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, Q1 2022
Institutional positions in Upwork, Inc as of Mar 31, 2022. 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
- 235
- −32 vs. Q4 2021
- Shares held
- 97.7M
- +2.00M (+2.1%) vs. Q4 2021
- Total value
- $2.27B
- −$1.00B (−30.6%) vs. Q4 2021
- New holders
- 30
- 82 more added
- Sold out
- 62
- 91 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 17 | $0 | 0.00% | −136−88.9% | Reduced |
| First Bank & Trust | 20 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 9 | $0 | 0.00% | +1+12.5% | Added |
| Investors Research Corp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 20 | $0 | 0.00% | +20 | New |
| Whittier Trust Co | 13 | $0 | 0.00% | +13 | New |
| Quadrant Capital Group LLC | 6 | $0 | 0.00% | +6 | New |
| Versant Capital Management, Inc | 8 | $0 | 0.00% | +8 | New |
| Amundi | 58 | $1.00K | 0.00% | −4,894−98.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 45 | $1.00K | 0.00% | +45 | New |
| Money Concepts Capital Corp | 43 | $1.00K | 0.00% | +43 | New |
| TCWP LLC | 47 | $1.00K | 0.00% | +47 | New |
| Northwestern Mutual Wealth Management Co | 57 | $2.00K | 0.00% | −133−70.0% | Reduced |
| Manchester Capital Management LLC | 104 | $2.00K | 0.00% | −35−25.2% | Reduced |
| Bellwether Advisors, LLC | 121 | $2.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 75 | $2.00K | 0.00% | +75 | New |
| TD Waterhouse Canada Inc. | 75 | $2.22K | 0.00% | −125−62.5% | Reduced |
| Assetmark, Inc | 132 | $3.00K | 0.00% | +61+85.9% | Added |
| Holloway Wealth Management, LLC | – | $4.00K | 0.00% | – | – |
| CWM, LLC | 176 | $4.00K | 0.00% | +126+252.0% | Added |
| Spire Wealth Management | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 200 | $5.00K | 0.00% | +200 | New |
| Elequin Capital LP | 221 | $5.00K | 0.00% | +221 | New |
| Rosenberg Matthew Hamilton | 320 | $7.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 308 | $7.00K | 0.00% | +125+68.3% | Added |
| Clearstead Advisors, LLC | 350 | $8.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 429 | $9.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 442 | $10.0K | 0.00% | −103−18.9% | Reduced |
| Pier Capital, LLC | 485 | $11.0K | 0.00% | −253,258−99.8% | Reduced |
| Rockefeller Capital Management L.P. | 543 | $11.0K | 0.00% | −199−26.8% | Reduced |
| Harvest Fund Management Co., Ltd | 506 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 533 | $12.0K | 0.00% | −30−5.3% | Reduced |
| Harbor Investment Advisory, LLC | 520 | $12.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 600 | $14.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 600 | $14.0K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 679 | $16.0K | 0.01% | +679 | New |
| Federation des caisses Desjardins du Quebec | 692 | $16.1K | 0.00% | −1,370−66.4% | Reduced |
| Lindbrook Capital, LLC | 761 | $18.0K | 0.00% | −771−50.3% | Reduced |
| Huntington National Bank | 800 | $19.0K | 0.00% | +800 | New |
| Signaturefd, LLC | 845 | $20.0K | 0.00% | −26−3.0% | Reduced |
| Zullo Investment Group, Inc. | 1,025 | $24.0K | 0.01% | +225+28.1% | Added |
| Parallel Advisors, LLC | 1,067 | $25.0K | 0.00% | −91−7.9% | Reduced |
| Fieldpoint Private Securities, LLC | 1,300 | $30.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,380 | $32.0K | 0.02% | +250+22.1% | Added |
| National Bank of Canada | 1,794 | $42.0K | 0.00% | +132+7.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,700 | $64.0K | 0.00% | −15,571−85.2% | Reduced |
| Captrust Financial Advisors | 2,736 | $64.0K | 0.00% | −51−1.8% | Reduced |
| Cutler Group LP | 2,868 | $66.0K | 0.01% | −400−12.2% | Reduced |
| Leonteq Securities AG | 3,706 | $86.1K | 0.00% | +1,097+42.0% | Added |
