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, Q1 2024
Institutional positions in Upwork, Inc as of Mar 31, 2024. 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
- 250
- −4 vs. Q4 2023
- Shares held
- 101.2M
- −5.11M (−4.8%) vs. Q4 2023
- Total value
- $1.24B
- −$339.6M (−21.5%) vs. Q4 2023
- New holders
- 41
- 95 more added
- Sold out
- 45
- 84 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | −1−9.1% | Reduced |
| FinTrust Capital Advisors, LLC | 2 | $25 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $123 | 0.00% | +10 | New |
| Washington Trust Co | 20 | $245 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 23 | $282 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 23 | $282 | 0.00% | +23 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $306 | 0.00% | +25 | New |
| Versant Capital Management, Inc | 61 | $748 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 81 | $994 | 0.00% | +18+28.6% | Added |
| Farther Finance Advisors, LLC | 82 | $1.00K | 0.00% | −5−5.7% | Reduced |
| Globeflex Capital L P | 84 | $1.03K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 91 | $1.12K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $1.23K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 103 | $1.26K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 124 | $1.52K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 154 | $1.89K | 0.00% | −688−81.7% | Reduced |
| Private Wealth Management Group, LLC | 158 | $1.94K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 514 | $6.00K | 0.00% | −350−40.5% | Reduced |
| Banque Cantonale Vaudoise | 600 | $7.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 621 | $7.61K | 0.01% | +131+26.7% | Added |
| Clearstead Advisors, LLC | 704 | $8.50K | 0.00% | +383+119.3% | Added |
| Signaturefd, LLC | 719 | $8.81K | 0.00% | −92−11.3% | Reduced |
| Quadrant Capital Group LLC | 1,149 | $14.1K | 0.00% | −839−42.2% | Reduced |
| Bell Investment Advisors, Inc | 1,267 | $15.5K | 0.00% | −43−3.3% | Reduced |
| National Bank of Canada | 1,558 | $18.6K | 0.00% | −33−2.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,619 | $19.8K | 0.00% | +80+5.2% | Added |
| GWM Advisors LLC | 1,980 | $24.3K | 0.00% | +1,940+4,850.0% | Added |
| Federation des caisses Desjardins du Quebec | 2,057 | $25.2K | 0.00% | +115+5.9% | Added |
| Quarry LP | 2,130 | $26.1K | 0.01% | +1,102+107.2% | Added |
| The PNC Financial Services Group, Inc. | 2,146 | $26.3K | 0.00% | −141−6.2% | Reduced |
| CWM, LLC | 2,605 | $32.0K | 0.00% | −829−24.1% | Reduced |
| KBC Group NV | 3,294 | $40.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3,365 | $41.3K | 0.00% | +1,051+45.4% | Added |
| Jones Financial Companies LLLP | 3,422 | $42.0K | 0.00% | +2,650+343.3% | Added |
| Cutler Group LP | 3,926 | $48.0K | 0.02% | +3,350+581.6% | Added |
| Headlands Technologies LLC | 3,970 | $48.7K | 0.01% | +3,970 | New |
| Amalgamated Bank | 4,157 | $51.0K | 0.00% | −13,676−76.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,549 | $55.8K | 0.00% | −21,601−82.6% | Reduced |
| Essex Investment Management Co LLC | 4,724 | $57.9K | 0.01% | +1,700+56.2% | Added |
| Lazard Asset Management LLC | 4,816 | $59.0K | 0.00% | −1,466−23.3% | Reduced |
| Glen Eagle Advisors, LLC | 5,000 | $61.3K | 0.01% | +5,000 | New |
| Harbour Investments, Inc. | 5,241 | $64.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,988 | $73.4K | 0.01% | +2,435+68.5% | Added |
| Shell Asset Management Co | 8,060 | $87.0K | 0.00% | +5,141+176.1% | Added |
| Metropolitan Life Insurance Co | 7,103 | $87.1K | 0.00% | −28−0.4% | Reduced |
| Castleview Partners, LLC | 9,486 | $116.3K | 0.06% | +9,486 | New |
| SeaCrest Wealth Management, LLC | 10,000 | $122.6K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,300 | $126.0K | 0.00% | −18,689−64.5% | Reduced |
| Colony Group, LLC | 10,724 | $128.0K | 0.00% | +10,724 | New |
