We are live on ! Find out more

253 hedge funds and large institutions have $1.8B invested in Upwork in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 28

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

65% more capital invested

Capital invested by funds: $1.09B → $1.8B (+$711M)

28% more call options, than puts

Call options by funds: $47.6M | Put options by funds: $37.1M

15% more funds holding

Funds holding: 220253 (+33)

3.43% more ownership

Funds ownership: 78.88%82.32% (+3.4%)

4% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 78

Holders
253
Holders Change
+33
Holders Change %
+15%
% of All Funds
3.33%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
65
Increased
81
Reduced
78
Closed
28
Calls
$47.6M
Puts
$37.1M
Net Calls
+$10.5M
Net Calls Change
+$7.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$13.5M +$1.1M +76,175 +10%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$12.6M +$10.9M +753,447 +3,932%
Allianz Asset Management
28
Allianz Asset Management
Germany
$12.2M +$4.83M +335,384 +82%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$11.1M +$3.75M +260,458 +62%
RAM
30
RedJay Asset Management
Ontario, Canada
$9.81M -$2.88M -200,000 -25%
CG
31
Circumference Group
Arkansas
$8.83M
HCM
32
Horrell Capital Management
Arkansas
$8.83M
TI
33
Trexquant Investment
Connecticut
$8.77M -$4.39M -304,765 -36%
Stifel Financial
34
Stifel Financial
Missouri
$8.39M +$4.35M +301,736 +143%
UBS Group
35
UBS Group
Switzerland
$7.74M +$4.52M +313,545 +196%
KIM
36
Kestrel Investment Management
California
$7.72M
JP Morgan Chase
37
JP Morgan Chase
New York
$7.49M +$1.71M +118,956 +35%
Assenagon Asset Management
38
Assenagon Asset Management
Luxembourg
$7.09M
Bank of New York Mellon
39
Bank of New York Mellon
New York
$6.76M +$505K +35,074 +9%
DB
40
Danske Bank
Denmark
$6.67M +$5.87M +407,871 New
PM
41
Plustick Management
Virginia
$6.54M +$5.76M +400,000 New
AllianceBernstein
42
AllianceBernstein
Tennessee
$6.24M +$3.42M +237,230 +164%
Verition Fund Management
43
Verition Fund Management
Connecticut
$6.03M -$6.22M -432,145 -54%
SIA
44
SkyView Investment Advisors
New Jersey
$6.03M +$2.05M +142,128 +63%
Norges Bank
45
Norges Bank
Norway
$5.95M
HIM
46
Hillsdale Investment Management
Ontario, Canada
$5.72M +$38.9K +2,700 +0.8%
FGC
47
Financial Gravity Companies
Texas
$5.41M -$1.99K -138 -0%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$5.38M +$1.89M +131,343 +66%
OIA
49
OneDigital Investment Advisors
Kansas
$5.14M +$1.87M +129,923 +70%
A
50
Atomvest
Hong Kong
$5.09M -$21.9M -1,520,500 -83%

UPWK Hedge Fund Activity: Q4 2024 in Review

253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Upwork (UPWK) for Q4 2024, worth a combined $1.8B — up 65% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new UPWK positions and 28 closed out — a net gain of 37 holders — while 81 added to existing stakes and 78 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $76.2M. The largest seller was Engine Capital Management, cutting an estimated $67.8M.

  • 253 institutional investors held Upwork (UPWK) as of Q4 2024, up from 220 in Q3 2024.
  • Funds reported $1.8B of Upwork stock for Q4 2024, up 65% quarter-over-quarter.
  • 65 funds opened new Upwork positions in Q4 2024 and 28 closed out, a net change of +37 holders.
  • The largest Upwork buyer in Q4 2024 was T. Rowe Price Associates, an estimated $76.2M added.
  • The largest Upwork seller in Q4 2024 was Engine Capital Management, an estimated $67.8M sold.

Based on aggregated 13F filings for Q4 2024.