Westfield Capital Management
UPWK icon

Westfield Capital Management’s Upwork UPWK Stock Holding History

Westfield Capital 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
2021
Q4 		– Sell
-210,668
Closed -$9.49M – 268
2021
Q3 		$9.49M Buy
210,668
+8,155
+4% +$397K 0.06% 185
2021
Q2 		$11.8M Buy
+202,513
New +$9.52M 0.07% 184

Other funds holding UPWK

Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Westfield Capital Management's UPWK Position: Q4 2021 in Review

Westfield Capital Management sold out of Upwork (UPWK) in Q4 2021, closing a stake of 210,668 shares — an estimated $9.49M sold.

Westfield Capital Management first reported a position in UPWK in Q2 2021 and held it in 2 quarters. The position peaked at $11.8M in Q2 2021. 270 funds tracked by Wall St. Rank hold UPWK as of Q4 2021.

  • Westfield Capital Management reported no remaining Upwork position as of Q4 2021 after selling out during the quarter.
  • Westfield Capital Management sold 210,668 Upwork shares in Q4 2021, an estimated $9.49M.
  • Westfield Capital Management first reported a position in Upwork in Q2 2021 and held it in 2 quarters.
  • Westfield Capital Management's Upwork position peaked at $11.8M in Q2 2021.
  • 270 funds tracked by Wall St. Rank held Upwork as of Q4 2021.

Based on Westfield Capital Management's 13F filing for Q4 2021, filed 10 Feb 2022.