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Upwork
UPWK

Overview Fund Activity

262 hedge funds and large institutions have $1.57B invested in Upwork in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 49 closing their positions.

Holders
262
Holders Change
-10
Holders Change %
-3.68%
% of All Funds
3.52%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
45
Increased
104
Reduced
81
Closed
49
Calls
$12.3M
Puts
$17.5M
Net Calls
-$5.14M
Net Calls Change
+$2.81M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.4M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$87.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$37M
4
Millennium Management
4
Millennium Management
New York
$25.5M
5
Jane Street
5
Jane Street
New York
$15.7M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$23.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$166K
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$179M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$12.9M
5
PCM
5
Portolan Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Verition Fund Management
26
Verition Fund Management
Connecticut
$13.4M 1,000,182 +965,084 +2,750%
Allianz Asset Management
27
Allianz Asset Management
Germany
$12.9M 961,628 -1,275,988 -57%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$12M 889,522 +889,522 New
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$11M 819,273 -24,057 -3%
Bank of America
30
Bank of America
North Carolina
$10.1M 750,881 +177,832 +31%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$9.45M 702,866 -36,505 -5%
Pacer Advisors
32
Pacer Advisors
Pennsylvania
$9.03M 672,044 -133,559 -17%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$6.85M 509,694 +75,760 +17%
UBS AM
34
UBS AM
Illinois
$6.74M 501,769 +163,089 +48%
GPGA
35
Grandeur Peak Global Advisors
Utah
$6.24M 463,926 +98,811 +27%
KIM
36
Kestrel Investment Management
California
$6.06M 451,000 -20,900 -4%
HIM
37
Hillsdale Investment Management
Ontario, Canada
$6.04M 449,400 +88,000 +24%
CSS
38
Cubist Systematic Strategies
Connecticut
$5.95M 442,793 -99,985 -18%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$5.61M 417,153 +4,809 +1%
CG
40
Circumference Group
Arkansas
$5.51M 410,000 -65,000 -14%
SIA
41
SkyView Investment Advisors
New Jersey
$5.3M 389,237 +2,971 +0.8%
AllianceBernstein
42
AllianceBernstein
Tennessee
$5.14M 382,070 +3,860 +1%
FGC
43
Financial Gravity Companies
Texas
$5.12M 380,836 +380,836 New
Barclays
44
Barclays
United Kingdom
$4.69M 349,143 +174,710 +100%
American Century Companies
45
American Century Companies
Missouri
$4.57M 339,813 +218,543 +180%
Squarepoint
46
Squarepoint
New York
$4.35M 323,744 +323,744 New
First Trust Advisors
47
First Trust Advisors
Illinois
$4.18M 311,099 +242,516 +354%
Universal-Beteiligungs- und Servicegesellschaft
48
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.14M 307,751 +119,097 +63%
UBS Group
49
UBS Group
Switzerland
$4.1M 305,190 -92,708 -23%
SSA
50
Schonfeld Strategic Advisors
New York
$4.09M 304,463 +132,520 +77%
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