O'Brien Wealth Partners’s Upwork UPWK Stock Holding History

O'Brien Wealth Partners’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 Q4	$467K	Hold	23,571	–	–	0.06%	64
2025 Q3	$438K	Hold	23,571	–	–	0.06%	58
2025 Q2	$317K	Hold	23,571	–	–	0.05%	45
2025 Q1	$308K	Hold	23,571	–	–	0.06%	39
2024 Q4	$385K	Sell	23,571 -6,993	-23%	-$101K	0.07%	34
2024 Q3	$319K	Sell	30,564 -8,750	-22%	-$91.3K	0.06%	36
2024 Q2	$423K	Hold	39,314	–	–	0.1%	29
2024 Q1	$482K	Hold	39,314	–	–	0.11%	27
2023 Q4	$585K	Hold	39,314	–	–	0.15%	24
2023 Q3	$447K	Hold	39,314	–	–	0.13%	24
2023 Q2	$367K	Hold	39,314	–	–	0.11%	26
2023 Q1	$445K	Hold	39,314	–	–	0.14%	25
2022 Q4	$410K	Hold	39,314	–	–	0.16%	22
2022 Q3	$535K	Hold	39,314	–	–	0.23%	20
2022 Q2	$813K	Hold	39,314	–	–	0.34%	14
2022 Q1	$729K	Hold	39,314	–	–	0.29%	13
2021 Q4	$1.09M	Sell	39,314 -5,225	-12%	-$231K	0.38%	12
2021 Q3	$2.08M	Hold	44,539	–	–	0.73%	11
2021 Q2	$2.58M	Hold	44,539	–	–	0.85%	11
2021 Q1	$2.17M	Hold	44,539	–	–	0.72%	12
2020 Q4	$1.69M	Hold	44,539	–	–	0.61%	10
2020 Q3	$885K	Sell	44,539 -14,165	-24%	-$212K	0.36%	14
2020 Q2	$963K	Buy	+58,704	New	+$616K	0.4%	13

Other funds holding UPWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

O'Brien Wealth Partners's UPWK Position: Q4 2025 in Review

O'Brien Wealth Partners held its Upwork (UPWK) position steady in Q4 2025 at 23,571 shares worth $467K. The position accounts for 0.06% of the portfolio, ranked #64.

O'Brien Wealth Partners first reported a position in UPWK in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.58M in Q2 2021. 305 funds tracked by Wall St. Rank hold UPWK as of Q4 2025.

O'Brien Wealth Partners held 23,571 shares of Upwork worth $467K as of Q4 2025.
O'Brien Wealth Partners left its Upwork share count unchanged in Q4 2025.
Upwork made up 0.06% of O'Brien Wealth Partners's portfolio in Q4 2025, its #64 holding.
O'Brien Wealth Partners first reported a position in Upwork in Q2 2020 and has held it in 23 quarters since.
O'Brien Wealth Partners's Upwork position peaked at $2.58M in Q2 2021.
305 funds tracked by Wall St. Rank held Upwork as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.