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, Q2 2022
Institutional positions in Upwork, Inc as of Jun 30, 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
- 227
- −3 vs. Q1 2022
- Shares held
- 101.4M
- +3.80M (+3.9%) vs. Q1 2022
- Total value
- $2.10B
- −$170.8M (−7.5%) vs. Q1 2022
- New holders
- 31
- 76 more added
- Sold out
- 34
- 83 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 20 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $0 | 0.00% | +1+12.5% | Added |
| Evoke Wealth, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $0 | 0.00% | −4−23.5% | Reduced |
| Allworth Financial LP | 6 | $0 | 0.00% | +6 | New |
| Ronald Blue Trust, Inc. | 9 | $0 | 0.00% | +9 | New |
| Money Concepts Capital Corp | 24 | $1.00K | 0.00% | −19−44.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $1.00K | 0.00% | +28 | New |
| Spire Wealth Management | 100 | $2.00K | 0.00% | −100−50.0% | Reduced |
| CWM, LLC | 77 | $2.00K | 0.00% | −99−56.3% | Reduced |
| Manchester Capital Management LLC | 102 | $2.00K | 0.00% | −2−1.9% | Reduced |
| Accel Wealth Management | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 125 | $3.00K | 0.00% | −183−59.4% | Reduced |
| TCI Wealth Advisors, Inc. | 152 | $3.00K | 0.00% | +152 | New |
| Hantz Financial Services, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 237 | $5.00K | 0.00% | +16+7.2% | Added |
| Optimum Investment Advisors | 255 | $5.00K | 0.00% | +255 | New |
| FourThought Financial, LLC | 284 | $6.00K | 0.00% | +284 | New |
| Castle Wealth Management LLC | 300 | $6.00K | 0.00% | +300 | New |
| Parallel Advisors, LLC | 322 | $7.00K | 0.00% | −745−69.8% | Reduced |
| Clearstead Advisors, LLC | 350 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 320 | $7.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 442 | $9.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 500 | $10.0K | 0.00% | −300−37.5% | Reduced |
| Pier Capital, LLC | 485 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 506 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 525 | $10.0K | 0.00% | −18−3.3% | Reduced |
| Cutler Group LP | 624 | $12.0K | 0.00% | −2,244−78.2% | Reduced |
| Zullo Investment Group, Inc. | 600 | $12.0K | 0.01% | −425−41.5% | Reduced |
| Selective Wealth Management, Inc. | 600 | $12.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 600 | $12.0K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 565 | $12.0K | 0.01% | +565 | New |
| Federation des caisses Desjardins du Quebec | 767 | $15.9K | 0.00% | +75+10.8% | Added |
| Signaturefd, LLC | 764 | $16.0K | 0.00% | −81−9.6% | Reduced |
| Lindbrook Capital, LLC | 824 | $17.0K | 0.00% | +63+8.3% | Added |
| Fieldpoint Private Securities, LLC | 1,300 | $27.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,323 | $27.0K | 0.00% | +803+154.4% | Added |
| FNY Investment Advisers, LLC | 1,319 | $27.0K | 0.02% | +1,319 | New |
| National Bank of Canada | 1,966 | $41.0K | 0.00% | +172+9.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,730 | $56.0K | 0.00% | +30+1.1% | Added |
| Captrust Financial Advisors | 2,711 | $56.0K | 0.00% | −25−0.9% | Reduced |
| Simplex Trading, LLC | 2,800 | $57.0K | 0.00% | +2,800 | New |
| Amundi | 2,854 | $58.0K | 0.00% | +2,796+4,820.7% | Added |
| Nisa Investment Advisors, LLC | 3,020 | $62.0K | 0.00% | −960−24.1% | Reduced |
| UBS Group AG | 3,545 | $74.0K | 0.00% | −671−15.9% | Reduced |
| Leonteq Securities AG | 3,595 | $74.3K | 0.00% | −111−3.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 4,206 | $87.0K | 0.00% | +4,206 | New |
| Shell Asset Management Co | 4,695 | $97.0K | 0.00% | +60+1.3% | Added |
