Latest Institutional Transactions on Upwork, Inc (UPWK)
This table provides information on the latest institutional transactions involving Upwork, Inc (UPWK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
41.7KNew |
$413K - $627K
|
41.7K
$687K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
20.4KNew |
$202K - $306K
|
20.4K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Durable Capital Partners LP
Bethesda, MD |
SELL
|
- |
-778K- 79.83% |
$7.71M - $11.7M
|
197K
$3.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
BUY
|
- |
324K+ 60.75% |
$3.21M - $4.87M
|
858K
$14.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10- 11.63% |
$99.1 - $150
|
76
$1.25K
|
|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-30.4K- 12.14% |
$302K - $457K
|
220K
$3.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
426New |
$4.22K - $6.4K
|
426
$7.02K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
100New |
$991 - $1.5K
|
100
$1.65K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-50- 17.61% |
$679 - $1.22K
|
234
$3.86K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
74.6KNew |
$1.01M - $1.82M
|
74.6K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-30- 0.02% |
$407 - $734
|
149K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
18.5KNew |
$251K - $452K
|
18.5K
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
29.8KNew |
$404K - $728K
|
29.8K
$491K
|
|
|
Nov 14, 2022
Q3 2022
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
28KNew |
$380K - $684K
|
28K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
11.9KNew |
$161K - $290K
|
11.9K
$196K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-435K- 5.79% |
$5.9M - $10.6M
|
7.08M
$117M
|
|
|
Nov 14, 2022
Q3 2022
|
Dld Asset Management, LP
New York, NY |
SELL
|
- |
-26.7K- 58.6% |
$363K - $653K
|
18.9K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
50+ 0.09% |
$679 - $1.22K
|
53.1K
$875K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
40K+ 18.6% |
$543K - $978K
|
255K
$4.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
22New |
$299 - $538
|
22
$363
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12New |
$163 - $293
|
12
$198
|
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
SELL
|
- |
-18.7K- 25.19% |
$253K - $456K
|
55.4K
$913K
|
|
|
Nov 03, 2022
Q3 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-211K- 22.0% |
$2.87M - $5.16M
|
749K
$12.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
100New |
$1.36K - $2.45K
|
100
$1.65K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.06KNew |
$14.3K - $25.8K
|
1.06K
$17.4K
|
|
| Q2 2022 | |||||||
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-75Closed |
$1.18K - $1.86K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-104- 3.69% |
$1.63K - $2.57K
|
2.71K
$44.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-47Closed |
$737 - $1.16K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
100KNew |
$1.57M - $2.48M
|
100K
$1.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Xn LP
New York, NY |
BUY
|
- |
286K+ 31.92% |
$4.49M - $7.08M
|
1.18M
$19.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
84.8K+ 39.39% |
$1.33M - $2.1M
|
300K
$4.95M
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
24.9KNew |
$390K - $616K
|
24.9K
$410K
|
|
|
Aug 15, 2022
Q2 2022
|
Mudita Advisors LLP
London, X0 |
BUY
|
- |
61.2K+ 82.15% |
$960K - $1.51M
|
136K
$2.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Cooper Creek Partners Management LLC
New York, NY |
SELL
|
- |
-196KClosed |
$3.08M - $4.86M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
103KNew |
$1.62M - $2.55M
|
103K
$1.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
50KNew |
$784K - $1.24M
|
50K
$824K
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
16.9K+ 72.07% |
$265K - $418K
|
40.3K
$664K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.9KClosed |
$139K - $220K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-425- 41.46% |
$6.66K - $10.5K
|
600
$9.89K
|
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-73.1KClosed |
$1.15M - $1.81M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Must Asset Management Inc.
|
SELL
|
- |
-10KClosed |
$157K - $248K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-152- 1.53% |
$2.38K - $3.76K
|
9.78K
$161K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
565New |
$8.86K - $14K
|
565
$9.31K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-88- 0.81% |
$1.38K - $2.18K
|
10.7K
$177K
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-358- 0.54% |
$5.61K - $8.86K
|
66.3K
$1.09M
|
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
14.5KNew |
$227K - $358K
|
14.5K
$239K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-121Closed |
$1.9K - $2.99K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
544+ 9.97% |
$8.53K - $13.5K
|
6K
$98.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
300New |
$4.7K - $7.43K
|
300
$4.94K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-679Closed |
$10.6K - $16.8K
|
0
$0
|
|