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Concentric Capital Strategies’s Upwork UPWK Stock Holding History

Concentric Capital Strategies’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
Q4 		– Sell
-257,306
Closed -$4.78M – 400
2025
Q3 		$4.78M Buy
+257,306
New +$3.83M 0.21% 129
2024
Q1 		– Sell
-74,212
Closed -$1.1M – 374
2023
Q4 		$1.1M Buy
+74,212
New +$957K 0.13% 132

Other funds holding UPWK

BlackRock
BlackRock New York $5.72T 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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Concentric Capital Strategies's UPWK Position: Q4 2025 in Review

Concentric Capital Strategies sold out of Upwork (UPWK) in Q4 2025, closing a stake of 257,306 shares — an estimated $4.78M sold.

Concentric Capital Strategies first reported a position in UPWK in Q4 2023 and held it in 2 quarters. The position peaked at $4.78M in Q3 2025. 305 funds tracked by Wall St. Rank hold UPWK as of Q4 2025.

  • Concentric Capital Strategies reported no remaining Upwork position as of Q4 2025 after selling out during the quarter.
  • Concentric Capital Strategies sold 257,306 Upwork shares in Q4 2025, an estimated $4.78M.
  • Concentric Capital Strategies first reported a position in Upwork in Q4 2023 and held it in 2 quarters.
  • Concentric Capital Strategies's Upwork position peaked at $4.78M in Q3 2025.
  • 305 funds tracked by Wall St. Rank held Upwork as of Q4 2025.

Based on Concentric Capital Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.