CM
UPWK icon

Caption Management’s Upwork UPWK Stock Holding History

Caption Management’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 		$986K Buy
90,000
+77,374
+613% +$1.22M 0.05% 1028
2025
Q4 		$250K Sell
12,626
-1,074
-8% -$19.7K 0.01% 1345
2025
Q3 		$254K Buy
+13,700
New +$204K 0.01% 1436
2025
Q1 		– Hold
0
– – – 2405
2024
Q4 		– Hold
0
– – – 2168
2024
Q3 		– Hold
0
– – – 1881
2024
Q2 		– Hold
0
– – – 1835
2023
Q4 		– Sell
-70,772
Closed -$804K – 1984
2023
Q3 		$804K Buy
70,772
+51,000
+258% +$633K 0.1% 828
2023
Q2 		$185K Buy
+19,772
New +$179K 0.03% 942
2022
Q3 		– Sell
-36,500
Closed -$755K – 2103
2022
Q2 		$755K Buy
+36,500
New +$717K 0.07% 971
2021
Q1 		– Hold
0
– – – 1678
2020
Q4 		– Hold
0
– – – 1486
2020
Q3 		– Hold
0
– – – 1497
2020
Q2 		– Hold
0
– – – 1397

Other funds holding UPWK

BlackRock
BlackRock New York $5.7T 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