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Founders Capital Management (Texas)’s Upwork UPWK Stock Holding History

Founders Capital Management (Texas)’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
2025
Q1 		– Sell
-39
Closed -$638 – 383
2024
Q4 		$638 Buy
39
+19
+95% +$274 ﹤0.01% 347
2024
Q3 		$209 Buy
+20
New +$209 ﹤0.01% 368

Other funds holding UPWK

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Founders Capital Management (Texas)'s UPWK Position: Q1 2025 in Review

Founders Capital Management (Texas) sold out of Upwork (UPWK) in Q1 2025, closing a stake of 39 shares — an estimated $638 sold.

Founders Capital Management (Texas) first reported a position in UPWK in Q3 2024 and held it in 2 quarters. The position peaked at $638 in Q4 2024. 277 funds tracked by Wall St. Rank hold UPWK as of Q1 2025.

  • Founders Capital Management (Texas) reported no remaining Upwork position as of Q1 2025 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 39 Upwork shares in Q1 2025, an estimated $638.
  • Founders Capital Management (Texas) first reported a position in Upwork in Q3 2024 and held it in 2 quarters.
  • Founders Capital Management (Texas)'s Upwork position peaked at $638 in Q4 2024.
  • 277 funds tracked by Wall St. Rank held Upwork as of Q1 2025.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2025, filed 8 Apr 2025.