Kula Investments’s Upwork UPWK Stock Holding History

Kula Investments’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
2023 Q1	$388K	Buy	34,256 +22,300	+187%	+$265K	0.1%	375
2022 Q4	$125K	Buy	+11,956	New	+$148K	0.04%	555

Other funds holding UPWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Kula Investments's UPWK Position: Q1 2023 in Review

Kula Investments increased its Upwork (UPWK) stake by 187% in Q1 2023, buying an estimated $265K and bringing the position to 34,256 shares worth $388K. The position accounts for 0.1% of the portfolio, ranked #375.

Kula Investments first reported a position in UPWK in Q4 2022 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold UPWK as of Q1 2023.

Kula Investments held 34,256 shares of Upwork worth $388K as of Q1 2023.
Kula Investments bought 22,300 Upwork shares in Q1 2023, an estimated $265K.
Upwork made up 0.1% of Kula Investments's portfolio in Q1 2023, its #375 holding.
Kula Investments first reported a position in Upwork in Q4 2022 and has held it in 2 quarters since.
229 funds tracked by Wall St. Rank held Upwork as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.