Rothwell Investment Advisors, LLC’s Upwork UPWK Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio UPWK Stock Details UPWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$49	Buy	+6	New	+$53	﹤0.01%	1119

Other funds holding UPWK

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Rothwell Investment Advisors, LLC's UPWK Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Upwork (UPWK) in Q3 2026: 6 shares worth $49. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings.

114 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

Rothwell Investment Advisors, LLC held 6 shares of Upwork worth $49 as of Q3 2026.
Upwork was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Upwork made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1119 holding.
114 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.