JG
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Jefferies Group’s Upwork UPWK Stock Holding History

Jefferies Group’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
2022
Q3 		$252K Buy
+18,491
New +$348K ﹤0.01% 1298
2019
Q3 		– Sell
-50,440
Closed -$811K – 3082
2019
Q2 		$811K Buy
+50,440
New +$869K 0.01% 1405

Other funds holding UPWK

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jefferies Group's UPWK Position: Q3 2022 in Review

Jefferies Group opened a new position in Upwork (UPWK) in Q3 2022: 18,491 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #1298 among its holdings. This is a return to the name: Jefferies Group previously reported a position in UPWK as recently as Q2 2019.

Jefferies Group first reported a position in UPWK in Q2 2019 and has held it in 2 quarters since. The position peaked at $811K in Q2 2019. 228 funds tracked by Wall St. Rank hold UPWK as of Q3 2022.

  • Jefferies Group held 18,491 shares of Upwork worth $252K as of Q3 2022.
  • Upwork was a new Jefferies Group position in Q3 2022.
  • Upwork made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1298 holding.
  • Jefferies Group first reported a position in Upwork in Q2 2019 and has held it in 2 quarters since.
  • Jefferies Group's Upwork position peaked at $811K in Q2 2019.
  • 228 funds tracked by Wall St. Rank held Upwork as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.