| State of Wyoming | 4,898 | $101.0K | 0.06% | +3,518+254.9% | Added |
| Van Eck Associates Corp | 6,002 | $124.0K | 0.00% | +544+10.0% | Added |
| Great West Life Assurance Co | 6,347 | $131.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 6,400 | $132.0K | 0.00% | +6,400 | New |
| Walleye Trading LLC | 6,412 | $133.0K | 0.00% | −32,730−83.6% | Reduced |
| Advisor Group Holdings, Inc. | 6,711 | $137.0K | 0.00% | −6,488−49.2% | Reduced |
| STRS Ohio | 7,100 | $146.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 7,178 | $148.4K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 8,106 | $168.0K | 0.01% | −758−8.6% | Reduced |
| Empire Life Investments Inc. | 8,823 | $182.0K | 0.01% | +287+3.4% | Added |
| Daiwa Securities Group Inc. | 9,011 | $186.0K | 0.00% | +3,476+62.8% | Added |
| Ameritas Investment Partners, Inc. | 9,146 | $189.0K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 9,628 | $199.0K | 0.00% | +9,628 | New |
| Spearhead Capital Advisors, LLC | 9,778 | $202.0K | 0.03% | −152−1.5% | Reduced |
| International Assets Investment Management, LLC | 9,813 | $203.0K | 0.04% | −1,000−9.2% | Reduced |
| Liontrust Investment Partners LLP | 10,000 | $206.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,539 | $218.0K | 0.00% | +2,460+30.4% | Added |
| Wade G W & Inc | 10,724 | $222.0K | 0.01% | −88−0.8% | Reduced |
| SeaCrest Wealth Management, LLC | 11,270 | $233.0K | 0.03% | +11,270 | New |
| Gsa Capital Partners LLP | 11,976 | $248.0K | 0.04% | +11,976 | New |
| Toroso Investments, LLC | 12,198 | $252.0K | 0.01% | −1,624−11.7% | Reduced |
| Crossmark Global Holdings, Inc. | 13,149 | $272.0K | 0.01% | −1,860−12.4% | Reduced |
| Boothbay Fund Management, LLC | 13,359 | $276.0K | 0.01% | −20,737−60.8% | Reduced |
| Public Employees Retirement Association of Colorado | 13,354 | $276.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 13,700 | $283.0K | 0.01% | −1,050−7.1% | Reduced |
| Engineers Gate Manager LP | 13,749 | $284.0K | 0.01% | −69,441−83.5% | Reduced |
| ProShare Advisors LLC | 13,836 | $287.0K | 0.00% | −8,796−38.9% | Reduced |
| Waypoint Wealth Partners Inc. | 14,475 | $299.0K | 0.11% | +14,475 | New |
| First Trust Advisors LP | 14,596 | $302.0K | 0.00% | −4,129−22.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,365 | $318.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 15,846 | $328.0K | 0.00% | −54−0.3% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 15,968 | $330.0K | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 16,706 | $345.0K | 0.03% | −18,536−52.6% | Reduced |
| Teacher Retirement System of Texas | 17,700 | $366.0K | 0.00% | −5,466−23.6% | Reduced |
| Algert Global LLC | 18,290 | $378.0K | 0.03% | +18,290 | New |
| Principal Financial Group Inc | 18,603 | $385.0K | 0.00% | −2,824−13.2% | Reduced |
| Amalgamated Bank | 18,988 | $393.0K | 0.00% | −328−1.7% | Reduced |
| Woodline Partners LP | 19,045 | $394.0K | 0.01% | +19,045 | New |
| The PNC Financial Services Group, Inc. | 20,194 | $418.0K | 0.00% | +54+0.3% | Added |
| Handelsbanken Fonder AB | 20,600 | $426.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 21,652 | $448.0K | 0.00% | +61+0.3% | Added |
| Man Group plc | – | $448.0K | 0.00% | – | New |
| Freestone Capital Holdings, LLC | 23,000 | $476.0K | 0.02% | +1,238+5.7% | Added |
| Tudor Investment Corp Et Al | 25,382 | $525.0K | 0.02% | −17,788−41.2% | Reduced |
| Winton Group Ltd | 26,495 | $548.0K | 0.03% | +4,727+21.7% | Added |
| Ensign Peak Advisors, Inc | 26,730 | $553.0K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 24,899 | $583.0K | 0.06% | +24,899 | New |