WPG Advisers’s Upwork UPWK Stock Holding History

WPG Advisers’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	-46	Closed	-$504	–	1586
2026 Q1	$504	Hold	46	–	–	﹤0.01%	1361
2025 Q4	$912	Buy	+46	New	+$844	﹤0.01%	1302

Other funds holding UPWK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

WPG Advisers's UPWK Position: Q2 2026 in Review

WPG Advisers sold out of Upwork (UPWK) in Q2 2026, closing a stake of 46 shares — an estimated $504 sold.

WPG Advisers first reported a position in UPWK in Q4 2025 and held it in 2 quarters. The position peaked at $912 in Q4 2025. 117 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

WPG Advisers reported no remaining Upwork position as of Q2 2026 after selling out during the quarter.
WPG Advisers sold 46 Upwork shares in Q2 2026, an estimated $504.
WPG Advisers first reported a position in Upwork in Q4 2025 and held it in 2 quarters.
WPG Advisers's Upwork position peaked at $912 in Q4 2025.
117 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.