PDT Partners’s Upwork UPWK Stock Holding History

PDT 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
2025 Q3	–	Sell	-24,439	Closed	-$328K	–	735
2025 Q2	$328K	Buy	+24,439	New	+$351K	0.02%	583
2024 Q2	–	Sell	-102,698	Closed	-$1.26M	–	755
2024 Q1	$1.26M	Sell	102,698 -39,352	-28%	-$535K	0.12%	285
2023 Q4	$2.11M	Sell	142,050 -130,267	-48%	-$1.68M	0.23%	138
2023 Q3	$3.09M	Buy	+272,317	New	+$3.38M	0.39%	68
2022 Q1	–	Sell	-26,854	Closed	-$917K	–	1129
2021 Q4	$917K	Sell	26,854 -67,546	-72%	-$2.99M	0.07%	382
2021 Q3	$4.25M	Buy	94,400 +3,200	+4%	+$156K	0.31%	141
2021 Q2	$5.32M	Buy	91,200 +16,787	+23%	+$789K	0.35%	53
2021 Q1	$3.33M	Sell	74,413 -42,942	-37%	-$1.98M	0.24%	172
2020 Q4	$4.05M	Sell	117,355 -110,243	-48%	-$3.15M	0.27%	170
2020 Q3	$3.97M	Sell	227,598 -26,033	-10%	-$390K	0.26%	152
2020 Q2	$3.66M	Sell	253,631 -16,281	-6%	-$171K	0.25%	147
2020 Q1	$1.74M	Buy	269,912 +87,222	+48%	+$749K	0.14%	168
2019 Q4	$1.95M	Buy	+182,690	New	+$2.3M	0.12%	198

Other funds holding UPWK

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

T. Rowe Price Associates

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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