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 Q1	$1.1K	Buy	+100	New	+$1.57K	﹤0.01%	3235

Other funds holding UPWK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cerity Partners's UPWK Position: Q1 2026 in Review

Cerity Partners reduced its Upwork (UPWK) stake by 15% in Q1 2026, selling an estimated $194K and leaving 68,610 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Cerity Partners first reported a position in UPWK in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

Cerity Partners held 68,610 shares of Upwork worth $752K as of Q1 2026.
Cerity Partners sold 12,319 Upwork shares in Q1 2026, an estimated $194K.
Upwork made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2030 holding.
Cerity Partners first reported a position in Upwork in Q3 2024 and has held it in 7 quarters since.
Cerity Partners's Upwork position peaked at $1.6M in Q4 2025.
292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.