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 Q2	$3.19M	Buy	382,000 +82,000	+27%	+$776K	6.93%	7
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	8.22%	2
2025 Q3	$6.96M	Sell	375,000 -35,000	-9%	-$521K	7.78%	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	7.6%	3
2024 Q4	$8.83M	Hold	540,000	–	–	7.59%	2
2024 Q3	$5.64M	Buy	540,000 +75,000	+16%	+$782K	5.85%	5
2024 Q2	$5M	Buy	465,000 +85,000	+22%	+$964K	5.27%	6
2024 Q1	$4.66M	Buy	380,000 +105,000	+38%	+$1.43M	4.37%	8
2023 Q4	$4.09M	Buy	+275,000	New	+$3.55M	3.6%	10

Other funds holding UPWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Circumference Group's UPWK Position: Q2 2026 in Review

Circumference Group increased its Upwork (UPWK) stake by 27% in Q2 2026, buying an estimated $776K and bringing the position to 382,000 shares worth $3.19M. The position accounts for 6.93% of the portfolio, ranked #7.

Circumference Group first reported a position in UPWK in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.83M in Q4 2024. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Circumference Group held 382,000 shares of Upwork worth $3.19M as of Q2 2026.
Circumference Group bought 82,000 Upwork shares in Q2 2026, an estimated $776K.
Upwork made up 6.93% of Circumference Group's portfolio in Q2 2026, its #7 holding.
Circumference Group first reported a position in Upwork in Q4 2023 and has held it in 11 quarters since.
Circumference Group's Upwork position peaked at $8.83M in Q4 2024.
297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Circumference Group's 13F filing for Q2 2026, filed 14 Aug 2026.