UB
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UMB Bank’s Upwork UPWK Stock Holding History

UMB Bank’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 		$5.77K Buy
690
+440
+176% +$4.16K ﹤0.01% 2069
2026
Q1 		$2.74K Sell
250
-265
-51% -$4.17K ﹤0.01% 2131
2025
Q4 		$10.2K Buy
+515
New +$9.45K ﹤0.01% 1817

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

UMB Bank's UPWK Position: Q2 2026 in Review

UMB Bank increased its Upwork (UPWK) stake by 176% in Q2 2026, buying an estimated $4.16K and bringing the position to 690 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

UMB Bank first reported a position in UPWK in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.2K in Q4 2025. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • UMB Bank held 690 shares of Upwork worth $5.77K as of Q2 2026.
  • UMB Bank bought 440 Upwork shares in Q2 2026, an estimated $4.16K.
  • Upwork made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2069 holding.
  • UMB Bank first reported a position in Upwork in Q4 2025 and has held it in 3 quarters since.
  • UMB Bank's Upwork position peaked at $10.2K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.