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, Q4 2021
Institutional positions in Upwork, Inc as of Dec 31, 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
- 271
- −5 vs. Q3 2021
- Shares held
- 95.8M
- +4.26M (+4.7%) vs. Q3 2021
- Total value
- $3.27B
- −$851.6M (−20.6%) vs. Q3 2021
- New holders
- 58
- 86 more added
- Sold out
- 63
- 90 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ellevest, Inc. | 8 | $0 | 0.00% | −7−46.7% | Reduced |
| Bell Investment Advisors, Inc | 14 | $0 | 0.00% | −15−51.7% | Reduced |
| Ci Investments Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2 | $0 | 0.00% | +2 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 5 | $0 | 0.00% | +5 | New |
| Glassman Wealth Services | 22 | $1.00K | 0.00% | −37−62.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $1.20K | 0.00% | +35 | New |
| Assetmark, Inc | 71 | $2.00K | 0.00% | +71 | New |
| CWM, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Credit Agricole S A | 90 | $3.00K | 0.00% | −720−88.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 78 | $3.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 101 | $3.00K | 0.00% | +101 | New |
| Motley Fool Asset Management LLC | 74 | $3.00K | 0.00% | +74 | New |
| Bellwether Advisors, LLC | 121 | $4.00K | 0.00% | +121 | New |
| Manchester Capital Management LLC | 139 | $5.00K | 0.00% | +6+4.5% | Added |
| Covestor Ltd | 153 | $5.00K | 0.01% | +153 | New |
| Holloway Wealth Management, LLC | – | $6.00K | 0.00% | – | – |
| IFP Advisors, Inc | 183 | $6.00K | 0.00% | −17−8.5% | Reduced |
| TD Waterhouse Canada Inc. | 200 | $6.29K | 0.00% | +200 | New |
| Spire Wealth Management | 200 | $7.00K | 0.00% | −1,000−83.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 190 | $7.00K | 0.00% | −37−16.3% | Reduced |
| Concord Wealth Partners | 200 | $7.00K | 0.00% | +136+212.5% | Added |
| NEXT Financial Group, Inc | 300 | $10.0K | 0.00% | +300 | New |
| Rosenberg Matthew Hamilton | 320 | $11.0K | 0.00% | −217−40.4% | Reduced |
| Clearstead Advisors, LLC | 350 | $12.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 429 | $14.0K | 0.00% | +429 | New |
| Simplex Trading, LLC | 453 | $15.0K | 0.00% | +453 | New |
| Harvest Fund Management Co., Ltd | 506 | $17.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 520 | $18.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 563 | $19.0K | 0.00% | +10+1.8% | Added |
| McIlrath & Eck, LLC | 545 | $19.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 600 | $20.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 600 | $20.0K | 0.01% | +600 | New |
| Rockefeller Capital Management L.P. | 742 | $25.0K | 0.00% | −8−1.1% | Reduced |
| Zullo Investment Group, Inc. | 800 | $27.0K | 0.01% | +800 | New |
| TCI Wealth Advisors, Inc. | 853 | $29.0K | 0.00% | −353−29.3% | Reduced |
| Signaturefd, LLC | 871 | $30.0K | 0.00% | −36−4.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,130 | $39.0K | 0.02% | −427−27.4% | Reduced |
| Parallel Advisors, LLC | 1,158 | $40.0K | 0.00% | −93−7.4% | Reduced |
| Fieldpoint Private Securities, LLC | 1,300 | $44.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,532 | $52.0K | 0.01% | +1,532 | New |
| National Bank of Canada | 1,662 | $57.0K | 0.00% | +1,662 | New |
| Pacer Advisors, Inc. | 1,871 | $64.0K | 0.00% | +1,871 | New |
| Federation des caisses Desjardins du Quebec | 2,062 | $70.4K | 0.00% | +200+10.7% | Added |
| Daiwa Securities Group Inc. | 2,601 | $89.0K | 0.00% | +2,601 | New |
| Leonteq Securities AG | 2,609 | $89.1K | 0.00% | +44+1.7% | Added |
| Captrust Financial Advisors | 2,787 | $95.0K | 0.00% | −925−24.9% | Reduced |
