OneDigital Investment Advisors LLC

Position in UPWK — Upwork, Inc

CIK 1690370 OVERLAND PARK, KS

Position in UPWK

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,795,797

-$2,316,098 QoQ

Shares Held

255,091

-1.1% QoQ

Ownership

0.207%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Communication Services · as of Mar 31, 2026

OneDigital Investment Advisors LLC holds $85,526,325 across 7 Internet Content & Information names. UPWK ranks #3 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	214,794	$61,766,162
2	META	Meta Platforms, Inc.	32,442	$18,561,041
3	UPWK	Upwork, Inc This page	255,091	$2,795,797
4	SPOT	Spotify Technology S.A.	2,433	$1,179,786
5	NBIS	Nebius Group N.V.	7,058	$732,338
6	GENI	Genius Sports Ltd	61,580	$272,799
7	NXDR	Nextdoor Holdings, Inc.	156,002	$218,402

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,795,797	255,091	-1.1%	Shares	Sole	2026-05-08
2025-12-31	$5,111,895	257,916	-3.9%	Shares	Sole	2026-02-13
2025-09-30	$4,984,188	268,400	-1.9%	Shares	Sole	2025-11-10
2025-06-30	$3,677,170	273,599	-1.6%	Shares	Sole	2025-08-07
2025-03-31	$3,627,077	277,937	-11.6%	Shares	Sole	2025-04-29
2024-12-31	$5,142,189	314,507	+70.4%	Shares	Sole	2025-02-13
2024-09-30	$1,928,902	184,584	-0.1%	Shares	Sole	2024-11-06
2024-06-30	$1,985,374	184,686	+44.4%	Shares	Sole	2024-08-02
2024-03-31	$1,567,943	127,891	+0.2%	Shares	Sole	2024-05-10
2023-12-31	$1,897,352	127,596	-4.6%	Shares	Sole	2024-02-13
2023-09-30	$1,520,036	133,806	+0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,249,196	133,747	+117.1%	Shares	Sole	2023-08-07
2023-03-31	$697,504	61,617	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.