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 |
|---|---|---|---|---|---|
| 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 |
| McIlrath & Eck, LLC | 442 | $10.0K | 0.00% | −103−18.9% | Reduced |
| SOA Wealth Advisors, LLC. | 429 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 350 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 320 | $7.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 308 | $7.00K | 0.00% | +125+68.3% | 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 |
| Holloway Wealth Management, LLC | – | $4.00K | 0.00% | – | – |
| CWM, LLC | 176 | $4.00K | 0.00% | +126+252.0% | Added |
| Assetmark, Inc | 132 | $3.00K | 0.00% | +61+85.9% | Added |
| TD Waterhouse Canada Inc. | 75 | $2.22K | 0.00% | −125−62.5% | Reduced |
| 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 |
| 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 |
| 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 |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −1,100,000−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −439,944−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −417,613−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −335,819−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −319,400−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −298,611−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −241,595−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −236,099−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −199,474−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −131,100−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −62,814−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −49,525−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −40,794−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −28,949−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −26,854−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −26,174−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| YHB Investment Advisors, Inc. | 0 | $0 | 0.00% | −21,009−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −18,757−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −18,562−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −18,390−100.0% | Sold out |
| Bleichroeder LP | 0 | $0 | 0.00% | −16,247−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| Springs Capital (Hong Kong) Ltd | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,484−100.0% | Sold out |
| PFS Investments Inc. | 0 | $0 | 0.00% | −12,777−100.0% | Sold out |
| First Capital Advisors Group, LLC. | 0 | $0 | 0.00% | −12,720−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −12,536−100.0% | Sold out |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −9,950−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −9,433−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −8,366−100.0% | Sold out |
| Leo H. Evart, Inc. | 0 | $0 | 0.00% | −8,193−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −8,110−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,997−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −7,854−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −7,640−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,550−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −7,109−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −6,950−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −6,816−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −6,630−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −6,483−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −5,995−100.0% | Sold out |
| NN Investment Partners Holdings N.V. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,084−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −1,871−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −853−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −453−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Henrickson Nauta Wealth Advisors, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Nokota Management, LP | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |