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Lyon Street Capital’s Upwork UPWK Stock Holding History

Lyon Street Capital’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
2020
Q3 		$597K Sell
34,218
-10,782
-24% -$161K 1.78% 25
2020
Q2 		$650K Buy
+45,000
New +$472K 1.31% 35

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lyon Street Capital's UPWK Position: Q3 2020 in Review

Lyon Street Capital reduced its Upwork (UPWK) stake by 24% in Q3 2020, selling an estimated $161K and leaving 34,218 shares worth $597K. The position accounts for 1.78% of the portfolio, ranked #25.

Lyon Street Capital first reported a position in UPWK in Q2 2020 and has held it in 2 quarters since. The position peaked at $650K in Q2 2020. 181 funds tracked by Wall St. Rank hold UPWK as of Q3 2020.

  • Lyon Street Capital held 34,218 shares of Upwork worth $597K as of Q3 2020.
  • Lyon Street Capital sold 10,782 Upwork shares in Q3 2020, an estimated $161K.
  • Upwork made up 1.78% of Lyon Street Capital's portfolio in Q3 2020, its #25 holding.
  • Lyon Street Capital first reported a position in Upwork in Q2 2020 and has held it in 2 quarters since.
  • Lyon Street Capital's Upwork position peaked at $650K in Q2 2020.
  • 181 funds tracked by Wall St. Rank held Upwork as of Q3 2020.

Based on Lyon Street Capital's 13F filing for Q3 2020, filed 16 Nov 2020.