Henry Ellenbogen’s Upwork UPWK Stock Holding History

Henry Ellenbogen’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	-196,592	Closed	-$2.23M	–	55
2023 Q1	$2.23M	Hold	196,592	–	–	0.02%	49
2022 Q4	$2.05M	Sell	196,592 -778,073	-80%	-$9.6M	0.02%	51
2022 Q3	$13.3M	Sell	974,665 -183,153	-16%	-$3.44M	0.15%	44
2022 Q2	$23.9M	Buy	1,157,818 +273,069	+31%	+$5.37M	0.27%	48
2022 Q1	$20.6M	Sell	884,749 -939,073	-51%	-$23.5M	0.18%	53
2021 Q4	$62.3M	Sell	1,823,822 -523,830	-22%	-$23.2M	0.49%	46
2021 Q3	$106M	Buy	2,347,652 +852,376	+57%	+$41.5M	0.8%	39
2021 Q2	$87.2M	Buy	+1,495,276	New	+$70.3M	0.64%	43

Other funds holding UPWK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Henry Ellenbogen's UPWK Position: Q2 2023 in Review

Henry Ellenbogen sold out of Upwork (UPWK) in Q2 2023, closing a stake of 196,592 shares — an estimated $2.23M sold.

Henry Ellenbogen first reported a position in UPWK in Q2 2021 and held it in 8 quarters. The position peaked at $106M in Q3 2021. 214 funds tracked by Wall St. Rank hold UPWK as of Q2 2023.

Henry Ellenbogen reported no remaining Upwork position as of Q2 2023 after selling out during the quarter.
Henry Ellenbogen sold 196,592 Upwork shares in Q2 2023, an estimated $2.23M.
Henry Ellenbogen first reported a position in Upwork in Q2 2021 and held it in 8 quarters.
Henry Ellenbogen's Upwork position peaked at $106M in Q3 2021.
214 funds tracked by Wall St. Rank held Upwork as of Q2 2023.

Based on Durable Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.