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Edgestream Partners’s Upwork UPWK Stock Holding History

Edgestream 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
-16,685
Closed -$331K – 1122
2025
Q4 		$331K Sell
16,685
-76,661
-82% -$1.41M 0.01% 873
2025
Q3 		$1.73M Sell
93,346
-82,977
-47% -$1.24M 0.05% 560
2025
Q2 		$2.37M Buy
+176,323
New +$2.53M 0.07% 490
2024
Q2 		– Sell
-258,131
Closed -$3.16M – 1048
2024
Q1 		$3.16M Buy
+258,131
New +$3.51M 0.16% 218

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Edgestream Partners's UPWK Position: Q1 2026 in Review

Edgestream Partners sold out of Upwork (UPWK) in Q1 2026, closing a stake of 16,685 shares — an estimated $331K sold.

Edgestream Partners first reported a position in UPWK in Q1 2024 and held it in 4 quarters. The position peaked at $3.16M in Q1 2024. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Edgestream Partners reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 16,685 Upwork shares in Q1 2026, an estimated $331K.
  • Edgestream Partners first reported a position in Upwork in Q1 2024 and held it in 4 quarters.
  • Edgestream Partners's Upwork position peaked at $3.16M in Q1 2024.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.