We are live on ! Find out more

218 hedge funds and large institutions have $1.02B invested in Upwork in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 67 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $22M | Put options by funds: $9.82M

24% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 67

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.96% less ownership

Funds ownership: 78.25%74.29% (-4%)

4% less funds holding

Funds holding: 228218 (-10)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

27% less capital invested

Capital invested by funds: $1.39B → $1.02B (-$371M)

Holders
218
Holders Change
-10
Holders Change %
-4.39%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
33
Increased
83
Reduced
67
Closed
38
Calls
$22M
Puts
$9.82M
Net Calls
+$12.1M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
226
PEAK6 Investments
Illinois
-$2.72M -199,837 Closed
State of New Jersey Common Pension Fund D
227
State of New Jersey Common Pension Fund D
New Jersey
-$1.81M -133,047 Closed
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
-$1.5K -107,298 Closed
Squarepoint
229
Squarepoint
New York
-$1.18M -86,380 Closed
ACM
230
AlphaCrest Capital Management
New York
-$1.01M -74,553 Closed
VI
231
Versor Investments
New York
-$942K -69,151 Closed
Holocene Advisors
232
Holocene Advisors
New York
-$845K -62,036 Closed
DTL
233
Dynamic Technology Lab
Singapore
-$741K -54,367 Closed
First Trust Advisors
234
First Trust Advisors
Illinois
-$694K -50,949 Closed
CCM
235
Chimera Capital Management
New York
-$406K -29,781 Closed
PL
236
Parkwood LLC
Ohio
-$381K -27,969 Closed
Ensign Peak Advisors
237
Ensign Peak Advisors
Utah
-$364K -26,730 Closed
Envestnet Asset Management
238
Envestnet Asset Management
Illinois
-$321K -23,572 Closed
DAM
239
DLD Asset Management
New York
-$257K -18,880 Closed
FRM
240
Fox Run Management
Connecticut
-$243K -17,810 Closed
EMG
241
ETF Managers Group
New Jersey
-$241K -17,692 Closed
PHK
242
Point72 Hong Kong
Hong Kong
-$215K -15,787 Closed
JGC
243
J. Goldman & Co
New York
-$205K -15,075 Closed
AIM
244
Aigen Investment Management
New York
-$197K -14,490 Closed
RC
245
RBF Capital
California
-$162K -11,876 Closed
LIP
246
Liontrust Investment Partners
United Kingdom
-$136K -10,000 Closed
HFM
247
Harvest Fund Management
China
-$7K -506 Closed
PC
248
Pier Capital
Connecticut
-$7K -485 Closed
CWM
249
Castle Wealth Management
Florida
-$4K -300 Closed
DFCM
250
Dark Forest Capital Management
Puerto Rico
-$2K -122 Closed

UPWK Hedge Fund Activity: Q4 2022 in Review

218 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Upwork (UPWK) for Q4 2022, worth a combined $1.02B — down 27% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of UPWK and 33 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 83 added.

The largest buyer was Capital International Investors, adding an estimated $66.1M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $96.4M sold.

  • 218 institutional investors held Upwork (UPWK) as of Q4 2022, down from 228 in Q3 2022.
  • Funds reported $1.02B of Upwork stock for Q4 2022, down 27% quarter-over-quarter.
  • 33 funds opened new Upwork positions in Q4 2022 and 38 closed out, a net change of -5 holders.
  • The largest Upwork buyer in Q4 2022 was Capital International Investors, an estimated $66.1M added.
  • The largest Upwork seller in Q4 2022 was Jackson Square Partners, an estimated $96.4M sold.

Based on aggregated 13F filings for Q4 2022.