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, Q3 2022
Institutional positions in Upwork, Inc as of Sep 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
- 228
- +3 vs. Q2 2022
- Shares held
- 99.8M
- −1.51M (−1.5%) vs. Q2 2022
- Total value
- $1.36B
- −$735.8M (−35.1%) vs. Q2 2022
- New holders
- 34
- 78 more added
- Sold out
- 31
- 73 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 13 | $0 | 0.00% | +7+116.7% | Added |
| FinTrust Capital Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 23 | $0 | 0.00% | +14+155.6% | Added |
| Covestor Ltd | 11 | $0 | 0.00% | −2−15.4% | Reduced |
| Capital Advisors, Ltd. LLC | 12 | $0 | 0.00% | +12 | New |
| Elequin Capital LP | 79 | $1.00K | 0.00% | −158−66.7% | Reduced |
| Manchester Capital Management LLC | 86 | $1.00K | 0.00% | −16−15.7% | Reduced |
| CWM, LLC | 50 | $1.00K | 0.00% | −27−35.1% | Reduced |
| Accel Wealth Management | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 100 | $1.00K | 0.00% | +100 | New |
| Ellevest, Inc. | 139 | $2.00K | 0.00% | +139 | New |
| Dark Forest Capital Management LP | 122 | $2.00K | 0.00% | +122 | New |
| The PNC Financial Services Group, Inc. | 194 | $3.00K | 0.00% | −20,000−99.0% | Reduced |
| FourThought Financial, LLC | 234 | $3.00K | 0.00% | −50−17.6% | Reduced |
| Hantz Financial Services, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 290 | $4.00K | 0.00% | −32−9.9% | Reduced |
| Rosenberg Matthew Hamilton | 320 | $4.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 385 | $5.00K | 0.00% | −35,332−98.9% | Reduced |
| Clearstead Advisors, LLC | 350 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 199 | $5.00K | 0.00% | +74+59.2% | Added |
| McIlrath & Eck, LLC | 442 | $6.00K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 455 | $6.00K | 0.00% | +455 | New |
| Huntington National Bank | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 485 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 506 | $7.00K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 600 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 600 | $8.00K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 736 | $10.0K | 0.00% | −28−3.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 767 | $10.4K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,057 | $14.0K | 0.00% | +1,057 | New |
| Cutler Group LP | 1,159 | $15.0K | 0.00% | +535+85.7% | Added |
| Bell Investment Advisors, Inc | 1,136 | $15.0K | 0.00% | +1,108+3,957.1% | Added |
| Lindbrook Capital, LLC | 1,206 | $16.0K | 0.00% | +382+46.4% | Added |
| Harbor Investment Advisory, LLC | 1,323 | $18.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,751 | $24.0K | 0.00% | −4,661−72.7% | Reduced |
| National Bank of Canada | 1,826 | $25.0K | 0.00% | −140−7.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,726 | $38.0K | 0.00% | −4−0.1% | Reduced |
| Nisa Investment Advisors, LLC | 3,406 | $46.0K | 0.00% | +386+12.8% | Added |
| Leonteq Securities AG | 3,798 | $51.7K | 0.00% | +203+5.6% | Added |
| Shell Asset Management Co | 4,153 | $57.0K | 0.00% | −542−11.5% | Reduced |
| UBS Group AG | 4,634 | $63.0K | 0.00% | +1,089+30.7% | Added |
| Daiwa Securities Group Inc. | 4,879 | $66.0K | 0.00% | −4,132−45.9% | Reduced |
| Rockefeller Capital Management L.P. | 5,654 | $77.0K | 0.00% | +5,129+977.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,106 | $83.0K | 0.00% | −2,000−24.7% | Reduced |
| Advisor Group Holdings, Inc. | 6,600 | $88.0K | 0.00% | −111−1.7% | Reduced |
| Metropolitan Life Insurance Co | 7,178 | $97.8K | 0.00% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 8,922 | $122.0K | 0.01% | +99+1.1% | Added |
