Rossby Financial’s Upwork UPWK Stock Holding History

Rossby 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	–	Sell	-154	Closed	-$1.72K	–	2347
2026 Q1	$1.72K	Buy	+154	New	+$2.42K	﹤0.01%	1860

Other funds holding UPWK

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Rossby Financial's UPWK Position: Q2 2026 in Review

Rossby Financial sold out of Upwork (UPWK) in Q2 2026, closing a stake of 154 shares — an estimated $1.72K sold.

Rossby Financial first reported a position in UPWK in Q1 2026 and held it in 1 quarter. The position peaked at $1.72K in Q1 2026. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Rossby Financial reported no remaining Upwork position as of Q2 2026 after selling out during the quarter.
Rossby Financial sold 154 Upwork shares in Q2 2026, an estimated $1.72K.
Rossby Financial first reported a position in Upwork in Q1 2026 and held it in 1 quarter.
Rossby Financial's Upwork position peaked at $1.72K in Q1 2026.
297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.