Farther Finance Advisors
UPWK icon

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
Q3 		$4.58K Sell
561
-451
-45% -$3.98K ﹤0.01% 5058
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

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 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

Farther Finance Advisors's UPWK Position: Q3 2026 in Review

Farther Finance Advisors reduced its Upwork (UPWK) stake by 45% in Q3 2026, selling an estimated $3.98K and leaving 561 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #5058.

Farther Finance Advisors first reported a position in UPWK in Q4 2023 and has held it in 12 quarters since. The position peaked at $27K in Q4 2025. 17 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

  • Farther Finance Advisors held 561 shares of Upwork worth $4.58K as of Q3 2026.
  • Farther Finance Advisors sold 451 Upwork shares in Q3 2026, an estimated $3.98K.
  • Upwork made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5058 holding.
  • Farther Finance Advisors first reported a position in Upwork in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Upwork position peaked at $27K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.