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 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

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AssetMark Inc's UPWK Position: Q2 2026 in Review

AssetMark Inc reduced its Upwork (UPWK) stake by 3.8% in Q2 2026, selling an estimated $11.2K and leaving 30,452 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

AssetMark Inc first reported a position in UPWK in Q4 2021 and has held it in 8 quarters since. The position peaked at $749K in Q4 2025. 65 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

AssetMark Inc held 30,452 shares of Upwork worth $255K as of Q2 2026.
AssetMark Inc sold 1,187 Upwork shares in Q2 2026, an estimated $11.2K.
Upwork made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1380 holding.
AssetMark Inc first reported a position in Upwork in Q4 2021 and has held it in 8 quarters since.
AssetMark Inc's Upwork position peaked at $749K in Q4 2025.
65 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.