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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 7,064 | $241.0K | 0.01% | −10,465−59.7% | Reduced |
| TownSquare Capital, LLC | 7,000 | $239.0K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,950 | $237.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Panagora Asset Management Inc | 6,630 | $226.0K | 0.00% | +6,630 | New |
| Mackenzie Financial Corp | 6,483 | $221.0K | 0.00% | −14,736−69.4% | Reduced |
| Summit Global Investments | 6,400 | $219.0K | 0.01% | +6,400 | New |
| Great West Life Assurance Co | 6,347 | $216.0K | 0.00% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 5,995 | $205.0K | 0.02% | −7,017−53.9% | Reduced |
| Shell Asset Management Co | 5,320 | $182.0K | 0.00% | +28+0.5% | Added |
| Amundi | 4,952 | $141.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Point72 Hong Kong Ltd | 3,084 | $105.0K | 0.01% | +3,084 | New |
| Captrust Financial Advisors | 2,787 | $95.0K | 0.00% | −925−24.9% | Reduced |
| Leonteq Securities AG | 2,609 | $89.1K | 0.00% | +44+1.7% | Added |
| Daiwa Securities Group Inc. | 2,601 | $89.0K | 0.00% | +2,601 | New |
| Federation des caisses Desjardins du Quebec | 2,062 | $70.4K | 0.00% | +200+10.7% | Added |
| Pacer Advisors, Inc. | 1,871 | $64.0K | 0.00% | +1,871 | New |
| National Bank of Canada | 1,662 | $57.0K | 0.00% | +1,662 | New |
| Lindbrook Capital, LLC | 1,532 | $52.0K | 0.01% | +1,532 | New |
| Fieldpoint Private Securities, LLC | 1,300 | $44.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,158 | $40.0K | 0.00% | −93−7.4% | Reduced |
| State of Wyoming | 1,130 | $39.0K | 0.02% | −427−27.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 871 | $30.0K | 0.00% | −36−4.0% | Reduced |
| TCI Wealth Advisors, Inc. | 853 | $29.0K | 0.00% | −353−29.3% | Reduced |
| Zullo Investment Group, Inc. | 800 | $27.0K | 0.01% | +800 | New |
| Rockefeller Capital Management L.P. | 742 | $25.0K | 0.00% | −8−1.1% | Reduced |
| Banque Cantonale Vaudoise | 600 | $20.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 600 | $20.0K | 0.01% | +600 | New |
| Kings Point Capital Management | 563 | $19.0K | 0.00% | +10+1.8% | Added |
| McIlrath & Eck, LLC | 545 | $19.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 520 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 506 | $17.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 453 | $15.0K | 0.00% | +453 | New |
| SOA Wealth Advisors, LLC. | 429 | $14.0K | 0.00% | +429 | New |
| Clearstead Advisors, LLC | 350 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 320 | $11.0K | 0.00% | −217−40.4% | Reduced |
| NEXT Financial Group, Inc | 300 | $10.0K | 0.00% | +300 | 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 |
| TD Waterhouse Canada Inc. | 200 | $6.29K | 0.00% | +200 | New |
| Holloway Wealth Management, LLC | – | $6.00K | 0.00% | – | – |
| IFP Advisors, Inc | 183 | $6.00K | 0.00% | −17−8.5% | Reduced |
| Manchester Capital Management LLC | 139 | $5.00K | 0.00% | +6+4.5% | Added |
| Covestor Ltd | 153 | $5.00K | 0.01% | +153 | New |
| Bellwether Advisors, LLC | 121 | $4.00K | 0.00% | +121 | 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 |
| Assetmark, Inc | 71 | $2.00K | 0.00% | +71 | New |
| CWM, LLC | 50 | $2.00K | 0.00% | +50 | New |
| West Paces Advisors Inc. | 35 | $1.20K | 0.00% | +35 | 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 |
| 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 |
| SRS Investment Management, LLC | 0 | $0 | 0.00% | −1,668,414−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −1,080,504−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −381,510−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −210,668−100.0% | Sold out |
| Titan Global Capital Management USA LLC | 0 | $0 | 0.00% | −149,683−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −89,997−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −72,659−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −63,525−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −33,285−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −37,800−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −37,515−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −30,786−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −27,723−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −28,103−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −24,983−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −21,927−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −20,145−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −17,735−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −17,378−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Stonnington Group, LLC | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −15,111−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −14,320−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −13,972−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,618−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −11,794−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −11,085−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −10,835−100.0% | Sold out |