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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
-600,000
Closed -$11.9M – 889
2025
Q4 		$11.9M Buy
600,000
+90,000
+18% +$1.65M 0.31% 91
2025
Q3 		$9.47M Buy
+510,000
New +$7.6M 0.24% 126
2022
Q4 		– Sell
-9,000
Closed -$123K – 500
2022
Q3 		$123K Buy
+9,000
New +$169K 0.01% 340

Other funds holding UPWK

BlackRock
BlackRock New York $5.72T 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
VPM
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
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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

J. Goldman & Co's UPWK Position: Q1 2026 in Review

J. Goldman & Co sold out of Upwork (UPWK) in Q1 2026, closing a stake of 541,259 shares — an estimated $8.52M sold.

J. Goldman & Co first reported a position in UPWK in Q1 2020 and held it in 9 quarters. The position peaked at $14.3M in Q3 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • J. Goldman & Co reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
  • J. Goldman & Co sold 541,259 Upwork shares in Q1 2026, an estimated $8.52M.
  • J. Goldman & Co first reported a position in Upwork in Q1 2020 and held it in 9 quarters.
  • J. Goldman & Co's Upwork position peaked at $14.3M in Q3 2025.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.