A detailed history of Creative Planning transactions in Upwork, Inc stock. As of the latest transaction made, Creative Planning holds 36,035 shares of UPWK stock, worth $593,856. This represents 0.0% of its overall portfolio holdings.

Number of Shares
36,035
Previous 29,239 23.24%
Holding current value
$593,856
Previous $392,000 70.66%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$11.75 - $20.07 $79,853 - $136,395
6,796 Added 23.24%
36,035 $669,000
Q2 2025

Aug 08, 2025

BUY
$11.8 - $17.5 $49,914 - $74,025
4,230 Added 16.91%
29,239 $392,000
Q1 2025

May 15, 2025

SELL
$12.34 - $17.44 $45,041 - $63,656
-3,650 Reduced 12.74%
25,009 $326,000
Q4 2024

Feb 14, 2025

BUY
$10.05 - $17.51 $88,480 - $154,158
8,804 Added 44.34%
28,659 $468,000
Q3 2024

Oct 11, 2024

BUY
$9.01 - $12.12 $178,893 - $240,642
19,855 New
19,855 $207,000
Q3 2023

Nov 16, 2023

BUY
$8.65 - $15.55 $216 - $388
25 New
25 $0

Others Institutions Holding UPWK

About UPWORK, INC


  • Ticker UPWK
  • Exchange NASDAQ
  • Sector Industrials
  • Industry Staffing & Employment Services
  • Shares Outstandng 131,342,000
  • Market Cap $2.16B
  • Description
  • Upwork Inc., together with its subsidiaries, operates a work marketplace that connects businesses with various independent professionals and agencies in the United States, India, the Philippines, and internationally. The company's work marketplace provides access to talent with various skills across a range of categories, including sales and mar...
More about UPWK
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