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Upwork
UPWK

Overview Fund Activity

230 hedge funds and large institutions have $1.24B invested in Upwork in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 24 closing their positions.

Holders
230
Holders Change
+18
Holders Change %
+8.49%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
45
Increased
84
Reduced
71
Closed
24
Calls
$18.9M
Puts
$23.2M
Net Calls
-$4.3M
Net Calls Change
-$813K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$85.7M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$17M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$22M
4
MCO
4
MAK Capital One
New York
$15.5M
5
Millennium Management
5
Millennium Management
New York
$16M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.23M
2
Capital International Investors
2
Capital International Investors
California
$52.3M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$59.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$10.5M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.81M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$165M 14,565,252 +702,595 +5%
BlackRock
2
BlackRock
New York
$99.7M 8,780,030 -308,281 -3%
FGAM
3
Financial Gravity Asset Management
Texas
$85.7M 3,893,556 +3,725,442 +2,216%
AA
4
Ancient Art
Texas
$66.5M 5,857,915 – –
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$59.2M 5,208,522 -1,707,568 -25%
Capital International Investors
6
Capital International Investors
California
$52.3M 4,600,384 -2,969,386 -39%
DAM
7
Dorsey Asset Management
Illinois
$50.8M 4,474,286 -217,072 -5%
A
8
Atomvest
Hong Kong
$34.5M 3,033,616 – –
State Street
9
State Street
Massachusetts
$31.1M 2,736,347 +88,824 +3%
Citadel Advisors
10
Citadel Advisors
Florida
$29.8M 2,621,346 +334,728 +15%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$29.4M 2,586,508 +126,944 +5%
Renaissance Technologies
12
Renaissance Technologies
New York
$24.7M 2,172,100 -293,082 -12%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$22M 1,934,235 +1,459,987 +308%
GCP
14
Greenoaks Capital Partners
California
$21.7M 1,910,158 -390,767 -17%
Two Sigma Investments
15
Two Sigma Investments
New York
$21M 1,845,352 -5,442 -0.3%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$19.5M 1,719,100 -56,800 -3%
Morgan Stanley
17
Morgan Stanley
New York
$18.5M 1,625,127 +752,668 +86%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$17M 1,495,319 +1,495,319 New
BCM
19
Bares Capital Management
Texas
$16.6M 1,460,000 – –
Millennium Management
20
Millennium Management
New York
$16M 1,409,514 +1,167,448 +482%
MCO
21
MAK Capital One
New York
$15.5M 1,366,929 +1,366,929 New
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$14.9M 1,309,956 +496,991 +61%
ICM
23
Invenomic Capital Management
Massachusetts
$13.8M 1,214,229 -1,033,114 -46%
Northern Trust
24
Northern Trust
Illinois
$13.7M 1,207,131 -887 -0.1%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$11.6M 1,018,983 +1,018,983 New
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