Vontobel Holding
UPWK icon

Vontobel Holding’s Upwork UPWK Stock Holding History

Vontobel Holding’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 		– Sell
-10,151
Closed -$201K – 1512
2025
Q4 		$201K Buy
+10,151
New +$186K ﹤0.01% 1310
2025
Q1 		– Sell
-76,140
Closed -$1.24M – 1162
2024
Q4 		$1.24M Sell
76,140
-45,586
-37% -$657K ﹤0.01% 535
2024
Q3 		$1.27M Sell
121,726
-1,889
-2% -$19.7K ﹤0.01% 537
2024
Q2 		$1.33M Sell
123,615
-5,694
-4% -$64.6K ﹤0.01% 518
2024
Q1 		$1.59M Sell
129,309
-44,464
-26% -$605K 0.01% 478
2023
Q4 		$2.58M Sell
173,773
-12,726
-7% -$164K 0.02% 391
2023
Q3 		$2.12M Sell
186,499
-90,070
-33% -$1.12M 0.02% 417
2023
Q2 		$2.58M Buy
276,569
+66,088
+31% +$599K 0.02% 396
2023
Q1 		$2.38M Buy
210,481
+82,630
+65% +$984K 0.02% 384
2022
Q4 		$1.27M Buy
127,851
+38,473
+43% +$475K 0.01% 515
2022
Q3 		$1.22M Buy
89,378
+18,305
+26% +$344K 0.01% 504
2022
Q2 		$1.45M Buy
71,073
+2,465
+4% +$48.5K 0.02% 455
2022
Q1 		$1.63M Sell
68,608
-3,453
-5% -$86.4K 0.01% 473
2021
Q4 		$2.49M Sell
72,061
-35,028
-33% -$1.55M 0.02% 400
2021
Q3 		$4.82M Sell
107,089
-5,582
-5% -$272K 0.04% 271
2021
Q2 		$6.68M Buy
112,671
+12,131
+12% +$570K 0.06% 232
2021
Q1 		$4.5M Sell
100,540
-25,633
-20% -$1.18M 0.03% 274
2020
Q4 		$6.73M Buy
+126,173
New +$3.61M 0.04% 230

Other funds holding UPWK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vontobel Holding's UPWK Position: Q1 2026 in Review

Vontobel Holding sold out of Upwork (UPWK) in Q1 2026, closing a stake of 10,151 shares — an estimated $201K sold.

Vontobel Holding first reported a position in UPWK in Q4 2020 and held it in 18 quarters. The position peaked at $6.73M in Q4 2020. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Vontobel Holding reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
  • Vontobel Holding sold 10,151 Upwork shares in Q1 2026, an estimated $201K.
  • Vontobel Holding first reported a position in Upwork in Q4 2020 and held it in 18 quarters.
  • Vontobel Holding's Upwork position peaked at $6.73M in Q4 2020.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.