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 Q3	$454K	Hold	55,584	–	–	0.01%	514
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Bailard's UPWK Position: Q3 2026 in Review

Bailard held its Upwork (UPWK) position steady in Q3 2026 at 55,584 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #514.

Bailard first reported a position in UPWK in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.67M in Q3 2025. 15 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

Bailard held 55,584 shares of Upwork worth $454K as of Q3 2026.
Bailard left its Upwork share count unchanged in Q3 2026.
Upwork made up 0.01% of Bailard's portfolio in Q3 2026, its #514 holding.
Bailard first reported a position in Upwork in Q4 2022 and has held it in 16 quarters since.
Bailard's Upwork position peaked at $1.67M in Q3 2025.
15 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.