AC
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Avestar Capital’s Upwork UPWK Stock Holding History

Avestar Capital’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 		$1.74M Buy
+208,154
New +$1.97M 0.1% 154

Other funds holding UPWK

OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Avestar Capital's UPWK Position: Q2 2026 in Review

Avestar Capital opened a new position in Upwork (UPWK) in Q2 2026: 208,154 shares worth $1.74M. The stake represents 0.1% of the portfolio and ranks #154 among its holdings.

57 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Avestar Capital held 208,154 shares of Upwork worth $1.74M as of Q2 2026.
  • Upwork was a new Avestar Capital position in Q2 2026.
  • Upwork made up 0.1% of Avestar Capital's portfolio in Q2 2026, its #154 holding.
  • 57 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.