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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jefferies Financial Group's UPWK Position: Q2 2025 in Review

Jefferies Financial Group sold out of Upwork (UPWK) in Q2 2025, closing a stake of 21,760 shares — an estimated $284K sold.

Jefferies Financial Group first reported a position in UPWK in Q4 2022 and held it in 7 quarters. The position peaked at $3.08M in Q1 2024. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2025.

  • Jefferies Financial Group reported no remaining Upwork position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 21,760 Upwork shares in Q2 2025, an estimated $284K.
  • Jefferies Financial Group first reported a position in Upwork in Q4 2022 and held it in 7 quarters.
  • Jefferies Financial Group's Upwork position peaked at $3.08M in Q1 2024.
  • 268 funds tracked by Wall St. Rank held Upwork as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.