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, Q3 2021
Institutional positions in Upwork, Inc as of Sep 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
- 280
- +13 vs. Q2 2021
- Shares held
- 93.2M
- +6.14M (+7.1%) vs. Q2 2021
- Total value
- $4.20B
- −$870.2M (−17.2%) vs. Q2 2021
- New holders
- 53
- 100 more added
- Sold out
- 40
- 82 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 6 | $0 | 0.00% | +6 | New |
| Allworth Financial LP | 4 | $0 | 0.00% | +4 | New |
| Quadrant Capital Group LLC | 6 | $0 | 0.00% | +6 | New |
| Gerber Kawasaki Wealth & Investment Management | 6 | $0 | 0.00% | +6 | New |
| Kistler-Tiffany Companies, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 15 | $1.00K | 0.00% | −1−6.3% | Reduced |
| Atlas Private Wealth Advisors | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 15 | $1.00K | 0.00% | +15 | New |
| First Bank & Trust | 20 | $1.00K | 0.00% | +20 | New |
| Newbridge Financial Services Group, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 29 | $1.00K | 0.00% | +29 | New |
| Eagle Bay Advisors LLC | 40 | $2.00K | 0.00% | +40 | New |
| Concord Wealth Partners | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 95 | $4.00K | 0.00% | −225−70.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 78 | $4.00K | 0.00% | +78 | New |
| Canada Pension Plan Investment Board | 109 | $5.00K | 0.00% | −441−80.2% | Reduced |
| Manchester Capital Management LLC | 133 | $6.00K | 0.00% | +133 | New |
| Meridian Wealth Partners, LLC | 119 | $6.00K | 0.00% | +119 | New |
| IFP Advisors, Inc | 200 | $10.0K | 0.00% | −970−82.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 227 | $10.0K | 0.00% | +205+931.8% | Added |
| Clearstead Advisors, LLC | 350 | $16.0K | 0.00% | −150−30.0% | Reduced |
| Harvest Fund Management Co., Ltd | 506 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 520 | $23.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 554 | $24.0K | 0.00% | +358+182.7% | Added |
| Rosenberg Matthew Hamilton | 537 | $24.0K | 0.01% | +537 | New |
| Kings Point Capital Management | 553 | $25.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 545 | $25.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 600 | $27.0K | 0.00% | +600 | New |
| Holloway Wealth Management, LLC | – | $33.0K | 0.01% | – | – |
| Rockefeller Capital Management L.P. | 750 | $33.0K | 0.00% | +378+101.6% | Added |
| Credit Agricole S A | 810 | $36.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 907 | $41.0K | 0.00% | +321+54.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,000 | $45.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,200 | $54.0K | 0.00% | −1,500−55.6% | Reduced |
| TCI Wealth Advisors, Inc. | 1,206 | $54.0K | 0.01% | +77+6.8% | Added |
| Parallel Advisors, LLC | 1,251 | $56.0K | 0.00% | −28,515−95.8% | Reduced |
| Fieldpoint Private Securities, LLC | 1,300 | $59.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,557 | $70.0K | 0.04% | −2,864−64.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,862 | $83.8K | 0.00% | −55−2.9% | Reduced |
| Leonteq Securities AG | 2,565 | $115.5K | 0.01% | +1,565+156.5% | Added |
| Quantbot Technologies LP | 3,449 | $155.0K | 0.01% | −36,253−91.3% | Reduced |
| Captrust Financial Advisors | 3,712 | $167.0K | 0.00% | +2,262+156.0% | Added |
| Nisa Investment Advisors, LLC | 4,250 | $191.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,286 | $193.0K | 0.00% | −1,341−23.8% | Reduced |
| Cutler Group LP | 4,532 | $204.0K | 0.02% | −15,484−77.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,860 | $219.0K | 0.00% | −65−1.3% | Reduced |
| Main Street Financial Solutions, LLC | 4,862 | $219.0K | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 4,890 | $220.0K | 0.00% | +389+8.6% | Added |
| JustInvest LLC | 4,906 | $221.0K | 0.02% | +4,906 | New |
