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, Q3 2023
Institutional positions in Upwork, Inc as of Sep 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
- 232
- +21 vs. Q2 2023
- Shares held
- 105.6M
- +2.68M (+2.6%) vs. Q2 2023
- Total value
- $1.24B
- +$281.1M (+29.3%) vs. Q2 2023
- New holders
- 45
- 83 more added
- Sold out
- 24
- 71 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 12 | $0 | 0.00% | −1,353−99.1% | Reduced |
| FinTrust Capital Advisors, LLC | 2 | $23 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 10 | $114 | 0.00% | +10 | New |
| CNB Bank | 16 | $182 | 0.00% | +16 | New |
| Washington Trust Co | 20 | $227 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 23 | $251 | 0.00% | 00.0% | Unchanged |
| Creative Planning | 25 | $284 | 0.00% | +25 | New |
| Parallel Advisors, LLC | 44 | $500 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 53 | $602 | 0.00% | −117−68.8% | Reduced |
| Versant Capital Management, Inc | 61 | $693 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 73 | $830 | 0.00% | +10+15.9% | Added |
| Baker Avenue Asset Management, LP | 79 | $897 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 82 | $932 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 88 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $1.14K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 103 | $1.17K | 0.00% | −339−76.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 138 | $1.57K | 0.00% | +128+1,280.0% | Added |
| Glassman Wealth Services | 139 | $1.58K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 171 | $1.94K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 200 | $2.27K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $2.27K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 600 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 719 | $8.17K | 0.00% | +59+8.9% | Added |
| Lindbrook Capital, LLC | 991 | $11.3K | 0.00% | +189+23.6% | Added |
| Quadrant Capital Group LLC | 1,185 | $13.5K | 0.00% | +35+3.0% | Added |
| Bell Investment Advisors, Inc | 1,265 | $14.4K | 0.00% | +43+3.5% | Added |
| Huntington National Bank | 1,434 | $16.3K | 0.00% | +777+118.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,542 | $17.5K | 0.00% | +775+101.0% | Added |
| KBC Group NV | 1,657 | $19.0K | 0.00% | +1,657 | New |
| National Bank of Canada | 1,695 | $19.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,030 | $23.0K | 0.00% | −334−14.1% | Reduced |
| Quarry LP | 2,052 | $23.3K | 0.02% | +1,420+224.7% | Added |
| The PNC Financial Services Group, Inc. | 2,287 | $26.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,293 | $26.0K | 0.00% | −32,715−93.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,700 | $31.0K | 0.00% | −25−0.9% | Reduced |
| Franklin Resources Inc | 3,382 | $38.4K | 0.00% | −55,506−94.3% | Reduced |
| Advisor Group Holdings, Inc. | 3,781 | $42.9K | 0.00% | +454+13.6% | Added |
| Shell Asset Management Co | 3,775 | $43.0K | 0.00% | −59−1.5% | Reduced |
| Leonteq Securities AG | 3,852 | $43.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,255 | $48.3K | 0.00% | +25+0.6% | Added |
| CWM, LLC | 4,323 | $49.0K | 0.00% | +2,236+107.1% | Added |
| Essex Investment Management Co LLC | 5,172 | $58.8K | 0.01% | −1,789−25.7% | Reduced |
| Harbour Investments, Inc. | 5,730 | $65.1K | 0.00% | +15+0.3% | Added |
| Metropolitan Life Insurance Co | 7,131 | $81.0K | 0.00% | +444+6.6% | Added |
| Russell Investments Group, Ltd. | 8,308 | $94.4K | 0.00% | +5,708+219.5% | Added |
| Empire Life Investments Inc. | 9,092 | $103.3K | 0.01% | −104−1.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 10,000 | $113.6K | 0.00% | −10,153−50.4% | Reduced |
| SeaCrest Wealth Management, LLC | 10,154 | $115.3K | 0.01% | −216−2.1% | Reduced |
| Two Sigma Securities, LLC | 10,198 | $115.8K | 0.01% | +10,198 | New |
