TCA
UPWK icon

Transcend Capital Advisors’s Upwork UPWK Stock Holding History

Transcend Capital Advisors’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
Q4 		– Sell
-108,922
Closed -$1.14M – 637
2024
Q3 		$1.14M Hold
108,922
– – 0.08% 244
2024
Q2 		$1.17M Hold
108,922
– – 0.08% 229
2024
Q1 		$1.34M Sell
108,922
-29,082
-21% -$396K 0.11% 194
2023
Q4 		$2.05M Sell
138,004
-750
-0.5% -$9.67K 0.18% 131
2023
Q3 		$1.58M Hold
138,754
– – 0.15% 150
2023
Q2 		$1.3M Sell
138,754
-576
-0.4% -$5.22K 0.12% 176
2023
Q1 		$1.58M Sell
139,330
-1,999
-1% -$23.8K 0.16% 143
2022
Q4 		$1.48M Buy
141,329
+1,075
+0.8% +$13.3K 0.16% 151
2022
Q3 		$1.91M Sell
140,254
-700
-0.5% -$13.2K 0.21% 121
2022
Q2 		$2.92M Sell
140,954
-2,000
-1% -$39.3K 0.3% 85
2022
Q1 		$3.32M Sell
142,954
-36,775
-20% -$920K 0.3% 86
2021
Q4 		$6.14M Sell
179,729
-27,213
-13% -$1.2M 0.54% 35
2021
Q3 		$12M Buy
+206,942
New +$10.1M 1.08% 13
2021
Q2 		– Sell
-200,159
Closed -$8.96M – 425
2021
Q1 		$8.96M Sell
200,159
-518
-0.3% -$23.9K 1.08% 13
2020
Q4 		$6.93M Sell
200,677
-5,775
-3% -$165K 0.91% 15
2020
Q3 		$3.6M Buy
+206,452
New +$3.09M 0.66% 35

Other funds holding UPWK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Transcend Capital Advisors's UPWK Position: Q4 2024 in Review

Transcend Capital Advisors sold out of Upwork (UPWK) in Q4 2024, closing a stake of 108,922 shares — an estimated $1.14M sold.

Transcend Capital Advisors first reported a position in UPWK in Q3 2020 and held it in 16 quarters. The position peaked at $12M in Q3 2021. 253 funds tracked by Wall St. Rank hold UPWK as of Q4 2024.

  • Transcend Capital Advisors reported no remaining Upwork position as of Q4 2024 after selling out during the quarter.
  • Transcend Capital Advisors sold 108,922 Upwork shares in Q4 2024, an estimated $1.14M.
  • Transcend Capital Advisors first reported a position in Upwork in Q3 2020 and held it in 16 quarters.
  • Transcend Capital Advisors's Upwork position peaked at $12M in Q3 2021.
  • 253 funds tracked by Wall St. Rank held Upwork as of Q4 2024.

Based on Transcend Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.