Bank of Montreal
UPWK icon

Bank of Montreal’s Upwork UPWK Stock Holding History

Bank of Montreal’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 		$137K Buy
+12,478
New +$196K ﹤0.01% 3051
2024
Q4 		– Sell
-1,073
Closed -$11.3K – 3954
2024
Q3 		$11.3K Buy
+1,073
New +$11.2K ﹤0.01% 3643
2023
Q2 		– Sell
-13,157
Closed -$154K – 4306
2023
Q1 		$154K Buy
+13,157
New +$157K ﹤0.01% 3112
2022
Q4 		– Sell
-107,298
Closed -$1.5K – 4303
2022
Q3 		$1.5K Sell
107,298
-49,398
-32% -$929K ﹤0.01% 1976
2022
Q2 		$3.44K Sell
156,696
-9,018
-5% -$177K ﹤0.01% 1614
2022
Q1 		$4.05M Buy
+165,714
New +$4.15M ﹤0.01% 1583
2021
Q3 		– Sell
-3,602
Closed -$220K – 3958
2021
Q2 		$220K Sell
3,602
-1,417
-28% -$66.6K ﹤0.01% 3179
2021
Q1 		$244K Sell
5,019
-54,196
-92% -$2.5M ﹤0.01% 3026
2020
Q4 		$2.25M Buy
59,215
+52,581
+793% +$1.5M ﹤0.01% 1767
2020
Q3 		$125K Sell
6,634
-3,118
-32% -$46.7K ﹤0.01% 2972
2020
Q2 		$161K Buy
9,752
+7,806
+401% +$81.9K ﹤0.01% 2838
2020
Q1 		$11K Sell
1,946
-137,908
-99% -$1.18M ﹤0.01% 3456
2019
Q4 		$1.49M Buy
139,854
+83,637
+149% +$1.05M ﹤0.01% 2031
2019
Q3 		$748K Buy
56,217
+18,700
+50% +$285K ﹤0.01% 2212
2019
Q2 		$603K Buy
37,517
+36,867
+5,672% +$635K ﹤0.01% 2317
2019
Q1 		$12K Buy
+650
New +$13.3K ﹤0.01% 3828

Other funds holding UPWK

BlackRock
BlackRock New York $5.72T 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
VPM
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
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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

Bank of Montreal's UPWK Position: Q1 2026 in Review

Bank of Montreal opened a new position in Upwork (UPWK) in Q1 2026: 12,478 shares worth $137K. The stake represents ﹤0.01% of the portfolio and ranks #3051 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in UPWK as recently as Q3 2024.

Bank of Montreal first reported a position in UPWK in Q1 2019 and has held it in 16 quarters since. The position peaked at $4.05M in Q1 2022. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Bank of Montreal held 12,478 shares of Upwork worth $137K as of Q1 2026.
  • Upwork was a new Bank of Montreal position in Q1 2026.
  • Upwork made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3051 holding.
  • Bank of Montreal first reported a position in Upwork in Q1 2019 and has held it in 16 quarters since.
  • Bank of Montreal's Upwork position peaked at $4.05M in Q1 2022.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.