Hawk Ridge Capital Management’s Upwork UPWK Stock Holding History

Hawk Ridge 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
2023 Q2	–	Sell	-5,481,149	Closed	-$62M	–	43
2023 Q1	$62M	Buy	5,481,149 +1,305,000	+31%	+$15.5M	3.52%	14
2022 Q4	$43.6M	Hold	4,176,149	–	–	2.95%	16
2022 Q3	$56.9M	Buy	4,176,149 +817,996	+24%	+$15.4M	3.57%	15
2022 Q2	$69.4M	Buy	3,358,153 +727,169	+28%	+$14.3M	4.81%	4
2022 Q1	$61.1M	Buy	+2,630,984	New	+$65.8M	3.48%	11
2021 Q2	–	Sell	-1,872,137	Closed	-$83.8M	–	49
2021 Q1	$83.8M	Sell	1,872,137 -209,800	-10%	-$9.68M	5.75%	3
2020 Q4	$71.9M	Sell	2,081,937 -1,728,537	-45%	-$49.4M	5.81%	3
2020 Q3	$66.5M	Buy	3,810,474 +383,100	+11%	+$5.74M	5.66%	2
2020 Q2	$49.5M	Sell	3,427,374 -781,203	-19%	-$8.2M	5.11%	4
2020 Q1	$27.1M	Buy	+4,208,577	New	+$36.1M	4.57%	8
2019 Q4	–	Sell	-108,100	Closed	-$1.44M	–	49
2019 Q3	$1.44M	Buy	+108,100	New	+$1.65M	0.29%	37

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAM

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Hawk Ridge Capital Management's UPWK Position: Q2 2023 in Review

Hawk Ridge Capital Management sold out of Upwork (UPWK) in Q2 2023, closing a stake of 5,481,149 shares — an estimated $62M sold.

Hawk Ridge Capital Management first reported a position in UPWK in Q3 2019 and held it in 11 quarters. The position peaked at $83.8M in Q1 2021. 214 funds tracked by Wall St. Rank hold UPWK as of Q2 2023.

Hawk Ridge Capital Management reported no remaining Upwork position as of Q2 2023 after selling out during the quarter.
Hawk Ridge Capital Management sold 5,481,149 Upwork shares in Q2 2023, an estimated $62M.
Hawk Ridge Capital Management first reported a position in Upwork in Q3 2019 and held it in 11 quarters.
Hawk Ridge Capital Management's Upwork position peaked at $83.8M in Q1 2021.
214 funds tracked by Wall St. Rank held Upwork as of Q2 2023.

Based on Hawk Ridge Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.