Latest Institutional Purchases of Upwork, Inc (UPWK)
This list provides information on the latest institutional transactions involving Upwork, Inc (UPWK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
20New |
$202 - $260
|
20
$274
|
|
Q1 2024 | |||||||
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
685KNew |
$8.19M - $10.7M
|
685K
$9.38M
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
409K+ 35.74% |
$4.89M - $6.4M
|
1.55M
$21.3M
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
258KNew |
$3.09M - $4.04M
|
258K
$3.54M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
110KNew |
$1.31M - $1.72M
|
110K
$1.5M
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
82.7KNew |
$989K - $1.3M
|
82.7K
$1.13M
|
|
May 15, 2024
Q1 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
72.3K+ 18.22% |
$865K - $1.13M
|
469K
$6.43M
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
68.4K+ 387.34% |
$818K - $1.07M
|
86.1K
$1.18M
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
35KNew |
$419K - $548K
|
35K
$480K
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
29.3KNew |
$351K - $459K
|
29.3K
$402K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18KNew |
$215K - $282K
|
18K
$246K
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
16.5KNew |
$197K - $259K
|
16.5K
$226K
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$148K - $194K
|
12.4K
$170K
|
|
May 14, 2024
Q1 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
12.3KNew |
$147K - $193K
|
12.3K
$169K
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.7KNew |
$128K - $168K
|
10.7K
$147K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9.49KNew |
$113K - $149K
|
9.49K
$130K
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.9K+ 16.76% |
$70.6K - $92.4K
|
41.1K
$563K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.37K+ 20.82% |
$52.3K - $68.4K
|
25.4K
$347K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
3.35K+ 581.6% |
$40.1K - $52.5K
|
3.93K
$53.8K
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
360New |
$4.31K - $5.64K
|
360
$4.93K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25New |
$299 - $392
|
25
$343
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
13+ 130.0% |
$155 - $204
|
23
$315
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Jetstream Capital LLC
Brentwood, TN |
BUY
|
- |
200KNew |
$2M - $3.1M
|
200K
$2.74M
|
|
Feb 14, 2024
Q4 2023
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
90KNew |
$898K - $1.39M
|
90K
$1.23M
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
74.2KNew |
$741K - $1.15M
|
74.2K
$1.02M
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
44.1KNew |
$440K - $682K
|
44.1K
$604K
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
35KNew |
$349K - $542K
|
35K
$480K
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
30.3K+ 96.4% |
$302K - $469K
|
61.7K
$846K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
29.3KNew |
$293K - $455K
|
29.3K
$402K
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
28.3KNew |
$283K - $439K
|
28.3K
$388K
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
25.6KNew |
$255K - $396K
|
25.6K
$351K
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
22.2KNew |
$221K - $344K
|
22.2K
$304K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.9KNew |
$178K - $277K
|
17.9K
$245K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
13.7KNew |
$137K - $213K
|
13.7K
$188K
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
10.9KNew |
$108K - $168K
|
10.9K
$149K
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.2KNew |
$22K - $34.1K
|
2.2K
$30.1K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.56KNew |
$15.6K - $24.2K
|
1.56K
$21.4K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
651+ 5.29% |
$6.5K - $10.1K
|
13K
$177K
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
400New |
$3.99K - $6.2K
|
400
$5.48K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
158New |
$1.58K - $2.45K
|
158
$2.16K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
80New |
$798 - $1.24K
|
80
$1.1K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Mak Capital One LLC
New York, NY |
BUY
|
- |
1.37MNew |
$11.8M - $21.3M
|
1.37M
$18.7M
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
737KNew |
$6.37M - $11.5M
|
737K
$10.1M
|
|
Nov 13, 2023
Q3 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
175KNew |
$1.51M - $2.72M
|
175K
$2.39M
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
167KNew |
$1.44M - $2.6M
|
167K
$2.29M
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
100KNew |
$868K - $1.56M
|
100K
$1.37M
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
51K+ 257.94% |
$441K - $793K
|
70.8K
$970K
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
25.1KNew |
$217K - $390K
|
25.1K
$343K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.6KNew |
$127K - $227K
|
14.6K
$200K
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
13.9KNew |
$121K - $217K
|
13.9K
$191K
|