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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 426 | $4.82K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 400 | $4.53K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 375 | $4.25K | 0.00% | +37+10.9% | Added |
| Nisa Investment Advisors, LLC | 370 | $4.00K | 0.00% | −40−9.8% | Reduced |
| Rosenberg Matthew Hamilton | 320 | $3.62K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 275 | $3.11K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 292 | $3.00K | 0.00% | +292 | New |
| Cape Investment Advisory, Inc. | 200 | $2.26K | 0.00% | +200 | New |
| IFP Advisors, Inc | 100 | $2.12K | 0.00% | −74−42.5% | Reduced |
| Hantz Financial Services, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 142 | $2.00K | 0.00% | −70−33.0% | Reduced |
| Wolverine Asset Management LLC | 171 | $1.94K | 0.00% | −39,525−99.6% | Reduced |
| Sofos Investments, Inc. | 141,151 | $1.59K | 0.07% | +106,698+309.7% | Added |
| Quadrant Capital Group LLC | 116 | $1.31K | 0.00% | +19+19.6% | Added |
| Chesapeake Asset Management LLC | 100 | $1.13K | 0.00% | +100 | New |
| Baker Avenue Asset Management, LP | 88 | $996 | 0.00% | +41+87.2% | Added |
| Clearstead Advisors, LLC | 82 | $929 | 0.00% | −268−76.6% | Reduced |
| Manchester Capital Management LLC | 76 | $861 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 75 | $849 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 61 | $691 | 0.00% | +61 | New |
| Ancora Advisors, LLC | 30 | $340 | 0.00% | +30 | New |
| Versant Capital Management, Inc | 29 | $328 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 25 | $283 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $249 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 20 | $226 | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 18 | $204 | 0.00% | −255,000−100.0% | Reduced |
| Global Retirement Partners, LLC | 23 | $187 | 0.00% | +23 | New |
| Northwestern Mutual Wealth Management Co | 10 | $113 | 0.00% | +10 | New |
| FinTrust Capital Advisors, LLC | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 21 | $0 | 0.00% | −1−4.5% | Reduced |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −857,841−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −748,942−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −559,008−100.0% | Sold out |
| IvyRock Asset Management (HK) Ltd | 0 | $0 | 0.00% | −347,674−100.0% | Sold out |
| Alpha Square Group S, LLC | 0 | $0 | 0.00% | −255,000−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −220,259−100.0% | Sold out |
| Mudita Advisors LLP | 0 | $0 | 0.00% | −135,700−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −69,789−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −58,751−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −41,716−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −20,399−100.0% | Sold out |
| Keywise Capital Management (HK) Ltd | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −12,085−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −11,525−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −11,050−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −5,339−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −4,723−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,093−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −813−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Madden Securities Corp | 0 | $0 | 0.00% | −100−100.0% | Sold out |