| Wade G W & Inc | 10,724 | $122.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 10,810 | $122.8K | 0.00% | +10,810 | New |
| Walleye Trading LLC | 11,596 | $131.7K | 0.00% | +7,849+209.5% | Added |
| Mercer Global Advisors Inc | 11,617 | $132.0K | 0.00% | +11,617 | New |
| Sherbrooke Park Advisers LLC | 11,864 | $134.8K | 0.04% | +11,864 | New |
| Jefferies Financial Group Inc. | 12,040 | $136.8K | 0.00% | −4,873−28.8% | Reduced |
| Ameritas Investment Partners, Inc. | 12,301 | $139.7K | 0.01% | +2,077+20.3% | Added |
| Dynamic Technology Lab Private Ltd | 12,290 | $140.0K | 0.01% | +12,290 | New |
| Woodline Partners LP | 13,019 | $147.9K | 0.00% | −62,207−82.7% | Reduced |
| Victory Capital Management Inc | 13,044 | $148.2K | 0.00% | +425+3.4% | Added |
| Principal Financial Group Inc | 13,060 | $148.4K | 0.00% | −1,554−10.6% | Reduced |
| Public Employees Retirement Association of Colorado | 13,354 | $152.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 13,680 | $155.0K | 0.00% | −18,841−57.9% | Reduced |
| Oak Thistle LLC | 13,937 | $158.3K | 0.05% | +13,937 | New |
| XTX Topco Ltd | 13,938 | $158.3K | 0.03% | −6,458−31.7% | Reduced |
| Crossmark Global Holdings, Inc. | 14,027 | $161.0K | 0.00% | +666+5.0% | Added |
| Toroso Investments, LLC | 14,246 | $161.8K | 0.00% | −662−4.4% | Reduced |
| Fox Run Management, L.L.C. | 14,415 | $163.8K | 0.05% | +14,415 | New |
| Waypoint Wealth Partners Inc. | 14,475 | $164.4K | 0.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 14,630 | $166.2K | 0.01% | +14,630 | New |
| Engine Capital Management, LP | 14,937 | $169.7K | 0.04% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 15,324 | $174.1K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 15,427 | $175.3K | 0.00% | +15,427 | New |
| ProShare Advisors LLC | 16,083 | $182.7K | 0.00% | −19−0.1% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 16,575 | $188.0K | 0.03% | +16,575 | New |
| Axq Capital, LP | 16,600 | $188.6K | 0.07% | +16,600 | New |
| ExodusPoint Capital Management, LP | 16,594 | $189.0K | 0.00% | −197,313−92.2% | Reduced |
| STRS Ohio | 17,500 | $198.0K | 0.00% | +17,500 | New |
| Cornerstone Investment Partners, LLC | 17,686 | $200.9K | 0.01% | −1,475−7.7% | Reduced |
| Stifel Financial Corp | 18,299 | $207.9K | 0.00% | −14,341−43.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 18,497 | $210.1K | 0.00% | +18,497 | New |
| Diversified Trust Co | 18,681 | $212.2K | 0.01% | −9,073−32.7% | Reduced |
| Amalgamated Bank | 18,748 | $213.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 20,045 | $227.7K | 0.03% | +20,045 | New |
| Handelsbanken Fonder AB | 20,600 | $234.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 22,473 | $255.3K | 0.01% | +20,137+862.0% | Added |
| Teza Capital Management LLC | 23,410 | $265.9K | 0.04% | +11,255+92.6% | Added |
| State of Wisconsin Investment Board | 23,662 | $268.8K | 0.00% | −12,164−34.0% | Reduced |
| Virtu Financial LLC | 25,072 | $285.0K | 0.03% | +25,072 | New |
| Vident Advisory, LLC | 26,396 | $299.9K | 0.01% | +26,396 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,648 | $302.7K | 0.00% | +6,683+33.5% | Added |
| J. Goldman & Co LP | 27,750 | $315.2K | 0.02% | +27,750 | New |
| American Century Companies Inc | 27,828 | $316.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 30,041 | $341.0K | 0.00% | −550−1.8% | Reduced |
| Advisory Research Inc | 31,435 | $357.1K | 0.05% | +31,435 | New |
| Wells Fargo & Company | 32,978 | $374.6K | 0.00% | −26,780−44.8% | Reduced |
| Versor Investments LP | 33,067 | $375.6K | 0.08% | +7,967+31.7% | Added |
| Gotham Asset Management, LLC | 33,692 | $382.7K | 0.01% | +33,692 | New |
| Arizona State Retirement System | 34,201 | $388.5K | 0.00% | +712+2.1% | Added |
| Synergy Financial Group, LTD | 34,976 | $397.3K | 0.55% | −431−1.2% | Reduced |