AFC
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Ares Financial Consulting’s Upwork UPWK Stock Holding History

Ares Financial Consulting’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 		$1.51K Hold
181
– – ﹤0.01% 945
2026
Q1 		$2.02K Hold
181
– – ﹤0.01% 840
2025
Q4 		$3.59K Buy
+181
New +$3.32K ﹤0.01% 544

Other funds holding UPWK

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
KIM
Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $109M AUM 16.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Ares Financial Consulting's UPWK Position: Q2 2026 in Review

Ares Financial Consulting held its Upwork (UPWK) position steady in Q2 2026 at 181 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Ares Financial Consulting first reported a position in UPWK in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.59K in Q4 2025. 99 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Ares Financial Consulting held 181 shares of Upwork worth $1.51K as of Q2 2026.
  • Ares Financial Consulting left its Upwork share count unchanged in Q2 2026.
  • Upwork made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #945 holding.
  • Ares Financial Consulting first reported a position in Upwork in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Upwork position peaked at $3.59K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.