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 Q2	$241K	Sell	28,831 -973	-3%	-$9.21K	0.17%	102
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 $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

Synergy Financial Group's UPWK Position: Q2 2026 in Review

Synergy Financial Group reduced its Upwork (UPWK) stake by 3.3% in Q2 2026, selling an estimated $9.21K and leaving 28,831 shares worth $241K. The position accounts for 0.17% of the portfolio, ranked #102.

Synergy Financial Group first reported a position in UPWK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.45M in Q4 2021. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Synergy Financial Group held 28,831 shares of Upwork worth $241K as of Q2 2026.
Synergy Financial Group sold 973 Upwork shares in Q2 2026, an estimated $9.21K.
Upwork made up 0.17% of Synergy Financial Group's portfolio in Q2 2026, its #102 holding.
Synergy Financial Group first reported a position in Upwork in Q4 2021 and has held it in 19 quarters since.
Synergy Financial Group's Upwork position peaked at $1.45M in Q4 2021.
297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.