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Amalgamated Bank’s Upwork UPWK Stock Holding History

Amalgamated Bank’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 		$277K Sell
33,097
-4,281
-11% -$40.5K ﹤0.01% 1522
2026
Q1 		$410K Sell
37,378
-364
-1% -$5.73K ﹤0.01% 1383
2025
Q4 		$748K Buy
37,742
+33,755
+847% +$619K 0.01% 1181
2025
Q3 		$74K Sell
3,987
-421
-10% -$6.27K ﹤0.01% 1748
2025
Q2 		$59K Hold
4,408
– – ﹤0.01% 1800
2025
Q1 		$58K Buy
4,408
+15
+0.3% +$229 ﹤0.01% 1773
2024
Q4 		$72K Hold
4,393
– – ﹤0.01% 1767
2024
Q3 		$46K Hold
4,393
– – ﹤0.01% 1878
2024
Q2 		$47K Buy
4,393
+236
+6% +$2.68K ﹤0.01% 1866
2024
Q1 		$51K Sell
4,157
-13,676
-77% -$186K ﹤0.01% 1866
2023
Q4 		$265K Sell
17,833
-915
-5% -$11.8K ﹤0.01% 1707
2023
Q3 		$213K Hold
18,748
– – ﹤0.01% 1766
2023
Q2 		$175K Buy
18,748
+1,529
+9% +$13.9K ﹤0.01% 1874
2023
Q1 		$195K Sell
17,219
-2,613
-13% -$31.1K ﹤0.01% 1816
2022
Q4 		$207K Buy
19,832
+537
+3% +$6.63K ﹤0.01% 1852
2022
Q3 		$263K Buy
19,295
+307
+2% +$5.77K ﹤0.01% 1742
2022
Q2 		$393K Sell
18,988
-328
-2% -$6.45K ﹤0.01% 1582
2022
Q1 		$449K Sell
19,316
-1,451
-7% -$36.3K ﹤0.01% 1597
2021
Q4 		$709K Sell
20,767
-223
-1% -$9.86K 0.01% 1404
2021
Q3 		$945K Sell
20,990
-1,037
-5% -$50.5K 0.01% 1270
2021
Q2 		$1.28M Buy
22,027
+8,820
+67% +$415K 0.01% 1163
2021
Q1 		$591K Sell
13,207
-1,287
-9% -$59.4K 0.02% 888
2020
Q4 		$500K Buy
14,494
+84
+0.6% +$2.4K 0.02% 976
2020
Q3 		$251K Sell
14,410
-437
-3% -$6.54K 0.01% 1207
2020
Q2 		$214K Buy
14,847
+4,646
+46% +$48.8K 0.01% 1263
2020
Q1 		$66K Sell
10,201
-495
-5% -$4.25K ﹤0.01% 1541
2019
Q4 		$114K Buy
+10,696
New +$135K ﹤0.01% 1722

Other funds holding UPWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Amalgamated Bank's UPWK Position: Q2 2026 in Review

Amalgamated Bank reduced its Upwork (UPWK) stake by 11% in Q2 2026, selling an estimated $40.5K and leaving 33,097 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Amalgamated Bank first reported a position in UPWK in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.28M in Q2 2021. 126 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Amalgamated Bank held 33,097 shares of Upwork worth $277K as of Q2 2026.
  • Amalgamated Bank sold 4,281 Upwork shares in Q2 2026, an estimated $40.5K.
  • Upwork made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1522 holding.
  • Amalgamated Bank first reported a position in Upwork in Q4 2019 and has held it in 27 quarters since.
  • Amalgamated Bank's Upwork position peaked at $1.28M in Q2 2021.
  • 126 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.