Holocene Advisors
UPWK icon

Holocene Advisors’s Upwork UPWK Stock Holding History

Holocene Advisors’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
Q4 		– Sell
-26,975
Closed -$282K – 893
2024
Q3 		$282K Buy
+26,975
New +$281K ﹤0.01% 686
2023
Q3 		– Sell
-14,932
Closed -$139K – 887
2023
Q2 		$139K Sell
14,932
-105,414
-88% -$955K ﹤0.01% 705
2023
Q1 		$1.36M Buy
+120,346
New +$1.43M 0.01% 541
2022
Q4 		– Sell
-62,036
Closed -$845K – 920
2022
Q3 		$845K Sell
62,036
-121,496
-66% -$2.28M 0.01% 646
2022
Q2 		$3.79M Buy
183,532
+146,948
+402% +$2.89M 0.02% 401
2022
Q1 		$850K Buy
+36,584
New +$916K ﹤0.01% 719
2020
Q1 		– Sell
-99,584
Closed -$1.06M – 832
2019
Q4 		$1.06M Sell
99,584
-19,632
-16% -$247K 0.01% 560
2019
Q3 		$1.59M Buy
+119,216
New +$1.82M 0.02% 368

Other funds holding UPWK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return