OQS
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Occudo Quantitative Strategies’s Upwork UPWK Stock Holding History

Occudo Quantitative Strategies’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 		– Sell
-24,119
Closed -$478K – 937
2025
Q4 		$478K Buy
+24,119
New +$442K 0.03% 416
2025
Q1 		– Sell
-10,501
Closed -$172K – 924
2024
Q4 		$172K Sell
10,501
-1,261
-11% -$18.2K 0.03% 591
2024
Q3 		$123K Sell
11,762
-6,756
-36% -$70.5K 0.02% 620
2024
Q2 		$199K Sell
18,518
-2,730
-13% -$31K 0.04% 602
2024
Q1 		$261K Sell
21,248
-82,393
-79% -$1.12M 0.05% 507
2023
Q4 		$1.54M Buy
+103,641
New +$1.34M 0.21% 134
2023
Q1 		– Sell
-58,751
Closed -$613K – 1215
2022
Q4 		$613K Sell
58,751
-86,952
-60% -$1.07M 0.07% 438
2022
Q3 		$1.98M Buy
145,703
+103,613
+246% +$1.95M 0.15% 188
2022
Q2 		$870K Sell
42,090
-72,297
-63% -$1.42M 0.07% 427
2022
Q1 		$2.66M Buy
+114,387
New +$2.86M 0.22% 100
2021
Q4 		– Sell
-17,378
Closed -$783K – 1259
2021
Q3 		$783K Sell
17,378
-16,496
-49% -$804K 0.09% 382
2021
Q2 		$1.98M Buy
33,874
+8,871
+35% +$417K 0.3% 68
2021
Q1 		$1.12M Buy
25,003
+12,609
+102% +$582K 0.24% 106
2020
Q4 		$428K Buy
+12,394
New +$354K 0.13% 292

Other funds holding UPWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Occudo Quantitative Strategies's UPWK Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Upwork (UPWK) in Q1 2026, closing a stake of 24,119 shares — an estimated $478K sold.

Occudo Quantitative Strategies first reported a position in UPWK in Q4 2020 and held it in 14 quarters. The position peaked at $2.66M in Q1 2022. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Occudo Quantitative Strategies reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 24,119 Upwork shares in Q1 2026, an estimated $478K.
  • Occudo Quantitative Strategies first reported a position in Upwork in Q4 2020 and held it in 14 quarters.
  • Occudo Quantitative Strategies's Upwork position peaked at $2.66M in Q1 2022.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.