Shaker Investments’s Upwork UPWK Stock Holding History

Shaker 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	–	Sell	-193,934	Closed	-$2.08M	–	106
2024 Q2	$2.08M	Sell	193,934 -344	-0.2%	-$3.9K	0.91%	39
2024 Q1	$2.38M	Buy	194,278 +76,560	+65%	+$1.04M	1.01%	38
2023 Q4	$1.75M	Buy	117,718 +51,931	+79%	+$670K	0.82%	49
2023 Q3	$747K	Buy	65,787 +17,860	+37%	+$222K	0.41%	60
2023 Q2	$448K	Sell	47,927 -16,116	-25%	-$146K	0.23%	80
2023 Q1	$725K	Buy	+64,043	New	+$762K	0.4%	67

Other funds holding UPWK

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

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

ECM

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

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

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

DAM

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

Shaker Investments's UPWK Position: Q3 2024 in Review

Shaker Investments sold out of Upwork (UPWK) in Q3 2024, closing a stake of 193,934 shares — an estimated $2.08M sold.

Shaker Investments first reported a position in UPWK in Q1 2023 and held it in 6 quarters. The position peaked at $2.38M in Q1 2024. 220 funds tracked by Wall St. Rank hold UPWK as of Q3 2024.

Shaker Investments reported no remaining Upwork position as of Q3 2024 after selling out during the quarter.
Shaker Investments sold 193,934 Upwork shares in Q3 2024, an estimated $2.08M.
Shaker Investments first reported a position in Upwork in Q1 2023 and held it in 6 quarters.
Shaker Investments's Upwork position peaked at $2.38M in Q1 2024.
220 funds tracked by Wall St. Rank held Upwork as of Q3 2024.

Based on Shaker Investments's 13F filing for Q3 2024, filed 10 Oct 2024.