Citigroup
UPWK icon

Citigroup’s Upwork UPWK Stock Holding History

Citigroup’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
2021
Q1 		– Sell
-16,300
Closed -$563K – 7432
2020
Q4 		$563K Buy
16,300
+3,500
+27% +$100K ﹤0.01% 4099
2020
Q3 		$223K Buy
+12,800
New +$192K ﹤0.01% 4536

Other funds holding UPWK

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Citigroup's UPWK Position: Q3 2026 in Review

Citigroup increased its Upwork (UPWK) stake by 62% in Q3 2026, buying an estimated $621K and bringing the position to 184,369 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3029.

Citigroup first reported a position in UPWK in Q4 2018 and has held it in 32 quarters since. The position peaked at $21.6M in Q3 2021. 114 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

  • Citigroup held 184,369 shares of Upwork worth $1.5M as of Q3 2026.
  • Citigroup bought 70,337 Upwork shares in Q3 2026, an estimated $621K.
  • Upwork made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #3029 holding.
  • Citigroup first reported a position in Upwork in Q4 2018 and has held it in 32 quarters since.
  • Citigroup's Upwork position peaked at $21.6M in Q3 2021.
  • 114 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.