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Park Square Financial Group’s Upwork UPWK Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-53
Closed -$712 – 907
2025
Q2 		$712 Hold
53
– – ﹤0.01% 962
2025
Q1 		$692 Hold
53
– – ﹤0.01% 913
2024
Q4 		$867 Buy
+53
New +$763 ﹤0.01% 898

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Park Square Financial Group's UPWK Position: Q3 2025 in Review

Park Square Financial Group sold out of Upwork (UPWK) in Q3 2025, closing a stake of 53 shares — an estimated $712 sold.

Park Square Financial Group first reported a position in UPWK in Q4 2024 and held it in 3 quarters. The position peaked at $867 in Q4 2024. 276 funds tracked by Wall St. Rank hold UPWK as of Q3 2025.

  • Park Square Financial Group reported no remaining Upwork position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 53 Upwork shares in Q3 2025, an estimated $712.
  • Park Square Financial Group first reported a position in Upwork in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Upwork position peaked at $867 in Q4 2024.
  • 276 funds tracked by Wall St. Rank held Upwork as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.