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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.7KNew |
$108K - $188K
|
10.7K
$147K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-142- 1.24% |
$1.43K - $2.49K
|
11.3K
$155K
|
|
|
Jan 30, 2025
Q4 2024
|
Nkcfo LLC
|
BUY
|
- |
5.04KNew |
$50.7K - $88.3K
|
5.04K
$69K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-45.6K- 37.45% |
$458K - $798K
|
76.1K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
2.74K+ 19.85% |
$27.6K - $48K
|
16.6K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-6.99K- 22.88% |
$70.3K - $122K
|
23.6K
$323K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-86.5K- 52.75% |
$869K - $1.51M
|
77.5K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-906- 47.94% |
$9.11K - $15.9K
|
984
$13.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.9K+ 39.64% |
$19.1K - $33.3K
|
6.69K
$91.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
38+ 1.83% |
$382 - $665
|
2.11K
$28.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
500New |
$5.03K - $8.76K
|
500
$6.85K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
34.8KNew |
$350K - $609K
|
34.8K
$477K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
19+ 95.0% |
$191 - $333
|
39
$534
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
700KNew |
$6.31M - $8.48M
|
700K
$9.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
95KNew |
$856K - $1.15M
|
95K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Union Square Park Capital Management, LLC
New York, NY |
BUY
|
- |
125KNew |
$1.13M - $1.52M
|
125K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Union Square Park Capital Management, LLC
New York, NY |
BUY
|
CALL |
200KNew |
$1.8M - $2.42M
|
200K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
99.6K+ 56.39% |
$897K - $1.21M
|
276K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
27KNew |
$243K - $327K
|
27K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
163KNew |
$1.47M - $1.98M
|
163K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-127K- 73.04% |
$1.15M - $1.54M
|
47K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4KClosed |
$36K - $48.5K
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.07KNew |
$9.67K - $13K
|
1.07K
$14.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
86.2K+ 72.44% |
$777K - $1.04M
|
205K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
CALL |
-2.4K- 4.86% |
$21.6K - $29.1K
|
47K
$644K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7.37KNew |
$66.4K - $89.3K
|
7.37K
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
21.6KNew |
$195K - $262K
|
21.6K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-449K- 97.76% |
$4.05M - $5.45M
|
10.3K
$141K
|
|
|
Nov 13, 2024
Q3 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
25.5KNew |
$230K - $309K
|
25.5K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Kestrel Investment Management Corp
San Mateo, CA |
BUY
|
- |
472KNew |
$4.25M - $5.72M
|
472K
$6.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-54.9K- 9.7% |
$494K - $665K
|
511K
$7M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
127New |
$1.14K - $1.54K
|
127
$1.74K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.13K+ 18.37% |
$19.2K - $25.8K
|
13.7K
$188K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
8.7KNew |
$78.4K - $105K
|
8.7K
$119K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-9.7K- 3.78% |
$87.4K - $118K
|
247K
$3.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-19.9K- 54.97% |
$180K - $242K
|
16.3K
$224K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
705New |
$6.35K - $8.54K
|
705
$9.66K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
164New |
$1.48K - $1.99K
|
164
$2.25K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
82.1KNew |
$740K - $995K
|
82.1K
$1.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
75K+ 16.13% |
$676K - $909K
|
540K
$7.4M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
57+ 950.0% |
$514 - $691
|
63
$863
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
100New |
$901 - $1.21K
|
100
$1.37K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.7K- 41.72% |
$123K - $166K
|
19.1K
$262K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.19K- 93.99% |
$19.7K - $26.5K
|
140
$1.92K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
119New |
$1.2K - $1.55K
|
119
$1.63K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
35KNew |
$354K - $455K
|
35K
$480K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.04K- 16.91% |
$20.6K - $26.5K
|
10K
$137K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6K- 28.81% |
$60.7K - $78K
|
14.8K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
20.5KNew |
$207K - $266K
|
20.5K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
40KNew |
$405K - $520K
|
40K
$548K
|
|