CoreCap Advisors
UPWK icon

CoreCap Advisors’s Upwork UPWK Stock Holding History

CoreCap Advisors’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
Q3 		$286 Hold
35
– – ﹤0.01% 2898
2026
Q2 		$293 Hold
35
– – ﹤0.01% 2951
2026
Q1 		$384 Hold
35
– – ﹤0.01% 2691
2025
Q4 		$694 Buy
+35
New +$642 ﹤0.01% 2657

Other funds holding UPWK

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CoreCap Advisors's UPWK Position: Q3 2026 in Review

CoreCap Advisors held its Upwork (UPWK) position steady in Q3 2026 at 35 shares worth $286. The position accounts for ﹤0.01% of the portfolio, ranked #2898.

CoreCap Advisors first reported a position in UPWK in Q4 2025 and has held it in 4 quarters since. The position peaked at $694 in Q4 2025. 14 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

  • CoreCap Advisors held 35 shares of Upwork worth $286 as of Q3 2026.
  • CoreCap Advisors left its Upwork share count unchanged in Q3 2026.
  • Upwork made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2898 holding.
  • CoreCap Advisors first reported a position in Upwork in Q4 2025 and has held it in 4 quarters since.
  • CoreCap Advisors's Upwork position peaked at $694 in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.