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Rothschild Investment LLC’s Upwork UPWK Stock Holding History

Rothschild Investment LLC’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 		$4.32K Buy
517
+354
+217% +$3.35K ﹤0.01% 2370
2026
Q1 		$1.79K Sell
163
-128
-44% -$2.02K ﹤0.01% 2609
2025
Q4 		$5.77K Buy
291
+86
+42% +$1.58K ﹤0.01% 1815
2025
Q3 		$3.81K Sell
205
-20
-9% -$298 ﹤0.01% 1832
2025
Q2 		$3.02K Buy
225
+45
+25% +$646 ﹤0.01% 1784
2025
Q1 		$2.35K Buy
180
+50
+38% +$762 ﹤0.01% 1792
2024
Q4 		$2.13K Buy
130
+45
+53% +$648 ﹤0.01% 1764
2024
Q3 		$888 Buy
85
+35
+70% +$365 ﹤0.01% 2255
2024
Q2 		$538 Buy
50
+40
+400% +$454 ﹤0.01% 1964
2024
Q1 		$123 Buy
+10
New +$136 ﹤0.01% 2083

Other funds holding UPWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Rothschild Investment LLC's UPWK Position: Q2 2026 in Review

Rothschild Investment LLC increased its Upwork (UPWK) stake by 217% in Q2 2026, buying an estimated $3.35K and bringing the position to 517 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

Rothschild Investment LLC first reported a position in UPWK in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.77K in Q4 2025. 117 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Rothschild Investment LLC held 517 shares of Upwork worth $4.32K as of Q2 2026.
  • Rothschild Investment LLC bought 354 Upwork shares in Q2 2026, an estimated $3.35K.
  • Upwork made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2370 holding.
  • Rothschild Investment LLC first reported a position in Upwork in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Upwork position peaked at $5.77K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.