Rockefeller Capital Management
UPWK icon

Rockefeller Capital Management’s Upwork UPWK Stock Holding History

Rockefeller Capital Management’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 		$2.21K Hold
265
– – ﹤0.01% 4406
2026
Q1 		$2.9K Sell
265
-1,616
-86% -$25.4K ﹤0.01% 4345
2025
Q4 		$37.3K Buy
1,881
+1,529
+434% +$28K ﹤0.01% 3212
2025
Q3 		$6.54K Buy
+352
New +$5.24K ﹤0.01% 3798
2024
Q1 		– Sell
-17,862
Closed -$266K – 1732
2023
Q4 		$266K Buy
+17,862
New +$230K ﹤0.01% 1485
2023
Q3 		– Sell
-17,617
Closed -$102K – 1817
2023
Q2 		$102K Sell
17,617
-2,509
-12% -$22.7K ﹤0.01% 1778
2023
Q1 		$227K Buy
20,126
+14,485
+257% +$172K ﹤0.01% 1746
2022
Q4 		$58K Sell
5,641
-13
-0.2% -$160 ﹤0.01% 2321
2022
Q3 		$77K Buy
5,654
+5,129
+977% +$96.4K ﹤0.01% 2137
2022
Q2 		$10K Sell
525
-18
-3% -$354 ﹤0.01% 3136
2022
Q1 		$11K Sell
543
-199
-27% -$4.98K ﹤0.01% 3011
2021
Q4 		$25K Sell
742
-8
-1% -$354 ﹤0.01% 2549
2021
Q3 		$33K Buy
750
+378
+102% +$18.4K ﹤0.01% 2349
2021
Q2 		$21K Sell
372
-407
-52% -$19.1K ﹤0.01% 2471
2021
Q1 		$34K Buy
779
+51
+7% +$2.35K ﹤0.01% 2056
2020
Q4 		$25K Buy
+728
New +$20.8K ﹤0.01% 1923

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

Rockefeller Capital Management's UPWK Position: Q2 2026 in Review

Rockefeller Capital Management held its Upwork (UPWK) position steady in Q2 2026 at 265 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #4406.

Rockefeller Capital Management first reported a position in UPWK in Q4 2020 and has held it in 16 quarters since. The position peaked at $266K in Q4 2023. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Rockefeller Capital Management held 265 shares of Upwork worth $2.21K as of Q2 2026.
  • Rockefeller Capital Management left its Upwork share count unchanged in Q2 2026.
  • Upwork made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4406 holding.
  • Rockefeller Capital Management first reported a position in Upwork in Q4 2020 and has held it in 16 quarters since.
  • Rockefeller Capital Management's Upwork position peaked at $266K in Q4 2023.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.