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Creative Planning UPWK Position History
Upwork Inc.
Quarters held
8
Latest value
$1.7M
Q3 2026
Peak value
$1.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $64K |
| Q3 2025 | $606K |
| Q4 2025 | $1M |
| Q1 2026 | $483K |
| Q2 2026 | $13K |
| Q2 2026 | $1.6M |
| Q3 2026 | $27K |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 206.8K | — | — |
| Q3 2026 | $27K | 3.3K | — | — |
| Q2 2026 | $1.6M | 187.9K | — | — |
| Q2 2026 | $13K | 1.5K | — | — |
| Q1 2026 | $483K | 44.1K | — | — |
| Q4 2025 | $1M | 51.7K | — | — |
| Q3 2025 | $606K | 32.6K | — | — |
| Q3 2025 | $64K | 3.4K | — | — |
Other funds holding UPWK
$72.7M
$56.2M
$43.4M
$43.4M
$41.9M