UPWK β€” UPWORK INC

Ownership history in MAVERICK CAPITAL LTD  Β·  3 quarters on record

This page tracks every 13F SEC filing in which MAVERICK CAPITAL LTD reported a position in UPWORK INC (UPWK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.05% (2025 Q3)
πŸ“Š Avg. % of fund
0.02%
πŸ“… First filed
2023 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
3

Position Intelligence

MAVERICK CAPITAL LTD Γ— UPWK AI Analytics

πŸ“ˆ MAVERICK CAPITAL LTD outperformed the S&P 500 by +35.9% annually on this UPWK position. Average cost basis: $17.05. Maximum drawdown during holding period: –17.5%.

πŸ“ˆ Position Alpha vs SPY
+35.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 35.9% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$17.05
+8.9% vs current ($18.57)

Best entry: $9.34 (2023 Q2)  Β·  Worst: $18.57 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–17.5%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.05% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    UPWK price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 184,755 +148,307 +406.9% 0.05% $3.4M $18.57
2023 Q2 ADDED 36,448 +8,038 +28.3% 0.01% $340K $9.34
2023 Q1 INITIATED 28,410 β€” β€” 0.01% $322K $11.32

🏒 Other funds also holding UPWK

As of 2025 Q4 β€” sorted by position size

Ancient Art, L.P. 3Y 7Y 20.81% Circumference Group LLC 8.22% KESTREL INVESTMENT MANAGEMENT CORP 3Y 7Y 4.89% Grandeur Peak Global Advisors, LLC 3Y 7Y 1.23% SkyView Investment Advisors, LLC 3Y 0.98% nVerses Capital, LLC 0.85% SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 3Y 7Y 0.83% GLOBEFLEX CAPITAL L P 3Y 7Y 0.82% Portolan Capital Management, LLC 3Y 7Y 0.76% Invenomic Capital Management LP 3Y 0.68%
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