Capstone Investment Advisors
UPWK icon

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
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 $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 $46.4B AUM 27.74% 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 $95.5B AUM 28.4% 1-Year Est. Return

Capstone Investment Advisors's UPWK Position: Q1 2026 in Review

Capstone Investment Advisors increased its Upwork (UPWK) stake by 33% in Q1 2026, buying an estimated $116K and bringing the position to 29,596 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

Capstone Investment Advisors first reported a position in UPWK in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.46M in Q3 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Capstone Investment Advisors held 29,596 shares of Upwork worth $324K as of Q1 2026.
  • Capstone Investment Advisors bought 7,389 Upwork shares in Q1 2026, an estimated $116K.
  • Upwork made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1337 holding.
  • Capstone Investment Advisors first reported a position in Upwork in Q1 2024 and has held it in 4 quarters since.
  • Capstone Investment Advisors's Upwork position peaked at $1.46M in Q3 2025.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.