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Allworth Financial’s Upwork UPWK Stock Holding History

Allworth Financial’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 		$13.9K Buy
1,657
+1,181
+248% +$11.2K ﹤0.01% 3489
2026
Q1 		$5.22K Sell
476
-158
-25% -$2.49K ﹤0.01% 3937
2025
Q4 		$12.6K Buy
634
+263
+71% +$4.82K ﹤0.01% 3110
2025
Q3 		$6.89K Buy
371
+286
+336% +$4.26K ﹤0.01% 3357
2025
Q2 		$1.14K Sell
85
-47
-36% -$675 ﹤0.01% 3922
2025
Q1 		$1.79K Buy
132
+48
+57% +$731 ﹤0.01% 3255
2024
Q4 		$1.35K Hold
84
– – ﹤0.01% 3299
2024
Q3 		$878 Buy
84
+21
+33% +$219 ﹤0.01% 3270
2024
Q2 		$721 Sell
63
-18
-22% -$204 ﹤0.01% 3271
2024
Q1 		$994 Buy
81
+18
+29% +$245 ﹤0.01% 3085
2023
Q4 		$937 Sell
63
-10
-14% -$129 ﹤0.01% 2967
2023
Q3 		$830 Buy
73
+10
+16% +$124 ﹤0.01% 2907
2023
Q2 		$589 Buy
+63
New +$571 ﹤0.01% 2860
2022
Q4 		– Sell
-13
Closed – – 3208
2022
Q3 		$0 Buy
13
+7
+117% +$132 ﹤0.01% 3128
2022
Q2 		$0 Buy
+6
New +$118 ﹤0.01% 2833
2022
Q1 		– Sell
-4
Closed – – 2396
2021
Q4 		$0 Hold
4
– – ﹤0.01% 2130
2021
Q3 		$0 Buy
+4
New +$195 ﹤0.01% 1984

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

Allworth Financial's UPWK Position: Q2 2026 in Review

Allworth Financial increased its Upwork (UPWK) stake by 248% in Q2 2026, buying an estimated $11.2K and bringing the position to 1,657 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3489.

Allworth Financial first reported a position in UPWK in Q3 2021 and has held it in 17 quarters since. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Allworth Financial held 1,657 shares of Upwork worth $13.9K as of Q2 2026.
  • Allworth Financial bought 1,181 Upwork shares in Q2 2026, an estimated $11.2K.
  • Upwork made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3489 holding.
  • Allworth Financial first reported a position in Upwork in Q3 2021 and has held it in 17 quarters since.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.