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Contravisory Investment Management’s Upwork UPWK Stock Holding History

Contravisory Investment 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
Q3 		– Sell
-15,102
Closed -$203K – 424
2025
Q2 		$203K Buy
+15,102
New +$217K 0.04% 246

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Contravisory Investment Management's UPWK Position: Q3 2025 in Review

Contravisory Investment Management sold out of Upwork (UPWK) in Q3 2025, closing a stake of 15,102 shares — an estimated $203K sold.

Contravisory Investment Management first reported a position in UPWK in Q2 2025 and held it in 1 quarter. The position peaked at $203K in Q2 2025. 276 funds tracked by Wall St. Rank hold UPWK as of Q3 2025.

  • Contravisory Investment Management reported no remaining Upwork position as of Q3 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 15,102 Upwork shares in Q3 2025, an estimated $203K.
  • Contravisory Investment Management first reported a position in Upwork in Q2 2025 and held it in 1 quarter.
  • Contravisory Investment Management's Upwork position peaked at $203K in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Upwork as of Q3 2025.

Based on Contravisory Investment Management's 13F filing for Q3 2025, filed 9 Oct 2025.