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 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
258KNew |
$3.09M - $4.04M
|
258K
$4.17M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9.49KNew |
$113K - $149K
|
9.49K
$153K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-5.25K- 13.85% |
$62.7K - $82.1K
|
32.6K
$526K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-29.1K- 21.07% |
$348K - $455K
|
109K
$1.76M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
110KNew |
$1.31M - $1.72M
|
110K
$1.77M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
360New |
$4.31K - $5.64K
|
360
$5.81K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$148K - $194K
|
12.4K
$200K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.96K- 10.36% |
$71.2K - $93.3K
|
51.5K
$832K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25New |
$299 - $392
|
25
$404
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.37K+ 20.82% |
$52.3K - $68.4K
|
25.4K
$409K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
88.3KNew |
$1.06M - $1.38M
|
88.3K
$1.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-400- 80.0% |
$4.78K - $6.26K
|
100
$1.61K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
3.35K+ 581.6% |
$40.1K - $52.5K
|
3.93K
$63.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.64K- 10.04% |
$19.6K - $25.7K
|
14.7K
$237K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.9K+ 16.76% |
$70.6K - $92.4K
|
41.1K
$664K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
29.3KNew |
$293K - $455K
|
29.3K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-11K- 2.46% |
$109K - $170K
|
435K
$7.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
35KNew |
$349K - $542K
|
35K
$565K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
651+ 5.29% |
$6.5K - $10.1K
|
13K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Jetstream Capital LLC
Brentwood, TN |
BUY
|
- |
200KNew |
$2M - $3.1M
|
200K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-4.35K- 3.08% |
$43.4K - $67.4K
|
137K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
13.7KNew |
$137K - $213K
|
13.7K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
90KNew |
$898K - $1.39M
|
90K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
24.8K+ 73.51% |
$247K - $384K
|
58.5K
$944K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
74.2KNew |
$741K - $1.15M
|
74.2K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
25.6KNew |
$255K - $396K
|
25.6K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
First Sabrepoint Capital Management LP
Dallas, TX |
SELL
|
- |
-100K- 11.76% |
$998K - $1.55M
|
750K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.9KNew |
$178K - $277K
|
17.9K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
30.3K+ 96.4% |
$302K - $469K
|
61.7K
$996K
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
10.9KNew |
$108K - $168K
|
10.9K
$175K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
400New |
$3.99K - $6.2K
|
400
$6.46K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.56KNew |
$15.6K - $24.2K
|
1.56K
$25.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
158New |
$1.58K - $2.45K
|
158
$2.55K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
28.3KNew |
$283K - $439K
|
28.3K
$457K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.2KNew |
$22K - $34.1K
|
2.2K
$35.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-4.7K- 26.86% |
$46.9K - $72.8K
|
12.8K
$207K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
22.2KNew |
$221K - $344K
|
22.2K
$358K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
80New |
$798 - $1.24K
|
80
$1.29K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-154- 1.52% |
$1.54K - $2.39K
|
10K
$161K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.94K- 2.95% |
$19.4K - $30K
|
63.8K
$1.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
44.1KNew |
$440K - $682K
|
44.1K
$711K
|
|
| Q3 2023 | |||||||
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-100Closed |
$865 - $1.56K
|
0
$0
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
2.8K+ 4.96% |
$24.2K - $43.5K
|
59.3K
$957K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-339- 76.7% |
$2.93K - $5.27K
|
103
$1.66K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
59+ 0.04% |
$510 - $917
|
134K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Mak Capital One LLC
New York, NY |
BUY
|
- |
1.37MNew |
$11.8M - $21.3M
|
1.37M
$22.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.38K- 20.19% |
$29.2K - $52.5K
|
13.4K
$216K
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
51K+ 257.94% |
$441K - $793K
|
70.8K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-62.2K- 82.69% |
$538K - $967K
|
13K
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
737KNew |
$6.37M - $11.5M
|
737K
$11.9M
|
|