Advisory Services Network’s Upwork UPWK Stock Holding History

Advisory Services Network’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 Q2	–	Sell	-240	Closed	-$2.63K	–	4488
2026 Q1	$2.63K	Buy	+240	New	+$3.78K	﹤0.01%	4068
2025 Q4	–	Sell	-799	Closed	-$14.8K	–	4123
2025 Q3	$14.8K	Buy	+799	New	+$11.9K	﹤0.01%	3096
2024 Q1	–	Sell	-1,561	Closed	-$23.2K	–	3549
2023 Q4	$23.2K	Buy	+1,561	New	+$20.1K	﹤0.01%	2443
2023 Q2	–	Sell	-758	Closed	-$8.58K	–	3547
2023 Q1	$8.58K	Buy	758 +173	+30%	+$2.06K	﹤0.01%	2946
2022 Q4	$6.11K	Buy	+585	New	+$7.22K	﹤0.01%	3054
2021 Q4	–	Sell	-17,735	Closed	-$798K	–	1513
2021 Q3	$798K	Buy	17,735 +3,019	+21%	+$147K	0.03%	691
2021 Q2	$858K	Sell	14,716 -2,020	-12%	-$94.9K	0.03%	656
2021 Q1	$749K	Buy	16,736 +3,440	+26%	+$159K	0.03%	665
2020 Q4	$459K	Buy	+13,296	New	+$380K	0.02%	770

Other funds holding UPWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Services Network's UPWK Position: Q2 2026 in Review

Advisory Services Network sold out of Upwork (UPWK) in Q2 2026, closing a stake of 240 shares — an estimated $2.63K sold.

Advisory Services Network first reported a position in UPWK in Q4 2020 and held it in 9 quarters. The position peaked at $858K in Q2 2021. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Advisory Services Network reported no remaining Upwork position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 240 Upwork shares in Q2 2026, an estimated $2.63K.
Advisory Services Network first reported a position in Upwork in Q4 2020 and held it in 9 quarters.
Advisory Services Network's Upwork position peaked at $858K in Q2 2021.
297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.