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Lombard Odier Asset Management (USA)’s Upwork UPWK Stock Holding History

Lombard Odier Asset Management (USA)’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
2025
Q1 		– Sell
-21,231
Closed -$347K – 332
2024
Q4 		$347K Buy
+21,231
New +$306K 0.03% 235
2024
Q1 		– Sell
-12,435
Closed -$185K – 479
2023
Q4 		$185K Sell
12,435
-4,140
-25% -$53.4K ﹤0.01% 337
2023
Q3 		$188K Buy
+16,575
New +$206K ﹤0.01% 318
2023
Q2 		– Sell
-16,144
Closed -$183K – 433
2023
Q1 		$183K Buy
+16,144
New +$192K ﹤0.01% 284

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s UPWK Position: Q1 2025 in Review

Lombard Odier Asset Management (USA) sold out of Upwork (UPWK) in Q1 2025, closing a stake of 21,231 shares — an estimated $347K sold.

Lombard Odier Asset Management (USA) first reported a position in UPWK in Q1 2023 and held it in 4 quarters. The position peaked at $347K in Q4 2024. 277 funds tracked by Wall St. Rank hold UPWK as of Q1 2025.

  • Lombard Odier Asset Management (USA) reported no remaining Upwork position as of Q1 2025 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 21,231 Upwork shares in Q1 2025, an estimated $347K.
  • Lombard Odier Asset Management (USA) first reported a position in Upwork in Q1 2023 and held it in 4 quarters.
  • Lombard Odier Asset Management (USA)'s Upwork position peaked at $347K in Q4 2024.
  • 277 funds tracked by Wall St. Rank held Upwork as of Q1 2025.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q1 2025, filed 15 May 2025.