GEM
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Global Endowment Management’s Upwork UPWK Stock Holding History

Global Endowment Management’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
Q3 		– Sell
-14,334
Closed -$193K – 142
2025
Q2 		$193K Sell
14,334
-5,500
-28% -$79K 0.03% 128
2025
Q1 		$259K Sell
19,834
-18,957
-49% -$289K 0.03% 118
2024
Q4 		$634K Sell
38,791
-24,886
-39% -$358K 0.08% 92
2024
Q3 		$665K Sell
63,677
-501
-0.8% -$5.23K 0.07% 100
2024
Q2 		$690K Buy
64,178
+18,160
+39% +$206K 0.07% 94
2024
Q1 		$564K Buy
46,018
+4,427
+11% +$60.2K 0.06% 102
2023
Q4 		$618K Sell
41,591
-17,457
-30% -$225K 0.07% 96
2023
Q3 		$671K Buy
+59,048
New +$733K 0.07% 92

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Endowment Management's UPWK Position: Q3 2025 in Review

Global Endowment Management sold out of Upwork (UPWK) in Q3 2025, closing a stake of 14,334 shares — an estimated $193K sold.

Global Endowment Management first reported a position in UPWK in Q3 2023 and held it in 8 quarters. The position peaked at $690K in Q2 2024. 276 funds tracked by Wall St. Rank hold UPWK as of Q3 2025.

  • Global Endowment Management reported no remaining Upwork position as of Q3 2025 after selling out during the quarter.
  • Global Endowment Management sold 14,334 Upwork shares in Q3 2025, an estimated $193K.
  • Global Endowment Management first reported a position in Upwork in Q3 2023 and held it in 8 quarters.
  • Global Endowment Management's Upwork position peaked at $690K in Q2 2024.
  • 276 funds tracked by Wall St. Rank held Upwork as of Q3 2025.

Based on Global Endowment Management's 13F filing for Q3 2025, filed 13 Nov 2025.