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 		$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 $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

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.