First Quadrant’s Upwork UPWK Stock Holding History

First Quadrant’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
2022 Q1	–	Sell	-15,700	Closed	-$536K	–	506
2021 Q4	$536K	Hold	15,700	–	–	0.06%	243
2021 Q3	$707K	Hold	15,700	–	–	0.08%	207
2021 Q2	$915K	Hold	15,700	–	–	0.11%	178
2021 Q1	$703K	Hold	15,700	–	–	0.07%	211
2020 Q4	$542K	Hold	15,700	–	–	0.05%	234
2020 Q3	$274K	Sell	15,700 -6,658	-30%	-$99.7K	0.04%	300
2020 Q2	$323K	Buy	+22,358	New	+$235K	0.04%	338

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

GCP

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Quadrant's UPWK Position: Q1 2022 in Review

First Quadrant sold out of Upwork (UPWK) in Q1 2022, closing a stake of 15,700 shares — an estimated $536K sold.

First Quadrant first reported a position in UPWK in Q2 2020 and held it in 7 quarters. The position peaked at $915K in Q2 2021. 234 funds tracked by Wall St. Rank hold UPWK as of Q1 2022.

First Quadrant reported no remaining Upwork position as of Q1 2022 after selling out during the quarter.
First Quadrant sold 15,700 Upwork shares in Q1 2022, an estimated $536K.
First Quadrant first reported a position in Upwork in Q2 2020 and held it in 7 quarters.
First Quadrant's Upwork position peaked at $915K in Q2 2021.
234 funds tracked by Wall St. Rank held Upwork as of Q1 2022.

Based on First Quadrant's 13F filing for Q1 2022, filed 21 Apr 2022.