Upwork shares owned by Creative Planning
Historical chart of Creative Planning investment in Upwork
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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 |
|---|---|---|---|
| 2025-12-31 | $1.0M | 52k | 19.82 |
| 2025-09-30 | $669k | 36k | 18.57 |
| 2025-06-30 | $393k | 29k | 13.44 |
| 2025-03-31 | $326k | 25k | 13.05 |
| 2024-12-31 | $469k | 29k | 16.35 |
| 2024-09-30 | $208k | 20k | 10.45 |
| 2023-09-30 | $284 | 25 | 11.36 |