PPA
UPWK icon

Parametric Portfolio Associates’s Upwork UPWK Stock Holding History

Parametric Portfolio Associates’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 		$3.48M Buy
149,810
+30,239
+25% +$757K ﹤0.01% 2092
2021
Q4 		$4.08M Sell
119,571
-32,629
-21% -$1.44M ﹤0.01% 2001
2021
Q3 		$6.85M Buy
152,200
+3,714
+3% +$181K ﹤0.01% 1618
2021
Q2 		$8.65M Sell
148,486
-17,624
-11% -$828K ﹤0.01% 1490
2021
Q1 		$7.44M Buy
166,110
+19,468
+13% +$899K ﹤0.01% 1886
2020
Q4 		$5.06M Buy
146,642
+75,431
+106% +$2.16M ﹤0.01% 2073
2020
Q3 		$1.24M Sell
71,211
-159,595
-69% -$2.39M ﹤0.01% 2784
2020
Q2 		$3.33M Sell
230,806
-291,444
-56% -$3.06M ﹤0.01% 2161
2020
Q1 		$3.37M Buy
522,250
+339,321
+185% +$2.91M ﹤0.01% 2025
2019
Q4 		$1.95M Buy
182,929
+83,670
+84% +$1.05M ﹤0.01% 2703
2019
Q3 		$1.32M Buy
99,259
+64,165
+183% +$978K ﹤0.01% 2880
2019
Q2 		$564K Buy
+35,094
New +$605K ﹤0.01% 3314

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

Parametric Portfolio Associates's UPWK Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Upwork (UPWK) stake by 25% in Q1 2022, buying an estimated $757K and bringing the position to 149,810 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2092.

Parametric Portfolio Associates first reported a position in UPWK in Q2 2019 and has held it in 12 quarters since. The position peaked at $8.65M in Q2 2021. 233 funds tracked by Wall St. Rank hold UPWK as of Q1 2022.

  • Parametric Portfolio Associates held 149,810 shares of Upwork worth $3.48M as of Q1 2022.
  • Parametric Portfolio Associates bought 30,239 Upwork shares in Q1 2022, an estimated $757K.
  • Upwork made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #2092 holding.
  • Parametric Portfolio Associates first reported a position in Upwork in Q2 2019 and has held it in 12 quarters since.
  • Parametric Portfolio Associates's Upwork position peaked at $8.65M in Q2 2021.
  • 233 funds tracked by Wall St. Rank held Upwork as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.