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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
2026
Q2 		$135K Buy
+16,184
New +$153K 0.02% 199
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

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

Financial Gravity Companies's UPWK Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Upwork (UPWK) in Q2 2026: 16,184 shares worth $135K. The stake represents 0.02% of the portfolio and ranks #199 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UPWK as recently as Q2 2025.

Financial Gravity Companies first reported a position in UPWK in Q3 2024 and has held it in 4 quarters since. The position peaked at $5.41M in Q4 2024. 296 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Financial Gravity Companies held 16,184 shares of Upwork worth $135K as of Q2 2026.
  • Upwork was a new Financial Gravity Companies position in Q2 2026.
  • Upwork made up 0.02% of Financial Gravity Companies's portfolio in Q2 2026, its #199 holding.
  • Financial Gravity Companies first reported a position in Upwork in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's Upwork position peaked at $5.41M in Q4 2024.
  • 296 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.