LI
UPWK icon

LRI Investments’s Upwork UPWK Stock Holding History

LRI Investments’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 		$48.5K Buy
5,797
+2,802
+94% +$26.5K ﹤0.01% 561
2026
Q1 		$32.8K Buy
2,995
+467
+18% +$7.35K ﹤0.01% 590
2025
Q4 		$50.1K Hold
2,528
– – ﹤0.01% 544
2025
Q3 		$46.9K Hold
2,528
– – ﹤0.01% 570
2025
Q2 		$34K Buy
2,528
+2,038
+416% +$29.3K ﹤0.01% 616
2025
Q1 		$6.39K Buy
+490
New +$7.46K ﹤0.01% 885

Other funds holding UPWK

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return