Fuller & Thaler Asset Management
UPWK icon

Fuller & Thaler Asset Management’s Upwork UPWK Stock Holding History

Fuller & Thaler Asset Management’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
-1,551,375
Closed -$19M – 592
2024
Q1 		$19M Buy
1,551,375
+408,500
+36% +$5.56M 0.08% 243
2023
Q4 		$17M Buy
1,142,875
+123,892
+12% +$1.6M 0.09% 225
2023
Q3 		$11.6M Buy
+1,018,983
New +$12.6M 0.07% 241
2021
Q3 		– Sell
-290,255
Closed -$16.9M – 545
2021
Q2 		$16.9M Sell
290,255
-12,366
-4% -$581K 0.11% 167
2021
Q1 		$13.5M Buy
+302,621
New +$14M 0.1% 188

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AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Baillie Gifford & Co
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fuller & Thaler Asset Management's UPWK Position: Q2 2024 in Review

Fuller & Thaler Asset Management sold out of Upwork (UPWK) in Q2 2024, closing a stake of 1,551,375 shares — an estimated $19M sold.

Fuller & Thaler Asset Management first reported a position in UPWK in Q1 2021 and held it in 5 quarters. The position peaked at $19M in Q1 2024. 249 funds tracked by Wall St. Rank hold UPWK as of Q2 2024.

  • Fuller & Thaler Asset Management reported no remaining Upwork position as of Q2 2024 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 1,551,375 Upwork shares in Q2 2024, an estimated $19M.
  • Fuller & Thaler Asset Management first reported a position in Upwork in Q1 2021 and held it in 5 quarters.
  • Fuller & Thaler Asset Management's Upwork position peaked at $19M in Q1 2024.
  • 249 funds tracked by Wall St. Rank held Upwork as of Q2 2024.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.