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OneDigital Investment Advisors’s Upwork UPWK Stock Holding History

OneDigital Investment 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
Q2 		$4.15M Buy
496,544
+241,453
+95% +$2.29M 0.04% 345
2026
Q1 		$2.8M Sell
255,091
-2,825
-1% -$44.5K 0.03% 389
2025
Q4 		$5.11M Sell
257,916
-10,484
-4% -$192K 0.05% 271
2025
Q3 		$4.98M Sell
268,400
-5,199
-2% -$77.4K 0.05% 252
2025
Q2 		$3.68M Sell
273,599
-4,338
-2% -$62.3K 0.04% 288
2025
Q1 		$3.63M Sell
277,937
-36,570
-12% -$557K 0.04% 283
2024
Q4 		$5.14M Buy
314,507
+129,923
+70% +$1.87M 0.06% 235
2024
Q3 		$1.93M Sell
184,584
-102
-0.1% -$1.06K 0.02% 447
2024
Q2 		$1.99M Buy
184,686
+56,795
+44% +$644K 0.02% 425
2024
Q1 		$1.57M Buy
127,891
+295
+0.2% +$4.01K 0.02% 392
2023
Q4 		$1.9M Sell
127,596
-6,210
-5% -$80.1K 0.03% 325
2023
Q3 		$1.52M Buy
133,806
+59
+0% +$732 0.03% 336
2023
Q2 		$1.25M Buy
133,747
+72,130
+117% +$654K 0.03% 368
2023
Q1 		$698K Buy
+61,617
New +$733K 0.02% 505

Other funds holding UPWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OneDigital Investment Advisors's UPWK Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Upwork (UPWK) stake by 95% in Q2 2026, buying an estimated $2.29M and bringing the position to 496,544 shares worth $4.15M. The position accounts for 0.04% of the portfolio, ranked #345.

OneDigital Investment Advisors first reported a position in UPWK in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.14M in Q4 2024. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • OneDigital Investment Advisors held 496,544 shares of Upwork worth $4.15M as of Q2 2026.
  • OneDigital Investment Advisors bought 241,453 Upwork shares in Q2 2026, an estimated $2.29M.
  • Upwork made up 0.04% of OneDigital Investment Advisors's portfolio in Q2 2026, its #345 holding.
  • OneDigital Investment Advisors first reported a position in Upwork in Q1 2023 and has held it in 14 quarters since.
  • OneDigital Investment Advisors's Upwork position peaked at $5.14M in Q4 2024.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.