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
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 $5.7T AUM 30.48% 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 $46.4B AUM 27.74% 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 $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 1-Year Est. Return