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Financial Gravity Companies’s Upwork UPWK Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$5.12M Buy
+380,836
New +$5.47M 1.01% 25
2024
Q4 		$5.41M Sell
330,997
-138
-0% -$1.99K 1.24% 22
2024
Q3 		$3.46M Buy
+331,135
New +$3.45M 0.93% 29

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Gravity Companies's UPWK Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Upwork (UPWK) in Q2 2025: 380,836 shares worth $5.12M. The stake represents 1.01% of the portfolio and ranks #25 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UPWK as recently as Q4 2024.

Financial Gravity Companies first reported a position in UPWK in Q3 2024 and has held it in 3 quarters since. The position peaked at $5.41M in Q4 2024. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2025.

  • Financial Gravity Companies held 380,836 shares of Upwork worth $5.12M as of Q2 2025.
  • Upwork was a new Financial Gravity Companies position in Q2 2025.
  • Upwork made up 1.01% of Financial Gravity Companies's portfolio in Q2 2025, its #25 holding.
  • Financial Gravity Companies first reported a position in Upwork in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Upwork position peaked at $5.41M in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Upwork as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.