SIP
UPWK icon

Stoneridge Investment Partners’s Upwork UPWK Stock Holding History

Stoneridge Investment Partners’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
2025
Q1 		– Sell
-16,566
Closed -$271K – 158
2024
Q4 		$271K Buy
16,566
+2,744
+20% +$39.5K 0.1% 98
2024
Q3 		$144K Hold
13,822
– – 0.05% 97
2024
Q2 		$149K Hold
13,822
– – 0.06% 105
2024
Q1 		$169K Buy
+13,822
New +$188K 0.06% 101

Other funds holding UPWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stoneridge Investment Partners's UPWK Position: Q1 2025 in Review

Stoneridge Investment Partners sold out of Upwork (UPWK) in Q1 2025, closing a stake of 16,566 shares — an estimated $271K sold.

Stoneridge Investment Partners first reported a position in UPWK in Q1 2024 and held it in 4 quarters. The position peaked at $271K in Q4 2024. 277 funds tracked by Wall St. Rank hold UPWK as of Q1 2025.

  • Stoneridge Investment Partners reported no remaining Upwork position as of Q1 2025 after selling out during the quarter.
  • Stoneridge Investment Partners sold 16,566 Upwork shares in Q1 2025, an estimated $271K.
  • Stoneridge Investment Partners first reported a position in Upwork in Q1 2024 and held it in 4 quarters.
  • Stoneridge Investment Partners's Upwork position peaked at $271K in Q4 2024.
  • 277 funds tracked by Wall St. Rank held Upwork as of Q1 2025.

Based on Stoneridge Investment Partners's 13F filing for Q1 2025, filed 14 May 2025.