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 2023
Institutional positions in Upwork, Inc as of Mar 31, 2023. 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
- 230
- +11 vs. Q4 2022
- Shares held
- 95.8M
- −2.08M (−2.1%) vs. Q4 2022
- Total value
- $1.08B
- +$62.4M (+6.1%) vs. Q4 2022
- New holders
- 35
- 94 more added
- Sold out
- 24
- 60 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 21 | $0 | 0.00% | −1−4.5% | Reduced |
| FinTrust Capital Advisors, LLC | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10 | $113 | 0.00% | +10 | New |
| Global Retirement Partners, LLC | 23 | $187 | 0.00% | +23 | New |
| Fred Alger Management, LLC | 18 | $204 | 0.00% | −255,000−100.0% | Reduced |
| Washington Trust Co | 20 | $226 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $249 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 25 | $283 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $328 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 30 | $340 | 0.00% | +30 | New |
| Bogart Wealth, LLC | 61 | $691 | 0.00% | +61 | New |
| Accel Wealth Management | 75 | $849 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 76 | $861 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 82 | $929 | 0.00% | −268−76.6% | Reduced |
| Baker Avenue Asset Management, LP | 88 | $996 | 0.00% | +41+87.2% | Added |
| Chesapeake Asset Management LLC | 100 | $1.13K | 0.00% | +100 | New |
| Quadrant Capital Group LLC | 116 | $1.31K | 0.00% | +19+19.6% | Added |
| Sofos Investments, Inc. | 141,151 | $1.59K | 0.07% | +106,698+309.7% | Added |
| Wolverine Asset Management LLC | 171 | $1.94K | 0.00% | −39,525−99.6% | Reduced |
| Hantz Financial Services, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 142 | $2.00K | 0.00% | −70−33.0% | Reduced |
| IFP Advisors, Inc | 100 | $2.12K | 0.00% | −74−42.5% | Reduced |
| Cape Investment Advisory, Inc. | 200 | $2.26K | 0.00% | +200 | New |
| Lazard Asset Management LLC | 292 | $3.00K | 0.00% | +292 | New |
| Cary Street Partner Investment Advisory LLC | 275 | $3.11K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 320 | $3.62K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 370 | $4.00K | 0.00% | −40−9.8% | Reduced |
| Parallel Advisors, LLC | 375 | $4.25K | 0.00% | +37+10.9% | Added |
| Compass Wealth Management LLC | 400 | $4.53K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 426 | $4.82K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 442 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $5.66K | 0.00% | +500 | New |
| Ameritas Advisory Services, LLC | 620 | $6.37K | 0.00% | +620 | New |
| Ellevest, Inc. | 571 | $6.46K | 0.00% | +179+45.7% | Added |
| Banque Cantonale Vaudoise | 600 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 758 | $8.58K | 0.00% | +173+29.6% | Added |
| Federation des caisses Desjardins du Quebec | 767 | $8.68K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,082 | $12.2K | 0.00% | +506+87.8% | Added |
| International Assets Investment Management, LLC | 1,313 | $14.9K | 0.00% | +1,313 | New |
| Bell Investment Advisors, Inc | 1,316 | $14.9K | 0.00% | +11+0.8% | Added |
| Harbor Investment Advisory, LLC | 1,323 | $15.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,332 | $15.1K | 0.00% | +332+33.2% | Added |
| Lindbrook Capital, LLC | 1,354 | $15.3K | 0.00% | +666+96.8% | Added |
| National Bank of Canada | 1,835 | $20.8K | 0.00% | +9+0.5% | Added |
| Covestor Ltd | 1,907 | $21.0K | 0.02% | −211−10.0% | Reduced |
| WealthPLAN Partners, LLC | 2,000 | $22.6K | 0.00% | +2,000 | New |
| Franklin Resources Inc | 2,235 | $25.3K | 0.00% | +2,108+1,659.8% | Added |
| GWM Advisors LLC | 2,494 | $28.2K | 0.00% | −304−10.9% | Reduced |
| Russell Investments Group, Ltd. | 2,600 | $29.4K | 0.00% | +2,215+575.3% | Added |
| Advisor Group Holdings, Inc. | 3,287 | $37.2K | 0.00% | −2,096−38.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,445 | $39.0K | 0.00% | −2,150−38.4% | Reduced |
