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
Q2 		$1.2M Buy
144,057
+52,707
+58% +$499K ﹤0.01% 4261
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 – 5144
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial's UPWK Position: Q2 2026 in Review

LPL Financial increased its Upwork (UPWK) stake by 58% in Q2 2026, buying an estimated $499K and bringing the position to 144,057 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #4261.

LPL Financial first reported a position in UPWK in Q2 2019 and has held it in 17 quarters since. The position peaked at $1.76M in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • LPL Financial held 144,057 shares of Upwork worth $1.2M as of Q2 2026.
  • LPL Financial bought 52,707 Upwork shares in Q2 2026, an estimated $499K.
  • Upwork made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4261 holding.
  • LPL Financial first reported a position in Upwork in Q2 2019 and has held it in 17 quarters since.
  • LPL Financial's Upwork position peaked at $1.76M in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.