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Mesirow Financial Investment Management’s Upwork UPWK Stock Holding History

Mesirow Financial Investment 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
2025
Q2 		– Sell
-27,228
Closed -$347K – 613
2025
Q1 		$347K Buy
27,228
+1,465
+6% +$22.3K 0.01% 424
2024
Q4 		$421K Buy
25,763
+294
+1% +$4.23K 0.01% 390
2024
Q3 		$266K Buy
+25,469
New +$266K 0.01% 478

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mesirow Financial Investment Management's UPWK Position: Q2 2025 in Review

Mesirow Financial Investment Management sold out of Upwork (UPWK) in Q2 2025, closing a stake of 27,228 shares — an estimated $347K sold.

Mesirow Financial Investment Management first reported a position in UPWK in Q3 2024 and held it in 3 quarters. The position peaked at $421K in Q4 2024. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2025.

  • Mesirow Financial Investment Management reported no remaining Upwork position as of Q2 2025 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 27,228 Upwork shares in Q2 2025, an estimated $347K.
  • Mesirow Financial Investment Management first reported a position in Upwork in Q3 2024 and held it in 3 quarters.
  • Mesirow Financial Investment Management's Upwork position peaked at $421K in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Upwork as of Q2 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2025, filed 4 Aug 2025.