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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 33,665 | $412.7K | 0.00% | −271−0.8% | Reduced |
| Synergy Financial Group, LTD | 33,815 | $414.6K | 0.47% | −185−0.5% | Reduced |
| Phoenix Holdings Ltd. | 35,000 | $429.2K | 0.01% | +35,000 | New |
| Stifel Financial Corp | 35,118 | $430.5K | 0.00% | +10,184+40.8% | Added |
| State Board of Administration of Florida Retirement System | 38,078 | $431.0K | 0.00% | −40−0.1% | Reduced |
| Cornercap Investment Counsel Inc | 36,772 | $450.8K | 0.07% | +489+1.3% | Added |
| Axq Capital, LP | 38,000 | $465.9K | 0.11% | +4,400+13.1% | Added |
| Quantbot Technologies LP | 38,070 | $466.7K | 0.03% | +9,324+32.4% | Added |
| LPL Financial LLC | 38,529 | $472.4K | 0.00% | +38,529 | New |
| O'Brien Wealth Partners LLC | 39,314 | $482.0K | 0.11% | 00.0% | Unchanged |
| Strategic Planning Group, LLC | 41,110 | $504.0K | 0.13% | +5,902+16.8% | Added |
| Alpha DNA Investment Management LLC | 41,679 | $511.0K | 0.28% | +10,080+31.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 51,547 | $550.0K | 0.00% | −5,956−10.4% | Reduced |
| Dark Forest Capital Management LP | 45,889 | $562.6K | 0.10% | −6,477−12.4% | Reduced |
| Global Endowment Management, LP | 46,018 | $564.2K | 0.06% | +4,427+10.6% | Added |
| Bayesian Capital Management, LP | 46,245 | $567.0K | 0.05% | +46,245 | New |
| Algert Global LLC | 47,284 | $579.7K | 0.02% | −148,000−75.8% | Reduced |
| Harbor Capital Advisors, Inc. | 49,385 | $605.0K | 0.08% | −8,010−14.0% | Reduced |
| Janus Henderson Group PLC | 51,210 | $627.1K | 0.00% | +50.0% | Added |
| Point72 Hong Kong Ltd | 51,926 | $636.6K | 0.03% | +31,307+151.8% | Added |
| Great West Life Assurance Co | 53,434 | $655.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 54,024 | $662.3K | 0.00% | +7,299+15.6% | Added |
| Point72 (DIFC) Ltd | 54,856 | $672.5K | 0.05% | +54,856 | New |
| Y-Intercept (Hong Kong) Ltd | 55,890 | $685.2K | 0.05% | +29,897+115.0% | Added |
| Voya Investment Management LLC | 57,295 | $702.4K | 0.00% | −749−1.3% | Reduced |
| Mizuho Markets Americas LLC | 60,443 | $741.0K | 0.02% | −34,000−36.0% | Reduced |
| US Bancorp | 60,536 | $742.2K | 0.00% | −3,772−5.9% | Reduced |
| Semanteon Capital Management, LP | 60,936 | $747.1K | 0.48% | +60,936 | New |
| American International Group, Inc. | 61,664 | $756.0K | 0.00% | −530−0.9% | Reduced |
| Tudor Investment Corp Et Al | 63,197 | $774.8K | 0.01% | −248,877−79.7% | Reduced |
| MetLife Investment Management | 64,431 | $789.9K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 64,746 | $793.8K | 0.00% | −89−0.1% | Reduced |
| Danske Bank A/S | 65,489 | $802.9K | 0.00% | +65,489 | New |
| Walleye Capital LLC | 65,510 | $803.2K | 0.01% | +65,510 | New |
| Jump Financial, LLC | 68,217 | $836.3K | 0.02% | +35,225+106.8% | Added |
| Russell Investments Group, Ltd. | 68,531 | $840.3K | 0.00% | +15,146+28.4% | Added |
| Sherbrooke Park Advisers LLC | 69,902 | $857.0K | 0.17% | +69,902 | New |
| Ameriprise Financial Inc | 71,368 | $875.0K | 0.00% | +6,697+10.4% | Added |
| Wells Fargo & Company | 71,761 | $879.8K | 0.00% | −77,963−52.1% | Reduced |
| Comerica Bank | 74,747 | $916.4K | 0.00% | −1,490−2.0% | Reduced |
| CI Private Wealth, LLC | 75,761 | $928.8K | 0.00% | +3,723+5.2% | Added |
| Teacher Retirement System of Texas | 78,487 | $962.0K | 0.01% | +26,620+51.3% | Added |
| Amundi | 89,792 | $1.01M | 0.00% | +24,577+37.7% | Added |
| J. Goldman & Co LP | 82,734 | $1.01M | 0.05% | +82,734 | New |
| HighTower Advisors, LLC | 83,760 | $1.02M | 0.00% | +83,760 | New |
| Commonwealth Equity Services, LLC | 83,158 | $1.02M | 0.00% | +7,332+9.7% | Added |
| Dynamic Technology Lab Private Ltd | 86,088 | $1.06M | 0.11% | +68,423+387.3% | Added |
| New Century Financial Group, LLC | 88,338 | $1.08M | 0.75% | +88,338 | New |
| IMC-Chicago, LLC | 90,117 | $1.10M | 0.04% | +90,117 | New |
| Bailard, Inc. | 91,459 | $1.12M | 0.03% | −586−0.6% | Reduced |
