Algert Global’s Upwork UPWK Stock Holding History

Algert Global’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	$3.01M	Buy	274,890 +40,280	+17%	+$634K	0.05%	597
2025 Q4	$4.65M	Sell	234,610 -1,410	-0.6%	-$25.9K	0.07%	462
2025 Q3	$4.38M	Buy	236,020 +187,300	+384%	+$2.79M	0.07%	444
2025 Q2	$655K	Buy	+48,720	New	+$699K	0.01%	883
2025 Q1	–	Sell	-113,112	Closed	-$1.85M	–	1332
2024 Q4	$1.85M	Sell	113,112 -52,021	-32%	-$749K	0.04%	630
2024 Q3	$1.73M	Sell	165,133 -34,819	-17%	-$363K	0.05%	608
2024 Q2	$2.15M	Buy	199,952 +152,668	+323%	+$1.73M	0.07%	446
2024 Q1	$580K	Sell	47,284 -148,000	-76%	-$2.01M	0.02%	744
2023 Q4	$2.9M	Sell	195,284 -75,428	-28%	-$973K	0.12%	295
2023 Q3	$3.08M	Buy	270,712 +25,730	+11%	+$319K	0.14%	232
2023 Q2	$2.29M	Buy	244,982 +69,340	+39%	+$628K	0.1%	350
2023 Q1	$1.99M	Buy	175,642 +47,272	+37%	+$563K	0.09%	352
2022 Q4	$1.34M	Buy	128,370 +33,568	+35%	+$414K	0.07%	446
2022 Q3	$1.29M	Buy	94,802 +76,512	+418%	+$1.44M	0.08%	435
2022 Q2	$378K	Buy	+18,290	New	+$360K	0.03%	855
2022 Q1	–	Sell	-18,562	Closed	-$634K	–	1314
2021 Q4	$634K	Buy	18,562 +2,670	+17%	+$118K	0.08%	449
2021 Q3	$716K	Buy	+15,892	New	+$775K	0.1%	386

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