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Osterweis Capital Management’s Upwork UPWK Stock Holding History

Osterweis Capital 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
2022
Q1 		– Sell
-199,474
Closed -$6.81M – 162
2021
Q4 		$6.81M Buy
199,474
+86,620
+77% +$3.83M 0.34% 81
2021
Q3 		$5.08M Buy
+112,854
New +$5.5M 0.28% 87

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 $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
A
Atomvest Hong Kong $68.5M AUM 4.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osterweis Capital Management's UPWK Position: Q1 2022 in Review

Osterweis Capital Management sold out of Upwork (UPWK) in Q1 2022, closing a stake of 199,474 shares — an estimated $6.81M sold.

Osterweis Capital Management first reported a position in UPWK in Q3 2021 and held it in 2 quarters. The position peaked at $6.81M in Q4 2021. 234 funds tracked by Wall St. Rank hold UPWK as of Q1 2022.

  • Osterweis Capital Management reported no remaining Upwork position as of Q1 2022 after selling out during the quarter.
  • Osterweis Capital Management sold 199,474 Upwork shares in Q1 2022, an estimated $6.81M.
  • Osterweis Capital Management first reported a position in Upwork in Q3 2021 and held it in 2 quarters.
  • Osterweis Capital Management's Upwork position peaked at $6.81M in Q4 2021.
  • 234 funds tracked by Wall St. Rank held Upwork as of Q1 2022.

Based on Osterweis Capital Management's 13F filing for Q1 2022, filed 16 May 2022.