Upwork shares owned by Synergy Financial Group
Quarter-by-quarter ownership of Upwork (UPWK) shares owned by Synergy Financial Group
from 13F filings
Historical chart of Synergy Financial Group investment in Upwork
Tip: Access up to 7 years of quarterly data
All positions including Upwork held by Synergy Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Upwork by Synergy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $576k | 31k | 18.57 |
| 2025-06-30 | $417k | 31k | 13.44 |
| 2025-03-31 | $441k | 34k | 13.05 |
| 2024-12-31 | $553k | 34k | 16.35 |
| 2024-09-30 | $353k | 34k | 10.45 |
| 2024-06-30 | $364k | 34k | 10.75 |
| 2024-03-31 | $415k | 34k | 12.26 |
| 2023-12-31 | $506k | 34k | 14.87 |
| 2023-09-30 | $397k | 35k | 11.36 |
| 2023-06-30 | $331k | 35k | 9.34 |
| 2023-03-31 | $401k | 35k | 11.32 |
| 2022-12-31 | $370k | 35k | 10.44 |
| 2022-09-30 | $540k | 40k | 13.61 |
| 2022-06-30 | $830k | 40k | 20.69 |
| 2022-03-31 | $984k | 42k | 23.24 |
| 2021-12-31 | $1.5M | 43k | 34.16 |