Cerity Partners
UPWK icon

Cerity Partners’s Upwork UPWK Stock Holding History

Cerity Partners’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 		$668K Buy
79,963
+11,353
+17% +$107K ﹤0.01% 2248
2026
Q1 		$752K Sell
68,610
-12,319
-15% -$194K ﹤0.01% 2030
2025
Q4 		$1.6M Buy
80,929
+4,834
+6% +$88.7K ﹤0.01% 1468
2025
Q3 		$1.41M Buy
76,095
+8,390
+12% +$125K ﹤0.01% 1445
2025
Q2 		$910K Sell
67,705
-644
-0.9% -$9.24K ﹤0.01% 1560
2025
Q1 		$892K Buy
68,349
+5,068
+8% +$77.2K ﹤0.01% 1482
2024
Q4 		$1.03M Sell
63,281
-60,011
-49% -$864K ﹤0.01% 1394
2024
Q3 		$1.29M Buy
+123,292
New +$1.29M ﹤0.01% 1290

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

Cerity Partners's UPWK Position: Q2 2026 in Review

Cerity Partners increased its Upwork (UPWK) stake by 17% in Q2 2026, buying an estimated $107K and bringing the position to 79,963 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

Cerity Partners first reported a position in UPWK in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.6M in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Cerity Partners held 79,963 shares of Upwork worth $668K as of Q2 2026.
  • Cerity Partners bought 11,353 Upwork shares in Q2 2026, an estimated $107K.
  • Upwork made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2248 holding.
  • Cerity Partners first reported a position in Upwork in Q3 2024 and has held it in 8 quarters since.
  • Cerity Partners's Upwork position peaked at $1.6M in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.