Avestar Capital
UPWK icon

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
Q3 		$1.7M Hold
208,154
– – 0.13% 136
2026
Q2 		$1.74M Buy
+208,154
New +$1.97M 0.1% 155

Other funds holding UPWK

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Hussman Strategic Advisors
Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return
Aviance Capital Partners
Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Avestar Capital's UPWK Position: Q3 2026 in Review

Avestar Capital held its Upwork (UPWK) position steady in Q3 2026 at 208,154 shares worth $1.7M. The position accounts for 0.13% of the portfolio, ranked #136.

Avestar Capital first reported a position in UPWK in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.74M in Q2 2026. 71 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

  • Avestar Capital held 208,154 shares of Upwork worth $1.7M as of Q3 2026.
  • Avestar Capital left its Upwork share count unchanged in Q3 2026.
  • Upwork made up 0.13% of Avestar Capital's portfolio in Q3 2026, its #136 holding.
  • Avestar Capital first reported a position in Upwork in Q2 2026 and has held it in 2 quarters since.
  • Avestar Capital's Upwork position peaked at $1.74M in Q2 2026.
  • 71 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.