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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
Q2 		$447K Buy
53,479
+818
+2% +$7.74K 0.02% 153
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 $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

Smith Group Asset Management's UPWK Position: Q2 2026 in Review

Smith Group Asset Management increased its Upwork (UPWK) stake by 1.6% in Q2 2026, buying an estimated $7.74K and bringing the position to 53,479 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #153.

Smith Group Asset Management first reported a position in UPWK in Q1 2024 and has held it in 10 quarters since. The position peaked at $772K in Q4 2025. 296 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Smith Group Asset Management held 53,479 shares of Upwork worth $447K as of Q2 2026.
  • Smith Group Asset Management bought 818 Upwork shares in Q2 2026, an estimated $7.74K.
  • Upwork made up 0.02% of Smith Group Asset Management's portfolio in Q2 2026, its #153 holding.
  • Smith Group Asset Management first reported a position in Upwork in Q1 2024 and has held it in 10 quarters since.
  • Smith Group Asset Management's Upwork position peaked at $772K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.