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Convergence Investment Partners’s Upwork UPWK Stock Holding History

Convergence Investment Partners’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
Q1 		– Sell
-43,675
Closed -$866K – 286
2025
Q4 		$866K Buy
+43,675
New +$801K 0.17% 181
2021
Q3 		– Sell
-2,163
Closed -$126K – 271
2021
Q2 		$126K Sell
2,163
-352
-14% -$16.5K 0.05% 246
2021
Q1 		$113K Sell
2,515
-1,164
-32% -$53.7K 0.05% 243
2020
Q4 		$127K Sell
3,679
-16,207
-81% -$463K 0.06% 220
2020
Q3 		$347K Buy
+19,886
New +$298K 0.12% 203

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Vanguard Portfolio Management
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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Convergence Investment Partners's UPWK Position: Q1 2026 in Review

Convergence Investment Partners sold out of Upwork (UPWK) in Q1 2026, closing a stake of 43,675 shares — an estimated $866K sold.

Convergence Investment Partners first reported a position in UPWK in Q3 2020 and held it in 5 quarters. The position peaked at $866K in Q4 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Convergence Investment Partners reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
  • Convergence Investment Partners sold 43,675 Upwork shares in Q1 2026, an estimated $866K.
  • Convergence Investment Partners first reported a position in Upwork in Q3 2020 and held it in 5 quarters.
  • Convergence Investment Partners's Upwork position peaked at $866K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.