Raymond James Financial
UPWK icon

Raymond James Financial’s Upwork UPWK Stock Holding History

Raymond James Financial’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
Q2 		$156K Sell
18,702
-14,751
-44% -$140K ﹤0.01% 5099
2026
Q1 		$367K Buy
33,453
+10,780
+48% +$170K ﹤0.01% 4552
2025
Q4 		$449K Sell
22,673
-1,331
-6% -$24.4K ﹤0.01% 4337
2025
Q3 		$446K Buy
24,004
+928
+4% +$13.8K ﹤0.01% 4179
2025
Q2 		$310K Buy
23,076
+38
+0.2% +$546 ﹤0.01% 4275
2025
Q1 		$301K Sell
23,038
-26,598
-54% -$405K ﹤0.01% 4219
2024
Q4 		$812K Buy
+49,636
New +$715K ﹤0.01% 3588

Other funds holding UPWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raymond James Financial's UPWK Position: Q2 2026 in Review

Raymond James Financial reduced its Upwork (UPWK) stake by 44% in Q2 2026, selling an estimated $140K and leaving 18,702 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #5099.

Raymond James Financial first reported a position in UPWK in Q4 2024 and has held it in 7 quarters since. The position peaked at $812K in Q4 2024. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Raymond James Financial held 18,702 shares of Upwork worth $156K as of Q2 2026.
  • Raymond James Financial sold 14,751 Upwork shares in Q2 2026, an estimated $140K.
  • Upwork made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5099 holding.
  • Raymond James Financial first reported a position in Upwork in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Upwork position peaked at $812K in Q4 2024.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.