Sphera Funds Management’s Upwork UPWK Stock Holding History

Sphera Funds Management’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	-117,000	Closed	-$1.26M	–	140
2024 Q2	$1.26M	Hold	117,000	–	–	0.17%	99
2024 Q1	$1.43M	Sell	117,000 -135,784	-54%	-$1.85M	0.2%	89
2023 Q4	$3.76M	Buy	+252,784	New	+$3.26M	0.61%	60
2021 Q4	–	Sell	-10,000	Closed	-$450K	–	125
2021 Q3	$450K	Buy	+10,000	New	+$487K	0.04%	111

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

Sphera Funds Management's UPWK Position: Q3 2024 in Review

Sphera Funds Management sold out of Upwork (UPWK) in Q3 2024, closing a stake of 117,000 shares — an estimated $1.26M sold.

Sphera Funds Management first reported a position in UPWK in Q3 2021 and held it in 4 quarters. The position peaked at $3.76M in Q4 2023. 220 funds tracked by Wall St. Rank hold UPWK as of Q3 2024.

Sphera Funds Management reported no remaining Upwork position as of Q3 2024 after selling out during the quarter.
Sphera Funds Management sold 117,000 Upwork shares in Q3 2024, an estimated $1.26M.
Sphera Funds Management first reported a position in Upwork in Q3 2021 and held it in 4 quarters.
Sphera Funds Management's Upwork position peaked at $3.76M in Q4 2023.
220 funds tracked by Wall St. Rank held Upwork as of Q3 2024.

Based on Sphera Funds Management's 13F filing for Q3 2024, filed 14 Nov 2024.