Bailard’s Upwork UPWK Stock Holding History

Bailard’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	$465K	Sell	55,584 -488	-0.9%	-$4.62K	0.01%	524
2026 Q1	$615K	Hold	56,072	–	–	0.01%	448
2025 Q4	$1.11M	Sell	56,072 -33,800	-38%	-$620K	0.02%	308
2025 Q3	$1.67M	Sell	89,872 -6,700	-7%	-$99.8K	0.04%	264
2025 Q2	$1.3M	Buy	96,572 +6,375	+7%	+$91.5K	0.03%	290
2025 Q1	$1.18M	Hold	90,197	–	–	0.03%	280
2024 Q4	$1.47M	Sell	90,197 -20,212	-18%	-$291K	0.04%	251
2024 Q3	$1.15M	Buy	110,409 +18,950	+21%	+$198K	0.03%	282
2024 Q2	$983K	Hold	91,459	–	–	0.03%	296
2024 Q1	$1.12M	Sell	91,459 -586	-0.6%	-$7.97K	0.03%	289
2023 Q4	$1.37M	Hold	92,045	–	–	0.04%	252
2023 Q3	$1.05M	Buy	92,045 +903	+1%	+$11.2K	0.03%	266
2023 Q2	$851K	Sell	91,142 -33,255	-27%	-$301K	0.03%	290
2023 Q1	$1.41M	Buy	124,397 +35,013	+39%	+$417K	0.05%	233
2022 Q4	$933K	Buy	+89,384	New	+$1.1M	0.04%	273

Other funds holding UPWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bailard's UPWK Position: Q2 2026 in Review

Bailard reduced its Upwork (UPWK) stake by 0.87% in Q2 2026, selling an estimated $4.62K and leaving 55,584 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #524.

Bailard first reported a position in UPWK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.67M in Q3 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Bailard held 55,584 shares of Upwork worth $465K as of Q2 2026.
Bailard sold 488 Upwork shares in Q2 2026, an estimated $4.62K.
Upwork made up 0.01% of Bailard's portfolio in Q2 2026, its #524 holding.
Bailard first reported a position in Upwork in Q4 2022 and has held it in 15 quarters since.
Bailard's Upwork position peaked at $1.67M in Q3 2025.
297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

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