Cetera Investment Advisers
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Cetera Investment Advisers’s Upwork UPWK Stock Holding History

Cetera Investment Advisers’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 		$173K Buy
20,656
+2,152
+12% +$20.4K ﹤0.01% 4539
2026
Q1 		$203K Buy
18,504
+1,826
+11% +$28.8K ﹤0.01% 4279
2025
Q4 		$331K Sell
16,678
-104
-0.6% -$1.91K ﹤0.01% 3812
2025
Q3 		$312K Buy
16,782
+419
+3% +$6.24K ﹤0.01% 3794
2025
Q2 		$220K Buy
16,363
+5,553
+51% +$79.7K ﹤0.01% 3655
2025
Q1 		$141K Buy
+10,810
New +$165K ﹤0.01% 3696
2024
Q3 		– Sell
-13,391
Closed -$144K – 3911
2024
Q2 		$144K Buy
+13,391
New +$152K ﹤0.01% 3446

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

Cetera Investment Advisers's UPWK Position: Q2 2026 in Review

Cetera Investment Advisers increased its Upwork (UPWK) stake by 12% in Q2 2026, buying an estimated $20.4K and bringing the position to 20,656 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #4539.

Cetera Investment Advisers first reported a position in UPWK in Q2 2024 and has held it in 7 quarters since. The position peaked at $331K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Cetera Investment Advisers held 20,656 shares of Upwork worth $173K as of Q2 2026.
  • Cetera Investment Advisers bought 2,152 Upwork shares in Q2 2026, an estimated $20.4K.
  • Upwork made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4539 holding.
  • Cetera Investment Advisers first reported a position in Upwork in Q2 2024 and has held it in 7 quarters since.
  • Cetera Investment Advisers's Upwork position peaked at $331K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.