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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

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

LRI Investments's UPWK Position: Q2 2026 in Review

LRI Investments increased its Upwork (UPWK) stake by 94% in Q2 2026, buying an estimated $26.5K and bringing the position to 5,797 shares worth $48.5K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

LRI Investments first reported a position in UPWK in Q1 2025 and has held it in 6 quarters since. The position peaked at $50.1K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • LRI Investments held 5,797 shares of Upwork worth $48.5K as of Q2 2026.
  • LRI Investments bought 2,802 Upwork shares in Q2 2026, an estimated $26.5K.
  • Upwork made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #561 holding.
  • LRI Investments first reported a position in Upwork in Q1 2025 and has held it in 6 quarters since.
  • LRI Investments's Upwork position peaked at $50.1K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.