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 |
|---|---|---|---|---|---|
| Pictet Asset Management SA | 7,109 | $320.0K | 0.00% | +7,109 | New |
| 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 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,950 | $313.0K | 0.10% | +1,300+23.0% | Added |
| Twin Tree Management, LP | 6,689 | $301.0K | 0.01% | −19,485−74.4% | Reduced |
| Verition Fund Management LLC | 6,664 | $300.0K | 0.00% | +6,664 | New |
| Parametrica Management Ltd | 6,418 | $289.0K | 0.22% | +6,418 | New |
| 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 |
| Xponance, Inc. | 6,276 | $283.0K | 0.01% | −858−12.0% | Reduced |
| Essex Investment Management Co LLC | 6,220 | $280.0K | 0.03% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 6,100 | $275.0K | 0.00% | +6,100 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,034 | $272.0K | 0.00% | −263−4.2% | Reduced |
| Kestra Advisory Services, LLC | 6,010 | $271.0K | 0.00% | +91+1.5% | Added |
| Bayesian Capital Management, LP | 6,000 | $270.0K | 0.08% | −10,900−64.5% | Reduced |
| Two Sigma Securities, LLC | 5,942 | $268.0K | 0.06% | −436−6.8% | Reduced |
| Scotia Capital Inc. | 5,661 | $255.0K | 0.00% | +5,661 | New |
| Silvercrest Asset Management Group LLC | 5,619 | $253.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 5,496 | $247.0K | 0.00% | +745+15.7% | Added |
| Alphasimplex Group, LLC | 5,399 | $243.0K | 0.20% | +5,399 | New |
| 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 |
| Cim Investment Mangement Inc | 5,240 | $236.0K | 0.07% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 5,197 | $234.0K | 0.00% | +666+14.7% | Added |
| Glenmede Trust Co NA | 5,105 | $229.0K | 0.00% | +5,105 | New |
| Provenire Capital, LLC | 5,023 | $226.0K | 0.83% | +5,023 | New |
| Harvest Investment Services, LLC | 4,979 | $224.0K | 0.09% | +4,979 | New |
| Amundi | 4,952 | $223.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 4,906 | $221.0K | 0.02% | +4,906 | New |
| Ameriprise Financial Inc | 4,890 | $220.0K | 0.00% | +389+8.6% | Added |
| 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 |
| Cutler Group LP | 4,532 | $204.0K | 0.02% | −15,484−77.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,286 | $193.0K | 0.00% | −1,341−23.8% | Reduced |
| Nisa Investment Advisors, LLC | 4,250 | $191.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,712 | $167.0K | 0.00% | +2,262+156.0% | Added |
| Quantbot Technologies LP | 3,449 | $155.0K | 0.01% | −36,253−91.3% | Reduced |
| Leonteq Securities AG | 2,565 | $115.5K | 0.01% | +1,565+156.5% | Added |
| Federation des caisses Desjardins du Quebec | 1,862 | $83.8K | 0.00% | −55−2.9% | Reduced |
| State of Wyoming | 1,557 | $70.0K | 0.04% | −2,864−64.8% | Reduced |
| Fieldpoint Private Securities, LLC | 1,300 | $59.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,251 | $56.0K | 0.00% | −28,515−95.8% | Reduced |
| 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 |
| Steward Partners Investment Advisory, LLC | 1,000 | $45.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 907 | $41.0K | 0.00% | +321+54.8% | Added |
| Credit Agricole S A | 810 | $36.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $33.0K | 0.01% | – | – |
| Rockefeller Capital Management L.P. | 750 | $33.0K | 0.00% | +378+101.6% | Added |
| Banque Cantonale Vaudoise | 600 | $27.0K | 0.00% | +600 | New |
| Kings Point Capital Management | 553 | $25.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 545 | $25.0K | 0.01% | 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 |
| Harbor Investment Advisory, LLC | 520 | $23.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 506 | $22.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 350 | $16.0K | 0.00% | −150−30.0% | Reduced |
| 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 |
| Manchester Capital Management LLC | 133 | $6.00K | 0.00% | +133 | New |
| Meridian Wealth Partners, LLC | 119 | $6.00K | 0.00% | +119 | New |
| Canada Pension Plan Investment Board | 109 | $5.00K | 0.00% | −441−80.2% | Reduced |
| 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 |
| Concord Wealth Partners | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 40 | $2.00K | 0.00% | +40 | 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 |
| 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 |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −742,434−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −472,550−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −290,255−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −134,592−100.0% | Sold out |
| Lakewood Capital Management, LP | 0 | $0 | 0.00% | −78,000−100.0% | Sold out |
| Crawford Lake Capital Management, LLC | 0 | $0 | 0.00% | −76,261−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −61,809−100.0% | Sold out |
| CPWM, LLC | 0 | $0 | 0.00% | −53,044−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −52,900−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −34,820−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −24,163−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −21,474−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −20,963−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −20,777−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −19,648−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −18,568−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −15,675−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −13,760−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −7,688−100.0% | Sold out |