| Quarry LP | 3,486 | $39.5K | 0.02% | +1,675+92.5% | Added |
| Shell Asset Management Co | 3,857 | $44.0K | 0.00% | −13−0.3% | Reduced |
| Leonteq Securities AG | 4,034 | $45.7K | 0.00% | +8+0.2% | Added |
| Simplex Trading, LLC | 4,329 | $49.0K | 0.00% | −7,529−63.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 5,452 | $59.0K | 0.00% | +2,734+100.6% | Added |
| Harbour Investments, Inc. | 5,715 | $64.7K | 0.00% | +5,715 | New |
| Metropolitan Life Insurance Co | 6,157 | $69.7K | 0.00% | −1,362−18.1% | Reduced |
| Point72 Middle East FZE | 6,806 | $77.0K | 0.00% | +543+8.7% | Added |
| Tower Research Capital LLC (TRC) | 8,528 | $96.0K | 0.00% | +2,190+34.6% | Added |
| Empire Life Investments Inc. | 9,092 | $103.0K | 0.01% | +191+2.1% | Added |
| Ameritas Investment Partners, Inc. | 9,146 | $103.5K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 10,370 | $117.4K | 0.02% | 00.0% | Unchanged |
| Clare Market Investments LLC | 10,380 | $117.5K | 0.05% | −3,885−27.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,500 | $118.9K | 0.00% | −41,430−79.8% | Reduced |
| Toroso Investments, LLC | 10,647 | $121.0K | 0.00% | −2,364−18.2% | Reduced |
| Wade G W & Inc | 10,724 | $121.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 10,810 | $122.4K | 0.00% | 00.0% | Unchanged |
| Amundi | 12,371 | $126.3K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 11,315 | $129.0K | 0.00% | −1,328−10.5% | Reduced |
| Corton Capital Inc. | 11,452 | $129.6K | 0.09% | −1,092−8.7% | Reduced |
| Victory Capital Management Inc | 12,914 | $146.2K | 0.00% | +26+0.2% | Added |
| Teacher Retirement System of Texas | 13,148 | $149.0K | 0.00% | +71+0.5% | Added |
| Principal Financial Group Inc | 13,319 | $150.8K | 0.00% | −1,197−8.2% | Reduced |
| Public Employees Retirement Association of Colorado | 13,354 | $151.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 13,361 | $151.0K | 0.00% | +40.0% | Added |
| Bank of Montreal | 13,157 | $153.8K | 0.00% | +13,157 | New |
| ProShare Advisors LLC | 14,297 | $161.8K | 0.00% | −1,333−8.5% | Reduced |
| Waypoint Wealth Partners Inc. | 14,475 | $163.9K | 0.06% | 00.0% | Unchanged |
| Engine Capital Management, LP | 14,937 | $169.0K | 0.05% | +14,937 | New |
| First Capital Advisors Group, LLC. | 14,984 | $169.6K | 0.11% | +1,030+7.4% | Added |
| Quadrature Capital Ltd | 15,684 | $177.4K | 0.00% | +15,684 | New |
| Clal Insurance Enterprises Holdings Ltd | 15,968 | $181.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 16,033 | $181.5K | 0.01% | +16,033 | New |
| Walleye Trading LLC | 16,079 | $182.0K | 0.01% | +5,806+56.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 16,144 | $182.8K | 0.03% | +16,144 | New |
| Amalgamated Bank | 17,219 | $195.0K | 0.00% | −2,613−13.2% | Reduced |
| Freestone Capital Holdings, LLC | 17,324 | $196.1K | 0.01% | −1,000−5.5% | Reduced |
| Boothbay Fund Management, LLC | 18,505 | $209.5K | 0.01% | +5,019+37.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,965 | $226.0K | 0.00% | +4,094+25.8% | Added |
| Rockefeller Capital Management L.P. | 20,126 | $227.0K | 0.00% | +14,485+256.8% | Added |
| Parallax Volatility Advisers, L.P. | 20,373 | $230.6K | 0.01% | −1,394−6.4% | Reduced |
| Los Angeles Capital Management LLC | 20,524 | $232.3K | 0.00% | −1,875−8.4% | Reduced |
| Handelsbanken Fonder AB | 20,600 | $233.0K | 0.00% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 20,819 | $235.7K | 0.13% | +20,819 | New |
| Fox Run Management, L.L.C. | 21,341 | $241.6K | 0.08% | +21,341 | New |
| Campbell & CO Investment Adviser LLC | 21,646 | $245.0K | 0.05% | +21,646 | New |
| Virginia Retirement Systems Et Al | 22,300 | $252.4K | 0.00% | +1,700+8.3% | Added |
| Raymond James Trust N.A. | 24,050 | $272.0K | 0.01% | −20−0.1% | Reduced |
| Winton Group Ltd | 25,985 | $294.1K | 0.02% | +1,766+7.3% | Added |