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Upwork shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Upwork

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Upwork by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 20k 10.45
2023-09-30 $284 25 11.36

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Upwork

Vanguard Group
T. Rowe Price Associates
BlackRock
BlackRock
Ancient Art
Engine Capital Management
Capital Research and Management Company - Division 3
Divisadero Street Capital Management
Baillie Gifford & Co
State Street Corporation
Geode Capital Management
Nuveen Asset Management
Invenomic Capital Management
Allianz Asset Management
Atomvest

View all funds holding Upwork