We are live on ! Find out more

234 hedge funds and large institutions have $2.24B invested in Upwork in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 92 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $22.4M

0.95% more ownership

Funds ownership: 74.7%75.65% (+0.95%)

12% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 92

13% less funds holding

Funds holding: 270234 (-36)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

31% less capital invested

Capital invested by funds: $3.27B → $2.24B (-$1.03B)

52% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 62

Holders
234
Holders Change
-36
Holders Change %
-13.33%
% of All Funds
3.69%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
30
Increased
81
Reduced
92
Closed
62
Calls
$26.7M
Puts
$22.4M
Net Calls
+$4.32M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$250M -$493K -19,690 -0.2%
BlackRock
2
BlackRock
New York
$182M -$4.23M -169,002 -2%
JSP
3
Jackson Square Partners
California
$174M +$34.9M +1,394,011 +23%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$150M +$3.18M +126,945 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$141M -$99.3M -3,968,011 -40%
Morgan Stanley
6
Morgan Stanley
New York
$78.8M +$16.3M +650,881 +24%
GCP
7
Greenoaks Capital Partners
California
$74.7M +$58.4M +2,332,761 +265%
HRCM
8
Hawk Ridge Capital Management
California
$61.1M +$65.8M +2,630,984 New
A
9
Atomvest
Hong Kong
$58.1M +$14M +557,504 +29%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$54.7M -$17.6M -702,625 -23%
State Street
11
State Street
Massachusetts
$54.6M +$1.12M +44,681 +2%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$53.6M +$30.9M +1,233,937 +115%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$49.8M -$3.92M -156,597 -7%
AA
14
Ancient Art
Texas
$49.5M +$28.6M +1,142,797 +116%
Federated Hermes
15
Federated Hermes
Pennsylvania
$48.8M -$6.06K -242 -0%
DAM
16
Dorsey Asset Management
Illinois
$36.2M +$2.87M +114,491 +8%
Capital International Investors
17
Capital International Investors
California
$32M +$15M +601,358 +77%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$31.2M +$18.4M +733,867 +121%
SEI Investments
19
SEI Investments
Pennsylvania
$30.6M +$4.26M +170,293 +15%
Two Sigma Investments
20
Two Sigma Investments
New York
$28.9M +$20.5M +818,461 +193%
Northern Trust
21
Northern Trust
Illinois
$27.2M -$1.15M -45,778 -4%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$26.3M +$23.5M +939,800 +493%
Norges Bank
23
Norges Bank
Norway
$25.5M -$3.27M -130,527 -11%
KCM
24
Kornitzer Capital Management
Kansas
$22.3M +$4.52M +180,610 +23%
Charles Schwab
25
Charles Schwab
California
$21.3M +$568K +22,703 +3%