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 |
|---|---|---|---|---|---|
| Capula Management Ltd | 6,206 | $362.0K | 0.07% | +6,206 | New |
| BNP Paribas Arbitrage, SA | 6,099 | $355.5K | 0.00% | −8,131−57.1% | Reduced |
| Kestra Advisory Services, LLC | 5,919 | $345.0K | 0.00% | +953+19.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,650 | $329.0K | 0.11% | +5,650 | 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 |
| Shell Asset Management Co | 5,522 | $322.0K | 0.01% | +5,522 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 5,400 | $315.0K | 0.00% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 5,320 | $310.1K | 0.09% | +320+6.4% | Added |
| Cim Investment Mangement Inc | 5,240 | $305.0K | 0.09% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 5,041 | $294.0K | 0.05% | −7,869−61.0% | Reduced |
| Amundi | 4,952 | $289.0K | 0.00% | +4,952 | New |
| Cambridge Investment Research Advisors, Inc. | 4,925 | $287.0K | 0.00% | −1,357−21.6% | Reduced |
| Main Street Financial Solutions, LLC | 4,862 | $283.0K | 0.05% | −4,326−47.1% | Reduced |
| First Republic Investment Management, Inc. | 4,783 | $279.0K | 0.00% | +4,783 | New |
| Baird Financial Group, Inc. | 4,751 | $277.0K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 4,653 | $271.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,589 | $267.0K | 0.01% | −254−5.2% | Reduced |
| Minot Wealth Management LLC | 4,375 | $266.0K | 0.06% | +4,375 | New |
| CIBC Asset Management Inc | 4,531 | $264.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 4,501 | $263.0K | 0.00% | −45,809−91.1% | Reduced |
| 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 |
| Nisa Investment Advisors, LLC | 4,250 | $248.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Mackenzie Financial Corp | 3,848 | $224.0K | 0.00% | +3,848 | New |
| Bank of Montreal | 3,602 | $220.0K | 0.00% | −1,417−28.2% | Reduced |
| Dynamic Advisor Solutions LLC | 3,500 | $204.0K | 0.02% | +3,500 | New |
| Lazard Asset Management LLC | 3,000 | $174.0K | 0.00% | +3,000 | New |
| Spire Wealth Management | 2,700 | $157.0K | 0.00% | −600−18.2% | Reduced |
| Pacer Advisors, Inc. | 2,272 | $132.0K | 0.00% | +2,272 | New |
| Convergence Investment Partners, LLC | 2,163 | $126.0K | 0.05% | −352−14.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,917 | $111.7K | 0.00% | +250+15.0% | Added |
| Emfo, LLC | 1,500 | $87.0K | 0.08% | +1,500 | New |
| Captrust Financial Advisors | 1,450 | $85.0K | 0.00% | +968+200.8% | Added |
| IFP Advisors, Inc | 1,170 | $71.0K | 0.00% | +970+485.0% | Added |
| TCI Wealth Advisors, Inc. | 1,129 | $66.0K | 0.01% | +190+20.2% | Added |
| Fieldpoint Private Securities, LLC | 1,300 | $59.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,000 | $58.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $58.0K | 0.00% | −270−21.3% | Reduced |
| Credit Agricole S A | 810 | $47.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $43.0K | 0.01% | – | – |
| Standard Family Office LLC | 727 | $42.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 586 | $34.0K | 0.00% | +5+0.9% | Added |
| 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 |
| Harbor Investment Advisory, LLC | 520 | $30.0K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 518 | $30.0K | 0.02% | +518 | New |
| Clearstead Advisors, LLC | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 506 | $28.0K | 0.00% | −1,578−75.7% | Reduced |
| Rockefeller Capital Management L.P. | 372 | $21.0K | 0.00% | −407−52.2% | Reduced |
| Berman Capital Advisors, LLC | 320 | $18.0K | 0.00% | +4+1.3% | Added |
| Acadian Asset Management LLC | 196 | $11.0K | 0.00% | −51,017−99.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 175 | $10.0K | 0.00% | +175 | New |
| Credential Qtrade Securities Inc. | 130 | $7.58K | 0.00% | +130 | New |
| Parisi Gray Wealth Management | 110 | $6.00K | 0.00% | +110 | New |
| Concord Wealth Partners | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 59 | $3.00K | 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 |
| Evoke Wealth, LLC | 4 | $233 | 0.00% | 00.0% | Unchanged |
| 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 |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −1,872,137−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| Guardian Point Capital, LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −200,159−100.0% | Sold out |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −90,065−100.0% | Sold out |
| Cohen Capital Management, Inc. | 0 | $0 | 0.00% | −72,000−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −54,838−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −54,709−100.0% | Sold out |
| Ballew Advisors, Inc | 0 | $0 | 0.00% | −40,270−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −34,565−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −33,986−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −33,886−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −28,891−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −24,362−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −22,946−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −18,428−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −15,994−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −14,086−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −12,685−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −11,369−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −9,054−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −7,111−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −6,248−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −5,728−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,742−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,074−100.0% | Sold out |
| Edge Wealth Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Provenire Capital, LLC | 0 | $0 | 0.00% | −4,606−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −4,502−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −1,399−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |