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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 104,218 | $1.55M | 0.00% | −71,768−40.8% | Reduced |
| Occudo Quantitative Strategies LP | 103,641 | $1.54M | 0.21% | +103,641 | New |
| Graham Capital Management, L.P. | 103,386 | $1.54M | 0.05% | −12,352−10.7% | Reduced |
| Los Angeles Capital Management LLC | 100,622 | $1.50M | 0.01% | +39,801+65.4% | Added |
| Mizuho Markets Americas LLC | 94,443 | $1.40M | 0.04% | +9,000+10.5% | Added |
| ExodusPoint Capital Management, LP | 94,155 | $1.40M | 0.02% | +77,561+467.4% | Added |
| Bailard, Inc. | 92,045 | $1.37M | 0.04% | 00.0% | Unchanged |
| Alight Capital Management LP | 90,000 | $1.34M | 0.43% | +90,000 | New |
| Jefferies Financial Group Inc. | 84,707 | $1.26M | 0.02% | +72,667+603.5% | Added |
| Aquatic Capital Management LLC | 77,800 | $1.16M | 0.03% | −116,400−59.9% | Reduced |
| Aigen Investment Management, LP | 77,744 | $1.16M | 0.21% | +38,711+99.2% | Added |
| Comerica Bank | 76,237 | $1.13M | 0.01% | −563−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 75,826 | $1.13M | 0.00% | +45,785+152.4% | Added |
| Concentric Capital Strategies, LP | 74,212 | $1.10M | 0.14% | +74,212 | New |
| CI Private Wealth, LLC | 72,038 | $1.07M | 0.00% | +16,918+30.7% | Added |
| Amundi | 65,215 | $993.2K | 0.00% | −21,127−24.5% | Reduced |
| Manufacturers Life Insurance Company, The | 64,835 | $964.1K | 0.00% | −143−0.2% | Reduced |
| Ameriprise Financial Inc | 64,671 | $961.7K | 0.00% | −2,838−4.2% | Reduced |
| MetLife Investment Management | 64,431 | $958.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 64,308 | $956.3K | 0.00% | −21,851−25.4% | Reduced |
| Wealthsource Partners, LLC | 63,802 | $948.7K | 0.06% | −1,939−2.9% | Reduced |
| American International Group, Inc. | 62,194 | $924.8K | 0.00% | +405+0.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 62,000 | $921.9K | 0.00% | 00.0% | Unchanged |
| Advisory Research Inc | 61,738 | $918.0K | 0.14% | +30,303+96.4% | Added |
| Gotham Asset Management, LLC | 58,459 | $869.3K | 0.02% | +24,767+73.5% | Added |
| Voya Investment Management LLC | 58,044 | $863.1K | 0.00% | +8,232+16.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 57,503 | $855.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 57,395 | $853.5K | 0.17% | −138−0.2% | Reduced |
| Bank of America Corp | 56,511 | $840.3K | 0.00% | −51,634−47.7% | Reduced |
| Russell Investments Group, Ltd. | 53,385 | $796.9K | 0.00% | +45,077+542.6% | Added |
| Great West Life Assurance Co | 53,434 | $790.0K | 0.00% | +6,430+13.7% | Added |
| Dark Forest Capital Management LP | 52,366 | $778.7K | 0.12% | +52,366 | New |
| Thrivent Financial for Lutherans | 51,970 | $773.0K | 0.00% | +51,970 | New |
| Teacher Retirement System of Texas | 51,867 | $771.0K | 0.01% | +51,867 | New |
| Janus Henderson Group PLC | 51,205 | $761.7K | 0.00% | −84−0.2% | Reduced |
| Verition Fund Management LLC | 50,362 | $748.9K | 0.01% | −222,174−81.5% | Reduced |
| New York State Common Retirement Fund | 46,725 | $694.8K | 0.00% | −2,801−5.7% | Reduced |
| Jessup Wealth Management, Inc | 44,055 | $655.1K | 0.33% | +44,055 | New |
| Simplex Trading, LLC | 43,178 | $642.0K | 0.02% | +40,885+1,783.0% | Added |
| Franklin Resources Inc | 42,364 | $630.0K | 0.00% | +38,982+1,152.6% | Added |
| Global Endowment Management, LP | 41,591 | $618.5K | 0.07% | −17,457−29.6% | Reduced |
| O'Brien Wealth Partners LLC | 39,314 | $584.6K | 0.15% | 00.0% | Unchanged |
| Nkcfo LLC | 39,000 | $580.0K | 0.31% | +39,000 | New |
| State Board of Administration of Florida Retirement System | 38,118 | $566.8K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 38,073 | $566.1K | 0.12% | +5,006+15.1% | Added |
| Premier Fund Managers Ltd | 37,376 | $563.0K | 0.02% | +37,376 | New |
| Duality Advisers, LP | 37,859 | $563.0K | 0.06% | +37,859 | New |
| Cornercap Investment Counsel Inc | 36,283 | $539.5K | 0.09% | −12,824−26.1% | Reduced |
