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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4KClosed |
$162K - $243K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-2.16KClosed |
$87.3K - $131K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-4.38KClosed |
$177K - $266K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
20New |
$808 - $1.21K
|
20
$315
|
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
SELL
|
- |
-6.6K- 34.02% |
$267K - $401K
|
12.8K
$202K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.1KClosed |
$41.8K - $65.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-22.9KClosed |
$872K - $1.36M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Guardian Point Capital, LP
Charlottesville, VA |
SELL
|
- |
-300KClosed |
$11.4M - $17.8M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-1.4KClosed |
$53.1K - $82.9K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-98- 98.0% |
$3.72K - $5.81K
|
2
$31.5
|
|
|
Aug 16, 2021
Q2 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-86.1KClosed |
$3.27M - $5.1M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-9.05KClosed |
$344K - $536K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-5.73KClosed |
$218K - $339K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-54.8KClosed |
$2.08M - $3.25M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-90.1KClosed |
$3.42M - $5.34M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.58K- 75.72% |
$59.9K - $93.5K
|
506
$7.98K
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-481Closed |
$18.3K - $28.5K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-239Closed |
$9.08K - $14.2K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
25New |
$950 - $1.48K
|
25
$394
|
|
|
Jul 29, 2021
Q2 2021
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-72KClosed |
$2.74M - $4.27M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-690Closed |
$26.2K - $40.9K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Sciencast Management LP
|
SELL
|
- |
-14.1KClosed |
$535K - $835K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-5KClosed |
$190K - $296K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Foundry Partners, LLC
|
SELL
|
- |
-34KClosed |
$1.29M - $2.01M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-86Closed |
$3.27K - $5.1K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-4.5KClosed |
$171K - $267K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-49Closed |
$1.86K - $2.9K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-40.3KClosed |
$1.53M - $2.39M
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100Closed |
$3.8K - $5.93K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jan 10, 2025
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.5K- 60.02% |
$84.1K - $143K
|
1.67K
$26.3K
|
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-180Closed |
$6.05K - $10.3K
|
0
$0
|
|
|
Dec 01, 2022
Q1 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
4.65KNew |
$156K - $265K
|
4.65K
$73.4K
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-112Closed |
$3.76K - $6.39K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Shannon River Fund Management LLC
|
SELL
|
- |
-22.2KClosed |
$746K - $1.27M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-155KClosed |
$5.19M - $8.82M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-253Closed |
$8.5K - $14.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100New |
$3.36K - $5.7K
|
100
$1.58K
|
|
|
May 14, 2021
Q1 2021
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-20KClosed |
$672K - $1.14M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Crestwood Capital Management, L.P.
|
SELL
|
- |
-75.6KClosed |
$2.54M - $4.31M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-56.2K- 99.99% |
$1.89M - $3.21M
|
4
$63.1
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-64Closed |
$2.15K - $3.65K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ibex Investors LLC
|
SELL
|
PUT |
-73.4KClosed |
$2.47M - $4.19M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ibex Investors LLC
|
SELL
|
- |
-37KClosed |
$1.24M - $2.11M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Firsthand Capital Management, Inc.
San Jose, CA |
BUY
|
- |
200KNew |
$6.72M - $11.4M
|
200K
$3.15M
|
|
|
May 05, 2021
Q1 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-5KClosed |
$168K - $285K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-39.3KClosed |
$1.32M - $2.24M
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-29.8KClosed |
$1M - $1.7M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-300Closed |
$10.1K - $17.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 17, 2024
Q4 2020
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-1.17MClosed |
$21.5M - $47.2M
|
0
$0
|
|