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Financial Management Professionals’s Upwork UPWK Stock Holding History

Financial Management Professionals’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 		– Sell
-1,580
Closed -$31.3K – 1027
2025
Q4 		$31.3K Hold
1,580
– – ﹤0.01% 311
2025
Q3 		$29.3K Sell
1,580
-490
-24% -$7.3K ﹤0.01% 317
2025
Q2 		$27.8K Sell
2,070
-3,394
-62% -$48.7K ﹤0.01% 354
2025
Q1 		$71.3K Sell
5,464
-467
-8% -$7.11K 0.01% 219
2024
Q4 		$97K Buy
+5,931
New +$85.4K 0.01% 194

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 Management Professionals's UPWK Position: Q1 2026 in Review

Financial Management Professionals sold out of Upwork (UPWK) in Q1 2026, closing a stake of 1,580 shares — an estimated $31.3K sold.

Financial Management Professionals first reported a position in UPWK in Q4 2024 and held it in 5 quarters. The position peaked at $97K in Q4 2024. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Financial Management Professionals reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
  • Financial Management Professionals sold 1,580 Upwork shares in Q1 2026, an estimated $31.3K.
  • Financial Management Professionals first reported a position in Upwork in Q4 2024 and held it in 5 quarters.
  • Financial Management Professionals's Upwork position peaked at $97K in Q4 2024.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Financial Management Professionals's 13F filing for Q1 2026, filed 15 Apr 2026.