RICE HALL JAMES & ASSOCIATES, LLC UPWK UPWORK INC

Ownership history in RICE HALL JAMES & ASSOCIATES, LLC  ·  3 quarters on record

AI Ownership Summary

RICE HALL JAMES & ASSOCIATES, LLC reported UPWORK INC (UPWK) in 3 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.8% in 2026 Q1. The latest visible filing shows UPWK at 0.80% 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.

What this UPWK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RICE HALL JAMES & ASSOCIATES, LLC'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
2026 Q1

UPWK was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

How RICE HALL JAMES & ASSOCIATES, LLC 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,308,167 +1,170,386 +849.5% 0.80% $14.3M 2026-05-15 $8.17
2024 Q2 ADDED 137,781 +28,542 +26.1% 0.09% $1.5M 2024-08-07 $10.46
2024 Q1 INITIATED 109,239 0.08% $1.3M 2024-04-23 $11.37

FAQ About RICE HALL JAMES & ASSOCIATES, LLC and UPWK

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

How long has RICE HALL JAMES & ASSOCIATES, LLC reported owning UPWK?

RICE HALL JAMES & ASSOCIATES, LLC reported UPWK across 3 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported UPWK position in RICE HALL JAMES & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for UPWK was 0.80% in 2026 Q1.

What is the latest reported UPWK position on this page?

The most recent filing on this page is 2026 Q1, when RICE HALL JAMES & ASSOCIATES, LLC reported 1,308,167 shares, equal to 0.80% of portfolio, with an estimated market value of $14.3M.

What does the chart on this UPWK ownership page compare?

The chart compares RICE HALL JAMES & ASSOCIATES, LLC'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.

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