Massachusetts Financial Services
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Massachusetts Financial Services’s Upwork UPWK Stock Holding History

Massachusetts Financial Services’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 		$1.68M Buy
201,226
+67,516
+50% +$639K ﹤0.01% 844
2026
Q1 		$1.47M Buy
+133,710
New +$2.11M ﹤0.01% 817
2021
Q4 		– Sell
-27,723
Closed -$1.25M – 947
2021
Q3 		$1.25M Buy
+27,723
New +$1.35M ﹤0.01% 818

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

Massachusetts Financial Services's UPWK Position: Q2 2026 in Review

Massachusetts Financial Services increased its Upwork (UPWK) stake by 50% in Q2 2026, buying an estimated $639K and bringing the position to 201,226 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Massachusetts Financial Services first reported a position in UPWK in Q3 2021 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Massachusetts Financial Services held 201,226 shares of Upwork worth $1.68M as of Q2 2026.
  • Massachusetts Financial Services bought 67,516 Upwork shares in Q2 2026, an estimated $639K.
  • Upwork made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #844 holding.
  • Massachusetts Financial Services first reported a position in Upwork in Q3 2021 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.