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Hillsdale Investment Management’s Upwork UPWK Stock Holding History

Hillsdale Investment Management’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 		$4.53M Buy
541,900
+39,400
+8% +$373K 0.1% 248
2026
Q1 		$5.51M Hold
502,500
– – 0.15% 166
2025
Q4 		$9.96M Sell
502,500
-2,800
-0.6% -$51.4K 0.27% 58
2025
Q3 		$9.38M Buy
505,300
+55,900
+12% +$833K 0.28% 59
2025
Q2 		$6.04M Buy
449,400
+88,000
+24% +$1.26M 0.22% 100
2025
Q1 		$4.72M Buy
361,400
+11,600
+3% +$177K 0.24% 76
2024
Q4 		$5.72M Buy
349,800
+2,700
+0.8% +$38.9K 0.29% 61
2024
Q3 		$3.63M Buy
347,100
+2,850
+0.8% +$29.7K 0.28% 144
2024
Q2 		$3.7M Buy
344,250
+52,200
+18% +$592K 0.29% 125
2024
Q1 		$3.58M Buy
292,050
+23,600
+9% +$321K 0.28% 148
2023
Q4 		$3.99M Sell
268,450
-1,000
-0.4% -$12.9K 0.33% 110
2023
Q3 		$3.06M Buy
+269,450
New +$3.34M 0.28% 140
2021
Q4 		– Sell
-17,000
Closed -$766K – 627
2021
Q3 		$766K Hold
17,000
– – 0.06% 301
2021
Q2 		$991K Sell
17,000
-100,100
-85% -$4.7M 0.08% 263
2021
Q1 		$5.24M Buy
117,100
+89,100
+318% +$4.11M 0.44% 65
2020
Q4 		$967K Buy
+28,000
New +$801K 0.09% 227

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 $3.38T AUM 44.17% 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

Hillsdale Investment Management's UPWK Position: Q2 2026 in Review

Hillsdale Investment Management increased its Upwork (UPWK) stake by 7.8% in Q2 2026, buying an estimated $373K and bringing the position to 541,900 shares worth $4.53M. The position accounts for 0.1% of the portfolio, ranked #248.

Hillsdale Investment Management first reported a position in UPWK in Q4 2020 and has held it in 16 quarters since. The position peaked at $9.96M in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Hillsdale Investment Management held 541,900 shares of Upwork worth $4.53M as of Q2 2026.
  • Hillsdale Investment Management bought 39,400 Upwork shares in Q2 2026, an estimated $373K.
  • Upwork made up 0.1% of Hillsdale Investment Management's portfolio in Q2 2026, its #248 holding.
  • Hillsdale Investment Management first reported a position in Upwork in Q4 2020 and has held it in 16 quarters since.
  • Hillsdale Investment Management's Upwork position peaked at $9.96M in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.