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, Q4 2023
Institutional positions in Upwork, Inc as of Dec 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
- 258
- +28 vs. Q3 2023
- Shares held
- 106.6M
- +1.19M (+1.1%) vs. Q3 2023
- Total value
- $1.58B
- +$346.1M (+27.9%) vs. Q3 2023
- New holders
- 59
- 83 more added
- Sold out
- 31
- 84 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 11 | $0 | 0.00% | −1−8.3% | Reduced |
| FinTrust Capital Advisors, LLC | 2 | $30 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 20 | $297 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 23 | $338 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 40 | $595 | 0.00% | −13−24.5% | Reduced |
| Versant Capital Management, Inc | 61 | $907 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 63 | $937 | 0.00% | −10−13.7% | Reduced |
| Valley National Advisers Inc | 80 | $1.00K | 0.00% | +80 | New |
| Globeflex Capital L P | 84 | $1.25K | 0.00% | +84 | New |
| Farther Finance Advisors, LLC | 87 | $1.29K | 0.00% | +87 | New |
| Parallel Advisors, LLC | 91 | $1.35K | 0.00% | +47+106.8% | Added |
| IFP Advisors, Inc | 100 | $1.49K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 103 | $1.53K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 124 | $1.70K | 0.00% | +124 | New |
| Glassman Wealth Services | 139 | $2.07K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 150 | $2.23K | 0.00% | +150 | New |
| Private Wealth Management Group, LLC | 158 | $2.35K | 0.00% | +158 | New |
| Wolverine Asset Management LLC | 171 | $2.54K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 378 | $4.00K | 0.00% | +378 | New |
| Clearstead Advisors, LLC | 321 | $4.77K | 0.00% | +239+291.5% | Added |
| Quest Partners LLC | 381 | $5.67K | 0.00% | +381 | New |
| Strengthening Families & Communities, LLC | 400 | $5.95K | 0.00% | +400 | New |
| Macroview Investment Management LLC | 490 | $7.29K | 0.01% | +490 | New |
| Cutler Group LP | 576 | $8.00K | 0.00% | +576 | New |
| Banque Cantonale Vaudoise | 600 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 772 | $11.5K | 0.00% | +772 | New |
| Signaturefd, LLC | 811 | $12.1K | 0.00% | +92+12.8% | Added |
| Lindbrook Capital, LLC | 842 | $12.5K | 0.00% | −149−15.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 864 | $13.0K | 0.00% | −1,166−57.4% | Reduced |
| Quarry LP | 1,028 | $15.3K | 0.01% | −1,024−49.9% | Reduced |
| Coppell Advisory Solutions LLC | 1,203 | $17.9K | 0.00% | +1,203 | New |
| Bell Investment Advisors, Inc | 1,310 | $19.5K | 0.00% | +45+3.6% | Added |
| National Bank of Canada | 1,591 | $22.8K | 0.00% | −104−6.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,539 | $22.9K | 0.00% | −2,716−63.8% | Reduced |
| Advisory Services Network, LLC | 1,561 | $23.2K | 0.00% | +1,561 | New |
| Federation des caisses Desjardins du Quebec | 1,942 | $28.9K | 0.00% | +400+25.9% | Added |
| Quadrant Capital Group LLC | 1,988 | $29.6K | 0.00% | +803+67.8% | Added |
| Daiwa Securities Group Inc. | 2,200 | $33.0K | 0.00% | +2,200 | New |
| The PNC Financial Services Group, Inc. | 2,287 | $34.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,314 | $34.4K | 0.00% | +880+61.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,700 | $41.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,919 | $43.0K | 0.00% | −856−22.7% | Reduced |
| Essex Investment Management Co LLC | 3,024 | $45.0K | 0.01% | −2,148−41.5% | Reduced |
| KBC Group NV | 3,294 | $49.0K | 0.00% | +1,637+98.8% | Added |
| CWM, LLC | 3,434 | $51.0K | 0.00% | −889−20.6% | Reduced |
| Leonteq Securities AG | 3,553 | $52.8K | 0.01% | −299−7.8% | Reduced |
| Harbour Investments, Inc. | 5,241 | $77.9K | 0.00% | −489−8.5% | Reduced |
| Advisor Group Holdings, Inc. | 5,348 | $79.5K | 0.00% | +1,567+41.4% | Added |
| Lazard Asset Management LLC | 6,282 | $93.0K | 0.00% | +6,282 | New |
