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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 61,617 | $697.5K | 0.02% | +61,617 | New |
| American International Group, Inc. | 58,626 | $663.6K | 0.00% | +1,167+2.0% | Added |
| Twinbeech Capital LP | 58,532 | $662.6K | 0.01% | +58,532 | New |
| TD Asset Management Inc | 55,380 | $626.9K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 54,518 | $617.1K | 0.00% | +1,000+1.9% | Added |
| Aquatic Capital Management LLC | 53,500 | $606.0K | 0.04% | −78,300−59.4% | Reduced |
| SEI Investments Co | 52,672 | $596.2K | 0.00% | +52,672 | New |
| Panagora Asset Management Inc | 51,776 | $586.1K | 0.00% | +51,776 | New |
| Mirae Asset Global Investments Co., Ltd. | 51,547 | $583.5K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 51,365 | $581.2K | 0.00% | −2,276,112−97.8% | Reduced |
| UBS Group AG | 49,557 | $561.0K | 0.00% | +11,953+31.8% | Added |
| Manufacturers Life Insurance Company, The | 48,957 | $554.2K | 0.00% | +218+0.4% | Added |
| Walleye Capital LLC | 45,768 | $518.1K | 0.01% | −64,317−58.4% | Reduced |
| XTX Topco Ltd | 42,782 | $484.3K | 0.10% | +3,072+7.7% | Added |
| Wells Fargo & Company | 40,747 | $461.3K | 0.00% | +23,701+139.0% | Added |
| O'Brien Wealth Partners LLC | 39,314 | $445.0K | 0.14% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 38,078 | $431.0K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 35,407 | $400.8K | 0.65% | 00.0% | Unchanged |
| Great West Life Assurance Co | 34,783 | $394.0K | 0.00% | 00.0% | Unchanged |
| Kula Investments, LLC | 34,256 | $387.8K | 0.10% | +22,300+186.5% | Added |
| Arizona State Retirement System | 34,251 | $387.7K | 0.00% | +1,102+3.3% | Added |
| Woodline Partners LP | 33,091 | $374.6K | 0.01% | +14,081+74.1% | Added |
| Commonwealth Equity Services, LLC | 31,873 | $360.0K | 0.00% | +250+0.8% | Added |
| ETF Managers Group, LLC | 31,752 | $359.4K | 0.01% | +31,752 | New |
| Wealthsource Partners, LLC | 30,996 | $350.9K | 0.02% | +2,343+8.2% | Added |
| American Century Companies Inc | 28,672 | $324.6K | 0.00% | +28,672 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 28,410 | $321.6K | 0.01% | +28,410 | New |
| Jane Street Group, LLC | 27,969 | $316.6K | 0.00% | −30,263−52.0% | Reduced |
| Petrus Trust Company, LTA | 27,640 | $312.9K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 27,590 | $312.3K | 0.00% | +5,169+23.1% | Added |
| Winton Group Ltd | 25,985 | $294.1K | 0.02% | +1,766+7.3% | Added |
| Raymond James Trust N.A. | 24,050 | $272.0K | 0.01% | −20−0.1% | Reduced |
| Virginia Retirement Systems Et Al | 22,300 | $252.4K | 0.00% | +1,700+8.3% | Added |
| Campbell & CO Investment Adviser LLC | 21,646 | $245.0K | 0.05% | +21,646 | New |
| Fox Run Management, L.L.C. | 21,341 | $241.6K | 0.08% | +21,341 | New |
| Quantamental Technologies LLC | 20,819 | $235.7K | 0.13% | +20,819 | New |
| Handelsbanken Fonder AB | 20,600 | $233.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 20,524 | $232.3K | 0.00% | −1,875−8.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 20,373 | $230.6K | 0.01% | −1,394−6.4% | Reduced |
| Rockefeller Capital Management L.P. | 20,126 | $227.0K | 0.00% | +14,485+256.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,965 | $226.0K | 0.00% | +4,094+25.8% | Added |
| Boothbay Fund Management, LLC | 18,505 | $209.5K | 0.01% | +5,019+37.2% | Added |
| Freestone Capital Holdings, LLC | 17,324 | $196.1K | 0.01% | −1,000−5.5% | Reduced |
| Amalgamated Bank | 17,219 | $195.0K | 0.00% | −2,613−13.2% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 16,144 | $182.8K | 0.03% | +16,144 | New |
| Walleye Trading LLC | 16,079 | $182.0K | 0.01% | +5,806+56.5% | Added |
| Diversified Trust Co | 16,033 | $181.5K | 0.01% | +16,033 | New |
