Vident Advisory’s Upwork UPWK Stock Holding History

Vident Advisory’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	$664K	Buy	+79,378	New	+$751K	﹤0.01%	1215
2024 Q3	–	Sell	-10,017	Closed	-$108K	–	1557
2024 Q2	$108K	Sell	10,017 -2,038	-17%	-$23.1K	﹤0.01%	1350
2024 Q1	$148K	Buy	12,055 +1,966	+19%	+$26.7K	﹤0.01%	1251
2023 Q4	$150K	Sell	10,089 -16,307	-62%	-$210K	﹤0.01%	1249
2023 Q3	$300K	Buy	+26,396	New	+$328K	0.01%	906

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 $3.38T AUM 44.17% 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

Vident Advisory's UPWK Position: Q2 2026 in Review

Vident Advisory opened a new position in Upwork (UPWK) in Q2 2026: 79,378 shares worth $664K. The stake represents ﹤0.01% of the portfolio and ranks #1215 among its holdings. This is a return to the name: Vident Advisory previously reported a position in UPWK as recently as Q2 2024.

Vident Advisory first reported a position in UPWK in Q3 2023 and has held it in 5 quarters since. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Vident Advisory held 79,378 shares of Upwork worth $664K as of Q2 2026.
Upwork was a new Vident Advisory position in Q2 2026.
Upwork made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1215 holding.
Vident Advisory first reported a position in Upwork in Q3 2023 and has held it in 5 quarters since.
297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.