NewSquare Capital’s Upwork UPWK Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-705	Closed	-$9.47K	–	1175
2025 Q2	$9.47K	Hold	705	–	–	﹤0.01%	660
2025 Q1	$9.2K	Hold	705	–	–	﹤0.01%	570
2024 Q4	$11.5K	Hold	705	–	–	﹤0.01%	258
2024 Q3	$7.37K	Buy	+705	New	+$7.35K	﹤0.01%	238

Other funds holding UPWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NewSquare Capital's UPWK Position: Q3 2025 in Review

NewSquare Capital sold out of Upwork (UPWK) in Q3 2025, closing a stake of 705 shares — an estimated $9.47K sold.

NewSquare Capital first reported a position in UPWK in Q3 2024 and held it in 4 quarters. The position peaked at $11.5K in Q4 2024. 276 funds tracked by Wall St. Rank hold UPWK as of Q3 2025.

NewSquare Capital reported no remaining Upwork position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 705 Upwork shares in Q3 2025, an estimated $9.47K.
NewSquare Capital first reported a position in Upwork in Q3 2024 and held it in 4 quarters.
NewSquare Capital's Upwork position peaked at $11.5K in Q4 2024.
276 funds tracked by Wall St. Rank held Upwork as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.