Cary Street Partners Investment Advisory’s Upwork UPWK Stock Holding History

Cary Street Partners Investment Advisory’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	$26.5K	Sell	3,167 -499	-14%	-$4.72K	0.01%	644
2026 Q1	$40.2K	Sell	3,666 -24	-0.7%	-$378	0.01%	562
2025 Q4	$73.1K	Buy	+3,690	New	+$67.7K	0.02%	467
2025 Q3	–	Sell	-250	Closed	-$3.36K	–	636
2025 Q2	$3.36K	Hold	250	–	–	﹤0.01%	553
2025 Q1	$3.26K	Hold	250	–	–	﹤0.01%	526
2024 Q4	$4.09K	Buy	+250	New	+$3.6K	﹤0.01%	470
2023 Q3	–	Sell	-275	Closed	-$2.57K	–	1925
2023 Q2	$2.57K	Hold	275	–	–	﹤0.01%	1555
2023 Q1	$3.11K	Hold	275	–	–	﹤0.01%	1425
2022 Q4	$2.87K	Buy	+275	New	+$3.39K	﹤0.01%	1449

Other funds holding UPWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Cary Street Partners Investment Advisory's UPWK Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Upwork (UPWK) stake by 14% in Q2 2026, selling an estimated $4.72K and leaving 3,167 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #644.

Cary Street Partners Investment Advisory first reported a position in UPWK in Q4 2022 and has held it in 9 quarters since. The position peaked at $73.1K in Q4 2025. 125 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Cary Street Partners Investment Advisory held 3,167 shares of Upwork worth $26.5K as of Q2 2026.
Cary Street Partners Investment Advisory sold 499 Upwork shares in Q2 2026, an estimated $4.72K.
Upwork made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #644 holding.
Cary Street Partners Investment Advisory first reported a position in Upwork in Q4 2022 and has held it in 9 quarters since.
Cary Street Partners Investment Advisory's Upwork position peaked at $73.1K in Q4 2025.
125 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.