| Amundi | 4,952 | $223.0K | 0.00% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 4,979 | $224.0K | 0.09% | +4,979 | New |
| Provenire Capital, LLC | 5,023 | $226.0K | 0.83% | +5,023 | New |
| Glenmede Trust Co NA | 5,105 | $229.0K | 0.00% | +5,105 | New |
| CIBC Asset Management Inc | 5,197 | $234.0K | 0.00% | +666+14.7% | Added |
| Cim Investment Mangement Inc | 5,240 | $236.0K | 0.07% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,292 | $238.0K | 0.01% | −230−4.2% | Reduced |
| GWM Advisors LLC | 5,294 | $238.0K | 0.01% | +705+15.4% | Added |
| Alphasimplex Group, LLC | 5,399 | $243.0K | 0.20% | +5,399 | New |
| Baird Financial Group, Inc. | 5,496 | $247.0K | 0.00% | +745+15.7% | Added |
| Silvercrest Asset Management Group LLC | 5,619 | $253.0K | 0.00% | 00.0% | Unchanged |
| Scotia Capital Inc. | 5,661 | $255.0K | 0.00% | +5,661 | New |
| Two Sigma Securities, LLC | 5,942 | $268.0K | 0.06% | −436−6.8% | Reduced |
| Bayesian Capital Management, LP | 6,000 | $270.0K | 0.08% | −10,900−64.5% | Reduced |
| Kestra Advisory Services, LLC | 6,010 | $271.0K | 0.00% | +91+1.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,034 | $272.0K | 0.00% | −263−4.2% | Reduced |
| Virginia Retirement Systems Et Al | 6,100 | $275.0K | 0.00% | +6,100 | New |
| Essex Investment Management Co LLC | 6,220 | $280.0K | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 6,276 | $283.0K | 0.01% | −858−12.0% | Reduced |
| Tower Research Capital LLC (TRC) | 6,399 | $288.0K | 0.01% | −13,819−68.3% | Reduced |
| Great West Life Assurance Co | 6,347 | $288.0K | 0.00% | 00.0% | Unchanged |
| Parametrica Management Ltd | 6,418 | $289.0K | 0.22% | +6,418 | New |
| Verition Fund Management LLC | 6,664 | $300.0K | 0.00% | +6,664 | New |
| Twin Tree Management, LP | 6,689 | $301.0K | 0.01% | −19,485−74.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,950 | $313.0K | 0.10% | +1,300+23.0% | Added |
| TownSquare Capital, LLC | 7,000 | $315.0K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,992 | $315.0K | 0.03% | +6,992 | New |
| Pictet Asset Management SA | 7,109 | $320.0K | 0.00% | +7,109 | New |
| Raymond James Financial Services Advisors, Inc. | 7,518 | $339.0K | 0.00% | +942+14.3% | Added |
| Illinois Municipal Retirement Fund | 7,854 | $354.0K | 0.01% | +7,854 | New |
| Caxton Associates LP | 8,201 | $369.0K | 0.05% | +8,201 | New |
| First Republic Investment Management, Inc. | 8,393 | $378.0K | 0.00% | +3,610+75.5% | Added |
| Dynamic Advisor Solutions LLC | 8,500 | $383.0K | 0.03% | +5,000+142.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,890 | $400.0K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 8,875 | $400.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 9,114 | $412.0K | 0.00% | −1,869−17.0% | Reduced |
| Ameritas Investment Partners, Inc. | 9,146 | $412.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 9,167 | $413.0K | 0.01% | +2,467+36.8% | Added |
| Oppenheimer & Co Inc | 9,400 | $423.0K | 0.01% | 00.0% | Unchanged |
| Must Asset Management Inc. | 10,016 | $440.0K | 0.28% | −5,697−36.3% | Reduced |
| Spearhead Capital Advisors, LLC | 9,829 | $443.0K | 0.06% | −59−0.6% | Reduced |
| Wall Street Access Asset Management, LLC | 9,950 | $448.0K | 0.20% | +3,000+43.2% | Added |
| Rehmann Capital Advisory Group | 719 | $449.0K | 0.04% | −7,035−90.7% | Reduced |
| Sphera Funds Management Ltd. | 10,000 | $450.0K | 0.04% | +10,000 | New |
| IndexIQ Advisors LLC | 10,042 | $452.0K | 0.02% | +1,005+11.1% | Added |
| International Assets Investment Management, LLC | 10,438 | $470.0K | 0.08% | −887−7.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 10,835 | $488.0K | 0.14% | +10,835 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,988 | $495.0K | 0.00% | 00.0% | Unchanged |