Vident Advisory’s Upwork UPWK Stock Holding History

Vident Advisory’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	-10,017	Closed	-$108K	–	1557
2024 Q2	$108K	Sell	10,017 -2,038	-17%	-$23.1K	﹤0.01%	1350
2024 Q1	$148K	Buy	12,055 +1,966	+19%	+$26.7K	﹤0.01%	1251
2023 Q4	$150K	Sell	10,089 -16,307	-62%	-$210K	﹤0.01%	1249
2023 Q3	$300K	Buy	+26,396	New	+$328K	0.01%	906

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

Vident Advisory's UPWK Position: Q3 2024 in Review

Vident Advisory sold out of Upwork (UPWK) in Q3 2024, closing a stake of 10,017 shares — an estimated $108K sold.

Vident Advisory first reported a position in UPWK in Q3 2023 and held it in 4 quarters. The position peaked at $300K in Q3 2023. 220 funds tracked by Wall St. Rank hold UPWK as of Q3 2024.

Vident Advisory reported no remaining Upwork position as of Q3 2024 after selling out during the quarter.
Vident Advisory sold 10,017 Upwork shares in Q3 2024, an estimated $108K.
Vident Advisory first reported a position in Upwork in Q3 2023 and held it in 4 quarters.
Vident Advisory's Upwork position peaked at $300K in Q3 2023.
220 funds tracked by Wall St. Rank held Upwork as of Q3 2024.

Based on Vident Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.