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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.

Q4 2021 vs. Q3 2021

How the institutions holding Upwork, Inc changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of UPWK: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders2804271−5
Shares93.2M1.70M95.8M+4.26M (+4.7%)
Value$4.20B$76.6M$3.27B−$851.6M (−20.6%)

4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (58)

Institutions that held Upwork, Inc at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to UPWK in Q4 2021
InstitutionSharesValue% of portfolio
Jackson Square Partners, LLC6,096,895$208.3M1.75%
Southpoint Capital Advisors LP1,100,000$37.6M0.72%
Thrivent Financial for Lutherans435,925$14.9M0.03%
Healthcare of Ontario Pension Plan Trust Fund131,100$4.48M0.01%
Agf Investments Inc.80,000$2.73M0.02%
CPWM, LLC53,044$2.39M0.19%
Mudita Advisors LLP60,000$2.05M1.85%
Northwest & Ethical Investments L.P.59,700$2.04M0.06%
AlphaCrest Capital Management LLC43,304$1.48M0.05%
Qube Research & Technologies Ltd43,090$1.47M0.01%
Synergy Financial Group, LTD42,566$1.45M1.30%
Altai Capital Management, L.P.32,000$1.09M0.66%
IMC-Chicago, LLC29,817$1.02M0.04%
Walleye Capital LLC28,949$989.0K0.03%
Allspring Global Investments Holdings, LLC27,632$943.0K0.00%
Ensign Peak Advisors, Inc26,730$913.0K0.00%
Seven Eight Capital, LP26,303$899.0K0.16%
HRT Financial LP26,174$894.0K0.01%
Freestone Capital Holdings, LLC23,762$812.0K0.03%
Dynamic Technology Lab Private Ltd22,056$753.0K0.08%
Jump Financial, LLC21,244$726.0K0.05%
YHB Investment Advisors, Inc.21,009$718.0K0.06%
Bleichroeder LP16,247$555.0K0.09%
Springs Capital (Hong Kong) Ltd15,000$512.0K1.43%
Ergoteles LLC14,748$504.0K0.02%
Aigen Investment Management, LP13,484$447.0K0.03%
PFS Investments Inc.12,777$436.0K0.01%
First Capital Advisors Group, LLC.12,720$435.0K0.24%
Crossmark Global Holdings, Inc.11,289$386.0K0.01%
Franklin Resources Inc8,366$285.0K0.00%
Leo H. Evart, Inc.8,193$280.0K0.27%
Y-Intercept (Hong Kong) Ltd7,997$273.0K0.06%
Petrus Trust Company, LTA7,550$258.0K0.03%
ExodusPoint Capital Management, LP6,794$232.0K0.00%
Cresset Asset Management, LLC6,816$232.0K0.00%
Panagora Asset Management Inc6,630$226.0K0.00%
Summit Global Investments6,400$219.0K0.01%
NN Investment Partners Holdings N.V.4,000$137.0K0.00%
Point72 Hong Kong Ltd3,084$105.0K0.01%
Daiwa Securities Group Inc.2,601$89.0K0.00%
Pacer Advisors, Inc.1,871$64.0K0.00%
National Bank of Canada1,662$57.0K0.00%
Lindbrook Capital, LLC1,532$52.0K0.01%
Zullo Investment Group, Inc.800$27.0K0.01%
Selective Wealth Management, Inc.600$20.0K0.01%
Simplex Trading, LLC453$15.0K0.00%
SOA Wealth Advisors, LLC.429$14.0K0.00%
NEXT Financial Group, Inc300$10.0K0.00%
TD Waterhouse Canada Inc.200$6.29K0.00%
Covestor Ltd153$5.00K0.01%
Bellwether Advisors, LLC121$4.00K0.00%
Reilly Financial Advisors, LLC101$3.00K0.00%
Motley Fool Asset Management LLC74$3.00K0.00%
Assetmark, Inc71$2.00K0.00%
CWM, LLC50$2.00K0.00%
West Paces Advisors Inc.35$1.20K0.00%
Investors Research Corp2$00.00%
Henrickson Nauta Wealth Advisors, Inc.5$00.00%

