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 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 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

UMB Bank's UPWK Position: Q1 2026 in Review

UMB Bank reduced its Upwork (UPWK) stake by 51% in Q1 2026, selling an estimated $4.17K and leaving 250 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

UMB Bank first reported a position in UPWK in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.2K in Q4 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

UMB Bank held 250 shares of Upwork worth $2.74K as of Q1 2026.
UMB Bank sold 265 Upwork shares in Q1 2026, an estimated $4.17K.
Upwork made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #2131 holding.
UMB Bank first reported a position in Upwork in Q4 2025 and has held it in 2 quarters since.
UMB Bank's Upwork position peaked at $10.2K in Q4 2025.
292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.