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
Q2 		$1.57M Buy
187,947
+80,385
+75% +$761K ﹤0.01% 2254
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

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

Stifel Financial's UPWK Position: Q2 2026 in Review

Stifel Financial increased its Upwork (UPWK) stake by 75% in Q2 2026, buying an estimated $761K and bringing the position to 187,947 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Stifel Financial first reported a position in UPWK in Q4 2018 and has held it in 19 quarters since. The position peaked at $8.39M in Q4 2024. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Stifel Financial held 187,947 shares of Upwork worth $1.57M as of Q2 2026.
  • Stifel Financial bought 80,385 Upwork shares in Q2 2026, an estimated $761K.
  • Upwork made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2254 holding.
  • Stifel Financial first reported a position in Upwork in Q4 2018 and has held it in 19 quarters since.
  • Stifel Financial's Upwork position peaked at $8.39M in Q4 2024.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.