SummitTX Capital’s Upwork UPWK Stock Holding History

SummitTX Capital’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	$822K	Buy	98,287 +52,994	+117%	+$502K	0.02%	493
2026 Q1	$496K	Buy	+45,293	New	+$713K	0.02%	566

Other funds holding UPWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SummitTX Capital's UPWK Position: Q2 2026 in Review

SummitTX Capital increased its Upwork (UPWK) stake by 117% in Q2 2026, buying an estimated $502K and bringing the position to 98,287 shares worth $822K. The position accounts for 0.02% of the portfolio, ranked #493.

SummitTX Capital first reported a position in UPWK in Q1 2026 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

SummitTX Capital held 98,287 shares of Upwork worth $822K as of Q2 2026.
SummitTX Capital bought 52,994 Upwork shares in Q2 2026, an estimated $502K.
Upwork made up 0.02% of SummitTX Capital's portfolio in Q2 2026, its #493 holding.
SummitTX Capital first reported a position in Upwork in Q1 2026 and has held it in 2 quarters since.
297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.