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Leo H. Evart Inc’s Upwork UPWK Stock Holding History

Leo H. Evart Inc’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 		$89.6K Buy
+8,174
New +$129K 0.08% 82
2022
Q1 		– Sell
-8,193
Closed -$280K – 45
2021
Q4 		$280K Buy
+8,193
New +$362K 0.27% 35

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

Leo H. Evart Inc's UPWK Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Upwork (UPWK) in Q1 2026: 8,174 shares worth $89.6K. The stake represents 0.08% of the portfolio and ranks #82 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in UPWK as recently as Q4 2021.

Leo H. Evart Inc first reported a position in UPWK in Q4 2021 and has held it in 2 quarters since. The position peaked at $280K in Q4 2021. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Leo H. Evart Inc held 8,174 shares of Upwork worth $89.6K as of Q1 2026.
  • Upwork was a new Leo H. Evart Inc position in Q1 2026.
  • Upwork made up 0.08% of Leo H. Evart Inc's portfolio in Q1 2026, its #82 holding.
  • Leo H. Evart Inc first reported a position in Upwork in Q4 2021 and has held it in 2 quarters since.
  • Leo H. Evart Inc's Upwork position peaked at $280K in Q4 2021.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.