Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Upwork UPWK Stock Holding History

Capital Fund Management (CFM)’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
-109,717
Closed -$2.17M – 2560
2025
Q4 		$2.17M Sell
109,717
-210,600
-66% -$3.86M 0.01% 1661
2025
Q3 		$5.95M Buy
320,317
+135,091
+73% +$2.01M 0.02% 1142
2025
Q2 		$2.49M Buy
+185,226
New +$2.66M 0.01% 1554
2025
Q1 		– Sell
-72,102
Closed -$1.18M – 2366
2024
Q4 		$1.18M Sell
72,102
-112,292
-61% -$1.62M ﹤0.01% 1704
2024
Q3 		$1.93M Buy
184,394
+18,705
+11% +$195K 0.01% 1453
2024
Q2 		$1.78M Buy
165,689
+37,216
+29% +$422K 0.01% 1432
2024
Q1 		$1.58M Sell
128,473
-50,482
-28% -$687K ﹤0.01% 1547
2023
Q4 		$2.66M Buy
178,955
+44,602
+33% +$575K 0.01% 1389
2023
Q3 		$1.53M Buy
134,353
+47,404
+55% +$588K 0.01% 1479
2023
Q2 		$812K Sell
86,949
-71,015
-45% -$643K ﹤0.01% 1464
2023
Q1 		$1.79M Buy
157,964
+41,022
+35% +$488K 0.01% 1091
2022
Q4 		$1.22M Buy
116,942
+21,116
+22% +$261K 0.01% 1087
2022
Q3 		$1.31M Buy
95,826
+33,366
+53% +$627K 0.01% 1000
2022
Q2 		$1.29M Sell
62,460
-107,974
-63% -$2.12M 0.01% 978
2022
Q1 		$3.96M Sell
170,434
-81,981
-32% -$2.05M 0.03% 668
2021
Q4 		$8.62M Sell
252,415
-32,052
-11% -$1.42M 0.06% 434
2021
Q3 		$12.8M Buy
284,467
+84,140
+42% +$4.1M 0.09% 291
2021
Q2 		$11.7M Buy
200,327
+117,415
+142% +$5.52M 0.09% 294
2021
Q1 		$3.71M Buy
+82,912
New +$3.83M 0.04% 520
2020
Q2 		– Sell
-12,056
Closed -$78K – 1589
2020
Q1 		$78K Buy
+12,056
New +$103K ﹤0.01% 1485

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital Fund Management (CFM)'s UPWK Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of Upwork (UPWK) in Q1 2026, closing a stake of 109,717 shares — an estimated $2.17M sold.

Capital Fund Management (CFM) first reported a position in UPWK in Q1 2020 and held it in 20 quarters. The position peaked at $12.8M in Q3 2021. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Capital Fund Management (CFM) reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 109,717 Upwork shares in Q1 2026, an estimated $2.17M.
  • Capital Fund Management (CFM) first reported a position in Upwork in Q1 2020 and held it in 20 quarters.
  • Capital Fund Management (CFM)'s Upwork position peaked at $12.8M in Q3 2021.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.