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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
Luther King Capital Management (LKCM)
51
Luther King Capital Management (LKCM)
Texas
$2.55M +$658K +53,306 +28%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$2.53M +$78.7K +6,378 +3%
EIM
53
Essex Investment Management
Massachusetts
$2.31M -$801K -64,943 -23%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$2.3M -$376K -30,440 -12%
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$2.16M +$2.36M +191,648 +1,266%
MMA
56
Mizuho Markets Americas
New York
$2.13M +$117K +9,500 +5%
NEI
57
Northwest & Ethical Investments
Ontario, Canada
$2.1M +$234K +18,927 +10%
GCM
58
Graham Capital Management
Connecticut
$2.09M +$958K +77,686 +64%
DCP
59
Durable Capital Partners
Maryland
$2.05M -$9.6M -778,073 -80%
Citigroup
60
Citigroup
New York
$1.95M -$754K -61,104 -25%
Citadel Advisors
61
Citadel Advisors
Florida
$1.94M -$13.2M -1,071,764 -85%
Man Group
62
Man Group
United Kingdom
$1.84M -$1.13M -91,632 -34%
RJA
63
Raymond James & Associates
Florida
$1.82M +$2.92K +237 +0.1%
ECM
64
ExodusPoint Capital Management
New York
$1.77M +$933K +75,661 +80%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$1.76M +$139K +11,304 +7%
AAM
66
AMI Asset Management
California
$1.71M +$46.9K +3,799 +2%
FPA
67
First Pacific Advisors
California
$1.68M
Connor, Clark & Lunn Investment Management (CC&L)
68
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.6M -$645K -52,299 -25%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$1.57M +$36.5K +2,959 +2%
UBS AM
70
UBS AM
Illinois
$1.51M +$182K +14,757 +11%
TCA
71
Transcend Capital Advisors
New Jersey
$1.48M +$13.3K +1,075 +0.8%
AllianceBernstein
72
AllianceBernstein
Tennessee
$1.46M
MA
73
Mudita Advisors
United Kingdom
$1.42M
TI
74
Trexquant Investment
Connecticut
$1.41M +$708K +57,391 +74%
ACM
75
Aquatic Capital Management
Illinois
$1.38M +$1.2M +97,300 +282%

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.