Covestor’s Upwork UPWK Stock Holding History

Covestor’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	$54K	Buy	4,910 +4,395	+853%	+$69.2K	0.04%	674
2025 Q4	$11K	Sell	515 -208	-29%	-$3.81K	0.01%	1543
2025 Q3	$14K	Buy	723 +588	+436%	+$8.76K	0.01%	1445
2025 Q2	$2K	Sell	135 -4	-3%	-$57	﹤0.01%	1901
2025 Q1	$2K	Sell	139 -154	-53%	-$2.35K	﹤0.01%	1896
2024 Q4	$5K	Buy	293 +283	+2,830%	+$4.08K	﹤0.01%	1735
2024 Q3	$0	Hold	10	–	–	﹤0.01%	2807
2024 Q2	$0	Hold	10	–	–	﹤0.01%	2795
2024 Q1	$0	Sell	10 -1	-9%	-$14	﹤0.01%	2790
2023 Q4	$0	Sell	11 -1	-8%	-$13	﹤0.01%	2776
2023 Q3	$0	Sell	12 -1,353	-99%	-$16.8K	﹤0.01%	2771
2023 Q2	$13K	Sell	1,365 -542	-28%	-$4.91K	0.01%	1330
2023 Q1	$21K	Sell	1,907 -211	-10%	-$2.51K	0.02%	995
2022 Q4	$22K	Buy	2,118 +2,107	+19,155%	+$26K	0.02%	1006
2022 Q3	$0	Sell	11 -2	-15%	-$38	﹤0.01%	2653
2022 Q2	$0	Sell	13 -4	-24%	-$79	﹤0.01%	2411
2022 Q1	$0	Sell	17 -136	-89%	-$3.4K	﹤0.01%	2516
2021 Q4	$5K	Buy	+153	New	+$6.76K	0.01%	1348

Other funds holding UPWK

BlackRock New York $5.7T 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 Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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