We are live on ! Find out more

220 hedge funds and large institutions have $1.09B invested in Upwork in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 84 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $18.6M

0.61% more ownership

Funds ownership: 78.28%78.88% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less capital invested

Capital invested by funds: $1.12B → $1.09B (-$26.9M)

12% less funds holding

Funds holding: 249220 (-29)

18% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 84

39% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 64

Holders
220
Holders Change
-29
Holders Change %
-11.65%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
69
Reduced
84
Closed
64
Calls
$21.5M
Puts
$18.6M
Net Calls
+$2.95M
Net Calls Change
+$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
51
Luther King Capital Management (LKCM)
Texas
$2.73M +$521K +49,903 +24%
Franklin Resources
52
Franklin Resources
California
$2.69M -$72.9K -6,987 -3%
Millennium Management
53
Millennium Management
New York
$2.67M -$9.92M -950,651 -79%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$2.63M +$763K +73,104 +41%
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.58M -$101K -9,700 -4%
CSS
56
Cubist Systematic Strategies
Connecticut
$2.58M -$5.37M -514,480 -68%
SIA
57
SkyView Investment Advisors
New Jersey
$2.37M +$288K +27,639 +14%
AQR Capital Management
58
AQR Capital Management
Connecticut
$2.34M +$701K +67,226 +43%
GC
59
Globeflex Capital
California
$2.23M +$318K +30,500 +17%
Stifel Financial
60
Stifel Financial
Missouri
$2.21M +$1.53M +147,059 +228%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
61
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.14M +$899K +86,200 +72%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$2.06M -$1.66M -159,610 -45%
OIA
63
OneDigital Investment Advisors
Kansas
$1.93M -$1.06K -102 -0.1%
Capital Fund Management (CFM)
64
Capital Fund Management (CFM)
France
$1.93M +$195K +18,705 +11%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$1.84M -$113K -10,853 -6%
AACP
66
Advantage Alpha Capital Partners
California
$1.83M -$1.42M -136,324 -44%
AG
67
Algert Global
California
$1.73M -$363K -34,819 -17%
IMC Chicago
68
IMC Chicago
Illinois
$1.71M +$517K +49,588 +43%
TC
69
TwinBeech Capital
New York
$1.7M +$1.7M +163,037 New
UBS Group
70
UBS Group
Switzerland
$1.67M +$283K +27,174 +20%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$1.65M -$1.08M -103,232 -40%
EIM
72
Essex Investment Management
Massachusetts
$1.64M +$4.55K +436 +0.3%
Citigroup
73
Citigroup
New York
$1.6M +$578K +55,422 +57%
AllianceBernstein
74
AllianceBernstein
Tennessee
$1.51M -$68.8K -6,600 -4%
PAM
75
Panagora Asset Management
Massachusetts
$1.4M +$31.1K +2,986 +2%

UPWK Hedge Fund Activity: Q3 2024 in Review

220 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Upwork (UPWK) for Q3 2024, worth a combined $1.09B — down 2.4% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of UPWK and 39 opened new positions — a net loss of 25 holders — while 84 trimmed existing stakes and 69 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $85.1M. The largest seller was Divisadero Street Capital Management, exiting entirely with an estimated $35.7M sold.

  • 220 institutional investors held Upwork (UPWK) as of Q3 2024, down from 249 in Q2 2024.
  • Funds reported $1.09B of Upwork stock for Q3 2024, down 2.4% quarter-over-quarter.
  • 39 funds opened new Upwork positions in Q3 2024 and 64 closed out, a net change of -25 holders.
  • The largest Upwork buyer in Q3 2024 was T. Rowe Price Associates, an estimated $85.1M added.
  • The largest Upwork seller in Q3 2024 was Divisadero Street Capital Management, an estimated $35.7M sold.

Based on aggregated 13F filings for Q3 2024.