AG
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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
Q2 		$3.02M Buy
361,080
+86,190
+31% +$816K 0.04% 718
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% 629
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% 231
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Algert Global's UPWK Position: Q2 2026 in Review

Algert Global increased its Upwork (UPWK) stake by 31% in Q2 2026, buying an estimated $816K and bringing the position to 361,080 shares worth $3.02M. The position accounts for 0.04% of the portfolio, ranked #718.

Algert Global first reported a position in UPWK in Q3 2021 and has held it in 18 quarters since. The position peaked at $4.65M in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Algert Global held 361,080 shares of Upwork worth $3.02M as of Q2 2026.
  • Algert Global bought 86,190 Upwork shares in Q2 2026, an estimated $816K.
  • Upwork made up 0.04% of Algert Global's portfolio in Q2 2026, its #718 holding.
  • Algert Global first reported a position in Upwork in Q3 2021 and has held it in 18 quarters since.
  • Algert Global's Upwork position peaked at $4.65M in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.