Oberweis Asset Management’s Upwork UPWK Stock Holding History

Oberweis Asset Management’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	-469,200	Closed	-$5.04M	–	227
2024 Q2	$5.04M	Hold	469,200	–	–	0.31%	122
2024 Q1	$5.75M	Buy	469,200 +72,300	+18%	+$984K	0.42%	97
2023 Q4	$5.9M	Buy	396,900 +253,500	+177%	+$3.27M	0.55%	67
2023 Q3	$1.63M	Buy	+143,400	New	+$1.78M	0.17%	167
2022 Q1	–	Sell	-22,000	Closed	-$752K	–	174
2021 Q4	$752K	Sell	22,000 -10,220	-32%	-$452K	0.14%	107
2021 Q3	$1.45M	Sell	32,220 -52,850	-62%	-$2.58M	0.3%	59
2021 Q2	$4.96M	Sell	85,070 -100,300	-54%	-$4.71M	1.09%	15
2021 Q1	$8.3M	Sell	185,370 -215,680	-54%	-$9.95M	1.7%	8
2020 Q4	$13.8M	Buy	401,050 +550	+0.1%	+$15.7K	3.65%	4
2020 Q3	$6.99M	Buy	+400,500	New	+$6M	2.35%	7

Other funds holding UPWK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

ECM

Engine Capital Management New York $828M AUM 6.49% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAM

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

Oberweis Asset Management's UPWK Position: Q3 2024 in Review

Oberweis Asset Management sold out of Upwork (UPWK) in Q3 2024, closing a stake of 469,200 shares — an estimated $5.04M sold.

Oberweis Asset Management first reported a position in UPWK in Q3 2020 and held it in 10 quarters. The position peaked at $13.8M in Q4 2020. 220 funds tracked by Wall St. Rank hold UPWK as of Q3 2024.

Oberweis Asset Management reported no remaining Upwork position as of Q3 2024 after selling out during the quarter.
Oberweis Asset Management sold 469,200 Upwork shares in Q3 2024, an estimated $5.04M.
Oberweis Asset Management first reported a position in Upwork in Q3 2020 and held it in 10 quarters.
Oberweis Asset Management's Upwork position peaked at $13.8M in Q4 2020.
220 funds tracked by Wall St. Rank held Upwork as of Q3 2024.

Based on Oberweis Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.