Simplex Trading
UPWK icon

Simplex Trading’s Upwork UPWK Stock Holding History

Simplex Trading’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 		$90.7K Buy
+10,852
New +$103K ﹤0.01% 5674
2026
Q1 		– Sell
-19,197
Closed -$302K – 10238
2025
Q4 		$380K Sell
19,197
-41,005
-68% -$752K ﹤0.01% 3578
2025
Q3 		$1.12M Sell
60,202
-8,397
-12% -$125K ﹤0.01% 2951
2025
Q2 		$921K Buy
68,599
+11,880
+21% +$171K ﹤0.01% 2865
2025
Q1 		$740K Sell
56,719
-46,670
-45% -$711K ﹤0.01% 2990
2024
Q4 		$1.69M Buy
103,389
+49,615
+92% +$715K ﹤0.01% 2350
2024
Q3 		$561K Buy
53,774
+29,082
+118% +$303K ﹤0.01% 3478
2024
Q2 		$265K Buy
24,692
+13,528
+121% +$153K ﹤0.01% 4365
2024
Q1 		$136K Sell
11,164
-32,014
-74% -$436K ﹤0.01% 5278
2023
Q4 		$642K Buy
43,178
+40,885
+1,783% +$527K ﹤0.01% 3441
2023
Q3 		$26K Sell
2,293
-32,715
-93% -$406K ﹤0.01% 6399
2023
Q2 		$326K Buy
35,008
+30,679
+709% +$278K ﹤0.01% 3744
2023
Q1 		$49K Sell
4,329
-7,529
-63% -$89.6K ﹤0.01% 5955
2022
Q4 		$123K Buy
+11,858
New +$146K ﹤0.01% 4822
2022
Q3 		– Sell
-2,800
Closed -$52.6K – 10942
2022
Q2 		$57K Buy
+2,800
New +$55K ﹤0.01% 6321
2022
Q1 		– Sell
-453
Closed -$11.3K – 11449
2021
Q4 		$15K Buy
+453
New +$20K ﹤0.01% 8708
2021
Q2 		– Sell
-24,362
Closed -$1.15M – 10742
2021
Q1 		$1.09M Buy
+24,362
New +$1.12M ﹤0.01% 2295
2020
Q4 		– Sell
-25,637
Closed -$733K – 9128
2020
Q3 		$447K Buy
25,637
+21,520
+523% +$322K ﹤0.01% 3141
2020
Q2 		$59K Buy
+4,117
New +$43.2K ﹤0.01% 5339
2020
Q1 		– Sell
-18,402
Closed -$158K – 8323
2019
Q4 		$196K Buy
+18,402
New +$232K ﹤0.01% 3785
2019
Q2 		– Sell
-18,453
Closed -$318K – 7834
2019
Q1 		$353K Buy
18,453
+18,206
+7,371% +$373K ﹤0.01% 3025
2018
Q4 		$4K Buy
+247
New +$4.59K ﹤0.01% 6344

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

Simplex Trading's UPWK Position: Q2 2026 in Review

Simplex Trading opened a new position in Upwork (UPWK) in Q2 2026: 10,852 shares worth $90.7K. The stake represents ﹤0.01% of the portfolio and ranks #5674 among its holdings. This is a return to the name: Simplex Trading previously reported a position in UPWK as recently as Q4 2025.

Simplex Trading first reported a position in UPWK in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.69M in Q4 2024. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Simplex Trading held 10,852 shares of Upwork worth $90.7K as of Q2 2026.
  • Upwork was a new Simplex Trading position in Q2 2026.
  • Upwork made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5674 holding.
  • Simplex Trading first reported a position in Upwork in Q4 2018 and has held it in 22 quarters since.
  • Simplex Trading's Upwork position peaked at $1.69M in Q4 2024.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.