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Yorktown Management & Research Company’s Upwork UPWK Stock Holding History

Yorktown Management & Research Company’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
-21,900
Closed -$434K – 247
2025
Q4 		$434K Hold
21,900
– – 0.35% 114
2025
Q3 		$407K Buy
+21,900
New +$326K 0.32% 123

Other funds holding UPWK

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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

Yorktown Management & Research Company's UPWK Position: Q1 2026 in Review

Yorktown Management & Research Company sold out of Upwork (UPWK) in Q1 2026, closing a stake of 21,900 shares — an estimated $434K sold.

Yorktown Management & Research Company first reported a position in UPWK in Q3 2025 and held it in 2 quarters. The position peaked at $434K in Q4 2025. 292 funds tracked by Wall St. Rank hold UPWK as of Q1 2026.

  • Yorktown Management & Research Company reported no remaining Upwork position as of Q1 2026 after selling out during the quarter.
  • Yorktown Management & Research Company sold 21,900 Upwork shares in Q1 2026, an estimated $434K.
  • Yorktown Management & Research Company first reported a position in Upwork in Q3 2025 and held it in 2 quarters.
  • Yorktown Management & Research Company's Upwork position peaked at $434K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Upwork as of Q1 2026.

Based on Yorktown Management & Research Company's 13F filing for Q1 2026, filed 20 Apr 2026.