Bank of New York Mellon’s Upwork UPWK Stock Holding History

Bank of New York Mellon’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	$6.16M	Buy	736,397 +11,121	+2%	+$105K	﹤0.01%	2313
2026 Q1	$7.95M	Sell	725,276 -27,889	-4%	-$439K	﹤0.01%	2052
2025 Q4	$14.9M	Buy	753,165 +324,418	+76%	+$5.95M	﹤0.01%	1697
2025 Q3	$7.96M	Buy	428,747 +11,594	+3%	+$173K	﹤0.01%	2062
2025 Q2	$5.61M	Buy	417,153 +4,809	+1%	+$69K	﹤0.01%	2205
2025 Q1	$5.38M	Sell	412,344 -904	-0.2%	-$13.8K	﹤0.01%	2184
2024 Q4	$6.76M	Buy	413,248 +35,074	+9%	+$505K	﹤0.01%	2141
2024 Q3	$3.95M	Sell	378,174 -96,274	-20%	-$1M	﹤0.01%	2409
2024 Q2	$5.1M	Buy	474,448 +40,098	+9%	+$455K	﹤0.01%	2334
2024 Q1	$5.33M	Sell	434,350 -33,951	-7%	-$462K	﹤0.01%	2297
2023 Q4	$6.96M	Buy	468,301 +35,066	+8%	+$452K	﹤0.01%	2200
2023 Q3	$4.92M	Buy	433,235 +21,962	+5%	+$273K	﹤0.01%	2322
2023 Q2	$3.84M	Sell	411,273 -38,876	-9%	-$352K	﹤0.01%	2468
2023 Q1	$5.1M	Buy	450,149 +25,089	+6%	+$299K	﹤0.01%	2288
2022 Q4	$4.44M	Sell	425,060 -42,953	-9%	-$530K	﹤0.01%	2406
2022 Q3	$6.37M	Buy	468,013 +29,687	+7%	+$558K	﹤0.01%	2161
2022 Q2	$9.06M	Sell	438,326 -35,926	-8%	-$706K	﹤0.01%	1991
2022 Q1	$11M	Sell	474,252 -19,560	-4%	-$489K	﹤0.01%	2021
2021 Q4	$16.9M	Buy	493,812 +17,656	+4%	+$780K	﹤0.01%	1821
2021 Q3	$21.4M	Buy	476,156 +107,781	+29%	+$5.25M	﹤0.01%	1691
2021 Q2	$21.5M	Buy	368,375 +57,165	+18%	+$2.69M	﹤0.01%	1694
2021 Q1	$13.9M	Sell	311,210 -35,907	-10%	-$1.66M	﹤0.01%	1914
2020 Q4	$12M	Buy	347,117 +49,259	+17%	+$1.41M	﹤0.01%	1909
2020 Q3	$5.2M	Sell	297,858 -2,158	-0.7%	-$32.3K	﹤0.01%	2197
2020 Q2	$4.33M	Buy	300,016 +103,870	+53%	+$1.09M	﹤0.01%	2272
2020 Q1	$1.26M	Buy	196,146 +3,052	+2%	+$26.2K	﹤0.01%	2808
2019 Q4	$2.06M	Buy	193,094 +5,145	+3%	+$64.8K	﹤0.01%	2802
2019 Q3	$2.5M	Buy	187,949 +13,241	+8%	+$202K	﹤0.01%	2633
2019 Q2	$2.81M	Buy	174,708 +97,810	+127%	+$1.69M	﹤0.01%	2622
2019 Q1	$1.47M	Buy	76,898 +43,118	+128%	+$884K	﹤0.01%	2946
2018 Q4	$612K	Buy	+33,780	New	+$628K	﹤0.01%	3378

Other funds holding UPWK

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

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

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

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Bank of New York Mellon's UPWK Position: Q2 2026 in Review

Bank of New York Mellon increased its Upwork (UPWK) stake by 1.5% in Q2 2026, buying an estimated $105K and bringing the position to 736,397 shares worth $6.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

Bank of New York Mellon first reported a position in UPWK in Q4 2018 and has held it in 31 quarters since. The position peaked at $21.5M in Q2 2021. 156 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Bank of New York Mellon held 736,397 shares of Upwork worth $6.16M as of Q2 2026.
Bank of New York Mellon bought 11,121 Upwork shares in Q2 2026, an estimated $105K.
Upwork made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2313 holding.
Bank of New York Mellon first reported a position in Upwork in Q4 2018 and has held it in 31 quarters since.
Bank of New York Mellon's Upwork position peaked at $21.5M in Q2 2021.
156 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.