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, Q2 2024
Institutional positions in Upwork, Inc as of Jun 30, 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
- +3 vs. Q1 2024
- Shares held
- 103.8M
- +3.15M (+3.1%) vs. Q1 2024
- Total value
- $1.12B
- −$118.7M (−9.6%) vs. Q1 2024
- New holders
- 46
- 93 more added
- Sold out
- 43
- 79 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2 | $22 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 6 | $65 | 0.00% | +6 | New |
| Smartleaf Asset Management LLC | 16 | $169 | 0.00% | +16 | New |
| Washington Trust Co | 20 | $215 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 20 | $215 | 0.00% | +20 | New |
| Rothschild Investment LLC | 50 | $538 | 0.00% | +40+400.0% | Added |
| Versant Capital Management, Inc | 61 | $656 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 63 | $721 | 0.00% | −18−22.2% | Reduced |
| EverSource Wealth Advisors, LLC | 66 | $800 | 0.00% | +66 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $1.00K | 0.00% | −414−80.5% | Reduced |
| Innealta Capital, LLC | 94 | $1.01K | 0.00% | +94 | New |
| IFP Advisors, Inc | 100 | $1.07K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 119 | $1.28K | 0.00% | +119 | New |
| Farther Finance Advisors, LLC | 154 | $1.65K | 0.00% | +72+87.8% | Added |
| Private Wealth Management Group, LLC | 158 | $1.70K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 150 | $1.84K | 0.00% | +150 | New |
| GAMMA Investing LLC | 224 | $2.41K | 0.00% | +100+80.6% | Added |
| Lindbrook Capital, LLC | 237 | $2.55K | 0.00% | +83+53.9% | Added |
| nVerses Capital, LLC | 300 | $3.23K | 0.00% | −12,300−97.6% | Reduced |
| Comerica Bank | 322 | $3.46K | 0.00% | −74,425−99.6% | Reduced |
| Global Retirement Partners, LLC | 554 | $5.96K | 0.00% | +531+2,308.7% | Added |
| Banque Cantonale Vaudoise | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 704 | $7.57K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 726 | $7.80K | 0.01% | +105+16.9% | Added |
| Signaturefd, LLC | 907 | $9.75K | 0.00% | +188+26.1% | Added |
| Quadrant Capital Group LLC | 1,102 | $11.8K | 0.00% | −47−4.1% | Reduced |
| Bell Investment Advisors, Inc | 1,222 | $13.1K | 0.00% | −45−3.6% | Reduced |
| Optiver Holding B.V. | 1,289 | $13.9K | 0.00% | +1,289 | New |
| Ronald Blue Trust, Inc. | 1,183 | $14.5K | 0.00% | +1,183 | New |
| National Bank of Canada | 1,558 | $16.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,544 | $16.6K | 0.00% | +1,453+1,596.7% | Added |
| Coppell Advisory Solutions LLC | 1,777 | $19.1K | 0.00% | +1,777 | New |
| Nisa Investment Advisors, LLC | 1,785 | $19.2K | 0.00% | +166+10.3% | Added |
| GWM Advisors LLC | 1,980 | $21.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,057 | $22.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,330 | $25.0K | 0.00% | +2,330 | New |
| The PNC Financial Services Group, Inc. | 2,342 | $25.2K | 0.00% | +196+9.1% | Added |
| Plato Investment Management Ltd | 2,531 | $27.2K | 0.00% | +2,531 | New |
| Jones Financial Companies LLLP | 2,541 | $27.3K | 0.00% | −881−25.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,700 | $29.0K | 0.00% | +2,700 | New |
| Proequities, Inc. | 2,807 | $30.2K | 0.00% | −7,649−73.2% | Reduced |
| KBC Group NV | 3,294 | $35.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,429 | $37.0K | 0.00% | +824+31.6% | Added |
| Huntington National Bank | 3,863 | $41.5K | 0.00% | +498+14.8% | Added |
| Headlands Technologies LLC | 3,932 | $42.3K | 0.00% | −38−1.0% | Reduced |
| Glen Eagle Advisors, LLC | 4,000 | $43.0K | 0.01% | −1,000−20.0% | Reduced |
| Quarry LP | 4,350 | $46.8K | 0.02% | +2,220+104.2% | Added |
| Amalgamated Bank | 4,393 | $47.0K | 0.00% | +236+5.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,413 | $47.4K | 0.01% | −6,236−58.6% | Reduced |