| Point72 Hong Kong Ltd | 3,084 | $105.0K | 0.01% | +3,084 | New |
| Cutler Group LP | 3,268 | $111.0K | 0.01% | −1,264−27.9% | Reduced |
| Nisa Investment Advisors, LLC | 4,070 | $111.0K | 0.00% | −180−4.2% | Reduced |
| Lazard Asset Management LLC | 4,032 | $137.0K | 0.00% | −7,968−66.4% | Reduced |
| NN Investment Partners Holdings N.V. | 4,000 | $137.0K | 0.00% | +4,000 | New |
| Amundi | 4,952 | $141.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,320 | $182.0K | 0.00% | +28+0.5% | Added |
| Wealthsource Partners, LLC | 5,995 | $205.0K | 0.02% | −7,017−53.9% | Reduced |
| Great West Life Assurance Co | 6,347 | $216.0K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 6,400 | $219.0K | 0.01% | +6,400 | New |
| Mackenzie Financial Corp | 6,483 | $221.0K | 0.00% | −14,736−69.4% | Reduced |
| Panagora Asset Management Inc | 6,630 | $226.0K | 0.00% | +6,630 | New |
| ExodusPoint Capital Management, LP | 6,794 | $232.0K | 0.00% | +6,794 | New |
| Cresset Asset Management, LLC | 6,816 | $232.0K | 0.00% | +6,816 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,950 | $237.0K | 0.07% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 7,000 | $239.0K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 7,064 | $241.0K | 0.01% | −10,465−59.7% | Reduced |
| STRS Ohio | 7,100 | $242.0K | 0.00% | −22,900−76.3% | Reduced |
| Pictet Asset Management SA | 7,109 | $243.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7,400 | $253.0K | 0.00% | −2,000−21.3% | Reduced |
| Petrus Trust Company, LTA | 7,550 | $258.0K | 0.03% | +7,550 | New |
| Cambridge Investment Research Advisors, Inc. | 7,640 | $261.0K | 0.00% | +2,780+57.2% | Added |
| Illinois Municipal Retirement Fund | 7,854 | $268.0K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 7,997 | $273.0K | 0.06% | +7,997 | New |
| HighTower Advisors, LLC | 8,110 | $276.0K | 0.00% | −1,004−11.0% | Reduced |
| Leo H. Evart, Inc. | 8,193 | $280.0K | 0.27% | +8,193 | New |
| Franklin Resources Inc | 8,366 | $285.0K | 0.00% | +8,366 | New |
| Benjamin F. Edwards & Company, Inc. | 8,888 | $304.0K | 0.01% | −20.0% | Reduced |
| Financial Advocates Investment Management | 8,895 | $304.0K | 0.02% | +20+0.2% | Added |
| Ameritas Investment Partners, Inc. | 9,146 | $312.0K | 0.01% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 9,433 | $322.0K | 0.01% | −609−6.1% | Reduced |
| Tower Research Capital LLC (TRC) | 9,627 | $329.0K | 0.01% | +3,228+50.4% | Added |
| Wall Street Access Asset Management, LLC | 9,950 | $339.0K | 0.18% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 9,923 | $339.0K | 0.04% | +94+1.0% | Added |
| Must Asset Management Inc. | 10,016 | $346.0K | 0.19% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 10,500 | $359.0K | 0.00% | +4,400+72.1% | Added |
| Schonfeld Strategic Advisors LLC | 10,900 | $372.0K | 0.00% | −5,363−33.0% | Reduced |
| International Assets Investment Management, LLC | 11,108 | $379.0K | 0.07% | +670+6.4% | Added |
| Crossmark Global Holdings, Inc. | 11,289 | $386.0K | 0.01% | +11,289 | New |
| Wolverine Trading, LLC | 11,479 | $396.0K | 0.01% | −23,524−67.2% | Reduced |
| CWM Advisors, LLC | 11,845 | $405.0K | 0.05% | −9,159−43.6% | Reduced |
| LPL Financial LLC | 12,093 | $413.0K | 0.00% | −1,055−8.0% | Reduced |
| AQR Capital Management LLC | 12,536 | $428.0K | 0.00% | −45,569−78.4% | Reduced |
| First Capital Advisors Group, LLC. | 12,720 | $435.0K | 0.24% | +12,720 | New |
| PFS Investments Inc. | 12,777 | $436.0K | 0.01% | +12,777 | New |
| Aigen Investment Management, LP | 13,484 | $447.0K | 0.03% | +13,484 | New |