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Upwork

250 hedge funds and large institutions have $1.24B invested in Upwork in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 84 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 84

9% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 45

9% less call options, than puts

Call options by funds: $22.9M | Put options by funds: $25.2M

3% less funds holding

Funds holding: 258250 (-8)

4.82% less ownership

Funds ownership: 78.29%73.47% (-4.8%)

22% less capital invested

Capital invested by funds: $1.58B → $1.24B (-$347M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
250
Holders Change
-8
Holders Change %
-3.1%
% of All Funds
3.59%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
41
Increased
94
Reduced
84
Closed
45
Calls
$22.9M
Puts
$25.2M
Net Calls
-$2.27M
Net Calls Change
+$937K

UPWK Hedge Fund Activity: Q1 2024 in Review

250 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Upwork (UPWK) for Q1 2024, worth a combined $1.24B — down 22% from $1.58B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of UPWK and 41 opened new positions — a net loss of 4 holders — while 84 trimmed existing stakes and 94 added.

The largest buyer was Citadel Advisors, adding an estimated $23.5M. The largest seller was Capital International Investors, cutting an estimated $30.1M.

  • 250 institutional investors held Upwork (UPWK) as of Q1 2024, down from 258 in Q4 2023.
  • Funds reported $1.24B of Upwork stock for Q1 2024, down 22% quarter-over-quarter.
  • 41 funds opened new Upwork positions in Q1 2024 and 45 closed out, a net change of -4 holders.
  • The largest Upwork buyer in Q1 2024 was Citadel Advisors, an estimated $23.5M added.
  • The largest Upwork seller in Q1 2024 was Capital International Investors, an estimated $30.1M sold.

Based on aggregated 13F filings for Q1 2024.