We are live on ! Find out more

96 hedge funds and large institutions have $795M invested in Upwork in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 45 increasing their positions, 9 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 9

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

19% more funds holding

Funds holding: 8196 (+15)

11% more capital invested

Capital invested by funds: $718M → $795M (+$77.4M)

10.51% more ownership

Funds ownership: 35.63%46.14% (+11%)

99% less call options, than puts

Call options by funds: $390K | Put options by funds: $68.2M

Holders
96
Holders Change
+15
Holders Change %
+18.52%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
35
Increased
45
Reduced
9
Closed
18
Calls
$390K
Puts
$68.2M
Net Calls
-$67.9M
Net Calls Change
-$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
APG
1
Andrew P. Goldfarb
$126M -$81.6M -4,736,607 -38%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$116M -$71.6M -4,155,514 -37%
Vanguard Group
3
Vanguard Group
Pennsylvania
$89.2M +$59.3M +3,439,563 +163%
Franklin Resources
4
Franklin Resources
California
$76.3M +$73.9M +4,287,962 +945%
BlackRock
5
BlackRock
New York
$63.5M +$39.7M +2,302,364 +140%
DIG
6
Dragoneer Investment Group
California
$48.6M +$24.5M +1,421,031 +89%
Morgan Stanley
7
Morgan Stanley
New York
$31.1M +$19.6M +1,135,471 +142%
AA
8
Ancient Art
Texas
$31.1M +$29.1M +1,687,899 +683%
Capital International Investors
9
Capital International Investors
California
$30.3M +$32.5M +1,883,536 New
Federated Hermes
10
Federated Hermes
Pennsylvania
$29.3M +$9.08M +526,878 +41%
Baillie Gifford & Co
11
Baillie Gifford & Co
United Kingdom
$20.6M +$22.1M +1,284,200 New
State Street
12
State Street
Massachusetts
$15.6M +$12.5M +727,746 +302%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$12.9M +$3.82M +221,814 +38%
Capital World Investors
14
Capital World Investors
California
$9.48M +$431K +25,000 +4%
SPPAM
15
Summit Partners Public Asset Management
Massachusetts
$8.95M +$3.21M +186,267 +50%
Norges Bank
16
Norges Bank
Norway
$8.12M +$7.84M +454,846 +910%
Citadel Advisors
17
Citadel Advisors
Florida
$7.68M +$7.5M +435,386 +1,030%
Charles Schwab
18
Charles Schwab
California
$5.54M +$1.63M +94,445 +38%
Northern Trust
19
Northern Trust
Illinois
$5.35M +$849K +49,257 +17%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$4.47M +$4.79M +277,796 New
BCP
21
Berylson Capital Partners
Massachusetts
$3.87M +$2.99M +173,750 +260%
N
22
Nuveen
North Carolina
$3.85M +$4.13M +239,572 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.81M +$1.69M +97,810 +127%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$2.39M -$143K -8,316 -5%
UBS Group
25
UBS Group
Switzerland
$2.18M +$2.04M +118,607 +710%