CMF
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Counterpoint Mutual Funds’s Upwork UPWK Stock Holding History

Counterpoint Mutual Funds’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
-25,573
Closed -$507K – 492
2025
Q4 		$507K Buy
+25,573
New +$469K 0.04% 101
2025
Q1 		– Sell
-27,915
Closed -$456K – 416
2024
Q4 		$456K Buy
+27,915
New +$402K 0.06% 127
2024
Q2 		– Sell
-11,511
Closed -$141K – 295
2024
Q1 		$141K Buy
+11,511
New +$157K 0.03% 142

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Counterpoint Mutual Funds's UPWK Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of Upwork (UPWK) in Q1 2026, closing a stake of 25,573 shares — an estimated $507K sold.

Counterpoint Mutual Funds first reported a position in UPWK in Q1 2024 and held it in 3 quarters. The position peaked at $507K in Q4 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Counterpoint Mutual Funds reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 25,573 Upwork shares in Q1 2026, an estimated $507K.
  • Counterpoint Mutual Funds first reported a position in Upwork in Q1 2024 and held it in 3 quarters.
  • Counterpoint Mutual Funds's Upwork position peaked at $507K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.