Y-Intercept (HK)’s Upwork UPWK Stock Holding History

Y-Intercept (HK)’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	$2.21M	Buy	263,874 +193,428	+275%	+$1.83M	0.04%	644
2026 Q1	$772K	Buy	+70,446	New	+$1.11M	0.01%	1126
2025 Q3	–	Sell	-93,153	Closed	-$1.25M	–	2072
2025 Q2	$1.25M	Buy	+93,153	New	+$1.34M	0.03%	838
2025 Q1	–	Sell	-20,115	Closed	-$329K	–	1627
2024 Q4	$329K	Sell	20,115 -13,894	-41%	-$200K	0.02%	903
2024 Q3	$355K	Buy	+34,009	New	+$355K	0.02%	938
2024 Q2	–	Sell	-55,890	Closed	-$685K	–	1942
2024 Q1	$685K	Buy	55,890 +29,897	+115%	+$407K	0.05%	553
2023 Q4	$387K	Sell	25,993 -11,283	-30%	-$146K	0.04%	723
2023 Q3	$423K	Buy	+37,276	New	+$463K	0.04%	626
2022 Q1	–	Sell	-7,997	Closed	-$273K	–	972
2021 Q4	$273K	Buy	+7,997	New	+$353K	0.06%	424
2021 Q2	–	Sell	-5,742	Closed	-$244K	–	916
2021 Q1	$244K	Buy	+5,742	New	+$265K	0.07%	488

Other funds holding UPWK

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

GCM

Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return

Y-Intercept (HK)'s UPWK Position: Q2 2026 in Review

Y-Intercept (HK) increased its Upwork (UPWK) stake by 275% in Q2 2026, buying an estimated $1.83M and bringing the position to 263,874 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #644.

Y-Intercept (HK) first reported a position in UPWK in Q1 2021 and has held it in 10 quarters since. 34 funds tracked by Wall St. Rank hold UPWK as of Q2 2026.

Y-Intercept (HK) held 263,874 shares of Upwork worth $2.21M as of Q2 2026.
Y-Intercept (HK) bought 193,428 Upwork shares in Q2 2026, an estimated $1.83M.
Upwork made up 0.04% of Y-Intercept (HK)'s portfolio in Q2 2026, its #644 holding.
Y-Intercept (HK) first reported a position in Upwork in Q1 2021 and has held it in 10 quarters since.
34 funds tracked by Wall St. Rank held Upwork as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.