J. Goldman & Co’s Upwork UPWK Stock Holding History

J. Goldman & Co’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	–	Sell	-541,259	Closed	-$8.52M	–	1003
2025 Q4	$10.7M	Sell	541,259 -228,488	-30%	-$4.19M	0.42%	102
2025 Q3	$14.3M	Buy	+769,747	New	+$11.5M	0.54%	85
2024 Q2	–	Sell	-82,734	Closed	-$1.01M	–	664
2024 Q1	$1.01M	Buy	+82,734	New	+$1.13M	0.05%	269
2023 Q4	–	Sell	-27,750	Closed	-$315K	–	546
2023 Q3	$315K	Buy	+27,750	New	+$344K	0.02%	303
2023 Q2	–	Sell	-131,705	Closed	-$1.49M	–	571
2023 Q1	$1.49M	Buy	+131,705	New	+$1.57M	0.09%	221
2022 Q4	–	Sell	-15,075	Closed	-$205K	–	542
2022 Q3	$205K	Buy	+15,075	New	+$283K	0.02%	333
2021 Q2	–	Sell	-12,685	Closed	-$568K	–	571
2021 Q1	$568K	Buy	+12,685	New	+$585K	0.03%	348
2020 Q3	–	Sell	-141,696	Closed	-$2.05M	–	417
2020 Q2	$2.05M	Sell	141,696 -698,974	-83%	-$7.34M	0.19%	156
2020 Q1	$5.42M	Buy	+840,670	New	+$7.22M	0.96%	37

Other funds holding UPWK

BlackRock New York $5.7T 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

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

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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