First Trust Advisors
UPWK icon

First Trust Advisors’s Upwork UPWK Stock Holding History

First Trust 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
Q2 		$98.4K Sell
11,771
-352,573
-97% -$3.34M ﹤0.01% 2642
2026
Q1 		$3.99M Buy
364,344
+20,366
+6% +$321K ﹤0.01% 1581
2025
Q4 		$6.82M Buy
343,978
+160,085
+87% +$2.94M 0.01% 1267
2025
Q3 		$3.41M Sell
183,893
-127,206
-41% -$1.89M ﹤0.01% 1572
2025
Q2 		$4.18M Buy
311,099
+242,516
+354% +$3.48M ﹤0.01% 1444
2025
Q1 		$895K Sell
68,583
-175,184
-72% -$2.67M ﹤0.01% 2081
2024
Q4 		$3.99M Buy
243,767
+204,596
+522% +$2.95M ﹤0.01% 1482
2024
Q3 		$409K Buy
39,171
+6,950
+22% +$72.5K ﹤0.01% 2212
2024
Q2 		$346K Buy
+32,221
New +$366K ﹤0.01% 2184
2022
Q4 		– Sell
-50,949
Closed -$694K – 2564
2022
Q3 		$694K Buy
50,949
+36,353
+249% +$684K ﹤0.01% 2113
2022
Q2 		$302K Sell
14,596
-4,129
-22% -$81.2K ﹤0.01% 2301
2022
Q1 		$435K Sell
18,725
-32,207
-63% -$806K ﹤0.01% 2285
2021
Q4 		$1.74M Sell
50,932
-84,697
-62% -$3.74M ﹤0.01% 1840
2021
Q3 		$6.11M Sell
135,629
-21,920
-14% -$1.07M 0.01% 1192
2021
Q2 		$9.18M Buy
157,549
+6,840
+5% +$321K 0.01% 1024
2021
Q1 		$6.75M Buy
150,709
+20,044
+15% +$925K 0.01% 1087
2020
Q4 		$4.51M Buy
+130,665
New +$3.74M 0.01% 1132
2019
Q2 		– Sell
-89,421
Closed -$1.71M – 2507
2019
Q1 		$1.71M Buy
+89,421
New +$1.83M ﹤0.01% 1622

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

First Trust Advisors's UPWK Position: Q2 2026 in Review

First Trust Advisors reduced its Upwork (UPWK) stake by 97% in Q2 2026, selling an estimated $3.34M and leaving 11,771 shares worth $98.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2642.

First Trust Advisors first reported a position in UPWK in Q1 2019 and has held it in 18 quarters since. The position peaked at $9.18M in Q2 2021. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • First Trust Advisors held 11,771 shares of Upwork worth $98.4K as of Q2 2026.
  • First Trust Advisors sold 352,573 Upwork shares in Q2 2026, an estimated $3.34M.
  • Upwork made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2642 holding.
  • First Trust Advisors first reported a position in Upwork in Q1 2019 and has held it in 18 quarters since.
  • First Trust Advisors's Upwork position peaked at $9.18M in Q2 2021.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.