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 Q2	–	Sell	-22,000	Closed	-$241K	–	2067
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caption Management's UPWK Position: Q2 2026 in Review

Caption Management sold out of Upwork (UPWK) in Q2 2026, closing a stake of 90,000 shares — an estimated $986K sold.

Caption Management first reported a position in UPWK in Q2 2022 and held it in 6 quarters. The position peaked at $986K in Q1 2026. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Caption Management reported no remaining Upwork position as of Q2 2026 after selling out during the quarter.
Caption Management sold 90,000 Upwork shares in Q2 2026, an estimated $986K.
Caption Management first reported a position in Upwork in Q2 2022 and held it in 6 quarters.
Caption Management's Upwork position peaked at $986K in Q1 2026.
297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.