Upwork Inc.
DE ˙ DB ˙ US91688F1049
€7,40 ↑0,13 (1,82%)
2026-06-05
HİSSE FİYATI
SecurityDE:UP2 / Upwork Inc.
InstitutionCI Private Wealth, LLC
Latest Disclosed Ownership24,088 shares
Latest Disclosed Value $ 263,129
CI Private Wealth, LLC reports 58.67% decrease in ownership of UP2 / Upwork Inc.

On May 15, 2026 - CI Private Wealth, LLC filed a 13F-HR form disclosing ownership of 24,088 shares of Upwork Inc. (DE:UP2) valued at $222,332 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 9, 2026 disclosing 58,283 shares of Upwork Inc.. This represents a change in shares of -58.67% during the quarter. The current value of the position is $178,155 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UPWORK COM 91688F104 24,088 -34,195 -58.67 263 -77.23 0.0004
2026-03-09 2025-12-31 13F/A-1 UPWORK COM 91688F104 58,283 12,039 26.03 1,155 34.62 0.0016
2026-02-19 2025-12-31 13F UPWORK COM 91688F104 58,073 11,829 1,151 0.0004
2025-11-14 2025-09-30 13F UPWORK COM 91688F104 46,244 -33,966 -42.35 859 -20.41 0.0014
2025-09-26 2025-06-30 13F/A-1 UPWORK COM 91688F104 80,210 -60,573 -43.03 1,078 -41.32 0.0014
2025-08-15 2025-06-30 13F UPWORK COM 91688F104 160,420 19,637 2,156 0.0023
2025-05-14 2025-03-31 13F UPWORK COM 91688F104 140,783 -31,799 -18.43 1,837 -34.88 0.0030
2025-02-10 2024-12-31 13F UPWORK COM 91688F104 172,582 149,871 659.90 2,822 1,090.30 0.0047
2024-11-12 2024-09-30 13F UPWORK COM 91688F104 22,711 49 0.22 237 -2.47 0.0004
2024-08-13 2024-06-30 13F UPWORK COM 91688F104 22,662 -53,099 -70.09 244 -73.81 0.0004
2024-05-09 2024-03-31 13F UPWORK COM 91688F104 75,761 3,723 5.17 929 -13.35 0.0017
2024-02-09 2023-12-31 13F UPWORK COM 91688F104 72,038 16,918 30.69 1,071 71.09 0.0020
2023-11-03 2023-09-30 13F UPWORK COM 91688F104 55,120 287 0.52 626 22.27 0.0014
2023-08-10 2023-06-30 13F UPWORK COM 91688F104 54,833 315 0.58 512 -17.02 0.0012
2023-05-15 2023-03-31 13F UPWORK COM 91688F104 54,518 1,000 1.87 617 10.57 0.0017
2023-02-15 2022-12-31 13F UPWORK COM 91688F104 53,518 53,518 559 0.0020
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.