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IEQ Capital’s Upwork UPWK Stock Holding History

IEQ 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 		$511K Buy
+61,078
New +$578K ﹤0.01% 1393
2026
Q1 		– Sell
-50,797
Closed -$1.01M – 2087
2025
Q4 		$1.01M Buy
+50,797
New +$932K ﹤0.01% 1042
2021
Q4 		– Sell
-381,510
Closed -$17.2M – 756
2021
Q3 		$17.2M Buy
+381,510
New +$18.6M 0.46% 39

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

IEQ Capital's UPWK Position: Q2 2026 in Review

IEQ Capital opened a new position in Upwork (UPWK) in Q2 2026: 61,078 shares worth $511K. The stake represents ﹤0.01% of the portfolio and ranks #1393 among its holdings. This is a return to the name: IEQ Capital previously reported a position in UPWK as recently as Q4 2025.

IEQ Capital first reported a position in UPWK in Q3 2021 and has held it in 3 quarters since. The position peaked at $17.2M in Q3 2021. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • IEQ Capital held 61,078 shares of Upwork worth $511K as of Q2 2026.
  • Upwork was a new IEQ Capital position in Q2 2026.
  • Upwork made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1393 holding.
  • IEQ Capital first reported a position in Upwork in Q3 2021 and has held it in 3 quarters since.
  • IEQ Capital's Upwork position peaked at $17.2M in Q3 2021.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.