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258 hedge funds and large institutions have $1.71B invested in Upwork in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 31

38% more capital invested

Capital invested by funds: $1.24B → $1.71B (+$469M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11% more funds holding

Funds holding: 232258 (+26)

4.83% more ownership

Funds ownership: 78.26%83.1% (+4.8%)

1% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 83

8% less call options, than puts

Call options by funds: $35.3M | Put options by funds: $38.6M

Holders
258
Holders Change
+26
Holders Change %
+11.21%
% of All Funds
3.76%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
59
Increased
84
Reduced
83
Closed
31
Calls
$35.3M
Puts
$38.6M
Net Calls
-$3.21M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$226M +$8.53M +660,966 +5%
BlackRock
2
BlackRock
New York
$143M +$10.9M +844,008 +10%
FGAM
3
Financial Gravity Asset Management
Texas
$90.1M +$3.81M +295,451 +8%
AA
4
Ancient Art
Texas
$83.1M -$3.46M -268,279 -5%
Morgan Stanley
5
Morgan Stanley
New York
$78.8M +$47.4M +3,676,797 +226%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$68.6M -$7.7M -597,312 -11%
Capital International Investors
7
Capital International Investors
California
$68.4M -$38.5K -2,986 -0.1%
A
8
Atomvest
Hong Kong
$45.1M
State Street
9
State Street
Massachusetts
$43.2M +$2.2M +170,853 +6%
DAM
10
Dorsey Asset Management
Illinois
$41.6M -$21.6M -1,676,840 -37%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$40.8M +$2.05M +158,959 +6%
Two Sigma Investments
12
Two Sigma Investments
New York
$36.9M +$8.17M +633,450 +34%
Goldman Sachs
13
Goldman Sachs
New York
$33.5M +$20.5M +1,589,693 +240%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$32.4M +$8.79M +681,279 +46%
N
15
Nuveen
North Carolina
$32.3M +$3.07M +238,275 +12%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$28.5M +$2.54M +197,300 +11%
Renaissance Technologies
17
Renaissance Technologies
New York
$26.5M -$5.05M -391,269 -18%
Millennium Management
18
Millennium Management
New York
$19.4M -$1.33M -102,915 -7%
Assenagon Asset Management
19
Assenagon Asset Management
Luxembourg
$19.1M +$16.6M +1,283,227 New
GCP
20
Greenoaks Capital Partners
California
$19M -$8.15M -632,224 -33%
Northern Trust
21
Northern Trust
Illinois
$17.9M -$64.7K -5,014 -0.4%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$17M +$1.6M +123,892 +12%
BCM
23
Bares Capital Management
Texas
$16.8M -$4.26M -330,000 -23%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$16.8M +$3.75M +290,803 +35%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$15.4M +$1.44M +111,710 +12%

UPWK Hedge Fund Activity: Q4 2023 in Review

258 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Upwork (UPWK) for Q4 2023, worth a combined $1.71B — up 38% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new UPWK positions and 31 closed out — a net gain of 28 holders — while 84 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47.4M. The largest seller was Citadel Advisors, cutting an estimated $26.8M.

  • 258 institutional investors held Upwork (UPWK) as of Q4 2023, up from 232 in Q3 2023.
  • Funds reported $1.71B of Upwork stock for Q4 2023, up 38% quarter-over-quarter.
  • 59 funds opened new Upwork positions in Q4 2023 and 31 closed out, a net change of +28 holders.
  • The largest Upwork buyer in Q4 2023 was Morgan Stanley, an estimated $47.4M added.
  • The largest Upwork seller in Q4 2023 was Citadel Advisors, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2023.