Edgestream Partners
UPWK icon

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
Q3 		$6.79M Buy
+831,817
New +$7.35M 0.18% 202
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

Other funds holding UPWK

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Edgestream Partners's UPWK Position: Q3 2026 in Review

Edgestream Partners opened a new position in Upwork (UPWK) in Q3 2026: 831,817 shares worth $6.79M. The stake represents 0.18% of the portfolio and ranks #202 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in UPWK as recently as Q4 2025.

Edgestream Partners first reported a position in UPWK in Q1 2024 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

  • Edgestream Partners held 831,817 shares of Upwork worth $6.79M as of Q3 2026.
  • Upwork was a new Edgestream Partners position in Q3 2026.
  • Upwork made up 0.18% of Edgestream Partners's portfolio in Q3 2026, its #202 holding.
  • Edgestream Partners first reported a position in Upwork in Q1 2024 and has held it in 5 quarters since.
  • 154 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on Edgestream Partners's 13F filing for Q3 2026, filed 10 Nov 2026.