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Smith Group Asset Management, LLC: UPWK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smith Group Asset Management, LLC on UPWK, newest first. How the timeline and the estimate are built.

Smith Group Asset Management, LLC held 53,479 UPWK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,479 shares
    Change vs previous 13F +818 shares

    0.02% of the 13F portfolio, value $447,084.

    13F-HR 0001893134-26-000003 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 52,661 shares
    Change vs previous 13F +13,688 shares

    0.03% of the 13F portfolio, value $577,165.

    13F-HR 0001893134-26-000002 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,973 shares
    Change vs previous 13F +943 shares

    0.04% of the 13F portfolio, value $772,445.

    13F-HR 0001893134-26-000001 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,030 shares
    Change vs previous 13F +1,145 shares

    0.04% of the 13F portfolio, value $706,217.

    13F-HR 0001893134-25-000007 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,885 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $495,734.

    13F-HR 0001085146-25-004336 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,885 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $481,349.

    13F-HR 0001085146-25-002371 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 36,872 shares
    Change vs previous 13F +474 shares

    0.04% of the 13F portfolio, value $602,857.

    13F-HR 0001085146-25-000411 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,398 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $380,359.

    13F-HR 0001085146-24-005140 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).