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 Q1	$2.63K	Buy	+240	New	+$3.78K	﹤0.01%	4068
2025 Q4	–	Sell	-799	Closed	-$14.8K	–	4128
2025 Q3	$14.8K	Buy	+799	New	+$11.9K	﹤0.01%	3096
2024 Q1	–	Sell	-1,561	Closed	-$23.2K	–	3565
2023 Q4	$23.2K	Buy	+1,561	New	+$20.1K	﹤0.01%	2443
2023 Q2	–	Sell	-758	Closed	-$8.58K	–	3558
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 $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return