Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  Upwork Inc. (UPWK)
← All UPWK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 57,081 0.01 $10.96 $625,608 SEC
2025   Q4 57,081 0.02 Reduce 45.58% 0.01 $15.61–22.32 · VW $18.50i $1,131,345 SEC
2025   Q3 104,881 0.03 $18.57 $1,947,640 SEC
2025   Q2 104,881 0.02 $13.44 $1,409,601 SEC
2025   Q1 104,881 0.02 $13.05 $1,368,697 SEC
2024   Q4 104,881 0.02 $16.35 $1,714,804 SEC
2024   Q3 104,881 0.02 $10.45 $1,096,006 SEC
2024   Q2 104,881 0.02 $10.75 $1,127,471 SEC
2024   Q1 104,881 0.02 $12.26 $1,285,841 SEC
2023   Q4 104,881 0.02 $14.87 $1,559,580 SEC
2023   Q3 104,881 0.02 Reduce 35.00% <0.01 $8.49–15.88 · VW $13.05i $1,191,448 SEC
2023   Q2 161,357 0.02 $9.34 $1,507,074 SEC
2023   Q1 161,357 0.03 $11.32 $1,826,561 SEC
2022   Q4 161,357 0.03 $10.44 $1,684,567 SEC
2022   Q3 161,357 0.04 $13.62 $2,198,000 SEC
2022   Q2 161,357 0.05 Add 66.08% 0.02 $14.85–25.07 · VW $19.54i $3,337,000 SEC
2022   Q1 97,157 0.03 $23.24 $2,258,000 SEC
2021   Q4 97,157 0.04 Reduce 17.58% 0.01 $31.31–61.90 · VW $44.54i $3,319,000 SEC
2021   Q3 117,875 0.07 Add 1.53% <0.01 $39.45–64.49 · VW $48.95i $5,308,000 SEC
2021   Q2 116,100 0.09 Reduce 42.52% 0.05 $35.25–61.21 · VW $47.30i $6,767,000 SEC
2021   Q1 201,997 0.12 Reduce 36.32% 0.05 $33.11–63.88 · VW $47.28i $9,043,000 SEC
2020   Q4 317,205 0.14 $34.52 $10,950,000 SEC
2020   Q3 317,205 0.08 Reduce 5.54% <0.01 $12.96–19.18 · VW $15.26i $5,532,000 SEC
2020   Q2 335,805 0.06 Buy 0.06 $5.75–15.18 · VW $12.01i $4,849,000 SEC
Price snapshot:
Current price$9.12
Avg. buy price$17.20
+/- since buy-46.98%
52-week low$7.44
52-week high$22.84