Sold out (63)

Institutions that held Upwork, Inc at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of UPWK in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
SRS Investment Management, LLC1,668,414$75.1M
Lord, Abbett & Co. LLC1,080,504$48.7M
Ieq Capital, LLC381,510$17.2M
Westfield Capital Management Co LP210,668$9.49M
Titan Global Capital Management USA LLC149,683$6.74M
Bank of Nova Scotia89,997$4.04M
Blueshift Asset Management, LLC72,659$3.27M
Tudor Investment Corp Et Al63,525$2.86M
Paradigm Financial Partners, LLC33,285$1.71M
Arrowstreet Capital, Limited Partnership37,800$1.70M
ETF Managers Group, LLC37,515$1.65M
Candlestick Capital Management LP35,000$1.58M
Group One Trading, L.P.30,786$1.39M
Massachusetts Financial Services Co27,723$1.25M
Comerica Bank28,103$1.14M
Parallax Volatility Advisers, L.P.24,983$1.13M
Calamos Advisors LLC21,927$988.0K
Triasima Portfolio Management inc.20,145$907.0K
Advisory Services Network, LLC17,735$798.0K
Occudo Quantitative Strategies LP17,378$783.0K
Hillsdale Investment Management Inc.17,000$766.0K
Stonnington Group, LLC12,800$692.0K
Parkwood LLC15,111$680.0K
HAP Trading, LLC14,320$645.0K
Wesbanco Bank Inc13,972$629.0K
Virtu Financial LLC12,618$568.0K
Los Angeles Capital Management LLC11,794$531.0K
DuPont Capital Management Corp11,085$499.0K
Strategic Wealth Partners, Ltd.10,835$488.0K
Sphera Funds Management Ltd.10,000$450.0K
Rehmann Capital Advisory Group719$449.0K
Dynamic Advisor Solutions LLC8,500$383.0K
First Republic Investment Management, Inc.8,393$378.0K
Caxton Associates LP8,201$369.0K
Raymond James Financial Services Advisors, Inc.7,518$339.0K
Gsa Capital Partners LLP6,992$315.0K
Parametrica Management Ltd6,418$289.0K
Xponance, Inc.6,276$283.0K
Sumitomo Mitsui Trust Holdings, Inc.6,034$272.0K
Kestra Advisory Services, LLC6,010$271.0K
Bayesian Capital Management, LP6,000$270.0K
Two Sigma Securities, LLC5,942$268.0K
Scotia Capital Inc.5,661$255.0K
Silvercrest Asset Management Group LLC5,619$253.0K
Baird Financial Group, Inc.5,496$247.0K
Alphasimplex Group, LLC5,399$243.0K
GWM Advisors LLC5,294$238.0K
Cim Investment Mangement Inc5,240$236.0K
CIBC Asset Management Inc5,197$234.0K
Glenmede Trust Co NA5,105$229.0K
Harvest Investment Services, LLC4,979$224.0K
JustInvest LLC4,906$221.0K
Ameriprise Financial Inc4,890$220.0K
Main Street Financial Solutions, LLC4,862$219.0K
O'Shaughnessy Asset Management, LLC4,286$193.0K
Acadian Asset Management LLC554$24.0K
Meridian Wealth Partners, LLC119$6.00K
Canada Pension Plan Investment Board109$5.00K
Eagle Bay Advisors LLC40$2.00K
Atlas Private Wealth Advisors25$1.00K
Newbridge Financial Services Group, Inc.9$1.00K
Quadrant Capital Group LLC6$0
Gerber Kawasaki Wealth & Investment Management6$0

Not filed for Q4 2021 yet (4)

Institutions that held Upwork, Inc at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPWK in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
XN Exponent Advisors LLC1,651,445$74.4M
Cypress Growth Fund III LP45,000$2.03M
Provenire Capital, LLC5,023$226.0K
Berman Capital Advisors, LLC95$4.00K