M1FG
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Mach-1 Financial Group’s Upwork UPWK Stock Holding History

Mach-1 Financial Group’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 		– Sell
-10,187
Closed -$202K – 289
2025
Q4 		$202K Buy
+10,187
New +$187K 0.04% 278
2024
Q1 		– Sell
-28,315
Closed -$421K – 214
2023
Q4 		$421K Buy
+28,315
New +$365K 0.16% 157

Other funds holding UPWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mach-1 Financial Group's UPWK Position: Q1 2026 in Review

Mach-1 Financial Group sold out of Upwork (UPWK) in Q1 2026, closing a stake of 10,187 shares — an estimated $202K sold.

Mach-1 Financial Group first reported a position in UPWK in Q4 2023 and held it in 2 quarters. The position peaked at $421K in Q4 2023. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Mach-1 Financial Group reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
  • Mach-1 Financial Group sold 10,187 Upwork shares in Q1 2026, an estimated $202K.
  • Mach-1 Financial Group first reported a position in Upwork in Q4 2023 and held it in 2 quarters.
  • Mach-1 Financial Group's Upwork position peaked at $421K in Q4 2023.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Mach-1 Financial Group's 13F filing for Q1 2026, filed 13 May 2026.