CM
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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
-96,000
Closed -$1.05M – 2069
2026
Q1 		$1.05M Sell
96,000
-5,200
-5% -$81.9K 0.01% 1012
2025
Q4 		$2.01M Buy
+101,200
New +$1.86M 0.01% 836
2022
Q3 		– Sell
-50,000
Closed -$1.03M – 1864
2022
Q2 		$1.03M Buy
+50,000
New +$983K 0.01% 876

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 $3.37T AUM 44.26% 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

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. 296 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.
  • 296 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.