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Kerrisdale Advisers’s Upwork UPWK Stock Holding History

Kerrisdale Advisers’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
2021
Q1 		– Sell
-154,602
Closed -$5.34M – 76
2020
Q4 		$5.34M Sell
154,602
-543,604
-78% -$15.5M 0.41% 48
2020
Q3 		$12.2M Hold
698,206
– – 0.91% 38
2020
Q2 		$10.1M Hold
698,206
– – 1.13% 31
2020
Q1 		$4.5M Sell
698,206
-221,794
-24% -$1.9M 0.86% 27
2019
Q4 		$9.82M Buy
920,000
+910,000
+9,100% +$11.5M 3.47% 11
2019
Q3 		$133K Buy
+10,000
New +$152K 0.08% 34

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Kerrisdale Advisers's UPWK Position: Q1 2021 in Review

Kerrisdale Advisers sold out of Upwork (UPWK) in Q1 2021, closing a stake of 154,602 shares — an estimated $5.34M sold.

Kerrisdale Advisers first reported a position in UPWK in Q3 2019 and held it in 6 quarters. The position peaked at $12.2M in Q3 2020. 268 funds tracked by Wall St. Rank hold UPWK as of Q1 2021.

  • Kerrisdale Advisers reported no remaining Upwork position as of Q1 2021 after selling out during the quarter.
  • Kerrisdale Advisers sold 154,602 Upwork shares in Q1 2021, an estimated $5.34M.
  • Kerrisdale Advisers first reported a position in Upwork in Q3 2019 and held it in 6 quarters.
  • Kerrisdale Advisers's Upwork position peaked at $12.2M in Q3 2020.
  • 268 funds tracked by Wall St. Rank held Upwork as of Q1 2021.

Based on Kerrisdale Advisers's 13F filing for Q1 2021, filed 17 May 2021.