HIM
UPWK icon

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
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 $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
VPM
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
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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

Hillsdale Investment Management's UPWK Position: Q1 2026 in Review

Hillsdale Investment Management held its Upwork (UPWK) position steady in Q1 2026 at 502,500 shares worth $5.51M. The position accounts for 0.15% of the portfolio, ranked #166.

Hillsdale Investment Management first reported a position in UPWK in Q4 2020 and has held it in 15 quarters since. The position peaked at $9.96M in Q4 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Hillsdale Investment Management held 502,500 shares of Upwork worth $5.51M as of Q1 2026.
  • Hillsdale Investment Management left its Upwork share count unchanged in Q1 2026.
  • Upwork made up 0.15% of Hillsdale Investment Management's portfolio in Q1 2026, its #166 holding.
  • Hillsdale Investment Management first reported a position in Upwork in Q4 2020 and has held it in 15 quarters since.
  • Hillsdale Investment Management's Upwork position peaked at $9.96M in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.