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 |
|---|---|---|---|---|---|
| Alpha DNA Investment Management LLC | 31,599 | $469.9K | 0.28% | +31,599 | New |
| XTX Topco Ltd | 31,906 | $474.4K | 0.10% | +17,968+128.9% | Added |
| Jump Financial, LLC | 32,992 | $490.6K | 0.02% | −210,516−86.5% | Reduced |
| Axq Capital, LP | 33,600 | $499.6K | 0.13% | +17,000+102.4% | Added |
| Numerai GP LLC | 33,713 | $501.3K | 0.18% | +33,713 | New |
| Arizona State Retirement System | 33,936 | $504.6K | 0.00% | −265−0.8% | Reduced |
| Fox Run Management, L.L.C. | 33,993 | $505.5K | 0.13% | +19,578+135.8% | Added |
| Synergy Financial Group, LTD | 34,000 | $505.6K | 0.62% | −976−2.8% | Reduced |
| Walleye Trading LLC | 35,149 | $522.7K | 0.01% | +23,553+203.1% | Added |
| Strategic Planning Group, LLC | 35,208 | $523.5K | 0.17% | +35,208 | New |
| Cornercap Investment Counsel Inc | 36,283 | $539.5K | 0.09% | −12,824−26.1% | Reduced |
| Duality Advisers, LP | 37,859 | $563.0K | 0.06% | +37,859 | New |
| Premier Fund Managers Ltd | 37,376 | $563.0K | 0.02% | +37,376 | New |
| Versor Investments LP | 38,073 | $566.1K | 0.12% | +5,006+15.1% | Added |
| State Board of Administration of Florida Retirement System | 38,118 | $566.8K | 0.00% | 00.0% | Unchanged |
| Nkcfo LLC | 39,000 | $580.0K | 0.31% | +39,000 | New |
| O'Brien Wealth Partners LLC | 39,314 | $584.6K | 0.15% | 00.0% | Unchanged |
| Global Endowment Management, LP | 41,591 | $618.5K | 0.07% | −17,457−29.6% | Reduced |
| Franklin Resources Inc | 42,364 | $630.0K | 0.00% | +38,982+1,152.6% | Added |
| Simplex Trading, LLC | 43,178 | $642.0K | 0.02% | +40,885+1,783.0% | Added |
| Jessup Wealth Management, Inc | 44,055 | $655.1K | 0.33% | +44,055 | New |
| New York State Common Retirement Fund | 46,725 | $694.8K | 0.00% | −2,801−5.7% | Reduced |
| Verition Fund Management LLC | 50,362 | $748.9K | 0.01% | −222,174−81.5% | Reduced |
| Janus Henderson Group PLC | 51,205 | $761.7K | 0.00% | −84−0.2% | Reduced |
| Teacher Retirement System of Texas | 51,867 | $771.0K | 0.01% | +51,867 | New |
| Thrivent Financial for Lutherans | 51,970 | $773.0K | 0.00% | +51,970 | New |
| Dark Forest Capital Management LP | 52,366 | $778.7K | 0.12% | +52,366 | New |
| Great West Life Assurance Co | 53,434 | $790.0K | 0.00% | +6,430+13.7% | Added |
| Russell Investments Group, Ltd. | 53,385 | $796.9K | 0.00% | +45,077+542.6% | Added |
| Bank of America Corp | 56,511 | $840.3K | 0.00% | −51,634−47.7% | Reduced |
| Harbor Capital Advisors, Inc. | 57,395 | $853.5K | 0.17% | −138−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 57,503 | $855.1K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 58,044 | $863.1K | 0.00% | +8,232+16.5% | Added |
| Gotham Asset Management, LLC | 58,459 | $869.3K | 0.02% | +24,767+73.5% | Added |
| Advisory Research Inc | 61,738 | $918.0K | 0.14% | +30,303+96.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 62,000 | $921.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 62,194 | $924.8K | 0.00% | +405+0.7% | Added |
| Wealthsource Partners, LLC | 63,802 | $948.7K | 0.06% | −1,939−2.9% | Reduced |
| US Bancorp | 64,308 | $956.3K | 0.00% | −21,851−25.4% | Reduced |
| MetLife Investment Management | 64,431 | $958.1K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 64,671 | $961.7K | 0.00% | −2,838−4.2% | Reduced |
| Manufacturers Life Insurance Company, The | 64,835 | $964.1K | 0.00% | −143−0.2% | Reduced |
| Amundi | 65,215 | $993.2K | 0.00% | −21,127−24.5% | Reduced |
| CI Private Wealth, LLC | 72,038 | $1.07M | 0.00% | +16,918+30.7% | Added |
| Concentric Capital Strategies, LP | 74,212 | $1.10M | 0.14% | +74,212 | New |
| Commonwealth Equity Services, LLC | 75,826 | $1.13M | 0.00% | +45,785+152.4% | Added |
| Comerica Bank | 76,237 | $1.13M | 0.01% | −563−0.7% | Reduced |
| Aigen Investment Management, LP | 77,744 | $1.16M | 0.21% | +38,711+99.2% | Added |
| Aquatic Capital Management LLC | 77,800 | $1.16M | 0.03% | −116,400−59.9% | Reduced |
