BGAI
UPWK icon

Bruce G. Allen Investments’s Upwork UPWK Stock Holding History

Bruce G. Allen Investments’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 		– Sell
-72
Closed -$789 – 1108
2026
Q1 		$789 Buy
72
+14
+24% +$220 ﹤0.01% 877
2025
Q4 		$1.15K Buy
58
+17
+41% +$312 ﹤0.01% 804
2025
Q3 		$761 Buy
+41
New +$611 ﹤0.01% 880

Other funds holding UPWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bruce G. Allen Investments's UPWK Position: Q2 2026 in Review

Bruce G. Allen Investments sold out of Upwork (UPWK) in Q2 2026, closing a stake of 72 shares — an estimated $789 sold.

Bruce G. Allen Investments first reported a position in UPWK in Q3 2025 and held it in 3 quarters. The position peaked at $1.15K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Bruce G. Allen Investments reported no remaining Upwork position as of Q2 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 72 Upwork shares in Q2 2026, an estimated $789.
  • Bruce G. Allen Investments first reported a position in Upwork in Q3 2025 and held it in 3 quarters.
  • Bruce G. Allen Investments's Upwork position peaked at $1.15K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.