Circumference Group’s Upwork UPWK Stock Holding History

Circumference Group’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	$3.29M	Sell	300,000 -85,000	-22%	-$1.34M	7.37%	7
2025 Q4	$7.63M	Buy	385,000 +10,000	+3%	+$183K	8.51%	2
2025 Q3	$6.96M	Sell	375,000 -35,000	-9%	-$521K	8.18%	1
2025 Q2	$5.51M	Sell	410,000 -65,000	-14%	-$933K	5.72%	6
2025 Q1	$6.2M	Sell	475,000 -65,000	-12%	-$990K	7.68%	3
2024 Q4	$8.83M	Hold	540,000	–	–	8.24%	2
2024 Q3	$5.64M	Buy	540,000 +75,000	+16%	+$782K	5.92%	5
2024 Q2	$5M	Buy	465,000 +85,000	+22%	+$964K	5.34%	6
2024 Q1	$4.66M	Buy	380,000 +105,000	+38%	+$1.43M	4.81%	8
2023 Q4	$4.09M	Buy	+275,000	New	+$3.55M	4.55%	10

Other funds holding UPWK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital International Investors

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

Dimensional Fund Advisors

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

Boston Partners

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