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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 10,724 | $128.0K | 0.00% | +10,724 | New |
| MML Investors Services, LLC | 10,300 | $126.0K | 0.00% | −18,689−64.5% | Reduced |
| SeaCrest Wealth Management, LLC | 10,000 | $122.6K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 9,486 | $116.3K | 0.06% | +9,486 | New |
| Metropolitan Life Insurance Co | 7,103 | $87.1K | 0.00% | −28−0.4% | Reduced |
| Shell Asset Management Co | 8,060 | $87.0K | 0.00% | +5,141+176.1% | Added |
| Leonteq Securities AG | 5,988 | $73.4K | 0.01% | +2,435+68.5% | Added |
| Harbour Investments, Inc. | 5,241 | $64.3K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,000 | $61.3K | 0.01% | +5,000 | New |
| Lazard Asset Management LLC | 4,816 | $59.0K | 0.00% | −1,466−23.3% | Reduced |
| Essex Investment Management Co LLC | 4,724 | $57.9K | 0.01% | +1,700+56.2% | Added |
| Tower Research Capital LLC (TRC) | 4,549 | $55.8K | 0.00% | −21,601−82.6% | Reduced |
| Amalgamated Bank | 4,157 | $51.0K | 0.00% | −13,676−76.7% | Reduced |
| Headlands Technologies LLC | 3,970 | $48.7K | 0.01% | +3,970 | New |
| Cutler Group LP | 3,926 | $48.0K | 0.02% | +3,350+581.6% | Added |
| Jones Financial Companies LLLP | 3,422 | $42.0K | 0.00% | +2,650+343.3% | Added |
| Huntington National Bank | 3,365 | $41.3K | 0.00% | +1,051+45.4% | Added |
| KBC Group NV | 3,294 | $40.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,605 | $32.0K | 0.00% | −829−24.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,146 | $26.3K | 0.00% | −141−6.2% | Reduced |
| Quarry LP | 2,130 | $26.1K | 0.01% | +1,102+107.2% | Added |
| Federation des caisses Desjardins du Quebec | 2,057 | $25.2K | 0.00% | +115+5.9% | Added |
| GWM Advisors LLC | 1,980 | $24.3K | 0.00% | +1,940+4,850.0% | Added |
| Nisa Investment Advisors, LLC | 1,619 | $19.8K | 0.00% | +80+5.2% | Added |
| National Bank of Canada | 1,558 | $18.6K | 0.00% | −33−2.1% | Reduced |
| Bell Investment Advisors, Inc | 1,267 | $15.5K | 0.00% | −43−3.3% | Reduced |
| Quadrant Capital Group LLC | 1,149 | $14.1K | 0.00% | −839−42.2% | Reduced |
| Signaturefd, LLC | 719 | $8.81K | 0.00% | −92−11.3% | Reduced |
| Clearstead Advisors, LLC | 704 | $8.50K | 0.00% | +383+119.3% | Added |
| Macroview Investment Management LLC | 621 | $7.61K | 0.01% | +131+26.7% | Added |
| Banque Cantonale Vaudoise | 600 | $7.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 514 | $6.00K | 0.00% | −350−40.5% | Reduced |
| Hantz Financial Services, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 158 | $1.94K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 154 | $1.89K | 0.00% | −688−81.7% | Reduced |
| GAMMA Investing LLC | 124 | $1.52K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 103 | $1.26K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $1.23K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 91 | $1.12K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 84 | $1.03K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 82 | $1.00K | 0.00% | −5−5.7% | Reduced |
| Allworth Financial LP | 81 | $994 | 0.00% | +18+28.6% | Added |
| Versant Capital Management, Inc | 61 | $748 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $306 | 0.00% | +25 | New |
| Global Retirement Partners, LLC | 23 | $282 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 23 | $282 | 0.00% | +23 | New |
| Washington Trust Co | 20 | $245 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $123 | 0.00% | +10 | New |
| FinTrust Capital Advisors, LLC | 2 | $25 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $0 | 0.00% | −1−9.1% | Reduced |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −1,283,227−100.0% | Sold out |
| First Sabrepoint Capital Management LP | 0 | $0 | 0.00% | −750,000−100.0% | Sold out |
| Kent Lake Capital LLC | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −527,954−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −500,406−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −434,817−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −322,414−100.0% | Sold out |
| Jetstream Capital LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −165,750−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −155,747−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −77,800−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −74,212−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −62,000−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −61,738−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −58,459−100.0% | Sold out |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −44,055−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −35,149−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −33,713−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −31,906−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −28,315−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −27,931−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −29,343−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −25,597−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −22,192−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −17,862−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −16,894−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −13,740−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −12,865−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −12,435−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −11,514−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −10,870−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −10,649−100.0% | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,561−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Wealthsource Partners, LLC | – | – | – | – | Not filed |
| Wade G W & Inc | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |