Cedar Mountain Advisors’s Upwork UPWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$604 Hold
74
– – ﹤0.01% 992
2026
Q2
$619 Buy
+74
New +$700 ﹤0.01% 1017
2026
Q1
– Sell
-23
Closed -$456 – 1211
2025
Q4
$456 Buy
+23
New +$422 ﹤0.01% 614

Other funds holding UPWK

Cedar Mountain Advisors's UPWK Position: Q3 2026 in Review

Cedar Mountain Advisors held its Upwork (UPWK) position steady in Q3 2026 at 74 shares worth $604. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Cedar Mountain Advisors first reported a position in UPWK in Q4 2025 and has held it in 3 quarters since. The position peaked at $619 in Q2 2026. 33 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

  • Cedar Mountain Advisors held 74 shares of Upwork worth $604 as of Q3 2026.
  • Cedar Mountain Advisors left its Upwork share count unchanged in Q3 2026.
  • Upwork made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #992 holding.
  • Cedar Mountain Advisors first reported a position in Upwork in Q4 2025 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Upwork position peaked at $619 in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.