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 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 $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return