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Lindbrook Capital’s Upwork UPWK Stock Holding History

Lindbrook Capital’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
Q1 		$2.43K Buy
186
+104
+127% +$1.58K ﹤0.01% 2225
2024
Q4 		$1.34K Buy
82
+15
+22% +$216 ﹤0.01% 2415
2024
Q3 		$700 Sell
67
-170
-72% -$1.77K ﹤0.01% 2583
2024
Q2 		$2.55K Buy
237
+83
+54% +$942 ﹤0.01% 2269
2024
Q1 		$1.89K Sell
154
-688
-82% -$9.36K ﹤0.01% 2261
2023
Q4 		$12.5K Sell
842
-149
-15% -$1.92K ﹤0.01% 1420
2023
Q3 		$11.3K Buy
991
+189
+24% +$2.35K ﹤0.01% 1352
2023
Q2 		$7.49K Sell
802
-552
-41% -$5K ﹤0.01% 1623
2023
Q1 		$15.3K Buy
1,354
+666
+97% +$7.93K ﹤0.01% 1202
2022
Q4 		$7.18K Sell
688
-518
-43% -$6.39K ﹤0.01% 1604
2022
Q3 		$16K Buy
1,206
+382
+46% +$7.18K ﹤0.01% 1114
2022
Q2 		$17K Buy
824
+63
+8% +$1.24K ﹤0.01% 1044
2022
Q1 		$18K Sell
761
-771
-50% -$19.3K ﹤0.01% 1057
2021
Q4 		$52K Buy
+1,532
New +$67.7K 0.01% 706

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 $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $3.37T AUM 44.26% 1-Year Est. Return

Lindbrook Capital's UPWK Position: Q1 2025 in Review

Lindbrook Capital increased its Upwork (UPWK) stake by 127% in Q1 2025, buying an estimated $1.58K and bringing the position to 186 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

Lindbrook Capital first reported a position in UPWK in Q4 2021 and has held it in 14 quarters since. The position peaked at $52K in Q4 2021. 277 funds tracked by Wall St. Rank hold UPWK as of Q1 2025.

  • Lindbrook Capital held 186 shares of Upwork worth $2.43K as of Q1 2025.
  • Lindbrook Capital bought 104 Upwork shares in Q1 2025, an estimated $1.58K.
  • Upwork made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2225 holding.
  • Lindbrook Capital first reported a position in Upwork in Q4 2021 and has held it in 14 quarters since.
  • Lindbrook Capital's Upwork position peaked at $52K in Q4 2021.
  • 277 funds tracked by Wall St. Rank held Upwork as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.