NVCHI
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New Vernon Capital Holdings II’s Upwork UPWK Stock Holding History

New Vernon Capital Holdings II’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 		$232K Hold
27,778
– – 0.13% 46
2026
Q1 		$304K Buy
+27,778
New +$437K 0.22% 27

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

New Vernon Capital Holdings II's UPWK Position: Q2 2026 in Review

New Vernon Capital Holdings II held its Upwork (UPWK) position steady in Q2 2026 at 27,778 shares worth $232K. The position accounts for 0.13% of the portfolio, ranked #46.

New Vernon Capital Holdings II first reported a position in UPWK in Q1 2026 and has held it in 2 quarters since. The position peaked at $304K in Q1 2026. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • New Vernon Capital Holdings II held 27,778 shares of Upwork worth $232K as of Q2 2026.
  • New Vernon Capital Holdings II left its Upwork share count unchanged in Q2 2026.
  • Upwork made up 0.13% of New Vernon Capital Holdings II's portfolio in Q2 2026, its #46 holding.
  • New Vernon Capital Holdings II first reported a position in Upwork in Q1 2026 and has held it in 2 quarters since.
  • New Vernon Capital Holdings II's Upwork position peaked at $304K in Q1 2026.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on New Vernon Capital Holdings II's 13F filing for Q2 2026, filed 14 Aug 2026.