| Nisa Investment Advisors, LLC | 3,980 | $92.0K | 0.00% | −90−2.2% | Reduced |
| UBS Group AG | 4,216 | $98.0K | 0.00% | −20,540−83.0% | Reduced |
| Shell Asset Management Co | 4,635 | $108.0K | 0.00% | −685−12.9% | Reduced |
| Acadian Asset Management LLC | 5,228 | $120.0K | 0.00% | +5,228 | New |
| Van Eck Associates Corp | 5,458 | $127.0K | 0.00% | +5,458 | New |
| Daiwa Securities Group Inc. | 5,535 | $129.0K | 0.00% | +2,934+112.8% | Added |
| Great West Life Assurance Co | 6,347 | $157.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 7,100 | $165.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,178 | $166.8K | 0.01% | −23,701−76.8% | Reduced |
| Tower Research Capital LLC (TRC) | 8,079 | $188.0K | 0.00% | −1,548−16.1% | Reduced |
| Empire Life Investments Inc. | 8,536 | $198.0K | 0.01% | +8,536 | New |
| Benjamin F. Edwards & Company, Inc. | 8,864 | $206.0K | 0.01% | −24−0.3% | Reduced |
| Financial Advocates Investment Management | 8,895 | $207.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,146 | $213.0K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 9,507 | $221.0K | 0.00% | −1,219−11.4% | Reduced |
| LPL Financial LLC | 9,536 | $222.0K | 0.00% | −2,557−21.1% | Reduced |
| Spearhead Capital Advisors, LLC | 9,930 | $231.0K | 0.03% | +7+0.1% | Added |
| Liontrust Investment Partners LLP | 10,000 | $232.4K | 0.00% | −15,000−60.0% | Reduced |
| Must Asset Management Inc. | 10,016 | $238.0K | 0.12% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,813 | $251.0K | 0.05% | −295−2.7% | Reduced |
| Virginia Retirement Systems Et Al | 10,800 | $251.0K | 0.00% | +300+2.9% | Added |
| Wade G W & Inc | 10,812 | $251.0K | 0.01% | +10,812 | New |
| Quantbot Technologies LP | 11,230 | $260.0K | 0.02% | −77,779−87.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,139 | $282.0K | 0.03% | −9,917−45.0% | Reduced |
| Public Employees Retirement Association of Colorado | 13,354 | $310.0K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 13,822 | $321.0K | 0.01% | −1,403−9.2% | Reduced |
| Lazard Asset Management LLC | 14,000 | $325.0K | 0.00% | +9,968+247.2% | Added |
| CWM Advisors, LLC | 14,265 | $332.0K | 0.04% | +2,420+20.4% | Added |
| Victory Capital Management Inc | 15,900 | $333.0K | 0.00% | +44+0.3% | Added |
| Advisor Group Holdings, Inc. | 13,199 | $337.0K | 0.00% | −684−4.9% | Reduced |
| Raymond James Trust N.A. | 14,750 | $343.0K | 0.01% | +1,500+11.3% | Added |
| Crossmark Global Holdings, Inc. | 15,009 | $349.0K | 0.01% | +3,720+33.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,365 | $357.0K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 15,968 | $371.0K | 0.00% | −200,000−92.6% | Reduced |
| Seven Eight Capital, LP | 16,323 | $379.0K | 0.05% | −9,980−37.9% | Reduced |
| Wolverine Trading, LLC | 16,168 | $385.0K | 0.01% | +4,689+40.8% | Added |
| Caxton Associates LP | 16,921 | $393.0K | 0.04% | +16,921 | New |
| First Trust Advisors LP | 18,725 | $435.0K | 0.00% | −32,207−63.2% | Reduced |
| KB Financial Partners, LLC | 19,234 | $447.0K | 0.12% | +4,951+34.7% | Added |
| Amalgamated Bank | 19,316 | $449.0K | 0.00% | −1,451−7.0% | Reduced |
| Amalgamated Financial Corp. | 19,316 | $449.0K | 0.00% | +19,316 | New |
| The PNC Financial Services Group, Inc. | 20,140 | $467.0K | 0.00% | +140+0.7% | Added |
| Handelsbanken Fonder AB | 20,600 | $479.0K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 21,223 | $493.0K | 0.12% | +3,345+18.7% | Added |
| Principal Financial Group Inc | 21,427 | $498.0K | 0.00% | +1,362+6.8% | Added |
| Envestnet Asset Management Inc | 21,591 | $502.0K | 0.00% | −1,459−6.3% | Reduced |
| Freestone Capital Holdings, LLC | 21,762 | $506.0K | 0.02% | −2,000−8.4% | Reduced |