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Creative Planning

Position in UPWK — Upwork, Inc

CIK 1540235 OVERLAND PARK, KS

Position in UPWK

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,584,076
+$1,100,806 QoQ
Shares Held
189,483
+329.7% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 296 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UPWK Over Time

Shares Held

Position Value (USD)

Position in Internet Content & Information

Communication Services · as of Jun 30, 2026

Creative Planning holds $2,509,444,410 across 37 Internet Content & Information names. UPWK ranks #17 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in UPWK

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,584,076 189,483
2026-03-31 $483,270 44,094
2025-12-31 $1,024,674 51,699
2025-09-30 $669,169 36,035
2025-06-30 $392,972 29,239
2025-03-31 $326,367 25,009
2024-12-31 $468,573 28,659
2024-09-30 $207,484 19,855
2023-09-30 $284 25