Envestnet Asset Management
UPWK icon

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
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

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VPM
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LSV Asset Management
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AA
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VCM
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State Street
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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