TwinBeech Capital’s Upwork UPWK Stock Holding History

TwinBeech Capital’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	-163,037	Closed	-$1.7M	–	939
2024 Q3	$1.7M	Buy	+163,037	New	+$1.7M	0.03%	427
2024 Q1	–	Sell	-527,954	Closed	-$7.85M	–	867
2023 Q4	$7.85M	Sell	527,954 -2,995	-0.6%	-$38.6K	0.13%	205
2023 Q3	$6.03M	Buy	530,949 +321,475	+153%	+$3.99M	0.12%	230
2023 Q2	$1.96M	Buy	209,474 +150,942	+258%	+$1.37M	0.04%	380
2023 Q1	$663K	Buy	+58,532	New	+$697K	0.01%	488
2022 Q1	–	Sell	-49,525	Closed	-$1.69M	–	748
2021 Q4	$1.69M	Sell	49,525 -1,567	-3%	-$69.3K	0.1%	257
2021 Q3	$2.3M	Buy	+51,092	New	+$2.49M	0.16%	195
2021 Q2	–	Sell	-54,709	Closed	-$2.45M	–	662
2021 Q1	$2.45M	Buy	+54,709	New	+$2.53M	0.36%	82

Other funds holding UPWK

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

TwinBeech Capital's UPWK Position: Q4 2024 in Review

TwinBeech Capital sold out of Upwork (UPWK) in Q4 2024, closing a stake of 163,037 shares — an estimated $1.7M sold.

TwinBeech Capital first reported a position in UPWK in Q1 2021 and held it in 8 quarters. The position peaked at $7.85M in Q4 2023. 253 funds tracked by Wall St. Rank hold UPWK as of Q4 2024.

TwinBeech Capital reported no remaining Upwork position as of Q4 2024 after selling out during the quarter.
TwinBeech Capital sold 163,037 Upwork shares in Q4 2024, an estimated $1.7M.
TwinBeech Capital first reported a position in Upwork in Q1 2021 and held it in 8 quarters.
TwinBeech Capital's Upwork position peaked at $7.85M in Q4 2023.
253 funds tracked by Wall St. Rank held Upwork as of Q4 2024.

Based on TwinBeech Capital's 13F filing for Q4 2024, filed 14 Feb 2025.