Envestnet Asset Management’s Upwork UPWK Stock Holding History

Envestnet Asset Management’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	$914K	Sell	109,308 -2,427	-2%	-$23K	﹤0.01%	3680
2026 Q1	$1.22M	Buy	111,735 +13,354	+14%	+$210K	﹤0.01%	3342
2025 Q4	$1.95M	Buy	98,381 +5,382	+6%	+$98.7K	﹤0.01%	2843
2025 Q3	$1.73M	Sell	92,999 -2,826	-3%	-$42.1K	﹤0.01%	2974
2025 Q2	$1.29M	Sell	95,825 -551	-0.6%	-$7.91K	﹤0.01%	3113
2025 Q1	$1.26M	Buy	+96,376	New	+$1.47M	﹤0.01%	3046
2022 Q4	–	Sell	-23,572	Closed	-$321K	–	4075
2022 Q3	$321K	Buy	23,572 +1,920	+9%	+$36.1K	﹤0.01%	3292
2022 Q2	$448K	Buy	21,652 +61	+0.3%	+$1.2K	﹤0.01%	3111
2022 Q1	$502K	Sell	21,591 -1,459	-6%	-$36.5K	﹤0.01%	3121
2021 Q4	$787K	Buy	23,050 +5,757	+33%	+$254K	﹤0.01%	2789
2021 Q3	$779K	Sell	17,293 -1,618	-9%	-$78.9K	﹤0.01%	2703
2021 Q2	$1.1M	Buy	18,911 +10,518	+125%	+$494K	﹤0.01%	2453
2021 Q1	$376K	Buy	8,393 +2,072	+33%	+$95.6K	﹤0.01%	3011
2020 Q4	$218K	Buy	+6,321	New	+$181K	﹤0.01%	3097

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

Envestnet Asset Management's UPWK Position: Q2 2026 in Review

Envestnet Asset Management reduced its Upwork (UPWK) stake by 2.2% in Q2 2026, selling an estimated $23K and leaving 109,308 shares worth $914K. The position accounts for ﹤0.01% of the portfolio, ranked #3680.

Envestnet Asset Management first reported a position in UPWK in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.95M in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Envestnet Asset Management held 109,308 shares of Upwork worth $914K as of Q2 2026.
Envestnet Asset Management sold 2,427 Upwork shares in Q2 2026, an estimated $23K.
Upwork made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3680 holding.
Envestnet Asset Management first reported a position in Upwork in Q4 2020 and has held it in 14 quarters since.
Envestnet Asset Management's Upwork position peaked at $1.95M in Q4 2025.
297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.