FFA
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Farther Finance Advisors’s Upwork UPWK Stock Holding History

Farther Finance Advisors’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 		$8.45K Buy
1,012
+51
+5% +$483 ﹤0.01% 4534
2026
Q1 		$10.7K Sell
961
-400
-29% -$6.3K ﹤0.01% 4064
2025
Q4 		$27K Buy
1,361
+1,165
+594% +$21.4K ﹤0.01% 3235
2025
Q3 		$3.64K Sell
196
-264
-57% -$3.93K ﹤0.01% 3898
2025
Q2 		$6.18K Sell
460
-481
-51% -$6.91K ﹤0.01% 3278
2025
Q1 		$12.3K Buy
941
+422
+81% +$6.43K ﹤0.01% 2640
2024
Q4 		$8.49K Hold
519
– – ﹤0.01% 2447
2024
Q3 		$5.42K Buy
519
+365
+237% +$3.81K ﹤0.01% 2610
2024
Q2 		$1.65K Buy
154
+72
+88% +$817 ﹤0.01% 2867
2024
Q1 		$1K Sell
82
-5
-6% -$68 ﹤0.01% 2772
2023
Q4 		$1.29K Buy
+87
New +$1.12K ﹤0.01% 2627

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

Farther Finance Advisors's UPWK Position: Q2 2026 in Review

Farther Finance Advisors increased its Upwork (UPWK) stake by 5.3% in Q2 2026, buying an estimated $483 and bringing the position to 1,012 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #4534.

Farther Finance Advisors first reported a position in UPWK in Q4 2023 and has held it in 11 quarters since. The position peaked at $27K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Farther Finance Advisors held 1,012 shares of Upwork worth $8.45K as of Q2 2026.
  • Farther Finance Advisors bought 51 Upwork shares in Q2 2026, an estimated $483.
  • Upwork made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4534 holding.
  • Farther Finance Advisors first reported a position in Upwork in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's Upwork position peaked at $27K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.