Jefferies Financial Group
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Jefferies Financial Group’s Upwork UPWK Stock Holding History

Jefferies Financial Group’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 		$2.72M Buy
+332,962
New +$2.94M 0.02% 458
2025
Q2 		– Sell
-21,760
Closed -$284K – 1821
2025
Q1 		$284K Sell
21,760
-424
-2% -$6.46K ﹤0.01% 1261
2024
Q4 		$363K Buy
+22,184
New +$320K ﹤0.01% 1206
2024
Q2 		– Sell
-251,310
Closed -$3.08M – 1884
2024
Q1 		$3.08M Buy
251,310
+166,603
+197% +$2.27M 0.03% 444
2023
Q4 		$1.26M Buy
84,707
+72,667
+604% +$937K 0.01% 870
2023
Q3 		$137K Sell
12,040
-4,873
-29% -$60.5K ﹤0.01% 1406
2023
Q2 		$158K Buy
+16,913
New +$153K ﹤0.01% 1471
2023
Q1 		– Sell
-10,000
Closed -$104K – 2016
2022
Q4 		$104K Buy
+10,000
New +$123K ﹤0.01% 1364

Other funds holding UPWK

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Jefferies Financial Group's UPWK Position: Q3 2026 in Review

Jefferies Financial Group opened a new position in Upwork (UPWK) in Q3 2026: 332,962 shares worth $2.72M. The stake represents 0.02% of the portfolio and ranks #458 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in UPWK as recently as Q1 2025.

Jefferies Financial Group first reported a position in UPWK in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.08M in Q1 2024. 114 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

  • Jefferies Financial Group held 332,962 shares of Upwork worth $2.72M as of Q3 2026.
  • Upwork was a new Jefferies Financial Group position in Q3 2026.
  • Upwork made up 0.02% of Jefferies Financial Group's portfolio in Q3 2026, its #458 holding.
  • Jefferies Financial Group first reported a position in Upwork in Q4 2022 and has held it in 8 quarters since.
  • Jefferies Financial Group's Upwork position peaked at $3.08M in Q1 2024.
  • 114 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.