Wellington Management Group
UPWK icon

Wellington Management Group’s Upwork UPWK Stock Holding History

Wellington Management 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 		– Sell
-871,228
Closed -$9.55M – 2073
2026
Q1 		$9.55M Sell
871,228
-51,905
-6% -$817K ﹤0.01% 1256
2025
Q4 		$18.3M Buy
923,133
+284,127
+44% +$5.21M ﹤0.01% 1066
2025
Q3 		$11.9M Buy
+639,006
New +$9.52M ﹤0.01% 1221
2023
Q3 		– Sell
-75,471
Closed -$705K – 1894
2023
Q2 		$705K Buy
75,471
+138
+0.2% +$1.25K ﹤0.01% 1650
2023
Q1 		$853K Sell
75,333
-901,762
-92% -$10.7M ﹤0.01% 1697
2022
Q4 		$10.2M Buy
977,095
+192,603
+25% +$2.38M ﹤0.01% 1080
2022
Q3 		$10.7M Sell
784,492
-200,630
-20% -$3.77M ﹤0.01% 1087
2022
Q2 		$20.4M Buy
985,122
+263,203
+36% +$5.17M ﹤0.01% 938
2022
Q1 		$16.8M Sell
721,919
-284,872
-28% -$7.13M ﹤0.01% 1060
2021
Q4 		$34.4M Buy
1,006,791
+321,747
+47% +$14.2M 0.01% 949
2021
Q3 		$30.8M Buy
685,044
+305,227
+80% +$14.9M 0.01% 958
2021
Q2 		$22.1M Sell
379,817
-2,366
-0.6% -$111K ﹤0.01% 1072
2021
Q1 		$17.1M Sell
382,183
-213,312
-36% -$9.85M ﹤0.01% 1110
2020
Q4 		$20.6M Buy
595,495
+37,807
+7% +$1.08M ﹤0.01% 1027
2020
Q3 		$9.73M Buy
557,688
+76,721
+16% +$1.15M ﹤0.01% 1107
2020
Q2 		$6.95M Sell
480,967
-178,824
-27% -$1.88M ﹤0.01% 1145
2020
Q1 		$4.26M Buy
659,791
+30,645
+5% +$263K ﹤0.01% 1224
2019
Q4 		$6.71M Buy
629,146
+67,795
+12% +$854K ﹤0.01% 1263
2019
Q3 		$7.47M Buy
561,351
+412,543
+277% +$6.29M ﹤0.01% 1243
2019
Q2 		$2.39M Sell
148,808
-8,316
-5% -$143K ﹤0.01% 1578
2019
Q1 		$3.01M Sell
157,124
-93,585
-37% -$1.92M ﹤0.01% 1510
2018
Q4 		$4.54M Buy
+250,709
New +$4.66M ﹤0.01% 1415

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

Wellington Management Group's UPWK Position: Q2 2026 in Review

Wellington Management Group sold out of Upwork (UPWK) in Q2 2026, closing a stake of 871,228 shares — an estimated $9.55M sold.

Wellington Management Group first reported a position in UPWK in Q4 2018 and held it in 22 quarters. The position peaked at $34.4M in Q4 2021. 297 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

  • Wellington Management Group reported no remaining Upwork position as of Q2 2026 after selling out during the quarter.
  • Wellington Management Group sold 871,228 Upwork shares in Q2 2026, an estimated $9.55M.
  • Wellington Management Group first reported a position in Upwork in Q4 2018 and held it in 22 quarters.
  • Wellington Management Group's Upwork position peaked at $34.4M in Q4 2021.
  • 297 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.