LPL Financial
UPWK icon

LPL Financial’s Upwork UPWK Stock Holding History

LPL Financial’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 		$1M Buy
91,350
+2,436
+3% +$38.4K ﹤0.01% 4175
2025
Q4 		$1.76M Buy
88,914
+69,098
+349% +$1.27M ﹤0.01% 3525
2025
Q3 		$368K Sell
19,816
-1,504
-7% -$22.4K ﹤0.01% 4881
2025
Q2 		$287K Sell
21,320
-71,167
-77% -$1.02M ﹤0.01% 4804
2025
Q1 		$1.21M Buy
92,487
+20,645
+29% +$315K ﹤0.01% 3395
2024
Q4 		$1.17M Buy
+71,842
New +$1.03M ﹤0.01% 3359
2024
Q2 		– Sell
-38,529
Closed -$472K – 5145
2024
Q1 		$472K Buy
+38,529
New +$524K ﹤0.01% 3833
2023
Q4 		– Sell
-15,427
Closed -$175K – 4904
2023
Q3 		$175K Buy
+15,427
New +$191K ﹤0.01% 4284
2022
Q2 		– Sell
-9,536
Closed -$222K – 4542
2022
Q1 		$222K Sell
9,536
-2,557
-21% -$64K ﹤0.01% 3782
2021
Q4 		$413K Sell
12,093
-1,055
-8% -$46.6K ﹤0.01% 3437
2021
Q3 		$592K Buy
13,148
+2,090
+19% +$102K ﹤0.01% 3066
2021
Q2 		$645K Sell
11,058
-13,835
-56% -$650K ﹤0.01% 2939
2021
Q1 		$1.11M Buy
24,893
+1,030
+4% +$47.5K ﹤0.01% 2302
2020
Q4 		$824K Buy
+23,863
New +$682K ﹤0.01% 2342
2019
Q4 		– Sell
-15,150
Closed -$202K – 3423
2019
Q3 		$202K Buy
15,150
+551
+4% +$8.4K ﹤0.01% 2995
2019
Q2 		$235K Buy
+14,599
New +$252K ﹤0.01% 2909

Other funds holding UPWK

BlackRock
BlackRock New York $5.7T 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