Mackenzie Financial
UPWK icon

Mackenzie Financial’s Upwork UPWK Stock Holding History

Mackenzie 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
2025
Q3 		– Sell
-104,024
Closed -$1.4M – 1847
2025
Q2 		$1.4M Sell
104,024
-2,772
-3% -$39.8K ﹤0.01% 922
2025
Q1 		$1.39M Buy
+106,796
New +$1.63M ﹤0.01% 888
2024
Q2 		– Sell
-24,585
Closed -$301K – 1632
2024
Q1 		$301K Buy
24,585
+6,500
+36% +$88.4K ﹤0.01% 1175
2023
Q4 		$269K Buy
+18,085
New +$233K ﹤0.01% 1200
2022
Q1 		– Sell
-6,483
Closed -$221K – 1505
2021
Q4 		$221K Sell
6,483
-14,736
-69% -$651K ﹤0.01% 1294
2021
Q3 		$955K Buy
21,219
+17,371
+451% +$847K ﹤0.01% 919
2021
Q2 		$224K Buy
+3,848
New +$181K ﹤0.01% 1144

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mackenzie Financial's UPWK Position: Q3 2025 in Review

Mackenzie Financial sold out of Upwork (UPWK) in Q3 2025, closing a stake of 104,024 shares — an estimated $1.4M sold.

Mackenzie Financial first reported a position in UPWK in Q2 2021 and held it in 7 quarters. The position peaked at $1.4M in Q2 2025. 276 funds tracked by Wall St. Rank hold UPWK as of Q3 2025.

  • Mackenzie Financial reported no remaining Upwork position as of Q3 2025 after selling out during the quarter.
  • Mackenzie Financial sold 104,024 Upwork shares in Q3 2025, an estimated $1.4M.
  • Mackenzie Financial first reported a position in Upwork in Q2 2021 and held it in 7 quarters.
  • Mackenzie Financial's Upwork position peaked at $1.4M in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Upwork as of Q3 2025.

Based on Mackenzie Financial's 13F filing for Q3 2025, filed 13 Nov 2025.