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Hantz Financial Services’s Upwork UPWK Stock Holding History

Hantz Financial Services’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 		$16K Buy
1,937
+648
+50% +$6.13K ﹤0.01% 2008
2026
Q1 		$14K Buy
1,289
+1,012
+365% +$15.9K ﹤0.01% 1975
2025
Q4 		$5K Buy
+277
New +$5.08K ﹤0.01% 2153
2024
Q2 		– Sell
-200
Closed -$2K – 1263
2024
Q1 		$2K Hold
200
– – ﹤0.01% 1084
2023
Q4 		$3K Hold
200
– – ﹤0.01% 1001
2023
Q3 		$2K Hold
200
– – ﹤0.01% 1042
2023
Q2 		$2K Hold
200
– – ﹤0.01% 1006
2023
Q1 		$2K Hold
200
– – ﹤0.01% 1018
2022
Q4 		$2K Hold
200
– – ﹤0.01% 989
2022
Q3 		$3K Hold
200
– – ﹤0.01% 932
2022
Q2 		$4K Hold
200
– – ﹤0.01% 890
2022
Q1 		$5K Buy
+200
New +$5K ﹤0.01% 887

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 $3.37T AUM 44.26% 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 $552B AUM 44.19% 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

Hantz Financial Services's UPWK Position: Q2 2026 in Review

Hantz Financial Services increased its Upwork (UPWK) stake by 50% in Q2 2026, buying an estimated $6.13K and bringing the position to 1,937 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

Hantz Financial Services first reported a position in UPWK in Q1 2022 and has held it in 12 quarters since. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Hantz Financial Services held 1,937 shares of Upwork worth $16K as of Q2 2026.
  • Hantz Financial Services bought 648 Upwork shares in Q2 2026, an estimated $6.13K.
  • Upwork made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #2008 holding.
  • Hantz Financial Services first reported a position in Upwork in Q1 2022 and has held it in 12 quarters since.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.