Position in UPWK
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,655,391
-$3,305,609 QoQ
Shares Held
424,762
+5.8% QoQ
Ownership
0.344%
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UPWK Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Mar 31, 2026Financial Gravity Asset Management, Inc. holds $8,674,589 across 7 Internet Content & Information names. UPWK ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPWK |
Upwork, Inc
This page
|
424,762 | $4,655,391 | |
| 2 | META |
Meta Platforms, Inc.
|
6,793 | $3,886,479 | |
| 3 | GOOGL |
Alphabet Inc.
|
399 | $114,736 | |
| 4 | SPOT |
Spotify Technology S.A.
|
30 | $14,547 | |
| 5 | NBIS |
Nebius Group N.V.
|
24 | $2,490 | |
| 6 | DJT |
Trump Media & Technology Group Corp.
|
100 | $928 | |
| 7 | TME |
Tencent Music Entertainment Group
|
2 | $18 |
All Filings in UPWK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,655,391 | 424,762 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,961,000 | 401,665 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,266,626 | 391,310 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $4,613,775 | 353,546 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $3,557,701 | 330,949 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,622,229 | 295,451 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $4,393,356 | 295,451 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $44,230,474 | 3,893,556 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,570,184 | 168,114 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,597,648 | 141,151 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $359,689 | 34,453 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $432,802 | 31,777 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,580,663 | 76,441 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $712,474 | 30,659 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,966,625 | 57,571 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,517,144 | 55,901 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,057,788 | 103,925 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,649,230 | 103,847 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,601,933 | 75,377 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $179,638 | 27,854 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||