O'Brien Wealth Partners LLC

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	0.06%	0%	$467,177	23,571	0		$19.82	Q4 2025
30 Sep 2025	0.06%	0%	$437,713	23,571	0		$18.57	Q3 2025
30 Jun 2025	0.05%	0%	$316,794	23,571	0		$13.44	Q2 2025
31 Mar 2025	0.06%	0%	$307,602	23,571	0		$13.05	Q1 2025
31 Dec 2024	0.07%	-0.02%	$385,386	23,571	-6,993	-23%	$16.35	Q4 2024
30 Sep 2024	0.06%	-0.02%	$319,394	30,564	-8,750	-22%	$10.45	Q3 2024
30 Jun 2024	0.09%	0%	$422,626	39,314	0		$10.75	Q2 2024
31 Mar 2024	0.11%	0%	$481,990	39,314	0		$12.26	Q1 2024
31 Dec 2023	0.15%	0%	$584,599	39,314	0		$14.87	Q4 2023
30 Sep 2023	0.13%	0%	$446,607	39,314	0		$11.36	Q3 2023
30 Jun 2023	0.11%	0%	$367,193	39,314	0		$9.34	Q2 2023
31 Mar 2023	0.14%	0%	$445,034	39,314	0		$11.32	Q1 2023
31 Dec 2022	0.16%	0%	$410,438	39,314	0		$10.44	Q4 2022
30 Sep 2022	0.23%	0%	$535,000	39,314	0		$13.61	Q3 2022
30 Jun 2022	0.34%	0%	$813,000	39,314	0		$20.68	Q2 2022
31 Mar 2022		0%	$729,000	39,314	0		$18.54 ^*	Q1 2022
31 Dec 2021	0.38%	-0.05%	$1,092,000	39,314	-5,225	-12%	$27.78	Q4 2021
30 Sep 2021	0.73%	0%	$2,084,000	44,539	0		$46.79	Q3 2021
30 Jun 2021	0.85%	0%	$2,576,000	44,539	0		$57.84	Q2 2021
31 Mar 2021	0.72%	0%	$2,170,000	44,539	0		$48.72	Q1 2021
31 Dec 2020	0.61%	0%	$1,693,000	44,539	0		$38.01	Q4 2020
30 Sep 2020	0.36%	-0.11%	$885,000	44,539	-14,165	-24%	$19.87	Q3 2020
30 Jun 2020	0.4%	+0.4%	$963,000	58,704	+58,704	NEW	$16.40	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.