AIM
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Alhambra Investment Management’s Upwork UPWK Stock Holding History

Alhambra Investment Management’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
2025
Q3 		– Sell
-11,499
Closed -$155K – 190
2025
Q2 		$155K Sell
11,499
-2,120
-16% -$30.4K 0.08% 173
2025
Q1 		$178K Buy
+13,619
New +$207K 0.09% 159

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alhambra Investment Management's UPWK Position: Q3 2025 in Review

Alhambra Investment Management sold out of Upwork (UPWK) in Q3 2025, closing a stake of 11,499 shares — an estimated $155K sold.

Alhambra Investment Management first reported a position in UPWK in Q1 2025 and held it in 2 quarters. The position peaked at $178K in Q1 2025. 276 funds tracked by Wall St. Rank hold UPWK as of Q3 2025.

  • Alhambra Investment Management reported no remaining Upwork position as of Q3 2025 after selling out during the quarter.
  • Alhambra Investment Management sold 11,499 Upwork shares in Q3 2025, an estimated $155K.
  • Alhambra Investment Management first reported a position in Upwork in Q1 2025 and held it in 2 quarters.
  • Alhambra Investment Management's Upwork position peaked at $178K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Upwork as of Q3 2025.

Based on Alhambra Investment Management's 13F filing for Q3 2025, filed 15 Oct 2025.