| Strategic Planning Group, LLC | 35,208 | $523.5K | 0.17% | +35,208 | New |
| Walleye Trading LLC | 35,149 | $522.7K | 0.01% | +23,553+203.1% | Added |
| Synergy Financial Group, LTD | 34,000 | $505.6K | 0.62% | −976−2.8% | Reduced |
| Fox Run Management, L.L.C. | 33,993 | $505.5K | 0.13% | +19,578+135.8% | Added |
| Arizona State Retirement System | 33,936 | $504.6K | 0.00% | −265−0.8% | Reduced |
| Numerai GP LLC | 33,713 | $501.3K | 0.18% | +33,713 | New |
| Axq Capital, LP | 33,600 | $499.6K | 0.13% | +17,000+102.4% | Added |
| Jump Financial, LLC | 32,992 | $490.6K | 0.02% | −210,516−86.5% | Reduced |
| XTX Topco Ltd | 31,906 | $474.4K | 0.10% | +17,968+128.9% | Added |
| Alpha DNA Investment Management LLC | 31,599 | $469.9K | 0.28% | +31,599 | New |
| MML Investors Services, LLC | 28,989 | $431.0K | 0.00% | +28,989 | New |
| Quantbot Technologies LP | 28,746 | $427.5K | 0.02% | +28,746 | New |
| Mach-1 Financial Group, Inc. | 28,315 | $421.0K | 0.16% | +28,315 | New |
| Centiva Capital, LP | 27,931 | $415.3K | 0.03% | −50,873−64.6% | Reduced |
| American Century Companies Inc | 27,828 | $413.8K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 29,343 | $412.9K | 0.00% | +29,343 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,648 | $396.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 26,150 | $388.9K | 0.00% | +3,677+16.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 25,993 | $386.5K | 0.04% | −11,283−30.3% | Reduced |
| Wolverine Trading, LLC | 25,597 | $380.6K | 0.00% | +25,597 | New |
| Stifel Financial Corp | 24,934 | $370.8K | 0.00% | +6,635+36.3% | Added |
| Teza Capital Management LLC | 22,430 | $333.5K | 0.06% | −980−4.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 22,192 | $330.0K | 0.00% | +22,192 | New |
| Raymond James & Associates | 20,987 | $312.1K | 0.00% | +20,987 | New |
| ProShare Advisors LLC | 20,712 | $308.0K | 0.00% | +4,629+28.8% | Added |
| Point72 Hong Kong Ltd | 20,619 | $306.6K | 0.02% | +20,619 | New |
| Handelsbanken Fonder AB | 20,600 | $306.0K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 18,543 | $275.7K | 0.01% | +18,543 | New |
| Mackenzie Financial Corp | 18,085 | $268.9K | 0.00% | +18,085 | New |
| Rockefeller Capital Management L.P. | 17,862 | $265.6K | 0.00% | +17,862 | New |
| Amalgamated Bank | 17,833 | $265.0K | 0.00% | −915−4.9% | Reduced |
| Cornerstone Investment Partners, LLC | 17,686 | $263.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 17,665 | $262.0K | 0.03% | +5,375+43.7% | Added |
| Keebeck Alpha, LP | 17,597 | $261.7K | 0.21% | +17,597 | New |
| Blueshift Asset Management, LLC | 16,894 | $251.2K | 0.13% | +16,894 | New |
| Diversified Trust Co | 16,355 | $243.2K | 0.01% | −2,326−12.5% | Reduced |
| Victory Capital Management Inc | 16,200 | $240.9K | 0.00% | +3,156+24.2% | Added |
| Brevan Howard Capital Management LP | 15,809 | $235.1K | 0.02% | +15,809 | New |
| Engine Capital Management, LP | 14,937 | $222.1K | 0.04% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 14,475 | $215.2K | 0.07% | 00.0% | Unchanged |
| Principal Financial Group Inc | 14,366 | $213.6K | 0.00% | +1,306+10.0% | Added |
| Crossmark Global Holdings, Inc. | 14,336 | $213.0K | 0.00% | +309+2.2% | Added |
| Pictet Asset Management Holding SA | 14,317 | $212.9K | 0.00% | +3,507+32.4% | Added |
| VitalStone Financial, LLC | 13,740 | $204.0K | 0.16% | +13,740 | New |
| Public Employees Retirement Association of Colorado | 13,354 | $199.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,954 | $192.6K | 0.00% | −5,543−30.0% | Reduced |
| Ameritas Investment Partners, Inc. | 12,952 | $192.6K | 0.01% | +651+5.3% | Added |
| Toroso Investments, LLC | 12,865 | $191.3K | 0.00% | −1,381−9.7% | Reduced |
| STRS Ohio | 12,800 | $190.0K | 0.00% | −4,700−26.9% | Reduced |
| State of Wyoming | 12,772 | $189.9K | 0.04% | +12,772 | New |
| Lombard Odier Asset Management (USA) Corp | 12,435 | $184.9K | 0.03% | −4,140−25.0% | Reduced |
| State of Wisconsin Investment Board | 11,514 | $171.2K | 0.00% | −12,148−51.3% | Reduced |