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
2020
Q4 		– Sell
-100
Closed -$55K – 6574
2020
Q3 		$55K Buy
+100
New +$1.5K ﹤0.01% 4235

Other funds holding UPWK

BlackRock
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Osaic Holdings's UPWK Position: Q1 2026 in Review

Osaic Holdings reduced its Upwork (UPWK) stake by 38% in Q1 2026, selling an estimated $44.3K and leaving 4,525 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5231.

Osaic Holdings first reported a position in UPWK in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.4M in Q2 2021. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Osaic Holdings held 4,525 shares of Upwork worth $49.6K as of Q1 2026.
  • Osaic Holdings sold 2,815 Upwork shares in Q1 2026, an estimated $44.3K.
  • Upwork made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5231 holding.
  • Osaic Holdings first reported a position in Upwork in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Upwork position peaked at $3.4M in Q2 2021.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.