Coldstream Capital Management’s Upwork UPWK Stock Holding History

Coldstream Capital Management’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	–	Sell	-1,381	Closed	-$18K	–	3238
2025 Q1	$18K	Buy	+1,381	New	+$21K	﹤0.01%	2150

Other funds holding UPWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coldstream Capital Management's UPWK Position: Q2 2025 in Review

Coldstream Capital Management sold out of Upwork (UPWK) in Q2 2025, closing a stake of 1,381 shares — an estimated $18K sold.

Coldstream Capital Management first reported a position in UPWK in Q1 2025 and held it in 1 quarter. The position peaked at $18K in Q1 2025. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2025.

Coldstream Capital Management reported no remaining Upwork position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 1,381 Upwork shares in Q2 2025, an estimated $18K.
Coldstream Capital Management first reported a position in Upwork in Q1 2025 and held it in 1 quarter.
Coldstream Capital Management's Upwork position peaked at $18K in Q1 2025.
268 funds tracked by Wall St. Rank held Upwork as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.