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Summit Global Investments’s Upwork UPWK Stock Holding History

Summit Global Investments’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 		$89K Buy
+10,662
New +$101K ﹤0.01% 520
2022
Q1 		– Sell
-6,400
Closed -$219K – 565
2021
Q4 		$219K Buy
+6,400
New +$283K 0.01% 491

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

Summit Global Investments's UPWK Position: Q2 2026 in Review

Summit Global Investments opened a new position in Upwork (UPWK) in Q2 2026: 10,662 shares worth $89K. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in UPWK as recently as Q4 2021.

Summit Global Investments first reported a position in UPWK in Q4 2021 and has held it in 2 quarters since. The position peaked at $219K in Q4 2021. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Summit Global Investments held 10,662 shares of Upwork worth $89K as of Q2 2026.
  • Upwork was a new Summit Global Investments position in Q2 2026.
  • Upwork made up ﹤0.01% of Summit Global Investments's portfolio in Q2 2026, its #520 holding.
  • Summit Global Investments first reported a position in Upwork in Q4 2021 and has held it in 2 quarters since.
  • Summit Global Investments's Upwork position peaked at $219K in Q4 2021.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.