MML Investors Services
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MML Investors Services’s Upwork UPWK Stock Holding History

MML Investors 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
Q1 		– Sell
-15,624
Closed -$310K – 3175
2025
Q4 		$310K Buy
+15,624
New +$287K ﹤0.01% 2598
2025
Q2 		– Sell
-14,847
Closed -$194K – 2885
2025
Q1 		$194K Buy
+14,847
New +$226K ﹤0.01% 2563
2024
Q3 		– Sell
-11,588
Closed -$125K – 2636
2024
Q2 		$125K Buy
11,588
+1,288
+13% +$14.6K ﹤0.01% 2404
2024
Q1 		$126K Sell
10,300
-18,689
-64% -$254K ﹤0.01% 2406
2023
Q4 		$431K Buy
+28,989
New +$374K ﹤0.01% 1836
2021
Q2 		– Sell
-6,248
Closed -$280K – 1943
2021
Q1 		$280K Buy
+6,248
New +$288K ﹤0.01% 1547

Other funds holding UPWK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return