IFP Advisors
UPWK icon

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
Q3 		$73K Buy
8,944
+4,933
+123% +$43.6K ﹤0.01% 2157
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

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

IFP Advisors's UPWK Position: Q3 2026 in Review

IFP Advisors increased its Upwork (UPWK) stake by 123% in Q3 2026, buying an estimated $43.6K and bringing the position to 8,944 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

IFP Advisors first reported a position in UPWK in Q3 2020 and has held it in 25 quarters since. The position peaked at $87.1K in Q4 2025. 19 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

  • IFP Advisors held 8,944 shares of Upwork worth $73K as of Q3 2026.
  • IFP Advisors bought 4,933 Upwork shares in Q3 2026, an estimated $43.6K.
  • Upwork made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2157 holding.
  • IFP Advisors first reported a position in Upwork in Q3 2020 and has held it in 25 quarters since.
  • IFP Advisors's Upwork position peaked at $87.1K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.