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, Q2 2023
Institutional positions in Upwork, Inc as of Jun 30, 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
- 214
- −14 vs. Q1 2023
- Shares held
- 102.9M
- +7.14M (+7.5%) vs. Q1 2023
- Total value
- $959.8M
- −$123.7M (−11.4%) vs. Q1 2023
- New holders
- 32
- 76 more added
- Sold out
- 46
- 69 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FinTrust Capital Advisors, LLC | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10 | $93 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 20 | $187 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 23 | $215 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 25 | $234 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 27 | $252 | 0.00% | +27 | New |
| Parallel Advisors, LLC | 44 | $411 | 0.00% | −331−88.3% | Reduced |
| Versant Capital Management, Inc | 61 | $570 | 0.00% | +32+110.3% | Added |
| Allworth Financial LP | 63 | $589 | 0.00% | +63 | New |
| Point72 Asset Management, L.P. | 63 | $592 | 0.00% | +63 | New |
| Baker Avenue Asset Management, LP | 79 | $738 | 0.00% | −9−10.2% | Reduced |
| Clearstead Advisors, LLC | 82 | $766 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 88 | $822 | 0.00% | +88 | New |
| TD Private Client Wealth LLC | 100 | $934 | 0.00% | +100 | New |
| Glassman Wealth Services | 139 | $1.30K | 0.00% | +117+531.8% | Added |
| Sofos Investments, Inc. | 168,114 | $1.57K | 0.01% | +26,963+19.1% | Added |
| GWM Advisors LLC | 170 | $1.59K | 0.00% | −2,324−93.2% | Reduced |
| Wolverine Asset Management LLC | 171 | $1.60K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $1.87K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 200 | $1.87K | 0.00% | +100+100.0% | Added |
| Hantz Financial Services, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $2.12K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 275 | $2.57K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 400 | $3.74K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 442 | $4.13K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 632 | $5.90K | 0.00% | −2,854−81.9% | Reduced |
| Banque Cantonale Vaudoise | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 657 | $6.14K | 0.00% | −675−50.7% | Reduced |
| Signaturefd, LLC | 660 | $6.16K | 0.00% | −422−39.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 767 | $7.16K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 802 | $7.49K | 0.00% | −552−40.8% | Reduced |
| Quadrant Capital Group LLC | 1,150 | $10.7K | 0.00% | +1,034+891.4% | Added |
| Bell Investment Advisors, Inc | 1,222 | $11.4K | 0.00% | −94−7.1% | Reduced |
| Covestor Ltd | 1,365 | $13.0K | 0.01% | −542−28.4% | Reduced |
| National Bank of Canada | 1,695 | $15.8K | 0.00% | −140−7.6% | Reduced |
| CWM, LLC | 2,087 | $19.0K | 0.00% | +1,945+1,369.7% | Added |
| The PNC Financial Services Group, Inc. | 2,287 | $21.4K | 0.00% | +1,861+436.9% | Added |
| Tower Research Capital LLC (TRC) | 2,336 | $21.8K | 0.00% | −6,192−72.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,364 | $22.0K | 0.00% | −1,081−31.4% | Reduced |
| Russell Investments Group, Ltd. | 2,600 | $24.3K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 2,725 | $25.0K | 0.00% | −2,727−50.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,327 | $31.1K | 0.00% | +40+1.2% | Added |
| Walleye Trading LLC | 3,747 | $35.0K | 0.00% | −12,332−76.7% | Reduced |
| Leonteq Securities AG | 3,852 | $36.0K | 0.00% | −182−4.5% | Reduced |
| Shell Asset Management Co | 3,834 | $36.0K | 0.00% | −23−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 4,230 | $39.5K | 0.00% | +3,860+1,043.2% | Added |
| Harbour Investments, Inc. | 5,715 | $53.4K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,687 | $62.5K | 0.00% | +530+8.6% | Added |
| Essex Investment Management Co LLC | 6,961 | $65.0K | 0.01% | −215,824−96.9% | Reduced |
| Murchinson Ltd. | 7,500 | $70.0K | 0.01% | +7,500 | New |
