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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
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
AA
Ancient Art
Austin, Texas
$459M AUM
52.34%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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