PEAK6 Investments’s Upwork UPWK Stock Holding History

PEAK6 Investments’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
2024 Q3	$77K	Buy	+7,370	New	+$76.9K	﹤0.01%	3040
2024 Q1	–	Sell	-155,747	Closed	-$2.12M	–	4777
2023 Q4	$2.32M	Buy	155,747 +44,200	+40%	+$570K	0.01%	1400
2023 Q3	$1.27M	Buy	111,547 +57,323	+106%	+$712K	0.01%	1648
2023 Q2	$506K	Buy	+54,224	New	+$491K	﹤0.01%	2205
2022 Q4	–	Sell	-199,837	Closed	-$2.72M	–	5252
2022 Q3	$2.72M	Buy	199,837 +43,337	+28%	+$815K	0.01%	1289
2022 Q2	$2.62M	Buy	+156,500	New	+$3.08M	0.01%	2020
2022 Q1	–	Sell	-18,390	Closed	-$460K	–	5975
2021 Q4	$628K	Sell	18,390 -38,750	-68%	-$1.71M	﹤0.01%	3018
2021 Q3	$2.57M	Sell	57,140 -29,976	-34%	-$1.46M	0.01%	1711
2021 Q2	$5.08M	Sell	87,116 -188,346	-68%	-$8.85M	0.01%	1096
2021 Q1	$12.3M	Sell	275,462 -281,756	-51%	-$13M	0.03%	533
2020 Q4	$19.2M	Buy	557,218 +99,196	+22%	+$2.84M	0.04%	415
2020 Q3	$7.99M	Buy	458,022 +153,083	+50%	+$2.29M	0.02%	702
2020 Q2	$4.4M	Buy	+304,939	New	+$3.2M	0.02%	895
2020 Q1	–	Sell	-5,006	Closed	-$53K	–	4569
2019 Q4	$53K	Buy	+5,006	New	+$63.1K	﹤0.01%	3023

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

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

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Geode Capital Management

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

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return