Guggenheim Capital’s Upwork UPWK Stock Holding History

Guggenheim 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 Q1	–	Sell	-32,674	Closed	-$648K	–	1797
2025 Q4	$648K	Buy	+32,674	New	+$599K	﹤0.01%	1155

Other funds holding UPWK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Guggenheim Capital's UPWK Position: Q1 2026 in Review

Guggenheim Capital sold out of Upwork (UPWK) in Q1 2026, closing a stake of 32,674 shares — an estimated $648K sold.

Guggenheim Capital first reported a position in UPWK in Q4 2025 and held it in 1 quarter. The position peaked at $648K in Q4 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

Guggenheim Capital reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
Guggenheim Capital sold 32,674 Upwork shares in Q1 2026, an estimated $648K.
Guggenheim Capital first reported a position in Upwork in Q4 2025 and held it in 1 quarter.
Guggenheim Capital's Upwork position peaked at $648K in Q4 2025.
292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.