| Proequities, Inc. | 10,456 | $128.2K | 0.01% | +1,049+11.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 10,649 | $130.6K | 0.03% | +10,649 | New |
| TCG Advisory Services, LLC | 10,740 | $131.7K | 0.01% | +10,740 | New |
| Simplex Trading, LLC | 11,164 | $136.0K | 0.00% | −32,014−74.1% | Reduced |
| Counterpoint Mutual Funds LLC | 11,511 | $141.1K | 0.03% | +11,511 | New |
| Vident Advisory, LLC | 12,055 | $147.8K | 0.00% | +1,966+19.5% | Added |
| Bristlecone Advisors, LLC | 12,286 | $150.6K | 0.01% | +12,286 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,324 | $151.1K | 0.00% | +12,324 | New |
| Capstone Investment Advisors, LLC | 12,395 | $152.0K | 0.00% | +12,395 | New |
| nVerses Capital, LLC | 12,600 | $154.5K | 0.37% | +12,600 | New |
| Ameritas Investment Partners, Inc. | 12,952 | $158.8K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 13,354 | $164.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 13,399 | $164.3K | 0.03% | −24,674−64.8% | Reduced |
| Quest Partners LLC | 13,760 | $168.7K | 0.03% | +13,379+3,511.5% | Added |
| Stoneridge Investment Partners LLC | 13,822 | $169.0K | 0.06% | +13,822 | New |
| Pictet Asset Management Holding SA | 14,317 | $175.5K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 14,336 | $176.0K | 0.00% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 14,475 | $177.5K | 0.05% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 14,510 | $177.9K | 0.00% | +1,556+12.0% | Added |
| Diversified Trust Co | 14,713 | $180.4K | 0.01% | −1,642−10.0% | Reduced |
| Engine Capital Management, LP | 14,937 | $183.1K | 0.04% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 16,513 | $202.4K | 0.04% | +16,513 | New |
| Principal Financial Group Inc | 16,823 | $206.3K | 0.00% | +2,457+17.1% | Added |
| Advisor Group Holdings, Inc. | 16,880 | $206.9K | 0.00% | +11,532+215.6% | Added |
| ExodusPoint Capital Management, LP | 17,131 | $210.0K | 0.00% | −77,024−81.8% | Reduced |
| Petrus Trust Company, LTA | 17,139 | $210.1K | 0.02% | +17,139 | New |
| Brevan Howard Capital Management LP | 17,481 | $214.3K | 0.02% | +1,672+10.6% | Added |
| State of Wyoming | 17,554 | $215.2K | 0.04% | +4,782+37.4% | Added |
| Cornerstone Investment Partners, LLC | 17,839 | $218.7K | 0.01% | +153+0.9% | Added |
| Two Sigma Securities, LLC | 17,981 | $220.4K | 0.01% | +17,981 | New |
| Handelsbanken Fonder AB | 20,600 | $253.0K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 20,832 | $255.4K | 0.01% | +2,289+12.3% | Added |
| Victory Capital Management Inc | 21,024 | $257.8K | 0.00% | +4,824+29.8% | Added |
| Occudo Quantitative Strategies LP | 21,248 | $260.5K | 0.05% | −82,393−79.5% | Reduced |
| ProShare Advisors LLC | 22,483 | $275.6K | 0.00% | +1,771+8.6% | Added |
| Point72 Asset Management, L.P. | 22,600 | $277.1K | 0.00% | +22,600 | New |
| Aigen Investment Management, LP | 22,603 | $277.1K | 0.06% | −55,141−70.9% | Reduced |
| Mackenzie Financial Corp | 24,585 | $301.4K | 0.00% | +6,500+35.9% | Added |
| Raymond James & Associates | 25,357 | $310.9K | 0.00% | +4,370+20.8% | Added |
| Teza Capital Management LLC | 25,827 | $316.6K | 0.04% | +3,397+15.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,648 | $326.7K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 27,452 | $336.6K | 0.07% | −6,541−19.2% | Reduced |
| American Century Companies Inc | 27,828 | $341.2K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 28,972 | $355.2K | 0.02% | +28,972 | New |
| Y.D. More Investments Ltd | 29,340 | $359.7K | 0.06% | +29,340 | New |
| Prelude Capital Management, LLC | 30,662 | $375.9K | 0.03% | +30,662 | New |
| Keebeck Alpha, LP | 31,610 | $387.5K | 0.25% | +14,013+79.6% | Added |
| Premier Fund Managers Ltd | 32,114 | $394.0K | 0.02% | −5,262−14.1% | Reduced |
| Duality Advisers, LP | 32,614 | $399.8K | 0.04% | −5,245−13.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 32,861 | $402.9K | 0.01% | +32,861 | New |