SGAM
UPWK icon

Smith Group Asset Management’s Upwork UPWK Stock Holding History

Smith Group 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
2026
Q1 		$577K Buy
52,661
+13,688
+35% +$216K 0.03% 128
2025
Q4 		$772K Buy
38,973
+943
+2% +$17.3K 0.04% 111
2025
Q3 		$706K Buy
38,030
+1,145
+3% +$17.1K 0.04% 112
2025
Q2 		$496K Hold
36,885
– – 0.03% 133
2025
Q1 		$481K Buy
36,885
+13
+0% +$198 0.04% 144
2024
Q4 		$603K Buy
36,872
+474
+1% +$6.83K 0.04% 126
2024
Q3 		$380K Buy
36,398
+7,252
+25% +$75.6K 0.03% 120
2024
Q2 		$313K Buy
29,146
+174
+0.6% +$1.97K 0.03% 121
2024
Q1 		$355K Buy
+28,972
New +$394K 0.02% 161

Other funds holding UPWK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Smith Group Asset Management's UPWK Position: Q1 2026 in Review

Smith Group Asset Management increased its Upwork (UPWK) stake by 35% in Q1 2026, buying an estimated $216K and bringing the position to 52,661 shares worth $577K. The position accounts for 0.03% of the portfolio, ranked #128.

Smith Group Asset Management first reported a position in UPWK in Q1 2024 and has held it in 9 quarters since. The position peaked at $772K in Q4 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Smith Group Asset Management held 52,661 shares of Upwork worth $577K as of Q1 2026.
  • Smith Group Asset Management bought 13,688 Upwork shares in Q1 2026, an estimated $216K.
  • Upwork made up 0.03% of Smith Group Asset Management's portfolio in Q1 2026, its #128 holding.
  • Smith Group Asset Management first reported a position in Upwork in Q1 2024 and has held it in 9 quarters since.
  • Smith Group Asset Management's Upwork position peaked at $772K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.