NCFG
UPWK icon

New Century Financial Group’s Upwork UPWK Stock Holding History

New Century Financial Group’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
-67,869
Closed -$886K – 159
2025
Q1 		$886K Buy
+67,869
New +$1.03M 1.02% 23
2024
Q2 		– Sell
-88,338
Closed -$1.08M – 304
2024
Q1 		$1.08M Buy
+88,338
New +$1.2M 0.75% 41

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

New Century Financial Group's UPWK Position: Q2 2025 in Review

New Century Financial Group sold out of Upwork (UPWK) in Q2 2025, closing a stake of 67,869 shares — an estimated $886K sold.

New Century Financial Group first reported a position in UPWK in Q1 2024 and held it in 2 quarters. The position peaked at $1.08M in Q1 2024. 268 funds tracked by Wall St. Rank hold UPWK as of Q2 2025.

  • New Century Financial Group reported no remaining Upwork position as of Q2 2025 after selling out during the quarter.
  • New Century Financial Group sold 67,869 Upwork shares in Q2 2025, an estimated $886K.
  • New Century Financial Group first reported a position in Upwork in Q1 2024 and held it in 2 quarters.
  • New Century Financial Group's Upwork position peaked at $1.08M in Q1 2024.
  • 268 funds tracked by Wall St. Rank held Upwork as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.