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 |
---|---|---|---|---|---|---|---|
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
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100New |
$3.36K - $5.7K
|
100
$1.37K
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-253Closed |
$8.5K - $14.4K
|
0
$0
|
|
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
$54.8
|
|
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
|
Firsthand Capital Management, Inc.
San Jose, CA |
BUY
|
- |
200KNew |
$6.72M - $11.4M
|
200K
$2.74M
|
|
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 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
$98.8K
|
|
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
|
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.3KNew |
$24K - $52.6K
|
1.3K
$17.8K
|
|
Jan 13, 2021
Q4 2020
|
Hamilton Lane Advisors LLC
|
SELL
|
- |
-18KClosed |
$331K - $727K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Hbw Advisory Services LLC
|
SELL
|
- |
-517Closed |
$9.54K - $20.9K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-14.1KClosed |
$189K - $247K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Symmetry Peak Management LLC
Radnor, PA |
SELL
|
CALL |
-30KClosed |
$402K - $525K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-12.1KClosed |
$162K - $212K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Symmetry Peak Management LLC
Radnor, PA |
SELL
|
- |
-15KClosed |
$201K - $263K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.5KClosed |
$20.1K - $26.3K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-60.5KClosed |
$811K - $1.06M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-15KClosed |
$201K - $263K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-79Closed |
$1.06K - $1.38K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Massachusetts Institute Of Technology
Cambridge, MA |
SELL
|
- |
-391KClosed |
$5.24M - $6.84M
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-340Closed |
$4.56K - $5.95K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-200Closed |
$2.68K - $3.5K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Armor Advisors, L.L.C.
New York, NY |
SELL
|
- |
-1.08MClosed |
$5.84M - $15.6M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Highline Capital Management, L.P.
New York, NY |
SELL
|
- |
-297KClosed |
$1.6M - $4.29M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-9.83KClosed |
$53.1K - $142K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Skye Global Management LP
West Palm Beach, FL |
SELL
|
- |
-10KClosed |
$54K - $144K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Harbourvest Partners LLC
Boston, MA |
SELL
|
- |
-56.1KClosed |
$303K - $810K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-140KClosed |
$754K - $2.02M
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Scopia Capital Management LP
New York, NY |
SELL
|
- |
-3.79MClosed |
$20.6M - $39.9M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Dragoneer Investment Group, LLC
San Francisco, CA |
SELL
|
- |
-1.6MClosed |
$8.7M - $16.9M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Cowbird Capital LP
New York, NY |
SELL
|
- |
-811KClosed |
$4.4M - $8.53M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Stockbridge Partners LLC
Boston, MA |
SELL
|
- |
-5.33MClosed |
$28.9M - $56.1M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Adams Street Partners LLC
Chicago, IL |
SELL
|
- |
-58KClosed |
$315K - $611K
|
0
$0
|