Capstone Investment Advisors
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Capstone Investment Advisors’s Upwork UPWK Stock Holding History

Capstone Investment 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
2026
Q2 		– Sell
-29,596
Closed -$324K – 1920
2026
Q1 		$324K Buy
29,596
+7,389
+33% +$116K ﹤0.01% 1337
2025
Q4 		$440K Sell
22,207
-56,439
-72% -$1.04M ﹤0.01% 1190
2025
Q3 		$1.46M Buy
+78,646
New +$1.17M ﹤0.01% 882
2024
Q2 		– Sell
-12,395
Closed -$152K – 2494
2024
Q1 		$152K Buy
+12,395
New +$169K ﹤0.01% 2067

Other funds holding UPWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capstone Investment Advisors's UPWK Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Upwork (UPWK) in Q2 2026, closing a stake of 29,596 shares — an estimated $324K sold.

Capstone Investment Advisors first reported a position in UPWK in Q1 2024 and held it in 4 quarters. The position peaked at $1.46M in Q3 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Upwork position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 29,596 Upwork shares in Q2 2026, an estimated $324K.
  • Capstone Investment Advisors first reported a position in Upwork in Q1 2024 and held it in 4 quarters.
  • Capstone Investment Advisors's Upwork position peaked at $1.46M in Q3 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.