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UPWK icon

NewEdge Advisors’s Upwork UPWK Stock Holding History

NewEdge Advisors’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 		$164 Hold
15
– – ﹤0.01% 4071
2025
Q4 		$297 Hold
15
– – ﹤0.01% 4112
2025
Q3 		$279 Sell
15
-2,264
-99% -$33.7K ﹤0.01% 3988
2025
Q2 		$30.6K Buy
2,279
+324
+17% +$4.65K ﹤0.01% 2816
2025
Q1 		$25.5K Hold
1,955
– – ﹤0.01% 2768
2024
Q4 		$32K Sell
1,955
-25
-1% -$360 ﹤0.01% 2670
2024
Q3 		$20.7K Hold
1,980
– – ﹤0.01% 2707
2024
Q2 		$21.3K Hold
1,980
– – ﹤0.01% 2603
2024
Q1 		$24.3K Buy
1,980
+1,940
+4,850% +$26.4K ﹤0.01% 2565
2023
Q4 		$595 Sell
40
-13
-25% -$168 ﹤0.01% 3520
2023
Q3 		$602 Sell
53
-117
-69% -$1.45K ﹤0.01% 3230
2023
Q2 		$1.59K Sell
170
-2,324
-93% -$21.1K ﹤0.01% 3159
2023
Q1 		$28.2K Sell
2,494
-304
-11% -$3.62K ﹤0.01% 2221
2022
Q4 		$1.75K Buy
+2,798
New +$34.5K ﹤0.01% 2876
2021
Q4 		– Sell
-5,294
Closed -$238K – 1701
2021
Q3 		$238K Buy
5,294
+705
+15% +$34.4K 0.01% 981
2021
Q2 		$267K Sell
4,589
-254
-5% -$11.9K 0.01% 951
2021
Q1 		$217K Sell
4,843
-1,900
-28% -$87.7K 0.01% 919
2020
Q4 		$233K Buy
+6,743
New +$193K 0.01% 847

Other funds holding UPWK

BlackRock
BlackRock New York $5.72T 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 $113B AUM 38.87% 1-Year Est. Return

NewEdge Advisors's UPWK Position: Q1 2026 in Review

NewEdge Advisors held its Upwork (UPWK) position steady in Q1 2026 at 15 shares worth $164. The position accounts for ﹤0.01% of the portfolio, ranked #4071.

NewEdge Advisors first reported a position in UPWK in Q4 2020 and has held it in 18 quarters since. The position peaked at $267K in Q2 2021. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • NewEdge Advisors held 15 shares of Upwork worth $164 as of Q1 2026.
  • NewEdge Advisors left its Upwork share count unchanged in Q1 2026.
  • Upwork made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #4071 holding.
  • NewEdge Advisors first reported a position in Upwork in Q4 2020 and has held it in 18 quarters since.
  • NewEdge Advisors's Upwork position peaked at $267K in Q2 2021.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.