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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.

Institutional holdersQ3 2023: 232 institutions
Q1 2021: 270 institutionsQ2 2021: 269 institutionsQ3 2021: 280 institutionsQ4 2021: 271 institutionsQ1 2022: 235 institutionsQ2 2022: 227 institutionsQ3 2022: 228 institutionsQ4 2022: 219 institutionsQ1 2023: 230 institutionsQ2 2023: 214 institutionsQ3 2023: 232 institutionsQ4 2023: 258 institutionsQ1 2024: 250 institutionsQ2 2024: 250 institutionsQ3 2024: 221 institutionsQ4 2024: 254 institutionsQ1 2025: 279 institutionsQ2 2025: 269 institutionsQ3 2025: 277 institutionsQ4 2025: 305 institutionsQ1 2026: 292 institutionsQ2 2026: 297 institutions
Value heldQ3 2023: $1.24B
Q1 2021: $3.77BQ2 2021: $5.07BQ3 2021: $4.20BQ4 2021: $3.27BQ1 2022: $2.27BQ2 2022: $2.10BQ3 2022: $1.36BQ4 2022: $1.02BQ1 2023: $1.08BQ2 2023: $959.8MQ3 2023: $1.24BQ4 2023: $1.58BQ1 2024: $1.24BQ2 2024: $1.12BQ3 2024: $1.09BQ4 2024: $1.80BQ1 2025: $1.53BQ2 2025: $1.58BQ3 2025: $2.27BQ4 2025: $2.68BQ1 2026: $1.48BQ2 2026: $1.06B
Institutions holding UPWK and their total value by quarter
QuarterHoldersValue
Q2 2026297$1.06B
Q1 2026292$1.48B
Q4 2025305$2.68B
Q3 2025277$2.27B
Q2 2025269$1.58B
Q1 2025279$1.53B
Q4 2024254$1.80B
Q3 2024221$1.09B
Q2 2024250$1.12B
Q1 2024250$1.24B
Q4 2023258$1.58B
Q3 2023232$1.24B
Q2 2023214$959.8M
Q1 2023230$1.08B
Q4 2022219$1.02B
Q3 2022228$1.36B
Q2 2022227$2.10B
Q1 2022235$2.27B
Q4 2021271$3.27B
Q3 2021280$4.20B
Q2 2021269$5.07B
Q1 2021270$3.77B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q2 2023.

Institutions holding UPWK in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Benjamin F. Edwards & Company, Inc.2,030$23.0K0.00%−334−14.1%Reduced
National Bank of Canada1,695$19.5K0.00%00.0%Unchanged
KBC Group NV1,657$19.0K0.00%+1,657New
Federation des caisses Desjardins du Quebec1,542$17.5K0.00%+775+101.0%Added
Huntington National Bank1,434$16.3K0.00%+777+118.3%Added
Bell Investment Advisors, Inc1,265$14.4K0.00%+43+3.5%Added
Quadrant Capital Group LLC1,185$13.5K0.00%+35+3.0%Added
Lindbrook Capital, LLC991$11.3K0.00%+189+23.6%Added
Signaturefd, LLC719$8.17K0.00%+59+8.9%Added
Banque Cantonale Vaudoise600$7.00K0.00%00.0%Unchanged
Chesapeake Asset Management LLC200$2.27K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.200$2.27K0.00%00.0%Unchanged
Hantz Financial Services, Inc.200$2.00K0.00%00.0%Unchanged
Wolverine Asset Management LLC171$1.94K0.00%00.0%Unchanged
Glassman Wealth Services139$1.58K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co138$1.57K0.00%+128+1,280.0%Added
McIlrath & Eck, LLC103$1.17K0.00%−339−76.7%Reduced
IFP Advisors, Inc100$1.14K0.00%00.0%Unchanged
Raleigh Capital Management Inc.88$1.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC82$9320.00%00.0%Unchanged
Baker Avenue Asset Management, LP79$8970.00%00.0%Unchanged
Allworth Financial LP73$8300.00%+10+15.9%Added
Versant Capital Management, Inc61$6930.00%00.0%Unchanged
GWM Advisors LLC53$6020.00%−117−68.8%Reduced
Parallel Advisors, LLC44$5000.00%00.0%Unchanged
Creative Planning25$2840.00%+25New
Global Retirement Partners, LLC23$2510.00%00.0%Unchanged
Washington Trust Co20$2270.00%00.0%Unchanged
CNB Bank16$1820.00%+16New
Your Advocates Ltd., LLP10$1140.00%+10New
FinTrust Capital Advisors, LLC2$230.00%00.0%Unchanged
Covestor Ltd12$00.00%−1,353−99.1%Reduced
Marshall Wace, LLP0$00.00%−1,019,438−100.0%Sold out
Numerai GP LLC0$00.00%−93,827−100.0%Sold out
Fortis Group Advisors, LLC0$00.00%−83,062−100.0%Sold out
Wellington Management Group LLP0$00.00%−75,471−100.0%Sold out
Squarepoint Ops LLC0$00.00%−68,878−100.0%Sold out
Man Group plc0$00.00%−38,414−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−36,448−100.0%Sold out
IMC-Chicago, LLC0$00.00%−31,537−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−20,996−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−20,867−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−19,944−100.0%Sold out
Seven Eight Capital, LP0$00.00%−16,676−100.0%Sold out
Clal Insurance Enterprises Holdings Ltd0$00.00%−15,968−100.0%Sold out
State of Tennessee, Treasury Department0$00.00%−15,761−100.0%Sold out
Holocene Advisors, LP0$00.00%−14,932−100.0%Sold out
Wolverine Trading, LLC0$00.00%−14,165−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−17,617−100.0%Sold out
Golden State Equity Partners0$00.00%−10,000−100.0%Sold out
Murchinson Ltd.0$00.00%−7,500−100.0%Sold out
Compass Wealth Management LLC0$00.00%−400−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−275−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−100−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−63−100.0%Sold out
Elequin Capital LP0$00.00%−27−100.0%Sold out
First Capital Advisors Group, LLC.––––Not filed
Pictet Asset Management SA––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed