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Oppenheimer & Co’s Upwork UPWK Stock Holding History

Oppenheimer & Co’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
2022
Q1 		– Sell
-7,400
Closed -$253K – 1591
2021
Q4 		$253K Sell
7,400
-2,000
-21% -$88.4K ﹤0.01% 1297
2021
Q3 		$423K Hold
9,400
– – 0.01% 1086
2021
Q2 		$548K Sell
9,400
-100
-1% -$4.7K 0.01% 990
2021
Q1 		$425K Sell
9,500
-10,500
-53% -$485K 0.01% 1031
2020
Q4 		$691K Sell
20,000
-2,000
-9% -$57.2K 0.01% 774
2020
Q3 		$384K Buy
22,000
+4,000
+22% +$59.9K 0.01% 896
2020
Q2 		$260K Buy
+18,000
New +$189K 0.01% 1011

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Oppenheimer & Co's UPWK Position: Q1 2022 in Review

Oppenheimer & Co sold out of Upwork (UPWK) in Q1 2022, closing a stake of 7,400 shares — an estimated $253K sold.

Oppenheimer & Co first reported a position in UPWK in Q2 2020 and held it in 7 quarters. The position peaked at $691K in Q4 2020. 233 funds tracked by Wall St. Rank hold UPWK as of Q1 2022.

  • Oppenheimer & Co reported no remaining Upwork position as of Q1 2022 after selling out during the quarter.
  • Oppenheimer & Co sold 7,400 Upwork shares in Q1 2022, an estimated $253K.
  • Oppenheimer & Co first reported a position in Upwork in Q2 2020 and held it in 7 quarters.
  • Oppenheimer & Co's Upwork position peaked at $691K in Q4 2020.
  • 233 funds tracked by Wall St. Rank held Upwork as of Q1 2022.

Based on Oppenheimer & Co's 13F filing for Q1 2022, filed 12 May 2022.