Global Retirement Partners’s Upwork UPWK Stock Holding History

Global Retirement Partners’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	$1.79K	Buy	+214	New	+$2.02K	﹤0.01%	4072
2025 Q4	$1.71K	Buy	+86	New	+$1.58K	﹤0.01%	3770
2024 Q3	–	Sell	-554	Closed	-$5.96K	–	3651
2024 Q2	$5.96K	Buy	554 +531	+2,309%	+$6.03K	﹤0.01%	2538
2024 Q1	$282	Hold	23	–	–	﹤0.01%	3227
2023 Q4	$338	Hold	23	–	–	﹤0.01%	3158
2023 Q3	$251	Hold	23	–	–	﹤0.01%	3091
2023 Q2	$215	Hold	23	–	–	﹤0.01%	3090
2023 Q1	$187	Buy	+23	New	+$274	﹤0.01%	3091
2020 Q4	–	Sell	-250	Closed	-$4K	–	1805
2020 Q3	$4K	Buy	+250	New	+$3.74K	﹤0.01%	1388

Other funds holding UPWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Retirement Partners's UPWK Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Upwork (UPWK) in Q2 2026: 214 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #4072 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UPWK as recently as Q4 2025.

Global Retirement Partners first reported a position in UPWK in Q3 2020 and has held it in 9 quarters since. The position peaked at $5.96K in Q2 2024. 296 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Global Retirement Partners held 214 shares of Upwork worth $1.79K as of Q2 2026.
Upwork was a new Global Retirement Partners position in Q2 2026.
Upwork made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4072 holding.
Global Retirement Partners first reported a position in Upwork in Q3 2020 and has held it in 9 quarters since.
Global Retirement Partners's Upwork position peaked at $5.96K in Q2 2024.
296 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.