| Clal Insurance Enterprises Holdings Ltd | 15,968 | $181.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 15,684 | $177.4K | 0.00% | +15,684 | New |
| First Capital Advisors Group, LLC. | 14,984 | $169.6K | 0.11% | +1,030+7.4% | Added |
| Engine Capital Management, LP | 14,937 | $169.0K | 0.05% | +14,937 | New |
| Waypoint Wealth Partners Inc. | 14,475 | $163.9K | 0.06% | 00.0% | Unchanged |
| ProShare Advisors LLC | 14,297 | $161.8K | 0.00% | −1,333−8.5% | Reduced |
| Bank of Montreal | 13,157 | $153.8K | 0.00% | +13,157 | New |
| 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 |
| Principal Financial Group Inc | 13,319 | $150.8K | 0.00% | −1,197−8.2% | Reduced |
| Teacher Retirement System of Texas | 13,148 | $149.0K | 0.00% | +71+0.5% | Added |
| Victory Capital Management Inc | 12,914 | $146.2K | 0.00% | +26+0.2% | Added |
| Corton Capital Inc. | 11,452 | $129.6K | 0.09% | −1,092−8.7% | Reduced |
| HighTower Advisors, LLC | 11,315 | $129.0K | 0.00% | −1,328−10.5% | Reduced |
| Amundi | 12,371 | $126.3K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 10,810 | $122.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Schonfeld Strategic Advisors LLC | 10,500 | $118.9K | 0.00% | −41,430−79.8% | Reduced |
| Clare Market Investments LLC | 10,380 | $117.5K | 0.05% | −3,885−27.2% | Reduced |
| SeaCrest Wealth Management, LLC | 10,370 | $117.4K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,146 | $103.5K | 0.00% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 9,092 | $103.0K | 0.01% | +191+2.1% | Added |
| Tower Research Capital LLC (TRC) | 8,528 | $96.0K | 0.00% | +2,190+34.6% | Added |
| Point72 Middle East FZE | 6,806 | $77.0K | 0.00% | +543+8.7% | Added |
| Metropolitan Life Insurance Co | 6,157 | $69.7K | 0.00% | −1,362−18.1% | Reduced |
| Harbour Investments, Inc. | 5,715 | $64.7K | 0.00% | +5,715 | New |
| Migdal Insurance & Financial Holdings Ltd. | 5,452 | $59.0K | 0.00% | +2,734+100.6% | Added |
| Simplex Trading, LLC | 4,329 | $49.0K | 0.00% | −7,529−63.5% | Reduced |
| Leonteq Securities AG | 4,034 | $45.7K | 0.00% | +8+0.2% | Added |
| Shell Asset Management Co | 3,857 | $44.0K | 0.00% | −13−0.3% | Reduced |
| Quarry LP | 3,486 | $39.5K | 0.02% | +1,675+92.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,445 | $39.0K | 0.00% | −2,150−38.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,287 | $37.2K | 0.00% | −2,096−38.9% | Reduced |
| Russell Investments Group, Ltd. | 2,600 | $29.4K | 0.00% | +2,215+575.3% | Added |
| GWM Advisors LLC | 2,494 | $28.2K | 0.00% | −304−10.9% | Reduced |
| Franklin Resources Inc | 2,235 | $25.3K | 0.00% | +2,108+1,659.8% | Added |
| WealthPLAN Partners, LLC | 2,000 | $22.6K | 0.00% | +2,000 | New |
| Covestor Ltd | 1,907 | $21.0K | 0.02% | −211−10.0% | Reduced |
| National Bank of Canada | 1,835 | $20.8K | 0.00% | +9+0.5% | Added |
| Lindbrook Capital, LLC | 1,354 | $15.3K | 0.00% | +666+96.8% | Added |
| Huntington National Bank | 1,332 | $15.1K | 0.00% | +332+33.2% | Added |
| Harbor Investment Advisory, LLC | 1,323 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,316 | $14.9K | 0.00% | +11+0.8% | Added |
| International Assets Investment Management, LLC | 1,313 | $14.9K | 0.00% | +1,313 | New |
| Signaturefd, LLC | 1,082 | $12.2K | 0.00% | +506+87.8% | Added |
| Federation des caisses Desjardins du Quebec | 767 | $8.68K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 758 | $8.58K | 0.00% | +173+29.6% | Added |
| Banque Cantonale Vaudoise | 600 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 571 | $6.46K | 0.00% | +179+45.7% | Added |
| Ameritas Advisory Services, LLC | 620 | $6.37K | 0.00% | +620 | New |
| GPS Wealth Strategies Group, LLC | 500 | $5.66K | 0.00% | +500 | New |
| McIlrath & Eck, LLC | 442 | $5.00K | 0.00% | 00.0% | Unchanged |