Cape Investment Advisory’s Upwork UPWK Stock Holding History

Cape Investment Advisory’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	$635	Buy	+76	New	+$719	﹤0.01%	1382
2026 Q1	–	Sell	-78	Closed	-$1.55K	–	1147
2025 Q4	$1.55K	Hold	78	–	–	﹤0.01%	1139
2025 Q3	$1.45K	Hold	78	–	–	﹤0.01%	710
2025 Q2	$1.05K	Sell	78 -722	-90%	-$10.4K	﹤0.01%	1032
2025 Q1	$10.4K	Buy	800 +500	+167%	+$7.62K	﹤0.01%	594
2024 Q4	$4.91K	Buy	+300	New	+$4.32K	﹤0.01%	748
2023 Q4	–	Sell	-200	Closed	-$2.27K	–	1212
2023 Q3	$2.27K	Hold	200	–	–	﹤0.01%	776
2023 Q2	$1.87K	Hold	200	–	–	﹤0.01%	780
2023 Q1	$2.26K	Buy	+200	New	+$2.38K	﹤0.01%	797

Other funds holding UPWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cape Investment Advisory's UPWK Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Upwork (UPWK) in Q2 2026: 76 shares worth $635. The stake represents ﹤0.01% of the portfolio and ranks #1382 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in UPWK as recently as Q4 2025.

Cape Investment Advisory first reported a position in UPWK in Q1 2023 and has held it in 9 quarters since. The position peaked at $10.4K in Q1 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Cape Investment Advisory held 76 shares of Upwork worth $635 as of Q2 2026.
Upwork was a new Cape Investment Advisory position in Q2 2026.
Upwork made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1382 holding.
Cape Investment Advisory first reported a position in Upwork in Q1 2023 and has held it in 9 quarters since.
Cape Investment Advisory's Upwork position peaked at $10.4K in Q1 2025.
297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.