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, Q4 2022
Institutional positions in Upwork, Inc as of Dec 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
- 219
- −4 vs. Q3 2022
- Shares held
- 97.9M
- −1.68M (−1.7%) vs. Q3 2022
- Total value
- $1.02B
- −$334.9M (−24.7%) vs. Q3 2022
- New holders
- 33
- 84 more added
- Sold out
- 37
- 66 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 22 | $0 | 0.00% | −1−4.3% | Reduced |
| FinTrust Capital Advisors, LLC | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 20 | $209 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $230 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 25 | $261 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $303 | 0.00% | +29 | New |
| Sofos Investments, Inc. | 34,453 | $360 | 0.00% | +2,676+8.4% | Added |
| Baker Avenue Asset Management, LP | 47 | $491 | 0.00% | +47 | New |
| Accel Wealth Management | 75 | $783 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 76 | $793 | 0.00% | −10−11.6% | Reduced |
| Quadrant Capital Group LLC | 97 | $1.01K | 0.00% | +97 | New |
| Madden Securities Corp | 100 | $1.04K | 0.00% | +100 | New |
| Money Concepts Capital Corp | 106 | $1.11K | 0.00% | +82+341.7% | Added |
| Franklin Resources Inc | 127 | $1.33K | 0.00% | −328−72.1% | Reduced |
| GWM Advisors LLC | 2,798 | $1.75K | 0.00% | +2,798 | New |
| Hantz Financial Services, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 212 | $2.00K | 0.00% | +162+324.0% | Added |
| Cary Street Partner Investment Advisory LLC | 275 | $2.87K | 0.00% | +275 | New |
| Rosenberg Matthew Hamilton | 320 | $3.34K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 338 | $3.53K | 0.00% | +48+16.6% | Added |
| Clearstead Advisors, LLC | 350 | $3.65K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 410 | $4.00K | 0.00% | −2,996−88.0% | Reduced |
| IFP Advisors, Inc | 174 | $4.00K | 0.00% | −25−12.6% | Reduced |
| Russell Investments Group, Ltd. | 385 | $4.02K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 392 | $4.09K | 0.00% | +253+182.0% | Added |
| Compass Wealth Management LLC | 400 | $4.18K | 0.00% | +400 | New |
| TCI Wealth Advisors, Inc. | 426 | $4.45K | 0.00% | +426 | New |
| The PNC Financial Services Group, Inc. | 426 | $4.45K | 0.00% | +232+119.6% | Added |
| McIlrath & Eck, LLC | 442 | $4.61K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 576 | $6.01K | 0.00% | −160−21.7% | Reduced |
| Advisory Services Network, LLC | 585 | $6.11K | 0.00% | +585 | New |
| Zullo Investment Group, Inc. | 600 | $6.26K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 688 | $7.18K | 0.00% | −518−43.0% | Reduced |
| Headlands Technologies LLC | 813 | $8.00K | 0.01% | +813 | New |
| Federation des caisses Desjardins du Quebec | 767 | $8.01K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $10.4K | 0.00% | +500+100.0% | Added |
| Bell Investment Advisors, Inc | 1,305 | $13.6K | 0.00% | +169+14.9% | Added |
| Harbor Investment Advisory, LLC | 1,323 | $13.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,811 | $18.9K | 0.02% | +1,811 | New |
| National Bank of Canada | 1,826 | $19.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,118 | $22.0K | 0.02% | +2,107+19,154.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,718 | $28.0K | 0.00% | −8−0.3% | Reduced |
| Shell Asset Management Co | 3,870 | $40.0K | 0.00% | −283−6.8% | Reduced |
| Leonteq Securities AG | 4,026 | $42.0K | 0.00% | +228+6.0% | Added |
| Balyasny Asset Management LLC | 4,093 | $42.7K | 0.00% | −263,255−98.5% | Reduced |
| Daiwa Securities Group Inc. | 4,723 | $49.0K | 0.00% | −156−3.2% | Reduced |
| Cutler Group LP | 5,339 | $55.0K | 0.01% | +4,180+360.7% | Added |
| Advisor Group Holdings, Inc. | 5,383 | $56.0K | 0.00% | −1,217−18.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,595 | $58.0K | 0.00% | −511−8.4% | Reduced |
