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 |
|---|---|---|---|---|---|
| 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 |
| FourThought Financial, LLC | 284 | $6.00K | 0.00% | +284 | New |
| Castle Wealth Management LLC | 300 | $6.00K | 0.00% | +300 | New |
| Elequin Capital LP | 237 | $5.00K | 0.00% | +16+7.2% | Added |
| Optimum Investment Advisors | 255 | $5.00K | 0.00% | +255 | New |
| Hantz Financial Services, Inc. | 200 | $4.00K | 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 |
| 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 |
| 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 |
| 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 |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −324,793−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −196,450−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −82,900−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −73,106−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −53,400−100.0% | Sold out |
| Harspring Capital Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −36,069−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −30,658−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −26,256−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −24,681−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −23,200−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −16,921−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −16,168−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −16,323−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −14,265−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,139−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,230−100.0% | Sold out |
| Must Asset Management Inc. | 0 | $0 | 0.00% | −10,016−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −9,536−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −9,507−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −8,895−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,228−100.0% | Sold out |
| DeDora Capital, Inc. | 0 | $0 | 0.00% | −679−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Kings Point Capital Management | – | – | – | – | Not filed |
| Holloway Wealth Management, LLC | – | – | – | – | Not filed |