AssetMark Inc’s Upwork UPWK Stock Holding History

AssetMark Inc’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 Q3	$5.76K	Sell	706 -29,746	-98%	-$263K	﹤0.01%	2716
2026 Q2	$255K	Sell	30,452 -1,187	-4%	-$11.2K	﹤0.01%	1380
2026 Q1	$347K	Sell	31,639 -6,134	-16%	-$96.6K	﹤0.01%	1229
2025 Q4	$749K	Sell	37,773 -2,169	-5%	-$39.8K	﹤0.01%	1071
2025 Q3	$742K	Buy	39,942 +273	+0.7%	+$4.07K	﹤0.01%	1025
2025 Q2	$533K	Buy	39,669 +740	+2%	+$10.6K	﹤0.01%	1035
2025 Q1	$508K	Buy	+38,929	New	+$593K	﹤0.01%	982
2022 Q2	–	Sell	-132	Closed	-$3K	–	1673
2022 Q1	$3K	Buy	132 +61	+86%	+$1.53K	﹤0.01%	1382
2021 Q4	$2K	Buy	+71	New	+$3.14K	﹤0.01%	1392

Other funds holding UPWK

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

AssetMark Inc's UPWK Position: Q3 2026 in Review

AssetMark Inc reduced its Upwork (UPWK) stake by 98% in Q3 2026, selling an estimated $263K and leaving 706 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2716.

AssetMark Inc first reported a position in UPWK in Q4 2021 and has held it in 9 quarters since. The position peaked at $749K in Q4 2025. 114 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

AssetMark Inc held 706 shares of Upwork worth $5.76K as of Q3 2026.
AssetMark Inc sold 29,746 Upwork shares in Q3 2026, an estimated $263K.
Upwork made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2716 holding.
AssetMark Inc first reported a position in Upwork in Q4 2021 and has held it in 9 quarters since.
AssetMark Inc's Upwork position peaked at $749K in Q4 2025.
114 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.