Position in UPWK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$135,298
-$4,983,137 QoQ
Shares Held
16,184
-95.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#191
of 295 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPWK Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $9,599,865 across 7 Internet Content & Information names. UPWK ranks #3 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
15,859 | $5,605,395 | |
| 2 | META |
Meta Platforms, Inc.
|
6,814 | $3,838,258 | |
| 3 | UPWK |
Upwork, Inc
This page
|
16,184 | $135,298 | |
| 4 | SPOT |
Spotify Technology S.A.
|
30 | $13,773 | |
| 5 | NBIS |
Nebius Group N.V.
|
23 | $6,351 | |
| 6 | DJT |
Trump Media & Technology Group Corp.
|
100 | $774 | |
| 7 | TME |
Tencent Music Entertainment Group
|
2 | $16 |
All Filings in UPWK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,298 | 16,184 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $5,118,435 | 380,836 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $5,411,800 | 330,997 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,460,360 | 331,135 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||