| Metropolitan Life Insurance Co | 7,131 | $106.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 9,407 | $139.9K | 0.01% | +9,407 | New |
| SeaCrest Wealth Management, LLC | 10,000 | $140.5K | 0.02% | −154−1.5% | Reduced |
| Vident Advisory, LLC | 10,089 | $150.0K | 0.00% | −16,307−61.8% | Reduced |
| Chesapeake Asset Management LLC | 10,200 | $151.7K | 0.14% | +10,000+5,000.0% | Added |
| Corton Capital Inc. | 10,649 | $158.4K | 0.05% | +10,649 | New |
| Wade G W & Inc | 10,724 | $159.0K | 0.01% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 10,870 | $161.6K | 0.02% | +10,870 | New |
| State of Wisconsin Investment Board | 11,514 | $171.2K | 0.00% | −12,148−51.3% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 12,435 | $184.9K | 0.03% | −4,140−25.0% | Reduced |
| State of Wyoming | 12,772 | $189.9K | 0.04% | +12,772 | New |
| STRS Ohio | 12,800 | $190.0K | 0.00% | −4,700−26.9% | Reduced |
| Toroso Investments, LLC | 12,865 | $191.3K | 0.00% | −1,381−9.7% | Reduced |
| Ameritas Investment Partners, Inc. | 12,952 | $192.6K | 0.01% | +651+5.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,954 | $192.6K | 0.00% | −5,543−30.0% | Reduced |
| Public Employees Retirement Association of Colorado | 13,354 | $199.0K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 13,740 | $204.0K | 0.16% | +13,740 | New |
| Pictet Asset Management Holding SA | 14,317 | $212.9K | 0.00% | +3,507+32.4% | Added |
| Crossmark Global Holdings, Inc. | 14,336 | $213.0K | 0.00% | +309+2.2% | Added |
| Principal Financial Group Inc | 14,366 | $213.6K | 0.00% | +1,306+10.0% | Added |
| Waypoint Wealth Partners Inc. | 14,475 | $215.2K | 0.07% | 00.0% | Unchanged |
| Engine Capital Management, LP | 14,937 | $222.1K | 0.04% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 15,809 | $235.1K | 0.02% | +15,809 | New |
| Victory Capital Management Inc | 16,200 | $240.9K | 0.00% | +3,156+24.2% | Added |
| Diversified Trust Co | 16,355 | $243.2K | 0.01% | −2,326−12.5% | Reduced |
| Blueshift Asset Management, LLC | 16,894 | $251.2K | 0.13% | +16,894 | New |
| Keebeck Alpha, LP | 17,597 | $261.7K | 0.21% | +17,597 | New |
| Dynamic Technology Lab Private Ltd | 17,665 | $262.0K | 0.03% | +5,375+43.7% | Added |
| Cornerstone Investment Partners, LLC | 17,686 | $263.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 17,833 | $265.0K | 0.00% | −915−4.9% | Reduced |
| Rockefeller Capital Management L.P. | 17,862 | $265.6K | 0.00% | +17,862 | New |
| Mackenzie Financial Corp | 18,085 | $268.9K | 0.00% | +18,085 | New |
| GTS Securities LLC | 18,543 | $275.7K | 0.01% | +18,543 | New |
| Handelsbanken Fonder AB | 20,600 | $306.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 20,619 | $306.6K | 0.02% | +20,619 | New |
| ProShare Advisors LLC | 20,712 | $308.0K | 0.00% | +4,629+28.8% | Added |
| Raymond James & Associates | 20,987 | $312.1K | 0.00% | +20,987 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 22,192 | $330.0K | 0.00% | +22,192 | New |
| Teza Capital Management LLC | 22,430 | $333.5K | 0.06% | −980−4.2% | Reduced |
| Stifel Financial Corp | 24,934 | $370.8K | 0.00% | +6,635+36.3% | Added |
| Wolverine Trading, LLC | 25,597 | $380.6K | 0.00% | +25,597 | New |
| Y-Intercept (Hong Kong) Ltd | 25,993 | $386.5K | 0.04% | −11,283−30.3% | Reduced |
| Tower Research Capital LLC (TRC) | 26,150 | $388.9K | 0.00% | +3,677+16.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,648 | $396.3K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 29,343 | $412.9K | 0.00% | +29,343 | New |
| American Century Companies Inc | 27,828 | $413.8K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 27,931 | $415.3K | 0.03% | −50,873−64.6% | Reduced |
| Mach-1 Financial Group, Inc. | 28,315 | $421.0K | 0.16% | +28,315 | New |
| Quantbot Technologies LP | 28,746 | $427.5K | 0.02% | +28,746 | New |
| MML Investors Services, LLC | 28,989 | $431.0K | 0.00% | +28,989 | New |