BA
UPWK icon

Bristlecone Advisors’s Upwork UPWK Stock Holding History

Bristlecone 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
2025
Q2 		– Sell
-62,405
Closed -$814K – 370
2025
Q1 		$814K Sell
62,405
-2,708
-4% -$41.3K 0.07% 162
2024
Q4 		$1.06M Buy
65,113
+23,090
+55% +$333K 0.08% 143
2024
Q3 		$439K Buy
42,023
+18,792
+81% +$196K 0.04% 198
2024
Q2 		$250K Buy
23,231
+10,945
+89% +$124K 0.02% 248
2024
Q1 		$151K Buy
+12,286
New +$167K 0.01% 268

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bristlecone Advisors's UPWK Position: Q2 2025 in Review

Bristlecone Advisors sold out of Upwork (UPWK) in Q2 2025, closing a stake of 62,405 shares — an estimated $814K sold.

Bristlecone Advisors first reported a position in UPWK in Q1 2024 and held it in 5 quarters. The position peaked at $1.06M in Q4 2024. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2025.

  • Bristlecone Advisors reported no remaining Upwork position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 62,405 Upwork shares in Q2 2025, an estimated $814K.
  • Bristlecone Advisors first reported a position in Upwork in Q1 2024 and held it in 5 quarters.
  • Bristlecone Advisors's Upwork position peaked at $1.06M in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Upwork as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.