Upwork, Inc
UPWK- Exchange
- Nasdaq
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001627475
In the last 90 days, Upwork, Inc insiders filed 0 open-market purchases and 8 sales; 297 institutions reported holding it in 13F filings for Q2 2026, worth $1.06B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Upwork, Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 269
- 0 vs. Q1 2021
- Shares held
- 87.1M
- +2.84M (+3.4%) vs. Q1 2021
- Total value
- $5.07B
- +$1.31B (+34.7%) vs. Q1 2021
- New holders
- 44
- 104 more added
- Sold out
- 44
- 83 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPWK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 297 | $1.06B |
| Q1 2026 | 292 | $1.48B |
| Q4 2025 | 305 | $2.68B |
| Q3 2025 | 277 | $2.27B |
| Q2 2025 | 269 | $1.58B |
| Q1 2025 | 279 | $1.53B |
| Q4 2024 | 254 | $1.80B |
| Q3 2024 | 221 | $1.09B |
| Q2 2024 | 250 | $1.12B |
| Q1 2024 | 250 | $1.24B |
| Q4 2023 | 258 | $1.58B |
| Q3 2023 | 232 | $1.24B |
| Q2 2023 | 214 | $959.8M |
| Q1 2023 | 230 | $1.08B |
| Q4 2022 | 219 | $1.02B |
| Q3 2022 | 228 | $1.36B |
| Q2 2022 | 227 | $2.10B |
| Q1 2022 | 235 | $2.27B |
| Q4 2021 | 271 | $3.27B |
| Q3 2021 | 280 | $4.20B |
| Q2 2021 | 269 | $5.07B |
| Q1 2021 | 270 | $3.77B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FinTrust Capital Advisors, LLC | 2 | $0 | 0.00% | −98−98.0% | Reduced |
| Reilly Financial Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| West Branch Capital LLC | 1 | $0 | 0.00% | +1 | New |
| Evoke Wealth, LLC | 4 | $233 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 16 | $1.00K | 0.00% | +1+6.7% | Added |
| Kistler-Tiffany Companies, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Atlas Private Wealth Advisors | 25 | $1.00K | 0.00% | +25 | New |
| CWM, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 110 | $6.00K | 0.00% | +110 | New |
| Credential Qtrade Securities Inc. | 130 | $7.58K | 0.00% | +130 | New |
| Edmond de Rothschild Holding S.A. | 175 | $10.0K | 0.00% | +175 | New |
| Acadian Asset Management LLC | 196 | $11.0K | 0.00% | −51,017−99.6% | Reduced |
| Berman Capital Advisors, LLC | 320 | $18.0K | 0.00% | +4+1.3% | Added |
| Rockefeller Capital Management L.P. | 372 | $21.0K | 0.00% | −407−52.2% | Reduced |
| Harvest Fund Management Co., Ltd | 506 | $28.0K | 0.00% | −1,578−75.7% | Reduced |
| Clearstead Advisors, LLC | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 520 | $30.0K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 518 | $30.0K | 0.02% | +518 | New |
| Canada Pension Plan Investment Board | 550 | $32.0K | 0.00% | −297,450−99.8% | Reduced |
| Kings Point Capital Management | 553 | $32.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 545 | $32.0K | 0.01% | +206+60.8% | Added |
| Signaturefd, LLC | 586 | $34.0K | 0.00% | +5+0.9% | Added |
| Standard Family Office LLC | 727 | $42.0K | 0.01% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $43.0K | 0.01% | – | – |
| Credit Agricole S A | 810 | $47.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $58.0K | 0.00% | −270−21.3% | Reduced |
| Leonteq Securities AG | 1,000 | $58.3K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,300 | $59.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,129 | $66.0K | 0.01% | +190+20.2% | Added |
| IFP Advisors, Inc | 1,170 | $71.0K | 0.00% | +970+485.0% | Added |
| Captrust Financial Advisors | 1,450 | $85.0K | 0.00% | +968+200.8% | Added |
| Emfo, LLC | 1,500 | $87.0K | 0.08% | +1,500 | New |
| Federation des caisses Desjardins du Quebec | 1,917 | $111.7K | 0.00% | +250+15.0% | Added |
| Convergence Investment Partners, LLC | 2,163 | $126.0K | 0.05% | −352−14.0% | Reduced |
| Pacer Advisors, Inc. | 2,272 | $132.0K | 0.00% | +2,272 | New |
| Spire Wealth Management | 2,700 | $157.0K | 0.00% | −600−18.2% | Reduced |
| Lazard Asset Management LLC | 3,000 | $174.0K | 0.00% | +3,000 | New |
| Dynamic Advisor Solutions LLC | 3,500 | $204.0K | 0.02% | +3,500 | New |
| Bank of Montreal | 3,602 | $220.0K | 0.00% | −1,417−28.2% | Reduced |
| Mackenzie Financial Corp | 3,848 | $224.0K | 0.00% | +3,848 | New |
| Schonfeld Strategic Advisors LLC | 4,000 | $233.0K | 0.00% | −8,500−68.0% | Reduced |
| Full Sail Capital, LLC | 4,000 | $233.0K | 0.02% | +4,000 | New |
