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Financial Gravity Asset Management’s Upwork UPWK Stock Holding History

Financial Gravity Asset 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 		$4.66M Buy
424,762
+23,097
+6% +$364K 0.83% 32
2025
Q4 		$7.96M Buy
401,665
+10,355
+3% +$190K 1.53% 19
2025
Q3 		$7.27M Buy
+391,310
New +$5.83M 1.44% 20
2025
Q1 		$4.61M Buy
+353,546
New +$5.39M 1.01% 24
2024
Q2 		$3.56M Buy
330,949
+35,498
+12% +$403K 0.89% 26
2024
Q1 		$4.39M Hold
295,451
– – 1.24% 22
2023
Q4 		$4.39M Buy
+295,451
New +$3.81M 1.23% 22
2021
Q3 		$2.52M Sell
55,901
-48,024
-46% -$2.34M 1.19% 16
2021
Q2 		$6.06M Buy
+103,925
New +$4.88M 2.17% 7
2020
Q4 		$2.6M Buy
+75,377
New +$2.16M 2.38% 12

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

Financial Gravity Asset Management's UPWK Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Upwork (UPWK) stake by 5.8% in Q1 2026, buying an estimated $364K and bringing the position to 424,762 shares worth $4.66M. The position accounts for 0.83% of the portfolio, ranked #32.

Financial Gravity Asset Management first reported a position in UPWK in Q4 2020 and has held it in 10 quarters since. The position peaked at $7.96M in Q4 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Financial Gravity Asset Management held 424,762 shares of Upwork worth $4.66M as of Q1 2026.
  • Financial Gravity Asset Management bought 23,097 Upwork shares in Q1 2026, an estimated $364K.
  • Upwork made up 0.83% of Financial Gravity Asset Management's portfolio in Q1 2026, its #32 holding.
  • Financial Gravity Asset Management first reported a position in Upwork in Q4 2020 and has held it in 10 quarters since.
  • Financial Gravity Asset Management's Upwork position peaked at $7.96M in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.