Jacobs Levy Equity Management
UPWK icon

Jacobs Levy Equity Management’s Upwork UPWK Stock Holding History

Jacobs Levy Equity 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
2024
Q3 		– Sell
-48,604
Closed -$522K – 1054
2024
Q2 		$522K Sell
48,604
-113,474
-70% -$1.29M ﹤0.01% 830
2024
Q1 		$1.99M Buy
+162,078
New +$2.2M 0.01% 599
2023
Q4 		– Sell
-65,246
Closed -$741K – 1085
2023
Q3 		$741K Sell
65,246
-59,740
-48% -$742K ﹤0.01% 728
2023
Q2 		$1.17M Buy
+124,986
New +$1.13M 0.01% 670
2020
Q4 		– Sell
-168,460
Closed -$2.94M – 1098
2020
Q3 		$2.94M Buy
168,460
+10,878
+7% +$163K 0.03% 444
2020
Q2 		$2.27M Sell
157,582
-26,474
-14% -$278K 0.02% 508
2020
Q1 		$1.19M Buy
+184,056
New +$1.58M 0.02% 586

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return