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 |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
88New |
$669 - $969
|
88
$1.39K
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10KNew |
$76K - $110K
|
10K
$158K
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
83.1KNew |
$631K - $915K
|
83.1K
$1.31M
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
37K+ 2.5% |
$371K - $537K
|
1.51M
$23.9M
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.02K+ 37.22% |
$50.4K - $72.9K
|
18.5K
$292K
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
20.8KNew |
$209K - $303K
|
20.8K
$328K
|
|
May 15, 2023
Q1 2023
|
Hawk Ridge Capital Management LP
Los Angeles, CA |
BUY
|
- |
1.31M+ 31.25% |
$13.1M - $19M
|
5.48M
$86.4M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
22.3K+ 186.52% |
$224K - $324K
|
34.3K
$540K
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
477K+ 181.68% |
$4.79M - $6.93M
|
740K
$11.7M
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-255K- 99.99% |
$2.56M - $3.71M
|
18
$284
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
543+ 8.67% |
$5.45K - $7.89K
|
6.81K
$107K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
$301 - $436
|
30
$473
|
|
May 12, 2023
Q1 2023
|
Harspring Capital Management, LLC
New York, NY |
BUY
|
- |
100KNew |
$1M - $1.45M
|
100K
$1.58M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
228KNew |
$2.29M - $3.31M
|
228K
$3.6M
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.77K+ 7.29% |
$17.7K - $25.7K
|
26K
$410K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2KNew |
$20.1K - $29.1K
|
2K
$31.5K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
20New |
$201 - $291
|
20
$315
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-40K- 99.5% |
$402K - $581K
|
200
$3.15K
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-39.5K- 99.57% |
$397K - $574K
|
171
$2.7K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
179+ 45.66% |
$1.8K - $2.6K
|
571
$9K
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
136KNew |
$1.37M - $1.98M
|
136K
$2.15M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-20- 0.08% |
$201 - $291
|
24.1K
$379K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
620New |
$6.22K - $9.01K
|
620
$9.78K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
61New |
$612 - $886
|
61
$962
|
|
Apr 20, 2023
Q1 2023
|
Ami Asset Management Corp
|
BUY
|
- |
54.7K+ 33.44% |
$549K - $795K
|
218K
$3.44M
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
31.8KNew |
$319K - $461K
|
31.8K
$501K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
500New |
$5.02K - $7.27K
|
500
$7.89K
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
400New |
$3.96K - $6.01K
|
400
$6.31K
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
107KNew |
$1.06M - $1.6M
|
107K
$1.68M
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
20.4KNew |
$202K - $306K
|
20.4K
$322K
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
41.7KNew |
$413K - $627K
|
41.7K
$658K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
425KNew |
$4.21M - $6.38M
|
425K
$6.7M
|
|
Feb 14, 2023
Q4 2022
|
Durable Capital Partners LP
Bethesda, MD |
SELL
|
- |
-778K- 79.83% |
$7.71M - $11.7M
|
197K
$3.1M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
275New |
$2.73K - $4.13K
|
275
$4.34K
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
11.5KNew |
$114K - $173K
|
11.5K
$182K
|
|
Feb 14, 2023
Q4 2022
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
17.1KNew |
$169K - $257K
|
17.1K
$270K
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
50K+ 100.0% |
$496K - $751K
|
100K
$1.58M
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
BUY
|
- |
324K+ 60.75% |
$3.21M - $4.87M
|
858K
$13.5M
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10- 11.63% |
$99.1 - $150
|
76
$1.2K
|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-30.4K- 12.14% |
$302K - $457K
|
220K
$3.47M
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
426New |
$4.22K - $6.4K
|
426
$6.72K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
100New |
$991 - $1.5K
|
100
$1.58K
|
|
Q3 2022 | |||||||
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-50- 17.61% |
$679 - $1.22K
|
234
$3.69K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-30- 0.02% |
$407 - $734
|
149K
$2.36M
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
18.5KNew |
$251K - $452K
|
18.5K
$292K
|
|
Nov 14, 2022
Q3 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
29.8KNew |
$404K - $728K
|
29.8K
$470K
|
|
Nov 14, 2022
Q3 2022
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
28KNew |
$380K - $684K
|
28K
$441K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
50+ 0.09% |
$679 - $1.22K
|
53.1K
$837K
|
|
Nov 14, 2022
Q3 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
11.9KNew |
$161K - $290K
|
11.9K
$187K
|
|
Nov 14, 2022
Q3 2022
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-435K- 5.79% |
$5.9M - $10.6M
|
7.08M
$112M
|