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Upwork
UPWK

Overview Fund Activity

272 hedge funds and large institutions have $1.53B invested in Upwork in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 77 increasing their positions, 82 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+22
Holders Change %
+8.8%
% of All Funds
3.7%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
73
Increased
77
Reduced
82
Closed
46
Calls
$14.8M
Puts
$22.8M
Net Calls
-$7.95M
Net Calls Change
-$18.5M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$69.8M
2
Morgan Stanley
Morgan Stanley
New York
$40.3M
3
Allianz Asset Management
Allianz Asset Management
Germany
$29.2M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$60.8M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$13.7M

Top Sellers

1
DAM
Dorsey Asset Management
Illinois
$0
2
CAM
Contour Asset Management
New York
$0
3
AA
Ancient Art
Texas
$49.4M
4
TGM
Tenzing Global Management
California
$653K
5
ICM
Invenomic Capital Management
Massachusetts
$6.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
301
Y-Intercept (HK)
Hong Kong
– -$329K -20,115 Closed
PTC
302
Petrus Trust Company
Texas
– -$324K -19,811 Closed
SIP
303
Stoneridge Investment Partners
Pennsylvania
– -$271K -16,566 Closed
BAM
304
Blueshift Asset Management
New Jersey
– -$234K -14,337 Closed
PCM
305
Prelude Capital Management
New York
– -$229K -13,979 Closed
OR
306
Olympiad Research
Connecticut
– -$188K -11,474 Closed
Principal Financial Group
307
Principal Financial Group
Iowa
– -$175K -10,729 Closed
OQS
308
Occudo Quantitative Strategies
Florida
– -$172K -10,501 Closed
BC
309
Bayforest Capital
United Kingdom
– -$156K -9,552 Closed
Skandinaviska Enskilda Banken (SEB)
310
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$144K -8,700 Closed
Walleye Trading
311
Walleye Trading
New York
– -$114K -6,979 Closed
NL
312
NKCFO LLC
Illinois
– -$82K -5,040 Closed
Federated Hermes
313
Federated Hermes
Pennsylvania
– -$53.8K -3,289 Closed
CAS
314
Coppell Advisory Solutions
Texas
– -$23.4K -1,411 Closed
CFGS
315
Concourse Financial Group Securities
Alabama
– -$5.15K -321 Closed
PD
316
Point72 (DIFC)
United Arab Emirates
– -$3.59K -220 Closed
Bessemer Group
317
Bessemer Group
New Jersey
– -$2K -110 Closed
FCMT
318
Founders Capital Management (Texas)
Texas
– -$638 -39 Closed
EC
319
Elequin Capital
New York
– -$164 -10 Closed
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