OPS
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Orion Portfolio Solutions’s Upwork UPWK Stock Holding History

Orion Portfolio Solutions’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 		$466K Buy
+35,716
New +$544K ﹤0.01% 1457

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Orion Portfolio Solutions's UPWK Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Upwork (UPWK) in Q1 2025: 35,716 shares worth $466K. The stake represents ﹤0.01% of the portfolio and ranks #1457 among its holdings.

277 funds tracked by Wall St. Rank hold UPWK as of Q1 2025.

  • Orion Portfolio Solutions held 35,716 shares of Upwork worth $466K as of Q1 2025.
  • Upwork was a new Orion Portfolio Solutions position in Q1 2025.
  • Upwork made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1457 holding.
  • 277 funds tracked by Wall St. Rank held Upwork as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.