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Upwork shares owned by Assetmark

Quarter-by-quarter ownership of Upwork (UPWK) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Upwork

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All positions including Upwork held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upwork by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $742k 40k 18.57
2025-06-30 $533k 40k 13.44
2025-03-31 $508k 39k 13.05
2022-03-31 $3.0k 132 22.73
2021-12-31 $2.0k 71 28.17