PRINCIPAL FINANCIAL GROUP INC

Holdings History for UPWORK, INC - COMMON STOCK (UPWK)

Symbol: UPWK on Nasdaq
Investment type: Equity / COMMON STOCK

Shares, Excluding Options vs Price

Value, Excluding Options

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	0.01%	+0.01%	$19,118,431	964,603	+734,251	+319%	$19.82	Q4 2025
30 Sep 2025	0%	+0%	$4,277,636	230,352	+59,000	+34%	$18.57	Q3 2025
30 Jun 2025	0%	+0%	$2,302,971	171,352	+171,352	NEW	$13.44	Q2 2025
31 Mar 2025		-0%	$0	0	-10,729	-100%	$13.11	Q1 2025
31 Dec 2024	0%	-0%	$175,419	10,729	-934	-8%	$16.35	Q4 2024
30 Sep 2024	0%	-0%	$121,878	11,663	-5,164	-31%	$10.45	Q3 2024
30 Jun 2024	0%	0%	$180,890	16,827	+4	+0.02%	$10.75	Q2 2024
31 Mar 2024	0%	+0%	$206,250	16,823	+2,457	+17%	$12.26	Q1 2024
31 Dec 2023	0%	+0%	$213,622	14,366	+1,306	+10%	$14.87	Q4 2023
30 Sep 2023	0%	-0%	$148,362	13,060	-1,554	-11%	$11.36	Q3 2023
30 Jun 2023	0%	+0%	$136,495	14,614	+1,295	+9.7%	$9.34	Q2 2023
31 Mar 2023	0%	-0%	$150,771	13,319	-1,197	-8.2%	$11.32	Q1 2023
31 Dec 2022	0%	-0%	$151,547	14,516	-2,938	-17%	$10.44	Q4 2022
30 Sep 2022	0%	-0%	$238,000	17,454	-1,149	-6.2%	$13.64	Q3 2022
30 Jun 2022	0%	-0%	$385,000	18,603	-2,824	-13%	$20.70	Q2 2022
31 Mar 2022	0%	+0%	$498,000	21,427	+1,362	+6.8%	$23.24	Q1 2022
31 Dec 2021	0%	-0%	$685,000	20,065	-4,682	-19%	$34.14	Q4 2021
30 Sep 2021	0%	-0%	$1,114,000	24,747	-9,797	-28%	$45.02	Q3 2021
30 Jun 2021	0%	+0%	$2,014,000	34,544	+14,757	+75%	$58.30	Q2 2021
31 Mar 2021	0%	-0%	$886,000	19,787	-3,700	-16%	$44.78	Q1 2021
31 Dec 2020	0%	+0%	$811,000	23,487	+9,488	+68%	$34.53	Q4 2020
30 Sep 2020	0%	-0%	$244,000	13,999	-1,322	-8.6%	$17.43	Q3 2020
30 Jun 2020	0%	+0%	$221,000	15,321	+15,321	NEW	$14.42	Q2 2020

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.