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MAI Capital Management’s Upwork UPWK Stock Holding History

MAI Capital Management’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 		– Sell
-174
Closed -$1.91K – 4582
2026
Q1 		$1.91K Sell
174
-219
-56% -$3.45K ﹤0.01% 3946
2025
Q4 		$7.79K Buy
+393
New +$7.21K ﹤0.01% 2949
2025
Q3 		– Sell
-337
Closed -$4.53K – 4128
2025
Q2 		$4.53K Hold
337
– – ﹤0.01% 3089
2025
Q1 		$4.4K Hold
337
– – ﹤0.01% 2757
2024
Q4 		$5.51K Buy
+337
New +$4.85K ﹤0.01% 2736

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

MAI Capital Management's UPWK Position: Q2 2026 in Review

MAI Capital Management sold out of Upwork (UPWK) in Q2 2026, closing a stake of 174 shares — an estimated $1.91K sold.

MAI Capital Management first reported a position in UPWK in Q4 2024 and held it in 5 quarters. The position peaked at $7.79K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • MAI Capital Management reported no remaining Upwork position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 174 Upwork shares in Q2 2026, an estimated $1.91K.
  • MAI Capital Management first reported a position in Upwork in Q4 2024 and held it in 5 quarters.
  • MAI Capital Management's Upwork position peaked at $7.79K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.