| Ameritas Investment Partners, Inc. | 9,146 | $124.0K | 0.01% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 10,000 | $136.2K | 0.00% | 00.0% | Unchanged |
| Wade G W & Inc | 10,724 | $146.0K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 11,182 | $152.0K | 0.01% | −1,016−8.3% | Reduced |
| SeaCrest Wealth Management, LLC | 11,270 | $153.0K | 0.02% | 00.0% | Unchanged |
| RBF Capital, LLC | 11,876 | $162.0K | 0.01% | +11,876 | New |
| Crossmark Global Holdings, Inc. | 12,764 | $174.0K | 0.00% | −385−2.9% | Reduced |
| Victory Capital Management Inc | 12,895 | $176.0K | 0.00% | −2,951−18.6% | Reduced |
| ProShare Advisors LLC | 13,218 | $180.0K | 0.00% | −618−4.5% | Reduced |
| Public Employees Retirement Association of Colorado | 13,354 | $182.0K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 14,153 | $193.0K | 0.16% | +14,153 | New |
| Waypoint Wealth Partners Inc. | 14,475 | $197.0K | 0.08% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 14,490 | $197.0K | 0.03% | +14,490 | New |
| XTX Topco Ltd | 14,512 | $198.0K | 0.05% | +14,512 | New |
| J. Goldman & Co LP | 15,075 | $205.0K | 0.02% | +15,075 | New |
| Qube Research & Technologies Ltd | 15,143 | $206.0K | 0.00% | +15,143 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,365 | $209.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 15,505 | $211.0K | 0.00% | +4,966+47.1% | Added |
| Point72 Hong Kong Ltd | 15,787 | $215.0K | 0.01% | +15,787 | New |
| Boothbay Fund Management, LLC | 15,884 | $216.0K | 0.01% | +2,525+18.9% | Added |
| Clal Insurance Enterprises Holdings Ltd | 15,968 | $217.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 16,692 | $227.0K | 0.00% | −1,008−5.7% | Reduced |
| Principal Financial Group Inc | 17,454 | $238.0K | 0.00% | −1,149−6.2% | Reduced |
| ETF Managers Group, LLC | 17,692 | $241.0K | 0.01% | +17,692 | New |
| Fox Run Management, L.L.C. | 17,810 | $243.0K | 0.09% | +17,810 | New |
| Amundi | 16,439 | $244.0K | 0.00% | +13,585+476.0% | Added |
| Jefferies Group LLC | 18,491 | $251.8K | 0.01% | +18,491 | New |
| DLD Asset Management, LP | 18,880 | $257.0K | 0.02% | −26,720−58.6% | Reduced |
| Amalgamated Bank | 19,295 | $263.0K | 0.00% | +307+1.6% | Added |
| Freestone Capital Holdings, LLC | 19,784 | $269.0K | 0.01% | −3,216−14.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 20,000 | $272.0K | 0.01% | +10,372+107.7% | Added |
| Great West Life Assurance Co | 20,033 | $272.0K | 0.00% | +13,686+215.6% | Added |
| Handelsbanken Fonder AB | 20,600 | $281.0K | 0.00% | 00.0% | Unchanged |
| Clare Market Investments LLC | 20,865 | $284.2K | 0.12% | −9,355−31.0% | Reduced |
| Wells Fargo & Company | 20,985 | $286.0K | 0.00% | −34,737−62.3% | Reduced |
| Virginia Retirement Systems Et Al | 21,500 | $292.8K | 0.00% | +21,500 | New |
| Petrus Trust Company, LTA | 21,834 | $297.0K | 0.04% | +21,834 | New |
| Raymond James Trust N.A. | 22,050 | $300.0K | 0.01% | +8,350+60.9% | Added |
| Wealthsource Partners, LLC | 22,081 | $301.0K | 0.02% | +22,081 | New |
| Winton Group Ltd | 23,051 | $314.0K | 0.02% | −3,444−13.0% | Reduced |
| Envestnet Asset Management Inc | 23,572 | $321.0K | 0.00% | +1,920+8.9% | Added |
| Ensign Peak Advisors, Inc | 26,730 | $364.0K | 0.00% | 00.0% | Unchanged |
| Parkwood LLC | 27,969 | $381.0K | 0.08% | +27,969 | New |
| Chimera Capital Management LLC | 29,781 | $406.0K | 0.11% | +29,781 | New |
| Arizona State Retirement System | 31,709 | $432.0K | 0.00% | +433+1.4% | Added |
| Sofos Investments, Inc. | 31,777 | $433.0K | 0.05% | −44,664−58.4% | Reduced |
| Aquatic Capital Management LLC | 34,500 | $470.0K | 0.05% | +34,500 | New |