Pinnacle Holdings’s Upwork UPWK Stock Holding History

Pinnacle 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
2025 Q3	–	Sell	-2,874	Closed	-$38.6K	–	254
2025 Q2	$38.6K	Buy	+2,874	New	+$41.3K	0.01%	204

Other funds holding UPWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Holdings's UPWK Position: Q3 2025 in Review

Pinnacle Holdings sold out of Upwork (UPWK) in Q3 2025, closing a stake of 2,874 shares — an estimated $38.6K sold.

Pinnacle Holdings first reported a position in UPWK in Q2 2025 and held it in 1 quarter. The position peaked at $38.6K in Q2 2025. 276 funds tracked by Wall St. Rank hold UPWK as of Q3 2025.

Pinnacle Holdings reported no remaining Upwork position as of Q3 2025 after selling out during the quarter.
Pinnacle Holdings sold 2,874 Upwork shares in Q3 2025, an estimated $38.6K.
Pinnacle Holdings first reported a position in Upwork in Q2 2025 and held it in 1 quarter.
Pinnacle Holdings's Upwork position peaked at $38.6K in Q2 2025.
276 funds tracked by Wall St. Rank held Upwork as of Q3 2025.

Based on Pinnacle Holdings's 13F filing for Q3 2025, filed 12 Nov 2025.