| Rockefeller Capital Management L.P. | 5,641 | $58.0K | 0.00% | −13−0.2% | Reduced |
| Point72 Middle East FZE | 6,263 | $65.4K | 0.01% | +6,263 | New |
| Tower Research Capital LLC (TRC) | 6,338 | $66.0K | 0.00% | −9,167−59.1% | Reduced |
| Metropolitan Life Insurance Co | 7,519 | $78.5K | 0.00% | +341+4.8% | Added |
| Empire Life Investments Inc. | 8,901 | $93.0K | 0.01% | −21−0.2% | Reduced |
| Jefferies Financial Group Inc. | 10,000 | $104.4K | 0.00% | +10,000 | New |
| Walleye Trading LLC | 10,273 | $107.3K | 0.00% | +8,522+486.7% | Added |
| SeaCrest Wealth Management, LLC | 10,370 | $108.3K | 0.02% | −900−8.0% | Reduced |
| Wade G W & Inc | 10,724 | $112.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 10,810 | $113.0K | 0.00% | +10,810 | New |
| Prelude Capital Management, LLC | 11,050 | $115.4K | 0.01% | +11,050 | New |
| Ameritas Investment Partners, Inc. | 9,146 | $117.6K | 0.00% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 11,525 | $120.3K | 0.14% | +11,525 | New |
| Simplex Trading, LLC | 11,858 | $123.0K | 0.01% | +11,858 | New |
| Kula Investments, LLC | 11,956 | $124.8K | 0.04% | +11,956 | New |
| Quantbot Technologies LP | 12,085 | $126.2K | 0.01% | −30,136−71.4% | Reduced |
| Susquehanna International Group, LLP | 12,411 | $129.6K | 0.00% | −62,673−83.5% | Reduced |
| Corton Capital Inc. | 12,544 | $131.0K | 0.11% | +12,544 | New |
| HighTower Advisors, LLC | 12,643 | $132.0K | 0.00% | +12,643 | New |
| Victory Capital Management Inc | 12,888 | $134.6K | 0.00% | −7−0.1% | Reduced |
| Toroso Investments, LLC | 13,011 | $136.0K | 0.01% | +1,829+16.4% | Added |
| Teacher Retirement System of Texas | 13,077 | $137.0K | 0.00% | −3,615−21.7% | Reduced |
| Public Employees Retirement Association of Colorado | 13,354 | $139.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 13,357 | $139.0K | 0.00% | +593+4.6% | Added |
| Boothbay Fund Management, LLC | 13,486 | $140.8K | 0.00% | −2,398−15.1% | Reduced |
| First Capital Advisors Group, LLC. | 13,954 | $145.7K | 0.10% | −199−1.4% | Reduced |
| Clare Market Investments LLC | 14,265 | $148.9K | 0.07% | −6,600−31.6% | Reduced |
| Waypoint Wealth Partners Inc. | 14,475 | $151.1K | 0.06% | 00.0% | Unchanged |
| Principal Financial Group Inc | 14,516 | $151.5K | 0.00% | −2,938−16.8% | Reduced |
| Amundi | 12,371 | $152.3K | 0.00% | −4,068−24.7% | Reduced |
| ProShare Advisors LLC | 15,630 | $163.2K | 0.00% | +2,412+18.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,871 | $165.7K | 0.00% | +506+3.3% | Added |
| Clal Insurance Enterprises Holdings Ltd | 15,968 | $167.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 17,046 | $178.0K | 0.00% | −3,939−18.8% | Reduced |
| Keywise Capital Management (HK) Ltd | 17,100 | $178.5K | 0.06% | +17,100 | New |
| Freestone Capital Holdings, LLC | 18,324 | $191.3K | 0.01% | −1,460−7.4% | Reduced |
| Woodline Partners LP | 19,010 | $198.5K | 0.00% | +19,010 | New |
| Amalgamated Bank | 19,832 | $207.0K | 0.00% | +537+2.8% | Added |
| Aristides Capital LLC | 20,399 | $213.0K | 0.13% | +20,399 | New |
| Handelsbanken Fonder AB | 20,600 | $215.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 20,600 | $215.1K | 0.00% | −900−4.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 21,767 | $227.2K | 0.01% | +1,767+8.8% | Added |
| Los Angeles Capital Management LLC | 22,399 | $233.8K | 0.00% | +22,399 | New |
| Stifel Financial Corp | 22,421 | $234.1K | 0.00% | +22,421 | New |
| Raymond James Trust N.A. | 24,070 | $251.0K | 0.01% | +2,020+9.2% | Added |
| Winton Group Ltd | 24,219 | $252.8K | 0.02% | +1,168+5.1% | Added |
| Petrus Trust Company, LTA | 27,640 | $288.6K | 0.04% | +5,806+26.6% | Added |
| Wealthsource Partners, LLC | 28,653 | $299.1K | 0.02% | +6,572+29.8% | Added |
| Commonwealth Equity Services, LLC | 31,623 | $330.0K | 0.00% | −5,534−14.9% | Reduced |
| Arizona State Retirement System | 33,149 | $346.1K | 0.00% | +1,440+4.5% | Added |