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Upwork shares owned by Financial Gravity Companies

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

Historical chart of Financial Gravity Companies investment in Upwork

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

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Quarterly reported holdings in Upwork by Financial Gravity Companies

Quarter filed Position value Share count Share price at filing
2025-06-30 $5.1M 381k 13.44
2024-12-31 $5.4M 331k 16.35
2024-09-30 $3.5M 331k 10.45

More positions owned by Financial Gravity Companies

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Ishares Tr Uit Exchange Traded (STIP)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Series Trust Uit Exchange Traded (SPIB)
Spdr Series Trust Uit Exchange Traded (SPSM)
Spdr Series Trust Uit Exchange Traded (SPMD)
Spdr Series Trust Uit Exchange Traded (SPYG)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Series Trust Uit Exchange Traded (SPYD)
Spdr Series Trust Uit Exchange Traded (SPBO)
Spdr Series Trust Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Companies

Top funds holding Upwork

Vanguard Group
BlackRock
LSV Asset Management
Morgan Stanley
Ancient Art
Goldman Sachs Group
Geode Capital Management
Invesco
State Street Corporation
Dimensional Fund Advisors
Capital Research and Management Company - Division 3
Robeco Investment Management
Allianz Asset Management
Balyasny Asset Management
Renaissance Technologies

View all funds holding Upwork