First Pacific Advisors (Steven Romick) — UPWK Trade History

Quarter-by-quarter changes in the UPWORK INC position · CUSIP 91688F104
Currently held · 6.3 YearsFirst seen: 2020 Q2
QuarterFiledActivitySharesΔ SharesΔ %Value% Port.
2026 Q22026-08-14Hold57,0810.0%$477.2K0.01%
2026 Q12026-05-14Hold57,0810.0%$625.6K0.01%
2025 Q42026-02-17Reduce57,081-47,800-45.6%$1.1M0.01%
2025 Q32025-11-13Hold104,8810.0%$1.9M0.03%
2025 Q22025-08-01Hold104,8810.0%$1.4M0.02%
2025 Q12025-05-06Hold104,8810.0%$1.4M0.02%
2024 Q42025-02-07Hold104,8810.0%$1.7M0.03%
2024 Q32024-11-04Hold104,8810.0%$1.1M0.01%
2024 Q22024-08-02Hold104,8810.0%$1.1M0.01%
2024 Q12024-05-02Hold104,8810.0%$1.3M0.02%
2023 Q42024-02-12Hold104,8810.0%$1.6M0.02%
2023 Q32023-11-13Reduce104,881-56,476-35.0%$1.2M0.02%
2023 Q22023-08-11Hold161,3570.0%$1.5M0.02%
2023 Q12023-05-09Hold161,3570.0%$1.8M0.03%
2022 Q42023-02-07Hold161,3570.0%$1.7M0.03%
2022 Q32022-11-04Hold161,3570.0%$2.2M0.04%
2022 Q22022-08-08Add161,35764,200+66.1%$3.3M0.05%
2022 Q12022-05-11Hold97,1570.0%$2.3M0.03%
2021 Q42022-02-08Reduce97,157-20,718-17.6%$3.3M0.04%
2021 Q32021-11-03Add117,8751,775+1.5%$5.3M0.07%
2021 Q22021-08-10Reduce116,100-85,897-42.5%$6.8M0.09%
2021 Q12021-05-11Reduce201,997-115,208-36.3%$9.0M0.12%
2020 Q42021-02-09Hold317,2050.0%$10.9M0.14%
2020 Q32020-11-13Reduce317,205-18,600-5.5%$5.5M0.08%
2020 Q22020-08-11New335,805335,805$4.8M0.07%
2020 Q12020-05-08
2019 Q42020-02-13
2019 Q32019-11-14
2019 Q22019-08-14
2019 Q12019-05-28
2018 Q42019-02-13
2018 Q32018-11-13
2018 Q22018-08-13
2018 Q12018-05-14
2017 Q42018-02-12
2017 Q32017-11-14
2017 Q22017-08-14
2017 Q12017-05-15
2016 Q42017-02-14
2016 Q32016-11-14

Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.