Sugar Maple Asset Management’s Upwork UPWK Stock Holding History

Sugar Maple Asset Management’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 Q3	$122K	Buy	+15,000	New	+$133K	0.07%	88

Other funds holding UPWK

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Sugar Maple Asset Management's UPWK Position: Q3 2026 in Review

Sugar Maple Asset Management opened a new position in Upwork (UPWK) in Q3 2026: 15,000 shares worth $122K. The stake represents 0.07% of the portfolio and ranks #88 among its holdings.

14 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

Sugar Maple Asset Management held 15,000 shares of Upwork worth $122K as of Q3 2026.
Upwork was a new Sugar Maple Asset Management position in Q3 2026.
Upwork made up 0.07% of Sugar Maple Asset Management's portfolio in Q3 2026, its #88 holding.
14 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.