State of Wyoming’s Upwork UPWK Stock Holding History

State of Wyoming’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	$1.78M	Buy	162,856 +15,915	+11%	+$251K	0.21%	39
2025 Q4	$2.91M	Buy	146,941 +16,284	+12%	+$299K	0.32%	19
2025 Q3	$2.43M	Sell	130,657 -6,387	-5%	-$95.1K	0.28%	23
2025 Q2	$1.84M	Buy	137,044 +115,857	+547%	+$1.66M	0.23%	28
2025 Q1	$276K	Buy	21,187 +10,665	+101%	+$162K	0.04%	600
2024 Q4	$172K	Sell	10,522 -4,020	-28%	-$57.9K	0.02%	930
2024 Q3	$152K	Buy	14,542 +7,507	+107%	+$78.3K	0.02%	888
2024 Q2	$75.6K	Sell	7,035 -10,519	-60%	-$119K	0.01%	1188
2024 Q1	$215K	Buy	17,554 +4,782	+37%	+$65.1K	0.04%	550
2023 Q4	$190K	Buy	+12,772	New	+$165K	0.04%	594
2022 Q3	–	Sell	-4,898	Closed	-$101K	–	1953
2022 Q2	$101K	Buy	4,898 +3,518	+255%	+$69.2K	0.06%	497
2022 Q1	$32K	Buy	1,380 +250	+22%	+$6.26K	0.02%	1289
2021 Q4	$39K	Sell	1,130 -427	-27%	-$18.9K	0.02%	1222
2021 Q3	$70K	Sell	1,557 -2,864	-65%	-$140K	0.05%	619
2021 Q2	$258K	Buy	+4,421	New	+$208K	0.16%	121

Other funds holding UPWK

BlackRock New York $5.7T 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

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

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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