CAPTRUST Financial Advisors
UPWK icon

CAPTRUST Financial Advisors’s Upwork UPWK Stock Holding History

CAPTRUST Financial Advisors’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 		$83.9K Buy
+10,035
New +$95K ﹤0.01% 3073
2022
Q3 		– Sell
-2,711
Closed -$56K – 3953
2022
Q2 		$56K Sell
2,711
-25
-0.9% -$491 ﹤0.01% 2657
2022
Q1 		$64K Sell
2,736
-51
-2% -$1.28K ﹤0.01% 2609
2021
Q4 		$95K Sell
2,787
-925
-25% -$40.9K ﹤0.01% 2204
2021
Q3 		$167K Buy
3,712
+2,262
+156% +$110K ﹤0.01% 1695
2021
Q2 		$85K Buy
1,450
+968
+201% +$45.5K ﹤0.01% 2152
2021
Q1 		$22K Buy
482
+472
+4,720% +$21.8K ﹤0.01% 2946
2020
Q4 		$0 Hold
10
– – ﹤0.01% 3516
2020
Q3 		$0 Hold
10
– – ﹤0.01% 3243
2020
Q2 		$0 Buy
+10
New +$105 ﹤0.01% 2898
2019
Q1 		– Sell
-500
Closed -$9K – 1889
2018
Q4 		$9K Buy
+500
New +$9.3K ﹤0.01% 1249

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

CAPTRUST Financial Advisors's UPWK Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Upwork (UPWK) in Q2 2026: 10,035 shares worth $83.9K. The stake represents ﹤0.01% of the portfolio and ranks #3073 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in UPWK as recently as Q2 2022.

CAPTRUST Financial Advisors first reported a position in UPWK in Q4 2018 and has held it in 11 quarters since. The position peaked at $167K in Q3 2021. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • CAPTRUST Financial Advisors held 10,035 shares of Upwork worth $83.9K as of Q2 2026.
  • Upwork was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Upwork made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #3073 holding.
  • CAPTRUST Financial Advisors first reported a position in Upwork in Q4 2018 and has held it in 11 quarters since.
  • CAPTRUST Financial Advisors's Upwork position peaked at $167K in Q3 2021.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.