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Shell Asset Management’s Upwork UPWK Stock Holding History

Shell Asset 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
2025
Q3 		$44K Sell
2,361
-4,213
-64% -$62.7K ﹤0.01% 902
2025
Q2 		$88K Sell
6,574
-727
-10% -$10.4K ﹤0.01% 1032
2025
Q1 		$95K Sell
7,301
-318
-4% -$4.84K ﹤0.01% 1028
2024
Q4 		$125K Hold
7,619
– – 0.01% 994
2024
Q3 		$80K Buy
+7,619
New +$79.5K ﹤0.01% 1096
2024
Q1 		$87K Buy
8,060
+5,141
+176% +$69.9K ﹤0.01% 1060
2023
Q4 		$43K Sell
2,919
-856
-23% -$11K ﹤0.01% 1187
2023
Q3 		$43K Sell
3,775
-59
-2% -$732 ﹤0.01% 1208
2023
Q2 		$36K Sell
3,834
-23
-0.6% -$208 ﹤0.01% 1239
2023
Q1 		$44K Sell
3,857
-13
-0.3% -$155 ﹤0.01% 1199
2022
Q4 		$40K Sell
3,870
-283
-7% -$3.49K ﹤0.01% 1288
2022
Q3 		$57K Sell
4,153
-542
-12% -$10.2K ﹤0.01% 1315
2022
Q2 		$97K Buy
4,695
+60
+1% +$1.18K ﹤0.01% 1288
2022
Q1 		$108K Sell
4,635
-685
-13% -$17.1K ﹤0.01% 1283
2021
Q4 		$182K Buy
5,320
+28
+0.5% +$1.24K ﹤0.01% 1228
2021
Q3 		$238K Sell
5,292
-230
-4% -$11.2K 0.01% 1153
2021
Q2 		$322K Buy
+5,522
New +$260K 0.01% 1096

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Shell Asset Management's UPWK Position: Q3 2025 in Review

Shell Asset Management reduced its Upwork (UPWK) stake by 64% in Q3 2025, selling an estimated $62.7K and leaving 2,361 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Shell Asset Management first reported a position in UPWK in Q2 2021 and has held it in 17 quarters since. The position peaked at $322K in Q2 2021. 276 funds tracked by Wall St. Rank hold UPWK as of Q3 2025.

  • Shell Asset Management held 2,361 shares of Upwork worth $44K as of Q3 2025.
  • Shell Asset Management sold 4,213 Upwork shares in Q3 2025, an estimated $62.7K.
  • Upwork made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #902 holding.
  • Shell Asset Management first reported a position in Upwork in Q2 2021 and has held it in 17 quarters since.
  • Shell Asset Management's Upwork position peaked at $322K in Q2 2021.
  • 276 funds tracked by Wall St. Rank held Upwork as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.