Essex Investment Management’s Upwork UPWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8M Sell
134,196
-918
-0.7% -$12.3K 0.33% 117
2025
Q1
$1.76M Sell
135,114
-935
-0.7% -$12.2K 0.37% 113
2024
Q4
$2.22M Sell
136,049
-20,540
-13% -$336K 0.4% 106
2024
Q3
$1.64M Buy
156,589
+436
+0.3% +$4.56K 0.29% 128
2024
Q2
$1.68M Buy
156,153
+151,429
+3,206% +$1.63M 0.31% 121
2024
Q1
$57.9K Buy
4,724
+1,700
+56% +$20.8K 0.01% 251
2023
Q4
$45K Sell
3,024
-2,148
-42% -$31.9K 0.01% 268
2023
Q3
$58.8K Sell
5,172
-1,789
-26% -$20.3K 0.01% 308
2023
Q2
$65K Sell
6,961
-215,824
-97% -$2.02M 0.01% 318
2023
Q1
$2.52M Buy
222,785
+1,286
+0.6% +$14.6K 0.37% 89
2022
Q4
$2.31M Sell
221,499
-64,943
-23% -$678K 0.36% 87
2022
Q3
$3.9M Buy
286,442
+43,173
+18% +$588K 0.62% 43
2022
Q2
$5.03M Buy
243,269
+128,025
+111% +$2.65M 0.81% 30
2022
Q1
$2.68M Buy
115,244
+19,293
+20% +$448K 0.33% 90
2021
Q4
$3.28M Buy
95,951
+89,731
+1,443% +$3.07M 0.38% 78
2021
Q3
$280K Hold
6,220
0.03% 301
2021
Q2
$363K Buy
+6,220
New +$363K 0.04% 304