HSBC HOLDINGS PLC UPWK — UPWORK INC

Ownership history in HSBC HOLDINGS PLC  ·  62 quarters on record

AI Ownership Summary

HSBC HOLDINGS PLC reported UPWORK INC (UPWK) in 62 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows UPWK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UPWK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HSBC HOLDINGS PLC's position in UPWORK INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UPWK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UPWK stock page HSBC HOLDINGS PLC fund profile HSBC HOLDINGS PLC full holdings
How HSBC HOLDINGS PLC held UPWK — position size vs. price
% of Fund (quarterly)    UPWK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 25 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 31,171 +4,441 +16.6% 0.00% $620K 2026-02-14 (Est.) $13.23
2025 Q3 REDUCED 64.9% +9.3% ❌ 26,730 -49,370 -64.9% 0.00% $493K 2025-11-13 $17.05
2025 Q3 REDUCED 53.3% +9.3% ❌ 76,100 -86,800 -53.3% 0.00% $1.4M 2025-11-13 $17.05
2025 Q3 ADDED — — — 162,900 +117,228 +256.7% 0.00% $3.0M 2025-11-13 $17.05
2025 Q2 REDUCED 40.0% +41.4% ❌ 45,672 -30,428 -40.0% 0.00% $607K 2025-08-13 $14.09
2025 Q2 REDUCED 53.3% +41.4% ❌ 76,100 -86,800 -53.3% 0.00% $1.0M 2025-08-13 $14.09
2025 Q2 ADDED — — — 162,900 +28,000 +20.8% 0.00% $2.2M 2025-08-13 $14.09
2025 Q1 REDUCED — — — 134,900 -5,819 -4.1% 0.00% $1.8M 2025-05-14 $17.39
2025 Q1 REDUCED 39.6% +3.0% ❌ 140,719 -92,081 -39.6% 0.00% $1.8M 2025-05-14 $17.39
2025 Q1 ADDED — — — 232,800 +218,311 +1506.7% 0.00% $3.0M 2025-05-14 $17.39
2024 Q4 REDUCED 97.3% -20.2% ✅ 14,489 -531,711 -97.3% 0.00% $240K 2025-02-14 $16.14
2024 Q4 ADDED — — — 546,200 +177,300 +48.1% 0.01% $9.0M 2025-02-14 $16.14
2024 Q4 ADDED — — — 368,900 +145,000 +64.8% 0.00% $6.1M 2025-02-14 $16.14
2024 Q3 REDUCED 23.8% +59.0% ❌ 223,900 -69,900 -23.8% 0.00% $2.4M 2024-11-14 $15.10
2024 Q3 ADDED — — — 293,800 +138,568 +89.3% 0.00% $3.1M 2024-11-14 $15.10
2024 Q3 REDUCED 39.9% +59.0% ❌ 155,232 -103,232 -39.9% 0.00% $1.7M 2024-11-14 $15.10
2024 Q2 REDUCED — — — 258,464 -10,436 -3.9% 0.00% $2.7M 2024-08-12 $9.01
2024 Q2 REDUCED 12.4% -2.8% ✅ 268,900 -38,000 -12.4% 0.00% $2.8M 2024-08-12 $9.01
2024 Q2 ADDED — — — 306,900 +113,200 +58.4% 0.00% $3.3M 2024-08-12 $9.01
2024 Q1 REDUCED 7.7% -12.9% ✅ 193,700 -16,211 -7.7% 0.00% $2.4M 2024-05-15 $12.27
2024 Q1 ADDED — — — 209,911 +8,411 +4.2% 0.00% $2.6M 2024-05-15 $12.27
2024 Q1 ADDED — — — 201,500 +97,282 +93.3% 0.00% $2.5M 2024-05-15 $12.27
2023 Q4 REDUCED 77.0% -17.9% ✅ 104,218 -349,282 -77.0% 0.00% $1.6M 2024-02-12 $14.71
2023 Q4 ADDED — — — 453,500 +204,200 +81.9% 0.01% $6.8M 2024-02-12 $14.71
2023 Q4 ADDED — — — 249,300 +73,314 +41.7% 0.00% $3.7M 2024-02-12 $14.71
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UPWK

As of 2026 Q1 — sorted by position size

Ground Swell Capital, LLC 3Y 7Y 0.23% MINDSET WEALTH MANAGEMENT, LLC 0.04% Balboa Wealth Partners 3Y 0.03% Abacus Wealth Partners, LLC 0.03% Bayforest Capital Ltd 0.02% Maridea Wealth Management LLC 0.02% State of Alaska, Department of Revenue 3Y 7Y 0.01% Louisiana State Employees Retirement System 3Y 7Y 0.01% EVOLVE PRIVATE WEALTH, LLC 0.01% Robeco Institutional Asset Management B.V. 3Y 7Y 0.01%

FAQ About HSBC HOLDINGS PLC and UPWK

These are the practical questions this page is built to answer before you even open the full history table.

How long has HSBC HOLDINGS PLC reported owning UPWK?

HSBC HOLDINGS PLC reported UPWK across 25 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UPWK position in HSBC HOLDINGS PLC's portfolio?

The largest reported portfolio weight for UPWK was 0.01% in 2023 Q4.

What is the latest reported UPWK position on this page?

The most recent filing on this page is 2025 Q4, when HSBC HOLDINGS PLC reported 31,171 shares, equal to 0.00% of portfolio, with an estimated market value of $620K.

What does the chart on this UPWK ownership page compare?

The chart compares HSBC HOLDINGS PLC's quarterly UPWK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HSBC HOLDINGS PLC time their UPWK position?

Based on 13F filing dates vs. subsequent UPWK price moves, HSBC HOLDINGS PLC correctly timed 21 out of 51 reported position changes (41%).

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