Synergy Financial Group, LTD UPWK — UPWORK INC

Ownership history in Synergy Financial Group, LTD  ·  17 quarters on record

AI Ownership Summary

Synergy Financial Group, LTD reported UPWORK INC (UPWK) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.62% in 2023 Q4. The latest visible filing shows UPWK at 0.25% 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 Synergy Financial Group, LTD'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 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% 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 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.

UPWK stock page Synergy Financial Group, LTD fund profile Synergy Financial Group, LTD full holdings
How Synergy Financial Group, LTD 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 29,804 -855 -2.8% 0.25% $327K 2026-05-15 $8.17
2025 Q4 REDUCED — — — 30,659 -374 -1.2% 0.43% $608K 2026-02-17 $12.76
2025 Q3 UNCHANGED — — — 31,033 — 0% 0.39% $576K 2025-11-17 $16.19
2025 Q2 REDUCED 8.2% +41.4% ❌ 31,033 -2,782 -8.2% 0.31% $417K 2025-08-15 $13.80
2025 Q1 UNCHANGED — — — 33,815 — 0% 0.40% $441K 2025-05-15 $17.09
2024 Q4 UNCHANGED — — — 33,815 — 0% 0.46% $553K 2025-02-04 $15.56
2024 Q3 UNCHANGED — — — 33,815 — 0% 0.34% $353K 2024-11-18 $15.11
2024 Q2 UNCHANGED — — — 33,815 — 0% 0.38% $364K 2024-08-13 $9.35
2024 Q1 REDUCED — — — 33,815 -185 -0.5% 0.47% $415K 2024-05-15 $12.27
2023 Q4 REDUCED — — — 34,000 -976 -2.8% 0.62% $506K 2024-02-15 $13.88
7 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

Ancient Art, L.P. 3Y 7Y 14.24% Circumference Group LLC 7.37% KESTREL INVESTMENT MANAGEMENT CORP 3Y 7Y 2.83% Invenomic Capital Management LP 3Y 0.96% Portolan Capital Management, LLC 3Y 7Y 0.92% Financial Gravity Asset Management, Inc. 3Y 7Y 0.83% RICE HALL JAMES & ASSOCIATES, LLC 3Y 7Y 0.8% SkyView Investment Advisors, LLC 3Y 0.57% Ares Systematic Credit Ltd 0.56% HUSSMAN STRATEGIC ADVISORS, INC. 3Y 7Y 0.5%

FAQ About Synergy Financial Group, LTD and UPWK

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

How long has Synergy Financial Group, LTD reported owning UPWK?

Synergy Financial Group, LTD reported UPWK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UPWK position in Synergy Financial Group, LTD's portfolio?

The largest reported portfolio weight for UPWK was 0.62% in 2023 Q4.

What is the latest reported UPWK position on this page?

The most recent filing on this page is 2026 Q1, when Synergy Financial Group, LTD reported 29,804 shares, equal to 0.25% of portfolio, with an estimated market value of $327K.

What does the chart on this UPWK ownership page compare?

The chart compares Synergy Financial Group, LTD'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 Synergy Financial Group, LTD time their UPWK position?

Based on 13F filing dates vs. subsequent UPWK price moves, Synergy Financial Group, LTD correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on UPWK relative to SPY over the holding period was -33.2%.

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