FORA Capital’s Upwork UPWK Stock Holding History

FORA Capital’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 Q3	$1.1M	Buy	+135,179	New	+$1.19M	0.04%	300
2020 Q2	–	Sell	-9,833	Closed	-$63K	–	1331
2020 Q1	$63K	Buy	+9,833	New	+$84.4K	0.01%	716

Other funds holding UPWK

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

FORA Capital's UPWK Position: Q3 2026 in Review

FORA Capital opened a new position in Upwork (UPWK) in Q3 2026: 135,179 shares worth $1.1M. The stake represents 0.04% of the portfolio and ranks #300 among its holdings. This is a return to the name: FORA Capital previously reported a position in UPWK as recently as Q1 2020.

FORA Capital first reported a position in UPWK in Q1 2020 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

FORA Capital held 135,179 shares of Upwork worth $1.1M as of Q3 2026.
Upwork was a new FORA Capital position in Q3 2026.
Upwork made up 0.04% of FORA Capital's portfolio in Q3 2026, its #300 holding.
FORA Capital first reported a position in Upwork in Q1 2020 and has held it in 2 quarters since.
229 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on FORA Capital's 13F filing for Q3 2026, filed 13 Nov 2026.