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UPWK · Upwork, Inc · Held by Funds

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$9.93 +0.07 (+0.66%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$1.25B
Shares
125.78M
Volume · Nov 13 2.38M Avg daily vol (3M) 2.81M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of UPWK by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 27.79% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.28% 5,387,489
Index ETFs 23.51% 29,565,333
Active ETFs 2.54% 3,195,386
Active funds 16.16% 20,330,128
Unclassified 1.17% 1,477,090
All registered funds 47.67% 59,955,426
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding UPWK

314 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 7,443,215 $62,225,277 0.06%
SMALLCAP World Fund Inc 4,723,558 $39,488,945 0.04%
VANGUARD TOTAL STOCK MARKET INDEX FUND 3,687,208 $30,825,059 0.00%
iShares Russell 2000 ETF 3,158,028 $26,401,114 0.03%
VANGUARD SMALL-CAP INDEX FUND 2,688,737 $22,477,841 0.01%
Invenomic Fund 1,569,060 $14,372,590 1.68%
VANGUARD SMALL-CAP GROWTH INDEX FUND 1,543,614 $12,904,613 0.03%
Fidelity Small Cap Index Fund 1,317,326 $12,066,706 0.04%
VANGUARD EXTENDED MARKET INDEX FUND 1,419,700 $11,868,692 0.01%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 1,132,849 $9,470,618 0.06%
iShares S&P Small-Cap 600 Growth ETF 1,105,136 $9,238,937 0.11%
U.S. SMALL CAP VALUE PORTFOLIO 896,234 $8,209,503 0.04%
Pacer US Small Cap Cash Cows 100 ETF 851,117 $7,796,232 0.21%
Avantis U.S. Small Cap Value ETF 856,790 $7,736,814 0.02%
iShares Russell 2000 Value ETF 811,884 $6,787,350 0.05%
U.S. Targeted Value Portfolio 720,672 $6,601,356 0.04%
VANGUARD RUSSELL 2000 INDEX FUND 689,905 $6,229,842 0.03%
Dimensional U.S. Targeted Value ETF 661,257 $6,057,114 0.04%
VANGUARD STRATEGIC EQUITY FUND 718,111 $6,003,408 0.05%
Strategic Advisers U.S. Total Stock Fund 660,200 $5,961,606 0.01%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF 690,720 $5,774,419 0.11%
Fidelity Enhanced Small Cap Core ETF 679,905 $5,684,006 0.10%
VANGUARD EXPLORER FUND 576,382 $5,279,659 0.02%
Schwab U.S. Small-Cap ETF 582,024 $5,255,677 0.02%
U.S. SMALL CAP PORTFOLIO 566,705 $5,191,018 0.03%
Royce Small-Cap Fund 604,429 $5,053,026 0.24%
VictoryShares Small Cap Free Cash Flow ETF 530,067 $4,431,360 0.73%
Principal U.S. Small-Cap ETF 514,743 $4,303,251 0.18%
Dimensional US Small Cap Value ETF 453,785 $4,156,671 0.05%
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND 494,321 $4,132,524 0.13%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 444,002 $4,009,338 0.06%
Goldman Sachs Small Cap Equity Insights Fund 321,608 $2,945,929 0.29%
Goldman Sachs Small Cap Value Insights Fund 307,887 $2,820,245 0.21%
Schwab Small-Cap Index Fund 291,238 $2,667,740 0.04%
Small Cap Core Portfolio 311,563 $2,604,667 0.30%
iShares Russell 2000 Growth ETF 311,110 $2,600,880 0.02%
Dimensional U.S. Core Equity 2 ETF 267,983 $2,454,724 0.01%
JPMorgan Small & Mid Cap Enhanced Equity ETF 277,787 $2,322,299 0.08%
Fidelity Extended Market Index Fund 255,950 $2,311,229 0.01%
Bridge Builder Small/Mid Cap Value Fund 270,100 $2,258,036 0.02%
Bushido Capital US SMID Cap Equity ETF 245,427 $2,248,111 1.23%
Bridge Builder Small/Mid Cap Growth Fund 267,113 $2,233,065 0.02%
Clearwater Select Equity Fund 266,877 $2,231,092 0.43%
iShares U.S. Small-Cap Equity Factor ETF 235,063 $2,153,177 0.05%
Fidelity Total Market Index Fund 235,922 $2,130,376 0.00%
Amplify Online Retail ETF 250,878 $2,097,340 1.95%
Bridge Builder Large Cap Value Fund 232,200 $1,941,192 0.01%
Master Small Cap Index Series 225,226 $1,882,889 0.03%
Fidelity Series Total Market Index Fund 190,536 $1,720,540 0.00%
U.S. MICRO CAP PORTFOLIO 185,591 $1,700,014 0.02%
Showing 1–50 of 314 positions
Key facts CIK 1627475 CUSIP 91688F104 13F (30d) 249 filings 216 filers Visit website Investor relations