Verition Fund Management

Verition Fund Management’s Upwork UPWK Stock Holding History

Verition Fund 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
2026 Q1	$156K	Sell	14,225 -84,766	-86%	-$1.33M	﹤0.01%	1985
2025 Q4	$1.96M	Buy	98,991 +19,712	+25%	+$362K	0.01%	1640
2025 Q3	$1.47M	Sell	79,279 -920,903	-92%	-$13.7M	0.01%	2231
2025 Q2	$13.4M	Buy	1,000,182 +965,084	+2,750%	+$13.9M	0.08%	385
2025 Q1	$458K	Sell	35,098 -333,635	-90%	-$5.08M	﹤0.01%	2639
2024 Q4	$6.03M	Sell	368,733 -432,145	-54%	-$6.22M	0.03%	777
2024 Q3	$8.37M	Buy	+800,878	New	+$8.35M	0.06%	511
2024 Q2	–	Sell	-585,799	Closed	-$7.18M	–	3285
2024 Q1	$7.18M	Buy	585,799 +535,437	+1,063%	+$7.28M	0.07%	470
2023 Q4	$749K	Sell	50,362 -222,174	-82%	-$2.87M	0.01%	1309
2023 Q3	$3.1M	Buy	+272,536	New	+$3.38M	0.04%	617
2022 Q1	–	Sell	-18,757	Closed	-$641K	–	3119
2021 Q4	$641K	Buy	18,757 +12,093	+181%	+$535K	0.01%	1566
2021 Q3	$300K	Buy	+6,664	New	+$325K	﹤0.01%	1469
2019 Q4	–	Sell	-11,470	Closed	-$153K	–	1403
2019 Q3	$153K	Buy	+11,470	New	+$175K	0.01%	966

Other funds holding UPWK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital International Investors

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return