Harbour Investments’s Upwork UPWK Stock Holding History

Harbour Investments’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	$285	Buy	+26	New	+$409	﹤0.01%	4370
2025 Q4	–	Sell	-327	Closed	-$6.07K	–	4022
2025 Q3	$6.07K	Hold	327	–	–	﹤0.01%	2913
2025 Q2	$4.39K	Sell	327 -4,222	-93%	-$60.6K	﹤0.01%	2927
2025 Q1	$59.4K	Sell	4,549 -858	-16%	-$13.1K	﹤0.01%	1681
2024 Q4	$88.4K	Buy	5,407 +49	+0.9%	+$706	﹤0.01%	1427
2024 Q3	$56K	Sell	5,358 -396	-7%	-$4.13K	﹤0.01%	1601
2024 Q2	$61.9K	Buy	5,754 +513	+10%	+$5.82K	﹤0.01%	1465
2024 Q1	$64.3K	Hold	5,241	–	–	﹤0.01%	1409
2023 Q4	$77.9K	Sell	5,241 -489	-9%	-$6.31K	﹤0.01%	1243
2023 Q3	$65.1K	Buy	5,730 +15	+0.3%	+$186	﹤0.01%	1231
2023 Q2	$53.4K	Hold	5,715	–	–	﹤0.01%	1337
2023 Q1	$64.7K	Buy	+5,715	New	+$68K	﹤0.01%	1241
2021 Q2	–	Sell	-153	Closed	-$7K	–	3981
2021 Q1	$7K	Buy	+153	New	+$7.06K	﹤0.01%	2792

Other funds holding UPWK

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

T. Rowe Price Associates

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital International Investors

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

Dimensional Fund Advisors

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

Boston Partners

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