Bare Financial Services’s Upwork UPWK Stock Holding History

Bare Financial Services’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	–	Sell	-27	Closed	-$535	–	1892
2025 Q4	$535	Buy	+27	New	+$495	﹤0.01%	1350

Other funds holding UPWK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Bare Financial Services's UPWK Position: Q1 2026 in Review

Bare Financial Services sold out of Upwork (UPWK) in Q1 2026, closing a stake of 27 shares — an estimated $535 sold.

Bare Financial Services first reported a position in UPWK in Q4 2025 and held it in 1 quarter. The position peaked at $535 in Q4 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

Bare Financial Services reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
Bare Financial Services sold 27 Upwork shares in Q1 2026, an estimated $535.
Bare Financial Services first reported a position in Upwork in Q4 2025 and held it in 1 quarter.
Bare Financial Services's Upwork position peaked at $535 in Q4 2025.
292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.