Osaic Holdings
UPWK icon

Osaic Holdings’s Upwork UPWK Stock Holding History

Osaic Holdings’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
Q3 		$30.7K Sell
3,775
-2
-0.1% -$18 ﹤0.01% 5861
2026
Q2 		$31.6K Sell
3,777
-748
-17% -$7.08K ﹤0.01% 5812
2026
Q1 		$49.6K Sell
4,525
-2,815
-38% -$44.3K ﹤0.01% 5231
2025
Q4 		$145K Sell
7,340
-61,485
-89% -$1.13M ﹤0.01% 4393
2025
Q3 		$1.07M Buy
68,825
+61,592
+852% +$917K ﹤0.01% 2724
2025
Q2 		$96.6K Sell
7,233
-44,947
-86% -$645K ﹤0.01% 4527
2025
Q1 		$681K Buy
52,180
+48,676
+1,389% +$742K ﹤0.01% 2585
2024
Q4 		$57.3K Sell
3,504
-2,610
-43% -$37.6K ﹤0.01% 4604
2024
Q3 		$63.9K Sell
6,114
-3,776
-38% -$39.4K ﹤0.01% 4565
2024
Q2 		$106K Sell
9,890
-6,990
-41% -$79.3K ﹤0.01% 4090
2024
Q1 		$207K Buy
16,880
+11,532
+216% +$157K ﹤0.01% 3642
2023
Q4 		$79.5K Buy
5,348
+1,567
+41% +$20.2K ﹤0.01% 4586
2023
Q3 		$42.9K Buy
3,781
+454
+14% +$5.64K ﹤0.01% 5091
2023
Q2 		$31.1K Buy
3,327
+40
+1% +$362 ﹤0.01% 5270
2023
Q1 		$37.2K Sell
3,287
-2,096
-39% -$24.9K ﹤0.01% 5161
2022
Q4 		$56K Sell
5,383
-1,217
-18% -$15K ﹤0.01% 4845
2022
Q3 		$88K Sell
6,600
-111
-2% -$2.09K ﹤0.01% 4482
2022
Q2 		$137K Sell
6,711
-6,488
-49% -$128K ﹤0.01% 4143
2022
Q1 		$337K Sell
13,199
-684
-5% -$17.1K ﹤0.01% 3589
2021
Q4 		$474K Sell
13,883
-1,460
-10% -$64.5K ﹤0.01% 3116
2021
Q3 		$692K Sell
15,343
-42,924
-74% -$2.09M ﹤0.01% 2695
2021
Q2 		$3.4M Buy
58,267
+41,342
+244% +$1.94M 0.01% 1308
2021
Q1 		$759K Sell
16,925
-26,572
-61% -$1.23M ﹤0.01% 2467
2020
Q4 		$1.5M Buy
43,497
+10,448
+32% +$299K ﹤0.01% 1681
2020
Q3 		$576K Sell
33,049
-19,044
-37% -$285K ﹤0.01% 2308
2020
Q2 		$753K Sell
52,093
-85,254
-62% -$895K ﹤0.01% 1983
2020
Q1 		$127K Buy
+137,347
New +$1.18M ﹤0.01% 3276

Other funds holding UPWK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings's UPWK Position: Q3 2026 in Review

Osaic Holdings reduced its Upwork (UPWK) stake by 0.05% in Q3 2026, selling an estimated $18 and leaving 3,775 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5861.

Osaic Holdings first reported a position in UPWK in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.4M in Q2 2021. 229 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

  • Osaic Holdings held 3,775 shares of Upwork worth $30.7K as of Q3 2026.
  • Osaic Holdings sold 2 Upwork shares in Q3 2026, an estimated $18.
  • Upwork made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #5861 holding.
  • Osaic Holdings first reported a position in Upwork in Q1 2020 and has held it in 27 quarters since.
  • Osaic Holdings's Upwork position peaked at $3.4M in Q2 2021.
  • 229 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.