EIM
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Essex Investment Management’s Upwork UPWK Stock Holding History

Essex Investment 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 		$1.51M Buy
138,204
+2,568
+2% +$40.4K 0.24% 125
2025
Q4 		$2.69M Sell
135,636
-2,992
-2% -$54.9K 0.41% 92
2025
Q3 		$2.57M Buy
138,628
+4,432
+3% +$66K 0.39% 102
2025
Q2 		$1.8M Sell
134,196
-918
-0.7% -$13.2K 0.33% 117
2025
Q1 		$1.76M Sell
135,114
-935
-0.7% -$14.2K 0.37% 113
2024
Q4 		$2.22M Sell
136,049
-20,540
-13% -$296K 0.4% 106
2024
Q3 		$1.64M Buy
156,589
+436
+0.3% +$4.55K 0.29% 128
2024
Q2 		$1.68M Buy
156,153
+151,429
+3,206% +$1.72M 0.31% 121
2024
Q1 		$57.9K Buy
4,724
+1,700
+56% +$23.1K 0.01% 251
2023
Q4 		$45K Sell
3,024
-2,148
-42% -$27.7K 0.01% 268
2023
Q3 		$58.8K Sell
5,172
-1,789
-26% -$22.2K 0.01% 308
2023
Q2 		$65K Sell
6,961
-215,824
-97% -$1.96M 0.01% 318
2023
Q1 		$2.52M Buy
222,785
+1,286
+0.6% +$15.3K 0.37% 89
2022
Q4 		$2.31M Sell
221,499
-64,943
-23% -$801K 0.36% 87
2022
Q3 		$3.9M Buy
286,442
+43,173
+18% +$812K 0.62% 43
2022
Q2 		$5.03M Buy
243,269
+128,025
+111% +$2.52M 0.81% 30
2022
Q1 		$2.68M Buy
115,244
+19,293
+20% +$483K 0.33% 90
2021
Q4 		$3.28M Buy
95,951
+89,731
+1,443% +$3.97M 0.38% 78
2021
Q3 		$280K Hold
6,220
– – 0.03% 301
2021
Q2 		$363K Buy
+6,220
New +$292K 0.04% 304

Other funds holding UPWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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 $113B AUM 38.87% 1-Year Est. Return

Essex Investment Management's UPWK Position: Q1 2026 in Review

Essex Investment Management increased its Upwork (UPWK) stake by 1.9% in Q1 2026, buying an estimated $40.4K and bringing the position to 138,204 shares worth $1.51M. The position accounts for 0.24% of the portfolio, ranked #125.

Essex Investment Management first reported a position in UPWK in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.03M in Q2 2022. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Essex Investment Management held 138,204 shares of Upwork worth $1.51M as of Q1 2026.
  • Essex Investment Management bought 2,568 Upwork shares in Q1 2026, an estimated $40.4K.
  • Upwork made up 0.24% of Essex Investment Management's portfolio in Q1 2026, its #125 holding.
  • Essex Investment Management first reported a position in Upwork in Q2 2021 and has held it in 20 quarters since.
  • Essex Investment Management's Upwork position peaked at $5.03M in Q2 2022.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.