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C.M. Bidwell & Associates’s Upwork UPWK Stock Holding History

C.M. Bidwell & Associates’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
-251
Closed -$4.97K – 525
2025
Q4 		$4.97K Hold
251
– – ﹤0.01% 325
2025
Q3 		$4.66K Hold
251
– – ﹤0.01% 337
2025
Q2 		$3.37K Buy
+251
New +$3.6K ﹤0.01% 359

Other funds holding UPWK

BlackRock
BlackRock New York $5.72T 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
VPM
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
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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

C.M. Bidwell & Associates's UPWK Position: Q1 2026 in Review

C.M. Bidwell & Associates sold out of Upwork (UPWK) in Q1 2026, closing a stake of 251 shares — an estimated $4.97K sold.

C.M. Bidwell & Associates first reported a position in UPWK in Q2 2025 and held it in 3 quarters. The position peaked at $4.97K in Q4 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • C.M. Bidwell & Associates reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 251 Upwork shares in Q1 2026, an estimated $4.97K.
  • C.M. Bidwell & Associates first reported a position in Upwork in Q2 2025 and held it in 3 quarters.
  • C.M. Bidwell & Associates's Upwork position peaked at $4.97K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.