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IFP Advisors’s Upwork UPWK Stock Holding History

IFP Advisors’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 		$33.5K Sell
4,011
-282
-7% -$2.67K ﹤0.01% 2642
2026
Q1 		$47.1K Sell
4,293
-104
-2% -$1.64K ﹤0.01% 2274
2025
Q4 		$87.1K Buy
4,397
+431
+11% +$7.9K ﹤0.01% 1881
2025
Q3 		$73.6K Buy
3,966
+220
+6% +$3.28K ﹤0.01% 1868
2025
Q2 		$56.8K Sell
3,746
-242
-6% -$3.47K ﹤0.01% 1982
2025
Q1 		$52K Buy
3,988
+3,877
+3,493% +$59.1K ﹤0.01% 1874
2024
Q4 		$1.81K Sell
111
-1,850
-94% -$26.6K ﹤0.01% 3136
2024
Q3 		$20.5K Buy
1,961
+1,861
+1,861% +$19.4K ﹤0.01% 2137
2024
Q2 		$1.07K Hold
100
– – ﹤0.01% 2972
2024
Q1 		$1.23K Hold
100
– – ﹤0.01% 2811
2023
Q4 		$1.49K Hold
100
– – ﹤0.01% 2746
2023
Q3 		$1.14K Hold
100
– – ﹤0.01% 2978
2023
Q2 		$934 Hold
100
– – ﹤0.01% 3092
2023
Q1 		$2.12K Sell
100
-74
-43% -$881 ﹤0.01% 2880
2022
Q4 		$4K Sell
174
-25
-13% -$308 ﹤0.01% 3940
2022
Q3 		$5K Buy
199
+74
+59% +$1.39K ﹤0.01% 4064
2022
Q2 		$3K Hold
125
– – ﹤0.01% 4034
2022
Q1 		$3K Sell
125
-58
-32% -$1.45K ﹤0.01% 4034
2021
Q4 		$6K Sell
183
-17
-9% -$751 ﹤0.01% 2437
2021
Q3 		$10K Sell
200
-970
-83% -$47.3K ﹤0.01% 2291
2021
Q2 		$71K Buy
1,170
+970
+485% +$45.6K ﹤0.01% 1384
2021
Q1 		$8K Buy
200
+100
+100% +$4.62K ﹤0.01% 2240
2020
Q4 		$3K Hold
100
– – ﹤0.01% 2534
2020
Q3 		$2K Buy
+100
New +$1.5K ﹤0.01% 2522

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

IFP Advisors's UPWK Position: Q2 2026 in Review

IFP Advisors reduced its Upwork (UPWK) stake by 6.6% in Q2 2026, selling an estimated $2.67K and leaving 4,011 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2642.

IFP Advisors first reported a position in UPWK in Q3 2020 and has held it in 24 quarters since. The position peaked at $87.1K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • IFP Advisors held 4,011 shares of Upwork worth $33.5K as of Q2 2026.
  • IFP Advisors sold 282 Upwork shares in Q2 2026, an estimated $2.67K.
  • Upwork made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2642 holding.
  • IFP Advisors first reported a position in Upwork in Q3 2020 and has held it in 24 quarters since.
  • IFP Advisors's Upwork position peaked at $87.1K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.