Capital Fund Management (CFM)
UPWK icon

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
2025
Q4 		– Sell
-24,700
Closed -$459K – 2687
2025
Q3 		$459K Buy
+24,700
New +$368K ﹤0.01% 2322
2025
Q1 		– Sell
-21,700
Closed -$355K – 2365
2024
Q4 		$355K Sell
21,700
-100
-0.5% -$1.44K ﹤0.01% 1954
2024
Q3 		$228K Buy
+21,800
New +$227K ﹤0.01% 1932
2023
Q1 		– Sell
-21,000
Closed -$219K – 1741
2022
Q4 		$219K Buy
+21,000
New +$259K ﹤0.01% 1356
2022
Q3 		– Sell
-63,200
Closed -$1.31M – 1668
2022
Q2 		$1.31M Buy
+63,200
New +$1.24M 0.01% 972
2022
Q1 		– Sell
-18,100
Closed -$618K – 1810
2021
Q4 		$618K Sell
18,100
-3,000
-14% -$133K ﹤0.01% 1401
2021
Q3 		$950K Sell
21,100
-65,400
-76% -$3.19M 0.01% 1201
2021
Q2 		$5.04M Buy
86,500
+21,200
+32% +$996K 0.04% 560
2021
Q1 		$2.92M Buy
65,300
+53,200
+440% +$2.46M 0.03% 608
2020
Q4 		$418K Buy
+12,100
New +$346K ﹤0.01% 1154

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 $55.1B AUM 45.38% 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 $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.