Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Upwork UPWK Stock Holding History

Cambridge Investment Research 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
-54,365
Closed -$709K – 3761
2025
Q1 		$709K Buy
54,365
+34,534
+174% +$526K ﹤0.01% 2150
2024
Q4 		$324K Buy
+19,831
New +$286K ﹤0.01% 2774
2024
Q3 		– Sell
-32,714
Closed -$352K – 3529
2024
Q2 		$352K Buy
+32,714
New +$371K ﹤0.01% 2577
2022
Q1 		– Sell
-7,640
Closed -$261K – 3317
2021
Q4 		$261K Buy
7,640
+2,780
+57% +$123K ﹤0.01% 2668
2021
Q3 		$219K Sell
4,860
-65
-1% -$3.17K ﹤0.01% 2736
2021
Q2 		$287K Sell
4,925
-1,357
-22% -$63.8K ﹤0.01% 2506
2021
Q1 		$281K Buy
+6,282
New +$290K ﹤0.01% 2329

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

Cambridge Investment Research Advisors's UPWK Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of Upwork (UPWK) in Q2 2025, closing a stake of 54,365 shares — an estimated $709K sold.

Cambridge Investment Research Advisors first reported a position in UPWK in Q1 2021 and held it in 7 quarters. The position peaked at $709K in Q1 2025. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2025.

  • Cambridge Investment Research Advisors reported no remaining Upwork position as of Q2 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 54,365 Upwork shares in Q2 2025, an estimated $709K.
  • Cambridge Investment Research Advisors first reported a position in Upwork in Q1 2021 and held it in 7 quarters.
  • Cambridge Investment Research Advisors's Upwork position peaked at $709K in Q1 2025.
  • 268 funds tracked by Wall St. Rank held Upwork as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.