| Jefferies Financial Group Inc. | 84,707 | $1.26M | 0.02% | +72,667+603.5% | Added |
| Alight Capital Management LP | 90,000 | $1.34M | 0.43% | +90,000 | New |
| Bailard, Inc. | 92,045 | $1.37M | 0.04% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 94,155 | $1.40M | 0.02% | +77,561+467.4% | Added |
| Mizuho Markets Americas LLC | 94,443 | $1.40M | 0.04% | +9,000+10.5% | Added |
| Los Angeles Capital Management LLC | 100,622 | $1.50M | 0.01% | +39,801+65.4% | Added |
| Graham Capital Management, L.P. | 103,386 | $1.54M | 0.05% | −12,352−10.7% | Reduced |
| Occudo Quantitative Strategies LP | 103,641 | $1.54M | 0.21% | +103,641 | New |
| HSBC Holdings PLC | 104,218 | $1.55M | 0.00% | −71,768−40.8% | Reduced |
| First Pacific Advisors, LP | 104,881 | $1.56M | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 105,978 | $1.58M | 0.00% | +2,627+2.5% | Added |
| Canada Pension Plan Investment Board | 107,000 | $1.59M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 116,491 | $1.73M | 0.00% | +2,377+2.1% | Added |
| Shaker Investments LLC | 117,718 | $1.75M | 0.82% | +51,931+78.9% | Added |
| Price T Rowe Associates Inc | 121,531 | $1.81M | 0.00% | +21,923+22.0% | Added |
| Resources Investment Advisors, LLC. | 127,596 | $1.90M | 0.03% | −6,210−4.6% | Reduced |
| California State Teachers Retirement System | 128,709 | $1.91M | 0.00% | −4,751−3.6% | Reduced |
| Alliancebernstein L.P. | 129,200 | $1.92M | 0.00% | +6,600+5.4% | Added |
| Balyasny Asset Management LLC | 130,431 | $1.94M | 0.01% | +82,341+171.2% | Added |
| Putnam Investments LLC | 136,659 | $2.03M | 0.00% | −4,349−3.1% | Reduced |
| Jane Street Group, LLC | 137,483 | $2.04M | 0.00% | +23,589+20.7% | Added |
| Transcend Wealth Collective, LLC | 138,004 | $2.05M | 0.18% | −750−0.5% | Reduced |
| PDT Partners, LLC | 142,050 | $2.11M | 0.23% | −130,267−47.8% | Reduced |
| Panagora Asset Management Inc | 142,691 | $2.12M | 0.01% | −4,248−2.9% | Reduced |
| Wells Fargo & Company | 149,724 | $2.23M | 0.00% | +116,746+354.0% | Added |
| PEAK6 Investments LLC | 155,747 | $2.32M | 0.10% | +44,200+39.6% | Added |
| SkyView Investment Advisors, LLC | 158,254 | $2.35M | 0.59% | −17,947−10.2% | Reduced |
| King Luther Capital Management Corp | 163,582 | $2.43M | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 165,750 | $2.46M | 0.11% | +165,750 | New |
| JPMorgan Chase & Co | 170,407 | $2.53M | 0.00% | −22,123−11.5% | Reduced |
| Royal Bank of Canada | 173,517 | $2.58M | 0.00% | +22,889+15.2% | Added |
| Vontobel Holding Ltd. | 173,773 | $2.58M | 0.02% | −12,726−6.8% | Reduced |
| Citigroup Inc | 175,896 | $2.62M | 0.00% | −6,707−3.7% | Reduced |
| Capital Fund Management S.A. | 178,955 | $2.66M | 0.03% | +44,602+33.2% | Added |
| Rhumbline Advisers | 179,010 | $2.66M | 0.00% | +1,043+0.6% | Added |
| Advantage Alpha Capital Partners LP | 184,401 | $2.74M | 0.52% | +4,913+2.7% | Added |
| Trexquant Investment LP | 188,148 | $2.80M | 0.06% | −18,862−9.1% | Reduced |
| AQR Capital Management LLC | 188,563 | $2.80M | 0.01% | +104,297+123.8% | Added |
| UBS Asset Management Americas Inc | 189,777 | $2.82M | 0.00% | +2,544+1.4% | Added |
| Algert Global LLC | 195,284 | $2.90M | 0.12% | −75,428−27.9% | Reduced |
| Jetstream Capital LLC | 200,000 | $2.97M | 5.64% | +200,000 | New |
| Susquehanna Portfolio Strategies, LLC | 205,224 | $3.05M | 0.05% | +205,224 | New |
| Gsa Capital Partners LLP | 219,919 | $3.27M | 0.27% | −69,249−23.9% | Reduced |
| UBS Group AG | 222,834 | $3.31M | 0.00% | +143,497+180.9% | Added |
| Squarepoint Ops LLC | 228,840 | $3.40M | 0.01% | +228,840 | New |
| SEI Investments Co | 229,026 | $3.41M | 0.01% | −23,006−9.1% | Reduced |
| Swiss National Bank | 239,300 | $3.56M | 0.00% | −24,800−9.4% | Reduced |
| FMR LLC | 251,073 | $3.73M | 0.00% | −116,961−31.8% | Reduced |
| Sphera Funds Management Ltd. | 252,784 | $3.76M | 0.70% | +252,784 | New |
| Hillsdale Investment Management Inc. | 268,450 | $3.99M | 0.33% | −1,000−0.4% | Reduced |
| Horrell Capital Management, Inc. | 275,000 | $4.09M | 1.23% | 00.0% | Unchanged |