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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Essential Partners's UPWK Position: Q2 2026 in Review

Essential Partners reduced its Upwork (UPWK) stake by 71% in Q2 2026, selling an estimated $6.68K and leaving 288 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

Essential Partners first reported a position in UPWK in Q2 2025 and has held it in 5 quarters since. The position peaked at $13K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Essential Partners held 288 shares of Upwork worth $2.41K as of Q2 2026.
  • Essential Partners sold 706 Upwork shares in Q2 2026, an estimated $6.68K.
  • Upwork made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1898 holding.
  • Essential Partners first reported a position in Upwork in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Upwork position peaked at $13K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.