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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 %
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$218K 13,354 – –
AIP
177
Ameritas Investment Partners
Nebraska
$212K 12,952 – –
SPA
178
Sherbrooke Park Advisers
New York
$211K 12,896 -4,451 -26%
CWM
179
CIBC World Markets
New York
$191K 11,657 +11,657 New
OR
180
Olympiad Research
Connecticut
$188K 11,474 -8,393 -42%
New York State Teachers Retirement System (NYSTRS)
181
New York State Teachers Retirement System (NYSTRS)
New York
$185K 11,311 -142 -1%
State of Tennessee, Department of Treasury
182
State of Tennessee, Department of Treasury
Tennessee
$180K 11,022 +11,022 New
Principal Financial Group
183
Principal Financial Group
Iowa
$175K 10,729 -934 -8%
SOW
184
State of Wyoming
Wyoming
$172K 10,522 -4,020 -28%
OQS
185
Occudo Quantitative Strategies
Florida
$172K 10,501 -1,261 -11%
SWM
186
SeaCrest Wealth Management
New York
$164K 10,000 – –
BC
187
Bayforest Capital
United Kingdom
$156K 9,552 +9,552 New
Skandinaviska Enskilda Banken (SEB)
188
Skandinaviska Enskilda Banken (SEB)
Sweden
$144K 8,700 – –
A
189
AlphaQuest
New York
$137K 8,361 -20 -0.2%
SAM
190
Shell Asset Management
Netherlands
$125K 7,619 – –
Walleye Trading
191
Walleye Trading
New York
$114K 6,979 +6,979 New
KBC Group
192
KBC Group
Belgium
$109K 6,690 +1,899 +40%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$103K 6,282 +386 +7%
FMP
194
Financial Management Professionals
Texas
$97K 5,931 +5,931 New
HI
195
Harbour Investments
Wisconsin
$88.4K 5,407 +49 +0.9%
QL
196
Quarry LP
New York
$85.5K 5,228 -973 -16%
SS
197
SBI Securities
Japan
$83.8K 5,124 +5,124 New
NL
198
NKCFO LLC
Illinois
$82K 5,040 +5,040 New
AB
199
Amalgamated Bank
New York
$72K 4,393 – –
Canada Pension Plan Investment Board
200
Canada Pension Plan Investment Board
Ontario, Canada
$62.1K 3,800 -2,700 -42%
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8
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