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Ethic Inc’s Upwork UPWK Stock Holding History

Ethic Inc’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 		– Sell
-12,306
Closed -$244K – 1329
2025
Q4 		$244K Sell
12,306
-1,127
-8% -$20.7K ﹤0.01% 1074
2025
Q3 		$249K Sell
13,433
-960
-7% -$14.3K ﹤0.01% 1037
2025
Q2 		$196K Buy
14,393
+1,443
+11% +$20.7K ﹤0.01% 1126
2025
Q1 		$170K Sell
12,950
-1,075
-8% -$16.4K ﹤0.01% 1085
2024
Q4 		$229K Buy
+14,025
New +$202K ﹤0.01% 1011
2024
Q3 		– Sell
-13,687
Closed -$147K – 1180
2024
Q2 		$147K Buy
+13,687
New +$155K ﹤0.01% 1052

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 $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ethic Inc's UPWK Position: Q1 2026 in Review

Ethic Inc sold out of Upwork (UPWK) in Q1 2026, closing a stake of 12,306 shares — an estimated $244K sold.

Ethic Inc first reported a position in UPWK in Q2 2024 and held it in 6 quarters. The position peaked at $249K in Q3 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Ethic Inc reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
  • Ethic Inc sold 12,306 Upwork shares in Q1 2026, an estimated $244K.
  • Ethic Inc first reported a position in Upwork in Q2 2024 and held it in 6 quarters.
  • Ethic Inc's Upwork position peaked at $249K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.