Graham Capital Management’s Upwork UPWK Stock Holding History

Graham Capital 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
2025 Q4	–	Sell	-20,031	Closed	-$372K	–	1616
2025 Q3	$372K	Sell	20,031 -106,144	-84%	-$1.58M	0.01%	744
2025 Q2	$1.7M	Buy	126,175 +2,839	+2%	+$40.8K	0.05%	411
2025 Q1	$1.61M	Buy	123,336 +75,876	+160%	+$1.16M	0.05%	409
2024 Q4	$776K	Buy	+47,460	New	+$684K	0.02%	571
2024 Q3	–	Sell	-233,776	Closed	-$2.51M	–	1367
2024 Q2	$2.51M	Sell	233,776 -5,598	-2%	-$63.5K	0.09%	199
2024 Q1	$2.93M	Buy	239,374 +135,988	+132%	+$1.85M	0.08%	186
2023 Q4	$1.54M	Sell	103,386 -12,352	-11%	-$159K	0.05%	265
2023 Q3	$1.31M	Buy	115,738 +68,124	+143%	+$846K	0.04%	288
2023 Q2	$445K	Sell	47,614 -96,920	-67%	-$878K	0.02%	589
2023 Q1	$1.64M	Sell	144,534 -55,440	-28%	-$660K	0.06%	318
2022 Q4	$2.09M	Buy	199,974 +77,686	+64%	+$958K	0.08%	254
2022 Q3	$1.67M	Buy	+122,288	New	+$2.3M	0.07%	293

Other funds holding UPWK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

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

LSV Asset Management

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

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Capital International Investors

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

Geode Capital Management

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return