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CIBC World Markets’s Upwork UPWK Stock Holding History

CIBC World Markets’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
2025
Q2 		$206K Sell
15,332
-12,309
-45% -$177K ﹤0.01% 1272
2025
Q1 		$361K Buy
27,641
+15,984
+137% +$244K ﹤0.01% 1171
2024
Q4 		$191K Buy
+11,657
New +$168K ﹤0.01% 1143

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIBC World Markets's UPWK Position: Q2 2025 in Review

CIBC World Markets reduced its Upwork (UPWK) stake by 45% in Q2 2025, selling an estimated $177K and leaving 15,332 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

CIBC World Markets first reported a position in UPWK in Q4 2024 and has held it in 3 quarters since. The position peaked at $361K in Q1 2025. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2025.

  • CIBC World Markets held 15,332 shares of Upwork worth $206K as of Q2 2025.
  • CIBC World Markets sold 12,309 Upwork shares in Q2 2025, an estimated $177K.
  • Upwork made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1272 holding.
  • CIBC World Markets first reported a position in Upwork in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's Upwork position peaked at $361K in Q1 2025.
  • 268 funds tracked by Wall St. Rank held Upwork as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.