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 |
|---|---|---|---|---|---|
| Seven Eight Capital, LP | 10,870 | $161.6K | 0.02% | +10,870 | New |
| Wade G W & Inc | 10,724 | $159.0K | 0.01% | 00.0% | Unchanged |
| Corton Capital Inc. | 10,649 | $158.4K | 0.05% | +10,649 | New |
| Chesapeake Asset Management LLC | 10,200 | $151.7K | 0.14% | +10,000+5,000.0% | Added |
| Vident Advisory, LLC | 10,089 | $150.0K | 0.00% | −16,307−61.8% | Reduced |
| SeaCrest Wealth Management, LLC | 10,000 | $140.5K | 0.02% | −154−1.5% | Reduced |
| Proequities, Inc. | 9,407 | $139.9K | 0.01% | +9,407 | New |
| Metropolitan Life Insurance Co | 7,131 | $106.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,282 | $93.0K | 0.00% | +6,282 | New |
| Advisor Group Holdings, Inc. | 5,348 | $79.5K | 0.00% | +1,567+41.4% | Added |
| Harbour Investments, Inc. | 5,241 | $77.9K | 0.00% | −489−8.5% | Reduced |
| Leonteq Securities AG | 3,553 | $52.8K | 0.01% | −299−7.8% | Reduced |
| CWM, LLC | 3,434 | $51.0K | 0.00% | −889−20.6% | Reduced |
| KBC Group NV | 3,294 | $49.0K | 0.00% | +1,637+98.8% | Added |
| Essex Investment Management Co LLC | 3,024 | $45.0K | 0.01% | −2,148−41.5% | Reduced |
| Shell Asset Management Co | 2,919 | $43.0K | 0.00% | −856−22.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,700 | $41.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,314 | $34.4K | 0.00% | +880+61.4% | Added |
| The PNC Financial Services Group, Inc. | 2,287 | $34.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 2,200 | $33.0K | 0.00% | +2,200 | New |
| Quadrant Capital Group LLC | 1,988 | $29.6K | 0.00% | +803+67.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,942 | $28.9K | 0.00% | +400+25.9% | Added |
| Advisory Services Network, LLC | 1,561 | $23.2K | 0.00% | +1,561 | New |
| Nisa Investment Advisors, LLC | 1,539 | $22.9K | 0.00% | −2,716−63.8% | Reduced |
| National Bank of Canada | 1,591 | $22.8K | 0.00% | −104−6.1% | Reduced |
| Bell Investment Advisors, Inc | 1,310 | $19.5K | 0.00% | +45+3.6% | Added |
| Coppell Advisory Solutions LLC | 1,203 | $17.9K | 0.00% | +1,203 | New |
| Quarry LP | 1,028 | $15.3K | 0.01% | −1,024−49.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 864 | $13.0K | 0.00% | −1,166−57.4% | Reduced |
| Lindbrook Capital, LLC | 842 | $12.5K | 0.00% | −149−15.0% | Reduced |
| Signaturefd, LLC | 811 | $12.1K | 0.00% | +92+12.8% | Added |
| Jones Financial Companies LLLP | 772 | $11.5K | 0.00% | +772 | New |
| Banque Cantonale Vaudoise | 600 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 576 | $8.00K | 0.00% | +576 | New |
| Macroview Investment Management LLC | 490 | $7.29K | 0.01% | +490 | New |
| Strengthening Families & Communities, LLC | 400 | $5.95K | 0.00% | +400 | New |
| Quest Partners LLC | 381 | $5.67K | 0.00% | +381 | New |
| Clearstead Advisors, LLC | 321 | $4.77K | 0.00% | +239+291.5% | Added |
| Ronald Blue Trust, Inc. | 378 | $4.00K | 0.00% | +378 | New |
| Hantz Financial Services, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 171 | $2.54K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 158 | $2.35K | 0.00% | +158 | New |
| Steward Partners Investment Advisory, LLC | 150 | $2.23K | 0.00% | +150 | New |
| Glassman Wealth Services | 139 | $2.07K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 124 | $1.70K | 0.00% | +124 | New |
| McIlrath & Eck, LLC | 103 | $1.53K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $1.49K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 91 | $1.35K | 0.00% | +47+106.8% | Added |
| Farther Finance Advisors, LLC | 87 | $1.29K | 0.00% | +87 | New |
| Globeflex Capital L P | 84 | $1.25K | 0.00% | +84 | New |
| Valley National Advisers Inc | 80 | $1.00K | 0.00% | +80 | New |
| Allworth Financial LP | 63 | $937 | 0.00% | −10−13.7% | Reduced |
| Versant Capital Management, Inc | 61 | $907 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 40 | $595 | 0.00% | −13−24.5% | Reduced |
| Global Retirement Partners, LLC | 23 | $338 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 20 | $297 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2 | $30 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $0 | 0.00% | −1−8.3% | Reduced |
| Mak Capital One LLC | 0 | $0 | 0.00% | −1,366,929−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −736,570−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −257,237−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −174,679−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −167,005−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −117,387−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −108,912−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −100,300−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −70,772−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −65,246−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −27,750−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −25,072−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −20,045−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −15,427−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −15,324−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −14,630−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −13,937−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,680−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −13,019−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −11,864−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −11,617−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,198−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Empire Life Investments Inc. | 0 | $0 | 0.00% | −9,092−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| CNB Bank | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Your Advocates Ltd., LLP | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| KB Financial Partners, LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |