaining Upwork position as of Q2 2024 after selling out during the quarter.
Duality Advisers sold 32,614 Upwork shares in Q2 2024, an estimated $400K.
Duality Advisers first reported a position in Upwork in Q4 2023 and held it in 2 quarters.
Duality Advisers's Upwork position peaked at $563K in Q4 2023.
249 funds tracked by Wall St. Rank held Upwork as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.