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Swiss Life Asset Management’s Upwork UPWK Stock Holding History

Swiss Life 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
Q2 		$197K Buy
23,602
+1,356
+6% +$12.8K ﹤0.01% 1529
2026
Q1 		$244K Buy
22,246
+7,514
+51% +$118K ﹤0.01% 1246
2025
Q4 		$292K Buy
+14,732
New +$270K ﹤0.01% 1039

Other funds holding UPWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Swiss Life Asset Management's UPWK Position: Q2 2026 in Review

Swiss Life Asset Management increased its Upwork (UPWK) stake by 6.1% in Q2 2026, buying an estimated $12.8K and bringing the position to 23,602 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Swiss Life Asset Management first reported a position in UPWK in Q4 2025 and has held it in 3 quarters since. The position peaked at $292K in Q4 2025. 185 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Swiss Life Asset Management held 23,602 shares of Upwork worth $197K as of Q2 2026.
  • Swiss Life Asset Management bought 1,356 Upwork shares in Q2 2026, an estimated $12.8K.
  • Upwork made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1529 holding.
  • Swiss Life Asset Management first reported a position in Upwork in Q4 2025 and has held it in 3 quarters since.
  • Swiss Life Asset Management's Upwork position peaked at $292K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.