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LRI Investments, LLC

Position in UPWK — Upwork, Inc

CIK 2023325 PALM BEACH GARDENS, FL

Position in UPWK

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$48,462
+$15,638 QoQ
Shares Held
5,797
+93.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#221
of 295 holders
Holding Since
Mar 2025
6 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, 2026

LRI Investments, LLC holds $40,135,249 across 16 Internet Content & Information names. UPWK ranks #5 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 UPWK
Upwork, Inc
This page
5,797 $48,462

All Filings in UPWK

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $48,462 5,797
2026-03-31 $32,824 2,995
2025-12-31 $50,104 2,528
2025-09-30 $46,944 2,528
2025-06-30 $33,975 2,528
2025-03-31 $6,394 490