| Nisa Investment Advisors, LLC | 4,250 | $248.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,419 | $258.0K | 0.01% | +4,419 | New |
| State of Wyoming | 4,421 | $258.0K | 0.16% | +4,421 | New |
| Ameriprise Financial Inc | 4,501 | $263.0K | 0.00% | −45,809−91.1% | Reduced |
| CIBC Asset Management Inc | 4,531 | $264.0K | 0.00% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 4,375 | $266.0K | 0.06% | +4,375 | New |
| GWM Advisors LLC | 4,589 | $267.0K | 0.01% | −254−5.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 4,653 | $271.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 4,751 | $277.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 4,783 | $279.0K | 0.00% | +4,783 | New |
| Main Street Financial Solutions, LLC | 4,862 | $283.0K | 0.05% | −4,326−47.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,925 | $287.0K | 0.00% | −1,357−21.6% | Reduced |
| Amundi | 4,952 | $289.0K | 0.00% | +4,952 | New |
| Aigen Investment Management, LP | 5,041 | $294.0K | 0.05% | −7,869−61.0% | Reduced |
| Cim Investment Mangement Inc | 5,240 | $305.0K | 0.09% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 5,320 | $310.1K | 0.09% | +320+6.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 5,400 | $315.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,522 | $322.0K | 0.01% | +5,522 | New |
| O'Shaughnessy Asset Management, LLC | 5,627 | $328.0K | 0.01% | −595−9.6% | Reduced |
| Silvercrest Asset Management Group LLC | 5,619 | $328.0K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,650 | $329.0K | 0.11% | +5,650 | New |
| Kestra Advisory Services, LLC | 5,919 | $345.0K | 0.00% | +953+19.2% | Added |
| BNP Paribas Arbitrage, SA | 6,099 | $355.5K | 0.00% | −8,131−57.1% | Reduced |
| Capula Management Ltd | 6,206 | $362.0K | 0.07% | +6,206 | New |
| Essex Investment Management Co LLC | 6,220 | $363.0K | 0.04% | +6,220 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,297 | $367.0K | 0.00% | +1,520+31.8% | Added |
| Great West Life Assurance Co | 6,347 | $370.0K | 0.00% | +1,208+23.5% | Added |
| Two Sigma Securities, LLC | 6,378 | $372.0K | 0.09% | +6,378 | New |
| Raymond James Financial Services Advisors, Inc. | 6,576 | $383.0K | 0.00% | −161−2.4% | Reduced |
| Raymond James Trust N.A. | 6,700 | $391.0K | 0.01% | +6,700 | New |
| Wall Street Access Asset Management, LLC | 6,950 | $405.0K | 0.23% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 7,000 | $409.0K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Ltd | 7,109 | $414.0K | 0.00% | +1,709+31.6% | Added |
| Williams Jones Wealth Management, LLC. | 7,111 | $415.0K | 0.01% | −4,799−40.3% | Reduced |
| Xponance, Inc. | 7,134 | $416.0K | 0.01% | +7,134 | New |
| Blair William & Co | 7,688 | $448.0K | 0.00% | +7,688 | New |
| Rehmann Capital Advisory Group | 7,754 | $452.0K | 0.04% | +7,754 | New |
| Financial Advocates Investment Management | 8,875 | $517.0K | 0.04% | −550−5.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 8,890 | $518.0K | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 8,822 | $521.0K | 0.00% | −7,261−45.1% | Reduced |
| IndexIQ Advisors LLC | 9,037 | $527.0K | 0.02% | −427−4.5% | Reduced |
| Ameritas Investment Partners, Inc. | 9,146 | $533.0K | 0.02% | +1,600+21.2% | Added |
| Boothbay Fund Management, LLC | 9,335 | $544.0K | 0.02% | +3,700+65.7% | Added |
| Oppenheimer & Co Inc | 9,400 | $548.0K | 0.01% | −100−1.1% | Reduced |
| Prudential Financial Inc | 9,575 | $558.0K | 0.00% | +1,590+19.9% | Added |
| Spearhead Capital Advisors, LLC | 9,888 | $576.0K | 0.08% | +1,037+11.7% | Added |
| HighTower Advisors, LLC | 10,983 | $635.0K | 0.00% | +10,983 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,988 | $640.0K | 0.00% | +2,712+32.8% | Added |
| Virtu Financial LLC | 11,050 | $644.0K | 0.06% | +11,050 | New |
| LPL Financial LLC | 11,058 | $645.0K | 0.00% | −13,835−55.6% | Reduced |
| Wealthsource Partners, LLC | 11,221 | $654.0K | 0.06% | +2,004+21.7% | Added |
| International Assets Investment Management, LLC | 11,325 | $660.0K | 0.12% | −8,745−43.6% | Reduced |
| Paloma Partners Management Co | 11,642 | $679.0K | 0.02% | −3,140−21.2% | Reduced |
| HAP Trading, LLC | 12,393 | $722.0K | 0.04% | +12,393 | New |
| DuPont Capital Management Corp | 12,653 | $738.0K | 0.02% | +12,653 | New |