Bell Investment Advisors’s Upwork UPWK Stock Holding History

Bell Investment Advisors’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	$13.9K	Hold	1,264	–	–	﹤0.01%	566
2025 Q4	$25.1K	Hold	1,264	–	–	﹤0.01%	385
2025 Q3	$23.5K	Sell	1,264 -66	-5%	-$983	﹤0.01%	372
2025 Q2	$17.9K	Buy	1,330 +47	+4%	+$675	﹤0.01%	458
2025 Q1	$16.7K	Buy	1,283 +32	+3%	+$487	﹤0.01%	438
2024 Q4	$20.5K	Buy	1,251 +29	+2%	+$418	﹤0.01%	381
2024 Q3	$12.8K	Hold	1,222	–	–	﹤0.01%	534
2024 Q2	$13.1K	Sell	1,222 -45	-4%	-$511	﹤0.01%	511
2024 Q1	$15.5K	Sell	1,267 -43	-3%	-$585	﹤0.01%	438
2023 Q4	$19.5K	Buy	1,310 +45	+4%	+$580	﹤0.01%	361
2023 Q3	$14.4K	Buy	1,265 +43	+4%	+$534	﹤0.01%	390
2023 Q2	$11.4K	Sell	1,222 -94	-7%	-$852	﹤0.01%	467
2023 Q1	$14.9K	Buy	1,316 +11	+0.8%	+$131	﹤0.01%	375
2022 Q4	$13.6K	Buy	1,305 +169	+15%	+$2.08K	﹤0.01%	386
2022 Q3	$15K	Buy	1,136 +1,108	+3,957%	+$20.8K	﹤0.01%	317
2022 Q2	$1K	Buy	+28	New	+$550	﹤0.01%	1640
2021 Q4	$0	Sell	14 -15	-52%	-$663	﹤0.01%	1948
2021 Q3	$1K	Buy	+29	New	+$1.41K	﹤0.01%	1596

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