EP
UPWK icon

Essential Partners’s Upwork UPWK Stock Holding History

Essential 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 		$7.46K Buy
914
+626
+217% +$5.53K ﹤0.01% 1331
2026
Q2 		$2.41K Sell
288
-706
-71% -$6.68K ﹤0.01% 1898
2026
Q1 		$10.9K Buy
994
+339
+52% +$5.34K ﹤0.01% 1217
2025
Q4 		$13K Buy
655
+342
+109% +$6.27K ﹤0.01% 1065
2025
Q3 		$5.81K Buy
313
+238
+317% +$3.54K ﹤0.01% 1372
2025
Q2 		$1.01K Buy
+75
New +$1.08K ﹤0.01% 1514

Other funds holding UPWK

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Essential Partners's UPWK Position: Q3 2026 in Review

Essential Partners increased its Upwork (UPWK) stake by 217% in Q3 2026, buying an estimated $5.53K and bringing the position to 914 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Essential Partners first reported a position in UPWK in Q2 2025 and has held it in 6 quarters since. The position peaked at $13K in Q4 2025. 15 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

  • Essential Partners held 914 shares of Upwork worth $7.46K as of Q3 2026.
  • Essential Partners bought 626 Upwork shares in Q3 2026, an estimated $5.53K.
  • Upwork made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1331 holding.
  • Essential Partners first reported a position in Upwork in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Upwork position peaked at $13K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.