Root Financial Partners’s Upwork UPWK Stock Holding History

Root Financial Partners’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	–	Sell	-41	Closed	-$449	–	3036
2026 Q1	$449	Buy	+41	New	+$646	﹤0.01%	2904

Other funds holding UPWK

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Root Financial Partners's UPWK Position: Q2 2026 in Review

Root Financial Partners sold out of Upwork (UPWK) in Q2 2026, closing a stake of 41 shares — an estimated $449 sold.

Root Financial Partners first reported a position in UPWK in Q1 2026 and held it in 1 quarter. The position peaked at $449 in Q1 2026. 53 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Root Financial Partners reported no remaining Upwork position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 41 Upwork shares in Q2 2026, an estimated $449.
Root Financial Partners first reported a position in Upwork in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Upwork position peaked at $449 in Q1 2026.
53 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.