NKCFO LLC’s Upwork UPWK Stock Holding History

NKCFO LLC’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 Q1	–	Sell	-5,040	Closed	-$82K	–	128
2024 Q4	$82K	Buy	+5,040	New	+$72.6K	0.04%	102
2024 Q1	–	Sell	-39,000	Closed	-$580K	–	99
2023 Q4	$580K	Buy	+39,000	New	+$503K	0.31%	32

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

NKCFO LLC's UPWK Position: Q1 2025 in Review

NKCFO LLC sold out of Upwork (UPWK) in Q1 2025, closing a stake of 5,040 shares — an estimated $82K sold.

NKCFO LLC first reported a position in UPWK in Q4 2023 and held it in 2 quarters. The position peaked at $580K in Q4 2023. 277 funds tracked by Wall St. Rank hold UPWK as of Q1 2025.

NKCFO LLC reported no remaining Upwork position as of Q1 2025 after selling out during the quarter.
NKCFO LLC sold 5,040 Upwork shares in Q1 2025, an estimated $82K.
NKCFO LLC first reported a position in Upwork in Q4 2023 and held it in 2 quarters.
NKCFO LLC's Upwork position peaked at $580K in Q4 2023.
277 funds tracked by Wall St. Rank held Upwork as of Q1 2025.

Based on NKCFO LLC's 13F filing for Q1 2025, filed 7 May 2025.