| Lazard Asset Management LLC | 4,816 | $51.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,792 | $51.5K | 0.01% | −1,196−20.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,987 | $53.6K | 0.00% | +4,987 | New |
| Walleye Trading LLC | 5,401 | $58.1K | 0.00% | +5,401 | New |
| Harbour Investments, Inc. | 5,754 | $61.9K | 0.00% | +513+9.8% | Added |
| Russell Investments Group, Ltd. | 6,183 | $66.5K | 0.00% | −62,348−91.0% | Reduced |
| State of Wyoming | 7,035 | $75.6K | 0.01% | −10,519−59.9% | Reduced |
| DekaBank Deutsche Girozentrale | 9,698 | $104.0K | 0.00% | +9,698 | New |
| Advisor Group Holdings, Inc. | 9,890 | $106.3K | 0.00% | −6,990−41.4% | Reduced |
| SeaCrest Wealth Management, LLC | 10,000 | $107.5K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 10,017 | $107.7K | 0.00% | −2,038−16.9% | Reduced |
| Semanteon Capital Management, LP | 10,137 | $109.0K | 0.08% | −50,799−83.4% | Reduced |
| Numerai GP LLC | 10,878 | $116.9K | 0.04% | +10,878 | New |
| Colony Group, LLC | 10,724 | $123.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 11,453 | $123.0K | 0.00% | +11,453 | New |
| Wealth Enhancement Advisory Services, LLC | 11,513 | $123.8K | 0.00% | −2,997−20.7% | Reduced |
| Citizens Financial Group Inc | 11,590 | $124.6K | 0.00% | +11,590 | New |
| MML Investors Services, LLC | 11,588 | $125.0K | 0.00% | +1,288+12.5% | Added |
| EntryPoint Capital, LLC | 12,181 | $130.9K | 0.06% | +12,181 | New |
| Ameritas Investment Partners, Inc. | 12,952 | $139.2K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 13,272 | $142.7K | 0.09% | +13,272 | New |
| Cetera Investment Advisers | 13,391 | $144.0K | 0.00% | +13,391 | New |
| Public Employees Retirement Association of Colorado | 13,354 | $144.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 13,687 | $147.1K | 0.00% | +13,687 | New |
| Stoneridge Investment Partners LLC | 13,822 | $149.0K | 0.06% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 14,436 | $155.0K | 0.00% | +100+0.7% | Added |
| Pictet Asset Management Holding SA | 14,540 | $156.3K | 0.00% | +223+1.6% | Added |
| Bayesian Capital Management, LP | 14,545 | $156.4K | 0.02% | −31,700−68.5% | Reduced |
| GTS Securities LLC | 14,830 | $159.4K | 0.00% | −6,002−28.8% | Reduced |
| Cornerstone Investment Partners, LLC | 16,504 | $177.4K | 0.01% | −1,335−7.5% | Reduced |
| Principal Financial Group Inc | 16,827 | $180.9K | 0.00% | +40.0% | Added |
| Fox Run Management, L.L.C. | 17,237 | $185.3K | 0.03% | −10,215−37.2% | Reduced |
| Atria Wealth Solutions, Inc. | 17,593 | $189.1K | 0.00% | +17,593 | New |
| Occudo Quantitative Strategies LP | 18,518 | $199.1K | 0.04% | −2,730−12.8% | Reduced |
| XTX Topco Ltd | 20,267 | $217.9K | 0.02% | +20,267 | New |
| Quadrature Capital Ltd | 20,486 | $219.8K | 0.00% | +20,486 | New |
| Tower Research Capital LLC (TRC) | 20,448 | $219.8K | 0.00% | +15,899+349.5% | Added |
| Handelsbanken Fonder AB | 21,700 | $233.0K | 0.00% | +1,100+5.3% | Added |
| Point72 Asset Management, L.P. | 21,740 | $233.7K | 0.00% | −860−3.8% | Reduced |
| Aigen Investment Management, LP | 22,155 | $238.2K | 0.05% | −448−2.0% | Reduced |
| CI Private Wealth, LLC | 22,662 | $243.6K | 0.00% | −53,099−70.1% | Reduced |
| Bristlecone Advisors, LLC | 23,231 | $249.7K | 0.02% | +10,945+89.1% | Added |
| Quest Partners LLC | 23,310 | $250.6K | 0.03% | +9,550+69.4% | Added |
| Simplex Trading, LLC | 24,692 | $265.0K | 0.01% | +13,528+121.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,648 | $286.5K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 26,810 | $288.2K | 0.07% | −11,190−29.4% | Reduced |
| Point72 Hong Kong Ltd | 27,545 | $296.1K | 0.02% | −24,381−47.0% | Reduced |
| Smith Group Asset Management, LLC | 29,146 | $313.3K | 0.03% | +174+0.6% | Added |
| Par Capital Management Inc | 30,000 | $322.5K | 0.01% | +30,000 | New |
| Premier Fund Managers Ltd | 32,114 | $340.0K | 0.01% | 00.0% | Unchanged |