Synergy Financial Group’s Upwork UPWK Stock Holding History

Synergy Financial 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 Q1	$327K	Sell	29,804 -855	-3%	-$13.5K	0.25%	86
2025 Q4	$608K	Sell	30,659 -374	-1%	-$6.86K	0.43%	44
2025 Q3	$576K	Hold	31,033	–	–	0.39%	50
2025 Q2	$417K	Sell	31,033 -2,782	-8%	-$39.9K	0.31%	58
2025 Q1	$441K	Hold	33,815	–	–	0.4%	54
2024 Q4	$553K	Hold	33,815	–	–	0.46%	43
2024 Q3	$353K	Hold	33,815	–	–	0.34%	54
2024 Q2	$364K	Hold	33,815	–	–	0.38%	51
2024 Q1	$415K	Sell	33,815 -185	-0.5%	-$2.52K	0.47%	47
2023 Q4	$506K	Sell	34,000 -976	-3%	-$12.6K	0.62%	38
2023 Q3	$397K	Sell	34,976 -431	-1%	-$5.35K	0.55%	41
2023 Q2	$331K	Hold	35,407	–	–	0.45%	51
2023 Q1	$401K	Hold	35,407	–	–	0.65%	39
2022 Q4	$370K	Sell	35,407 -4,273	-11%	-$52.7K	0.73%	36
2022 Q3	$540K	Sell	39,680 -439	-1%	-$8.26K	0.81%	36
2022 Q2	$830K	Sell	40,119 -2,227	-5%	-$43.8K	1.3%	26
2022 Q1	$984K	Sell	42,346 -220	-0.5%	-$5.51K	1.03%	32
2021 Q4	$1.45M	Buy	+42,566	New	+$1.88M	1.3%	20

Other funds holding UPWK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Synergy Financial Group's UPWK Position: Q1 2026 in Review

Synergy Financial Group reduced its Upwork (UPWK) stake by 2.8% in Q1 2026, selling an estimated $13.5K and leaving 29,804 shares worth $327K. The position accounts for 0.25% of the portfolio, ranked #86.

Synergy Financial Group first reported a position in UPWK in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.45M in Q4 2021. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

Synergy Financial Group held 29,804 shares of Upwork worth $327K as of Q1 2026.
Synergy Financial Group sold 855 Upwork shares in Q1 2026, an estimated $13.5K.
Upwork made up 0.25% of Synergy Financial Group's portfolio in Q1 2026, its #86 holding.
Synergy Financial Group first reported a position in Upwork in Q4 2021 and has held it in 18 quarters since.
Synergy Financial Group's Upwork position peaked at $1.45M in Q4 2021.
292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.