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	$241K	Sell	22,000 -58,000	-73%	-$913K	﹤0.01%	1322
2025 Q4	$1.59M	Buy	+80,000	New	+$1.47M	0.01%	911
2025 Q1	–	Sell	-40,000	Closed	-$654K	–	2064
2024 Q4	$654K	Hold	40,000	–	–	0.01%	1020
2024 Q3	$418K	Hold	40,000	–	–	0.01%	956
2024 Q2	$430K	Buy	+40,000	New	+$454K	0.01%	838
2021 Q1	–	Sell	-60,000	Closed	-$2.07M	–	1413
2020 Q4	$2.07M	Hold	60,000	–	–	0.05%	426
2020 Q3	$1.05M	Sell	60,000 -150,000	-71%	-$2.25M	0.02%	600
2020 Q2	$3.03M	Buy	+210,000	New	+$2.2M	0.1%	277

Other funds holding UPWK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Caption Management's UPWK Position: Q1 2026 in Review

Caption Management increased its Upwork (UPWK) stake by 613% in Q1 2026, buying an estimated $1.22M and bringing the position to 90,000 shares worth $986K. The position accounts for 0.01% of the portfolio, ranked #1028.

Caption Management first reported a position in UPWK in Q2 2022 and has held it in 6 quarters since. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

Caption Management held 90,000 shares of Upwork worth $986K as of Q1 2026.
Caption Management bought 77,374 Upwork shares in Q1 2026, an estimated $1.22M.
Upwork made up 0.01% of Caption Management's portfolio in Q1 2026, its #1028 holding.
Caption Management first reported a position in Upwork in Q2 2022 and has held it in 6 quarters since.
292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.