Creative Planning’s Upwork UPWK Stock Holding History

Creative Planning’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 Q2	$1.58M	Buy	189,483 +145,389	+330%	+$1.38M	﹤0.01%	2279
2026 Q1	$483K	Sell	44,094 -7,605	-15%	-$120K	﹤0.01%	3056
2025 Q4	$1.02M	Buy	51,699 +15,664	+43%	+$287K	﹤0.01%	2260
2025 Q3	$669K	Buy	36,035 +6,796	+23%	+$101K	﹤0.01%	2468
2025 Q2	$393K	Buy	29,239 +4,230	+17%	+$60.7K	﹤0.01%	2672
2025 Q1	$326K	Sell	25,009 -3,650	-13%	-$55.6K	﹤0.01%	2674
2024 Q4	$469K	Buy	28,659 +8,804	+44%	+$127K	﹤0.01%	2289
2024 Q3	$207K	Buy	+19,855	New	+$207K	﹤0.01%	2805
2023 Q4	–	Sell	-25	Closed	-$284	–	3087
2023 Q3	$284	Buy	+25	New	+$310	﹤0.01%	2863

Other funds holding UPWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's UPWK Position: Q2 2026 in Review

Creative Planning increased its Upwork (UPWK) stake by 330% in Q2 2026, buying an estimated $1.38M and bringing the position to 189,483 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

Creative Planning first reported a position in UPWK in Q3 2023 and has held it in 9 quarters since. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Creative Planning held 189,483 shares of Upwork worth $1.58M as of Q2 2026.
Creative Planning bought 145,389 Upwork shares in Q2 2026, an estimated $1.38M.
Upwork made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2279 holding.
Creative Planning first reported a position in Upwork in Q3 2023 and has held it in 9 quarters since.
297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.