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BFC Planning, Inc.’s Upwork UPWK Stock Holding History

BFC Planning, Inc.’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 		$1.05K Sell
126
-75
-37% -$710 ﹤0.01% 3136
2026
Q1 		$2.2K Hold
201
– – ﹤0.01% 2567
2025
Q4 		$3.98K Hold
201
– – ﹤0.01% 2435
2025
Q3 		$3.73K Buy
201
+75
+60% +$1.12K ﹤0.01% 2290
2025
Q2 		$1.69K Hold
126
– – ﹤0.01% 2343
2025
Q1 		$1.64K Buy
+126
New +$1.92K ﹤0.01% 2344

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 $3.38T AUM 44.17% 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 $551B AUM 33.95% 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

BFC Planning, Inc.'s UPWK Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Upwork (UPWK) stake by 37% in Q2 2026, selling an estimated $710 and leaving 126 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #3136.

BFC Planning, Inc. first reported a position in UPWK in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.98K in Q4 2025. 299 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • BFC Planning, Inc. held 126 shares of Upwork worth $1.05K as of Q2 2026.
  • BFC Planning, Inc. sold 75 Upwork shares in Q2 2026, an estimated $710.
  • Upwork made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3136 holding.
  • BFC Planning, Inc. first reported a position in Upwork in Q1 2025 and has held it in 6 quarters since.
  • BFC Planning, Inc.'s Upwork position peaked at $3.98K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.