Stifel Financial
UPWK icon

Stifel Financial’s Upwork UPWK Stock Holding History

Stifel Financial’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 		$1.18M Buy
107,562
+37,986
+55% +$598K ﹤0.01% 2346
2025
Q4 		$1.38M Sell
69,576
-9,725
-12% -$178K ﹤0.01% 2230
2025
Q3 		$1.47M Sell
79,301
-1,173
-1% -$17.5K ﹤0.01% 2129
2025
Q2 		$1.08M Sell
80,474
-16,396
-17% -$235K ﹤0.01% 2284
2025
Q1 		$1.26M Sell
96,870
-416,435
-81% -$6.34M ﹤0.01% 2081
2024
Q4 		$8.39M Buy
513,305
+301,736
+143% +$4.35M 0.01% 936
2024
Q3 		$2.21M Buy
211,569
+147,059
+228% +$1.53M ﹤0.01% 1707
2024
Q2 		$693K Buy
64,510
+29,392
+84% +$333K ﹤0.01% 2409
2024
Q1 		$431K Buy
35,118
+10,184
+41% +$139K ﹤0.01% 2701
2023
Q4 		$371K Buy
24,934
+6,635
+36% +$85.6K ﹤0.01% 2722
2023
Q3 		$208K Sell
18,299
-14,341
-44% -$178K ﹤0.01% 2975
2023
Q2 		$305K Buy
32,640
+5,050
+18% +$45.8K ﹤0.01% 2813
2023
Q1 		$312K Buy
27,590
+5,169
+23% +$61.5K ﹤0.01% 2785
2022
Q4 		$234K Buy
+22,421
New +$277K ﹤0.01% 2907
2020
Q4 		– Sell
-15,412
Closed -$269K – 3120
2020
Q3 		$269K Buy
+15,412
New +$231K ﹤0.01% 2470
2019
Q3 		– Sell
-13,346
Closed -$220K – 2979
2019
Q2 		$220K Sell
13,346
-1,989
-13% -$34.3K ﹤0.01% 2662
2019
Q1 		$297K Sell
15,335
-25,382
-62% -$520K ﹤0.01% 2372
2018
Q4 		$738K Buy
+40,717
New +$757K ﹤0.01% 1723

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VPM
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LSV Asset Management
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AA
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VCM
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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