Latest Institutional Purchases of Upwork, Inc (UPWK)
This list provides information on the latest institutional transactions involving Upwork, Inc (UPWK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9.49KNew |
$113K - $149K
|
9.49K
$156K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.9K+ 16.76% |
$70.6K - $92.4K
|
41.1K
$677K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.37K+ 20.82% |
$52.3K - $68.4K
|
25.4K
$418K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
3.35K+ 581.6% |
$40.1K - $52.5K
|
3.93K
$64.7K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
360New |
$4.31K - $5.64K
|
360
$5.93K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25New |
$299 - $392
|
25
$412
|
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
13+ 130.0% |
$155 - $204
|
23
$379
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jetstream Capital LLC
Brentwood, TN |
BUY
|
- |
200KNew |
$2M - $3.1M
|
200K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
90KNew |
$898K - $1.39M
|
90K
$1.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
44.1KNew |
$440K - $682K
|
44.1K
$726K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
35KNew |
$349K - $542K
|
35K
$577K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
30.3K+ 96.4% |
$302K - $469K
|
61.7K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
29.3KNew |
$293K - $455K
|
29.3K
$484K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
28.3KNew |
$283K - $439K
|
28.3K
$467K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
22.2KNew |
$221K - $344K
|
22.2K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
13.7KNew |
$137K - $213K
|
13.7K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
10.9KNew |
$108K - $168K
|
10.9K
$179K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.2KNew |
$22K - $34.1K
|
2.2K
$36.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
400New |
$3.99K - $6.2K
|
400
$6.59K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
158New |
$1.58K - $2.45K
|
158
$2.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
80New |
$798 - $1.24K
|
80
$1.32K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Mak Capital One LLC
New York, NY |
BUY
|
- |
1.37MNew |
$11.8M - $21.3M
|
1.37M
$22.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
737KNew |
$6.37M - $11.5M
|
737K
$12.1M
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
167KNew |
$1.44M - $2.6M
|
167K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
25.1KNew |
$217K - $390K
|
25.1K
$413K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.6KNew |
$127K - $227K
|
14.6K
$241K
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
13.9KNew |
$121K - $217K
|
13.9K
$230K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
59+ 0.04% |
$510 - $917
|
134K
$2.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
16New |
$138 - $249
|
16
$264
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10New |
$86.5 - $156
|
10
$165
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
83.1KNew |
$631K - $915K
|
83.1K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
19.9KNew |
$152K - $220K
|
19.9K
$329K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10KNew |
$76K - $110K
|
10K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Murchinson Ltd.
Toronto, A6 |
BUY
|
- |
7.5KNew |
$57K - $82.6K
|
7.5K
$124K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.41KNew |
$10.7K - $15.5K
|
1.41K
$23.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
117+ 531.82% |
$889 - $1.29K
|
139
$2.29K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
88New |
$669 - $969
|
88
$1.45K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
17New |
$129 - $187
|
17
$280
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Hawk Ridge Capital Management LP
Los Angeles, CA |
BUY
|
- |
1.31M+ 31.25% |
$13.1M - $19M
|
5.48M
$90.3M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
228KNew |
$2.29M - $3.31M
|
228K
$3.76M
|
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
136KNew |
$1.37M - $1.98M
|
136K
$2.25M
|
|
|
May 12, 2023
Q1 2023
|
Harspring Capital Management, LLC
New York, NY |
BUY
|
- |
100KNew |
$1M - $1.45M
|
100K
$1.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Ami Asset Management Corp
|
BUY
|
- |
54.7K+ 33.44% |
$549K - $795K
|
218K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
37K+ 2.5% |
$371K - $537K
|
1.51M
$24.9M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
31.8KNew |
$319K - $461K
|
31.8K
$523K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
22.3K+ 186.52% |
$224K - $324K
|
34.3K
$565K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
20.8KNew |
$209K - $303K
|
20.8K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.02K+ 37.22% |
$50.4K - $72.9K
|
18.5K
$305K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2KNew |
$20.1K - $29.1K
|
2K
$33K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.77K+ 7.29% |
$17.7K - $25.7K
|
26K
$428K
|
|