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 $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Holocene Advisors's UPWK Position: Q4 2024 in Review

Holocene Advisors sold out of Upwork (UPWK) in Q4 2024, closing a stake of 26,975 shares — an estimated $282K sold.

Holocene Advisors first reported a position in UPWK in Q3 2019 and held it in 8 quarters. The position peaked at $3.79M in Q2 2022. 253 funds tracked by Wall St. Rank hold UPWK as of Q4 2024.

  • Holocene Advisors reported no remaining Upwork position as of Q4 2024 after selling out during the quarter.
  • Holocene Advisors sold 26,975 Upwork shares in Q4 2024, an estimated $282K.
  • Holocene Advisors first reported a position in Upwork in Q3 2019 and held it in 8 quarters.
  • Holocene Advisors's Upwork position peaked at $3.79M in Q2 2022.
  • 253 funds tracked by Wall St. Rank held Upwork as of Q4 2024.

Based on Holocene Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.