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
2026 Q3	$722K	Buy	+88,461	New	+$781K	﹤0.01%	1262
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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Mackenzie Financial's UPWK Position: Q3 2026 in Review

Mackenzie Financial opened a new position in Upwork (UPWK) in Q3 2026: 88,461 shares worth $722K. The stake represents ﹤0.01% of the portfolio and ranks #1262 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in UPWK as recently as Q2 2025.

Mackenzie Financial first reported a position in UPWK in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.4M in Q2 2025. 71 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

Mackenzie Financial held 88,461 shares of Upwork worth $722K as of Q3 2026.
Upwork was a new Mackenzie Financial position in Q3 2026.
Upwork made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #1262 holding.
Mackenzie Financial first reported a position in Upwork in Q2 2021 and has held it in 8 quarters since.
Mackenzie Financial's Upwork position peaked at $1.4M in Q2 2025.
71 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.