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 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
531+ 2308.7% |
$5.37K - $6.9K
|
554
$7.38K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
105+ 16.91% |
$1.06K - $1.36K
|
726
$9.67K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.6KNew |
$178K - $229K
|
17.6K
$234K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3K- 20.65% |
$30.3K - $38.9K
|
11.5K
$153K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
150New |
$1.52K - $1.95K
|
150
$2K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
13+ 130.0% |
$155 - $204
|
23
$306
|
|
|
Oct 07, 2024
Q1 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-1.71M- 78.5% |
$20.4M - $26.8M
|
468K
$6.23M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
82.7KNew |
$989K - $1.3M
|
82.7K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
72.3K+ 18.22% |
$865K - $1.13M
|
469K
$6.25M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
16.5KNew |
$197K - $259K
|
16.5K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-185- 0.54% |
$2.21K - $2.9K
|
33.8K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18KNew |
$215K - $282K
|
18K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-249K- 79.75% |
$2.98M - $3.9M
|
63.2K
$842K
|
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-39.4K- 27.7% |
$471K - $616K
|
103K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Greenoaks Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-220K- 17.22% |
$2.63M - $3.45M
|
1.06M
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
35KNew |
$419K - $548K
|
35K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-136K- 53.72% |
$1.62M - $2.13M
|
117K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
68.4K+ 387.34% |
$818K - $1.07M
|
86.1K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
12.3KNew |
$147K - $193K
|
12.3K
$164K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
383+ 119.31% |
$4.58K - $6K
|
704
$9.38K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-28- 0.39% |
$335 - $438
|
7.1K
$94.6K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-530- 0.85% |
$6.34K - $8.3K
|
61.7K
$821K
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
409K+ 35.74% |
$4.89M - $6.4M
|
1.55M
$20.7M
|
|
|
May 13, 2024
Q1 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-5.26K- 14.08% |
$62.9K - $82.4K
|
32.1K
$428K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
29.3KNew |
$351K - $459K
|
29.3K
$391K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
258KNew |
$3.09M - $4.04M
|
258K
$3.44M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-363K- 38.05% |
$4.34M - $5.68M
|
590K
$7.86M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.7KNew |
$128K - $168K
|
10.7K
$143K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9.49KNew |
$113K - $149K
|
9.49K
$126K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-5.25K- 13.85% |
$62.7K - $82.1K
|
32.6K
$434K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
110KNew |
$1.31M - $1.72M
|
110K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-29.1K- 21.07% |
$348K - $455K
|
109K
$1.45M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.96K- 10.36% |
$71.2K - $93.3K
|
51.5K
$687K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$148K - $194K
|
12.4K
$165K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
360New |
$4.31K - $5.64K
|
360
$4.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25New |
$299 - $392
|
25
$333
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.37K+ 20.82% |
$52.3K - $68.4K
|
25.4K
$338K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
3.35K+ 581.6% |
$40.1K - $52.5K
|
3.93K
$52.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-400- 80.0% |
$4.78K - $6.26K
|
100
$1.33K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.64K- 10.04% |
$19.6K - $25.7K
|
14.7K
$196K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.9K+ 16.76% |
$70.6K - $92.4K
|
41.1K
$548K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-11K- 2.46% |
$109K - $170K
|
435K
$5.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
35KNew |
$349K - $542K
|
35K
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
651+ 5.29% |
$6.5K - $10.1K
|
13K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Jetstream Capital LLC
Brentwood, TN |
BUY
|
- |
200KNew |
$2M - $3.1M
|
200K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-4.35K- 3.08% |
$43.4K - $67.4K
|
137K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
13.7KNew |
$137K - $213K
|
13.7K
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
29.3KNew |
$293K - $455K
|
29.3K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.9KNew |
$178K - $277K
|
17.9K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
90KNew |
$898K - $1.39M
|
90K
$1.2M
|
|