| Empire Life Investments Inc. | 9,196 | $85.9K | 0.01% | +104+1.1% | Added |
| Golden State Equity Partners | 10,000 | $93.4K | 0.03% | +10,000 | New |
| Ameritas Investment Partners, Inc. | 10,224 | $95.5K | 0.00% | +1,078+11.8% | Added |
| SeaCrest Wealth Management, LLC | 10,370 | $96.9K | 0.01% | 00.0% | Unchanged |
| Wade G W & Inc | 10,724 | $100.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 10,810 | $101.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 17,617 | $102.1K | 0.00% | −2,509−12.5% | Reduced |
| Teza Capital Management LLC | 12,155 | $113.5K | 0.02% | +12,155 | New |
| Victory Capital Management Inc | 12,619 | $117.9K | 0.00% | −295−2.3% | Reduced |
| Public Employees Retirement Association of Colorado | 13,354 | $125.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 14,165 | $127.9K | 0.00% | +14,165 | New |
| Waypoint Wealth Partners Inc. | 14,475 | $135.2K | 0.05% | 00.0% | Unchanged |
| Principal Financial Group Inc | 14,614 | $136.5K | 0.00% | +1,295+9.7% | Added |
| Crossmark Global Holdings, Inc. | 13,361 | $138.0K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 14,853 | $138.7K | 0.07% | −131−0.9% | Reduced |
| Toroso Investments, LLC | 14,908 | $139.0K | 0.00% | +4,261+40.0% | Added |
| Holocene Advisors, LP | 14,932 | $139.5K | 0.00% | −105,414−87.6% | Reduced |
| Engine Capital Management, LP | 14,937 | $140.0K | 0.03% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 15,324 | $143.1K | 0.01% | −2,000−11.5% | Reduced |
| State of Tennessee, Treasury Department | 15,761 | $147.2K | 0.00% | +15,761 | New |
| Clal Insurance Enterprises Holdings Ltd | 15,968 | $149.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 16,102 | $150.4K | 0.00% | +1,805+12.6% | Added |
| Seven Eight Capital, LP | 16,676 | $155.8K | 0.03% | +16,676 | New |
| Jefferies Financial Group Inc. | 16,913 | $158.0K | 0.00% | +16,913 | New |
| Amalgamated Bank | 18,748 | $175.0K | 0.00% | +1,529+8.9% | Added |
| Cornerstone Investment Partners, LLC | 19,161 | $179.0K | 0.01% | +19,161 | New |
| Caption Management, LLC | 19,772 | $184.7K | 0.03% | +19,772 | New |
| Vident Investment Advisory, LLC | 19,944 | $186.3K | 0.01% | +19,944 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,965 | $186.5K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 20,153 | $188.2K | 0.01% | −220−1.1% | Reduced |
| XTX Topco Ltd | 20,396 | $190.5K | 0.03% | −22,386−52.3% | Reduced |
| Handelsbanken Fonder AB | 20,600 | $192.0K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 20,867 | $194.9K | 0.00% | +20,867 | New |
| Bridgefront Capital, LLC | 20,996 | $196.1K | 0.11% | +20,996 | New |
| Versor Investments LP | 25,100 | $234.4K | 0.04% | +25,100 | New |
| Diversified Trust Co | 27,754 | $259.2K | 0.01% | +11,721+73.1% | Added |
| American Century Companies Inc | 27,828 | $259.9K | 0.00% | −844−2.9% | Reduced |
| Centiva Capital, LP | 27,852 | $260.1K | 0.01% | +27,852 | New |
| Commonwealth Equity Services, LLC | 30,591 | $286.0K | 0.00% | −1,282−4.0% | Reduced |
| IMC-Chicago, LLC | 31,537 | $294.6K | 0.01% | +31,537 | New |
| SG Americas Securities, LLC | 32,521 | $304.0K | 0.00% | −45,072−58.1% | Reduced |
| Stifel Financial Corp | 32,640 | $304.9K | 0.00% | +5,050+18.3% | Added |
| Arizona State Retirement System | 33,489 | $312.8K | 0.00% | −762−2.2% | Reduced |
| Simplex Trading, LLC | 35,008 | $326.0K | 0.01% | +30,679+708.7% | Added |
| Aigen Investment Management, LP | 34,956 | $326.5K | 0.05% | +34,956 | New |
| Synergy Financial Group, LTD | 35,407 | $330.7K | 0.45% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 35,826 | $334.6K | 0.00% | −40,166−52.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 36,448 | $340.4K | 0.01% | +8,038+28.3% | Added |
| State Board of Administration of Florida Retirement System | 38,078 | $355.6K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 38,414 | $358.8K | 0.00% | – | – |