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Paloma Partners’s Upwork UPWK Stock Holding History

Paloma Partners’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
-62,814
Closed -$2.15M – 2251
2021
Q4 		$2.15M Buy
62,814
+19,400
+45% +$857K 0.03% 440
2021
Q3 		$1.96M Buy
43,414
+31,772
+273% +$1.55M 0.05% 239
2021
Q2 		$679K Sell
11,642
-3,140
-21% -$148K 0.01% 842
2021
Q1 		$662K Sell
14,782
-48,370
-77% -$2.23M 0.01% 932
2020
Q4 		$2.18M Buy
+63,152
New +$1.81M 0.06% 344

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

Paloma Partners's UPWK Position: Q1 2022 in Review

Paloma Partners sold out of Upwork (UPWK) in Q1 2022, closing a stake of 62,814 shares — an estimated $2.15M sold.

Paloma Partners first reported a position in UPWK in Q4 2020 and held it in 5 quarters. The position peaked at $2.18M in Q4 2020. 233 funds tracked by Wall St. Rank hold UPWK as of Q1 2022.

  • Paloma Partners reported no remaining Upwork position as of Q1 2022 after selling out during the quarter.
  • Paloma Partners sold 62,814 Upwork shares in Q1 2022, an estimated $2.15M.
  • Paloma Partners first reported a position in Upwork in Q4 2020 and held it in 5 quarters.
  • Paloma Partners's Upwork position peaked at $2.18M in Q4 2020.
  • 233 funds tracked by Wall St. Rank held Upwork as of Q1 2022.

Based on Paloma Partners's 13F filing for Q1 2022, filed 16 May 2022.