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Straightline Group’s Upwork UPWK Stock Holding History

Straightline Group’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 		$697K Buy
83,406
+40,885
+96% +$387K 0.33% 13
2026
Q1 		$466K Buy
42,521
+3,299
+8% +$51.9K 0.23% 13
2025
Q4 		$867K Buy
39,222
+920
+2% +$16.9K 0.47% 11
2025
Q3 		$617K Buy
38,302
+1,159
+3% +$17.3K 0.36% 11
2025
Q2 		$499K Buy
37,143
+1,160
+3% +$16.7K 0.31% 10
2025
Q1 		$463K Buy
35,983
+3,338
+10% +$50.9K 0.3% 10
2024
Q4 		$534K Buy
+32,645
New +$470K 0.35% 17

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

Straightline Group's UPWK Position: Q2 2026 in Review

Straightline Group increased its Upwork (UPWK) stake by 96% in Q2 2026, buying an estimated $387K and bringing the position to 83,406 shares worth $697K. The position accounts for 0.33% of the portfolio, ranked #13.

Straightline Group first reported a position in UPWK in Q4 2024 and has held it in 7 quarters since. The position peaked at $867K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Straightline Group held 83,406 shares of Upwork worth $697K as of Q2 2026.
  • Straightline Group bought 40,885 Upwork shares in Q2 2026, an estimated $387K.
  • Upwork made up 0.33% of Straightline Group's portfolio in Q2 2026, its #13 holding.
  • Straightline Group first reported a position in Upwork in Q4 2024 and has held it in 7 quarters since.
  • Straightline Group's Upwork position peaked at $867K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Straightline Group's 13F filing for Q2 2026, filed 14 Aug 2026.