Principal Securities’s Upwork UPWK Stock Holding History

Principal Securities’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 Q4	–	Sell	-162	Closed	-$3.01K	–	3391
2025 Q3	$3.01K	Hold	162	–	–	﹤0.01%	3123
2025 Q2	$2.18K	Buy	+162	New	+$2.33K	﹤0.01%	3116

Other funds holding UPWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Securities's UPWK Position: Q4 2025 in Review

Principal Securities sold out of Upwork (UPWK) in Q4 2025, closing a stake of 162 shares — an estimated $3.01K sold.

Principal Securities first reported a position in UPWK in Q2 2025 and held it in 2 quarters. The position peaked at $3.01K in Q3 2025. 305 funds tracked by Wall St. Rank hold UPWK as of Q4 2025.

Principal Securities reported no remaining Upwork position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 162 Upwork shares in Q4 2025, an estimated $3.01K.
Principal Securities first reported a position in Upwork in Q2 2025 and held it in 2 quarters.
Principal Securities's Upwork position peaked at $3.01K in Q3 2025.
305 funds tracked by Wall St. Rank held Upwork as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.