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Neil Mehta’s Upwork UPWK Stock Holding History

Neil Mehta’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
2024
Q3 		– Sell
-1,057,927
Closed -$11.4M – 13
2024
Q2 		$11.4M Hold
1,057,927
– – 0.77% 12
2024
Q1 		$13M Sell
1,057,927
-220,007
-17% -$2.99M 1.07% 12
2023
Q4 		$19M Sell
1,277,934
-632,224
-33% -$8.15M 2.21% 9
2023
Q3 		$21.7M Sell
1,910,158
-390,767
-17% -$4.85M 2.68% 10
2023
Q2 		$21.5M Sell
2,300,925
-689,075
-23% -$6.24M 2.6% 9
2023
Q1 		$33.8M Hold
2,990,000
– – 4.93% 7
2022
Q4 		$31.2M Buy
2,990,000
+326,633
+12% +$4.03M 5.23% 8
2022
Q3 		$36.3M Sell
2,663,367
-666,633
-20% -$12.5M 2.77% 7
2022
Q2 		$68.9M Buy
3,330,000
+117,239
+4% +$2.3M 6.46% 3
2022
Q1 		$74.7M Buy
3,212,761
+2,332,761
+265% +$58.4M 4.63% 7
2021
Q4 		$30.1M Buy
880,000
+575,000
+189% +$25.4M 0.74% 5
2021
Q3 		$13.7M Buy
305,000
+210,000
+221% +$10.2M 0.18% 5
2021
Q2 		$5.54M Buy
95,000
+45,000
+90% +$2.12M 0.04% 7
2021
Q1 		$2.24M Sell
50,000
-90,000
-64% -$4.15M 0.02% 10
2020
Q4 		$4.83M Buy
+140,000
New +$4M 1.4% 6

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
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return

Neil Mehta's UPWK Position: Q3 2024 in Review

Neil Mehta sold out of Upwork (UPWK) in Q3 2024, closing a stake of 1,057,927 shares — an estimated $11.4M sold.

Neil Mehta first reported a position in UPWK in Q4 2020 and held it in 15 quarters. The position peaked at $74.7M in Q1 2022. 220 funds tracked by Wall St. Rank hold UPWK as of Q3 2024.

  • Neil Mehta reported no remaining Upwork position as of Q3 2024 after selling out during the quarter.
  • Neil Mehta sold 1,057,927 Upwork shares in Q3 2024, an estimated $11.4M.
  • Neil Mehta first reported a position in Upwork in Q4 2020 and held it in 15 quarters.
  • Neil Mehta's Upwork position peaked at $74.7M in Q1 2022.
  • 220 funds tracked by Wall St. Rank held Upwork as of Q3 2024.

Based on Greenoaks Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.