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Upwork
UPWK

Overview Fund Activity

218 hedge funds and large institutions have $1.08B invested in Upwork in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 68 increasing their positions, 83 reducing their positions, and 64 closing their positions.

Holders
218
Holders Change
-29
Holders Change %
-11.74%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
39
Increased
68
Reduced
83
Closed
64
Calls
$21.5M
Puts
$18.6M
Net Calls
+$2.95M
Net Calls Change
+$1.86M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$107M
2
ECM
2
Engine Capital Management
New York
$51M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$18.5M
4
Capital International Investors
4
Capital International Investors
California
$34.8M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$8.37M

Top Sellers

1
DSCM
1
Divisadero Street Capital Management
Florida
$0
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$4.29M
3
BCM
3
Bares Capital Management
Texas
$0
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$4.36M
5
GCP
5
Greenoaks Capital Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
201
Private Wealth Management Group
New Jersey
$1.65K – – –
SIS
202
Sound Income Strategies
Florida
$1.46K -$22.9K -2,190 -94%
GI
203
GAMMA Investing
California
$1.44K -$899 -86 -38%
SCM
204
Sterling Capital Management
North Carolina
$1.33K +$1.33K +127 New
EB
205
Eastern Bank
Massachusetts
$1.05K +$1.05K +100 New
Bessemer Group
206
Bessemer Group
New Jersey
$1K +$1K +110 New
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$951 +$951 +91 New
RIL
208
Rothschild Investment LLC
Illinois
$888 +$366 +35 +70%
AF
209
Allworth Financial
California
$878 +$220 +21 +33%
TWD
210
True Wealth Design
Ohio
$805 +$805 +77 New
LC
211
Lindbrook Capital
California
$700 -$1.78K -170 -72%
VCM
212
Versant Capital Management
Arizona
$637 – – –
PCMC
213
Planning Capital Management Corporation
Pennsylvania
$209 – – –
WT
214
Washington Trust
Rhode Island
$209 – – –
FCMT
215
Founders Capital Management (Texas)
Texas
$209 +$209 +20 New
EC
216
Elequin Capital
New York
$52 +$52 +5 New
FCA
217
FinTrust Capital Advisors
South Carolina
$21 – – –
IAIM
218
International Assets Investment Management
Florida
$6 +$5 +57 +950%
DSCM
219
Divisadero Street Capital Management
Florida
– -$35.7M -3,320,912 Closed
BCM
220
Bares Capital Management
Texas
– -$15.3M -1,425,000 Closed
GCP
221
Greenoaks Capital Partners
California
– -$11.4M -1,057,927 Closed
Qube Research & Technologies (QRT)
222
Qube Research & Technologies (QRT)
United Kingdom
– -$5.43M -505,263 Closed
OAM
223
Oberweis Asset Management
Illinois
– -$5.04M -469,200 Closed
JAM
224
Jupiter Asset Management
United Kingdom
– -$4.12M -383,259 Closed
GCM
225
Graham Capital Management
Connecticut
– -$2.51M -233,776 Closed
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