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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-5.73KClosed |
$218K - $339K
|
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
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-86.1KClosed |
$3.27M - $5.1M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.1KClosed |
$41.8K - $65.2K
|
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
$8.52K
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-481Closed |
$18.3K - $28.5K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
0Closed |
$0 - $0
|
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
$421
|
|
|
Jul 29, 2021
Q2 2021
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-72KClosed |
$2.74M - $4.27M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Sciencast Management LP
|
SELL
|
- |
-14.1KClosed |
$535K - $835K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-690Closed |
$26.2K - $40.9K
|
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 | |||||||
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.5K- 60.02% |
$84.1K - $143K
|
1.67K
$28.1K
|
|
|
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
$78.3K
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-112Closed |
$3.76K - $6.39K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-155KClosed |
$5.19M - $8.82M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Shannon River Fund Management LLC
|
SELL
|
- |
-22.2KClosed |
$746K - $1.27M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-20KClosed |
$672K - $1.14M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100New |
$3.36K - $5.7K
|
100
$1.68K
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-253Closed |
$8.5K - $14.4K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-56.2K- 99.99% |
$1.89M - $3.21M
|
4
$67.3
|
|
|
May 13, 2021
Q1 2021
|
Crestwood Capital Management, L.P.
|
SELL
|
- |
-75.6KClosed |
$2.54M - $4.31M
|
0
$0
|
|
|
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
$3.37M
|
|
|
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
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.48KClosed |
$27.2K - $59.8K
|
0
$0
|
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-3.32K- 31.5% |
$61.2K - $134K
|
7.21K
$121K
|
|
|
Feb 16, 2021
Q4 2020
|
Wishbone Management, LP
Chicago, IL |
SELL
|
- |
-1.6MClosed |
$29.5M - $64.8M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-16.4KClosed |
$303K - $664K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-635KClosed |
$11.7M - $25.7M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-325Closed |
$6K - $13.2K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-600Closed |
$11.1K - $24.3K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-100Closed |
$1.85K - $4.05K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-500Closed |
$9.23K - $20.2K
|
0
$0
|
|