| Invesco Ltd. | 95,696 | $1.17M | 0.00% | −10,282−9.7% | Reduced |
| PDT Partners, LLC | 102,698 | $1.26M | 0.12% | −39,352−27.7% | Reduced |
| First Pacific Advisors, LP | 104,881 | $1.29M | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 107,000 | $1.31M | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 108,922 | $1.34M | 0.11% | −29,082−21.1% | Reduced |
| Rice Hall James & Associates, LLC | 109,239 | $1.34M | 0.08% | +109,239 | New |
| Csenge Advisory Group | 109,587 | $1.34M | 0.08% | +109,587 | New |
| Boston Partners | 112,881 | $1.38M | 0.00% | +112,881 | New |
| Legal & General Group Plc | 115,959 | $1.42M | 0.00% | −532−0.5% | Reduced |
| Sphera Funds Management Ltd. | 117,000 | $1.43M | 0.23% | −135,784−53.7% | Reduced |
| Thrivent Financial for Lutherans | 118,448 | $1.45M | 0.00% | +66,478+127.9% | Added |
| Panagora Asset Management Inc | 121,082 | $1.48M | 0.01% | −21,609−15.1% | Reduced |
| California State Teachers Retirement System | 122,751 | $1.50M | 0.00% | −5,958−4.6% | Reduced |
| Alliancebernstein L.P. | 125,790 | $1.54M | 0.00% | −3,410−2.6% | Reduced |
| Balyasny Asset Management LLC | 126,241 | $1.55M | 0.00% | −4,190−3.2% | Reduced |
| Citigroup Inc | 126,320 | $1.55M | 0.00% | −49,576−28.2% | Reduced |
| Price T Rowe Associates Inc | 126,581 | $1.55M | 0.00% | +5,050+4.2% | Added |
| Resources Investment Advisors, LLC. | 127,891 | $1.57M | 0.02% | +295+0.2% | Added |
| Capital Fund Management S.A. | 128,473 | $1.58M | 0.02% | −50,482−28.2% | Reduced |
| Vontobel Holding Ltd. | 129,309 | $1.59M | 0.01% | −44,464−25.6% | Reduced |
| Los Angeles Capital Management LLC | 139,140 | $1.71M | 0.01% | +38,518+38.3% | Added |
| Gsa Capital Partners LLP | 143,107 | $1.75M | 0.14% | −76,812−34.9% | Reduced |
| Royal Bank of Canada | 144,634 | $1.77M | 0.00% | −28,883−16.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 162,078 | $1.99M | 0.01% | +162,078 | New |
| King Luther Capital Management Corp | 163,582 | $2.01M | 0.01% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 174,400 | $2.14M | 0.05% | −30,824−15.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 177,479 | $2.18M | 0.01% | −333,504−65.3% | Reduced |
| Rhumbline Advisers | 180,536 | $2.21M | 0.00% | +1,526+0.9% | Added |
| Jane Street Group, LLC | 186,229 | $2.28M | 0.00% | +48,746+35.5% | Added |
| SkyView Investment Advisors, LLC | 186,393 | $2.29M | 0.42% | +28,139+17.8% | Added |
| Shaker Investments LLC | 194,278 | $2.38M | 1.01% | +76,560+65.0% | Added |
| Schonfeld Strategic Advisors LLC | 195,266 | $2.39M | 0.02% | +195,266 | New |
| UBS Asset Management Americas Inc | 202,191 | $2.48M | 0.00% | +12,414+6.5% | Added |
| HSBC Holdings PLC | 209,911 | $2.57M | 0.00% | +105,693+101.4% | Added |
| UBS Group AG | 210,105 | $2.58M | 0.00% | −12,729−5.7% | Reduced |
| BNP Paribas Arbitrage, SA | 220,215 | $2.70M | 0.00% | −306,769−58.2% | Reduced |
| Engineers Gate Manager LP | 221,201 | $2.71M | 0.07% | −96,290−30.3% | Reduced |
| SEI Investments Co | 223,892 | $2.74M | 0.00% | −5,134−2.2% | Reduced |
| Man Group plc | 224,489 | $2.75M | 0.01% | −544,799−70.8% | Reduced |
| AQR Capital Management LLC | 232,229 | $2.85M | 0.00% | +43,666+23.2% | Added |
| Graham Capital Management, L.P. | 239,374 | $2.93M | 0.08% | +135,988+131.5% | Added |
| Swiss National Bank | 241,900 | $2.97M | 0.00% | +2,600+1.1% | Added |
| Franklin Resources Inc | 248,790 | $3.05M | 0.00% | +206,426+487.3% | Added |
| FMR LLC | 250,814 | $3.07M | 0.00% | −259−0.1% | Reduced |
| Jefferies Financial Group Inc. | 251,310 | $3.08M | 0.06% | +166,603+196.7% | Added |
| Edgestream Partners, L.P. | 258,131 | $3.16M | 0.16% | +258,131 | New |
| Hillsdale Investment Management Inc. | 292,050 | $3.58M | 0.28% | +23,600+8.8% | Added |
| Bank of America Corp | 292,944 | $3.59M | 0.00% | +236,433+418.4% | Added |
| Susquehanna International Group, LLP | 296,114 | $3.63M | 0.01% | −15,325−4.9% | Reduced |
| Trexquant Investment LP | 296,743 | $3.64M | 0.07% | +108,595+57.7% | Added |