Guggenheim Capital
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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
Q2 		$163K Buy
+19,450
New +$184K ﹤0.01% 1669
2026
Q1 		– Sell
-32,674
Closed -$648K – 1797
2025
Q4 		$648K Buy
+32,674
New +$599K ﹤0.01% 1155

Other funds holding UPWK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 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 $1.92T AUM 36.1% 1-Year Est. Return

Guggenheim Capital's UPWK Position: Q2 2026 in Review

Guggenheim Capital opened a new position in Upwork (UPWK) in Q2 2026: 19,450 shares worth $163K. The stake represents ﹤0.01% of the portfolio and ranks #1669 among its holdings. This is a return to the name: Guggenheim Capital previously reported a position in UPWK as recently as Q4 2025.

Guggenheim Capital first reported a position in UPWK in Q4 2025 and has held it in 2 quarters since. The position peaked at $648K in Q4 2025. 299 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Guggenheim Capital held 19,450 shares of Upwork worth $163K as of Q2 2026.
  • Upwork was a new Guggenheim Capital position in Q2 2026.
  • Upwork made up ﹤0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1669 holding.
  • Guggenheim Capital first reported a position in Upwork in Q4 2025 and has held it in 2 quarters since.
  • Guggenheim Capital's Upwork position peaked at $648K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.