InceptionR’s Upwork UPWK Stock Holding History

InceptionR’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	–	Sell	-43,932	Closed	-$481K	–	925
2026 Q1	$481K	Buy	+43,932	New	+$692K	0.12%	321
2025 Q1	–	Sell	-27,917	Closed	-$456K	–	852
2024 Q4	$456K	Buy	+27,917	New	+$402K	0.1%	355

Other funds holding UPWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

InceptionR's UPWK Position: Q2 2026 in Review

InceptionR sold out of Upwork (UPWK) in Q2 2026, closing a stake of 43,932 shares — an estimated $481K sold.

InceptionR first reported a position in UPWK in Q4 2024 and held it in 2 quarters. The position peaked at $481K in Q1 2026. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

InceptionR reported no remaining Upwork position as of Q2 2026 after selling out during the quarter.
InceptionR sold 43,932 Upwork shares in Q2 2026, an estimated $481K.
InceptionR first reported a position in Upwork in Q4 2024 and held it in 2 quarters.
InceptionR's Upwork position peaked at $481K in Q1 2026.
297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

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