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NBC Securities’s Upwork UPWK Stock Holding History

NBC Securities’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
-9,212
Closed -$183K – 2873
2025
Q4 		$183K Buy
9,212
+6,780
+279% +$124K 0.01% 876
2025
Q3 		$45.2K Buy
+2,432
New +$36.2K ﹤0.01% 1371

Other funds holding UPWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

NBC Securities's UPWK Position: Q1 2026 in Review

NBC Securities sold out of Upwork (UPWK) in Q1 2026, closing a stake of 9,212 shares — an estimated $183K sold.

NBC Securities first reported a position in UPWK in Q3 2025 and held it in 2 quarters. The position peaked at $183K in Q4 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • NBC Securities reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
  • NBC Securities sold 9,212 Upwork shares in Q1 2026, an estimated $183K.
  • NBC Securities first reported a position in Upwork in Q3 2025 and held it in 2 quarters.
  • NBC Securities's Upwork position peaked at $183K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.