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Cache Advisors’s Upwork UPWK Stock Holding History

Cache 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
Q4 		– Sell
-11,000
Closed -$204K – 125
2025
Q3 		$204K Sell
11,000
-70,000
-86% -$1.04M 0.04% 103
2025
Q2 		$1.09M Hold
81,000
– – 0.29% 43
2025
Q1 		$1.06M Hold
81,000
– – 0.41% 38
2024
Q4 		$1.32M Buy
+81,000
New +$1.17M 0.55% 34

Other funds holding UPWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cache Advisors's UPWK Position: Q4 2025 in Review

Cache Advisors sold out of Upwork (UPWK) in Q4 2025, closing a stake of 11,000 shares — an estimated $204K sold.

Cache Advisors first reported a position in UPWK in Q4 2024 and held it in 4 quarters. The position peaked at $1.32M in Q4 2024. 305 funds tracked by Wall St. Rank hold UPWK as of Q4 2025.

  • Cache Advisors reported no remaining Upwork position as of Q4 2025 after selling out during the quarter.
  • Cache Advisors sold 11,000 Upwork shares in Q4 2025, an estimated $204K.
  • Cache Advisors first reported a position in Upwork in Q4 2024 and held it in 4 quarters.
  • Cache Advisors's Upwork position peaked at $1.32M in Q4 2024.
  • 305 funds tracked by Wall St. Rank held Upwork as of Q4 2025.

Based on Cache Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.