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Upwork
UPWK

Overview Fund Activity

250 hedge funds and large institutions have $1.79B invested in Upwork in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 81 increasing their positions, 77 reducing their positions, and 28 closing their positions.

Holders
250
Holders Change
+32
Holders Change %
+14.68%
% 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
64
Increased
81
Reduced
77
Closed
28
Calls
$47.6M
Puts
$37.1M
Net Calls
+$10.5M
Net Calls Change
+$7.56M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$253M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$38.1M
3
Invesco
3
Invesco
Georgia
$28.6M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$54M
5
CAM
5
Contour Asset Management
New York
$24.6M

Top Sellers

1
ECM
1
Engine Capital Management
New York
$2.74M
2
AA
2
Ancient Art
Texas
$80.5M
3
A
3
Atomvest
Hong Kong
$5.09M
4
ICM
4
Invenomic Capital Management
Massachusetts
$20M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$251M
Name Market Value Shares Shares
Change 		Shares
Change %
TI
126
Tidal Investments
Wisconsin
$669K 40,935 +40,935 New
SCM
127
Semanteon Capital Management
Massachusetts
$667K 40,801 +40,801 New
LCM
128
Legato Capital Management
California
$665K 40,675 -12,810 -24%
GAM
129
Groupama Asset Management
France
– – – –
GEM
130
Global Endowment Management
North Carolina
$634K 38,791 -24,886 -39%
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$623K 38,118 – –
VOYA Investment Management
132
VOYA Investment Management
Georgia
$617K 37,760 -3,039 -7%
SGAM
133
Smith Group Asset Management
Texas
$603K 36,872 +474 +1%
Parallax Volatility Advisers
134
Parallax Volatility Advisers
California
$601K 36,774 +1,169 +3%
ASRS
135
Arizona State Retirement System
Arizona
$595K 36,373 -41 -0.1%
New York State Common Retirement Fund
136
New York State Common Retirement Fund
New York
$575K 35,155 – –
ProShare Advisors
137
ProShare Advisors
Maryland
$574K 35,092 +11,553 +49%
CSS
138
Cubist Systematic Strategies
Connecticut
$573K 35,063 -211,490 -86%
AA
139
ALPS Advisors
Colorado
$570K 34,850 -500 -1%
SFG
140
Synergy Financial Group
California
$553K 33,815 – –
ACM
141
Aquatic Capital Management
Illinois
$545K 33,339 +32,739 +5,457%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$545K 33,325 +6,677 +25%
WPC
143
Wedmont Private Capital
Pennsylvania
$544K 34,800 +34,800 New
SG
144
Straightline Group
Michigan
$534K 32,645 +32,645 New
Handelsbanken Fonder
145
Handelsbanken Fonder
Sweden
$515K 31,500 -8,700 -22%
FRM
146
Fox Run Management
Connecticut
$497K 30,420 -10,740 -26%
Creative Planning
147
Creative Planning
Kansas
$469K 28,659 +8,804 +44%
I
148
InceptionR
California
$456K 27,917 +27,917 New
CMF
149
Counterpoint Mutual Funds
California
$456K 27,915 +27,915 New
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$452K 27,619 -2,041 -7%
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6
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