Bare Financial Services
UPWK icon

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
Q3 		$1.52K Buy
+186
New +$1.64K ﹤0.01% 1317
2026
Q1 		– Sell
-27
Closed -$535 – 1892
2025
Q4 		$535 Buy
+27
New +$495 ﹤0.01% 1350

Other funds holding UPWK

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bare Financial Services's UPWK Position: Q3 2026 in Review

Bare Financial Services opened a new position in Upwork (UPWK) in Q3 2026: 186 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #1317 among its holdings. This is a return to the name: Bare Financial Services previously reported a position in UPWK as recently as Q4 2025.

Bare Financial Services first reported a position in UPWK in Q4 2025 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

  • Bare Financial Services held 186 shares of Upwork worth $1.52K as of Q3 2026.
  • Upwork was a new Bare Financial Services position in Q3 2026.
  • Upwork made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #1317 holding.
  • Bare Financial Services first reported a position in Upwork in Q4 2025 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.