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 |
|---|---|---|---|---|---|
| Point72 Asia (Singapore) Pte. Ltd. | 4,413 | $47.4K | 0.01% | −6,236−58.6% | Reduced |
| Amalgamated Bank | 4,393 | $47.0K | 0.00% | +236+5.7% | Added |
| Quarry LP | 4,350 | $46.8K | 0.02% | +2,220+104.2% | Added |
| Glen Eagle Advisors, LLC | 4,000 | $43.0K | 0.01% | −1,000−20.0% | Reduced |
| Headlands Technologies LLC | 3,932 | $42.3K | 0.00% | −38−1.0% | Reduced |
| Huntington National Bank | 3,863 | $41.5K | 0.00% | +498+14.8% | Added |
| CWM, LLC | 3,429 | $37.0K | 0.00% | +824+31.6% | Added |
| KBC Group NV | 3,294 | $35.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,807 | $30.2K | 0.00% | −7,649−73.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,700 | $29.0K | 0.00% | +2,700 | New |
| Jones Financial Companies LLLP | 2,541 | $27.3K | 0.00% | −881−25.7% | Reduced |
| Plato Investment Management Ltd | 2,531 | $27.2K | 0.00% | +2,531 | New |
| The PNC Financial Services Group, Inc. | 2,342 | $25.2K | 0.00% | +196+9.1% | Added |
| Sound Income Strategies, LLC | 2,330 | $25.0K | 0.00% | +2,330 | New |
| Federation des caisses Desjardins du Quebec | 2,057 | $22.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,980 | $21.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,785 | $19.2K | 0.00% | +166+10.3% | Added |
| Coppell Advisory Solutions LLC | 1,777 | $19.1K | 0.00% | +1,777 | New |
| Parallel Advisors, LLC | 1,544 | $16.6K | 0.00% | +1,453+1,596.7% | Added |
| National Bank of Canada | 1,558 | $16.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,183 | $14.5K | 0.00% | +1,183 | New |
| Optiver Holding B.V. | 1,289 | $13.9K | 0.00% | +1,289 | New |
| Bell Investment Advisors, Inc | 1,222 | $13.1K | 0.00% | −45−3.6% | Reduced |
| Quadrant Capital Group LLC | 1,102 | $11.8K | 0.00% | −47−4.1% | Reduced |
| Signaturefd, LLC | 907 | $9.75K | 0.00% | +188+26.1% | Added |
| Macroview Investment Management LLC | 726 | $7.80K | 0.01% | +105+16.9% | Added |
| Clearstead Advisors, LLC | 704 | $7.57K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 554 | $5.96K | 0.00% | +531+2,308.7% | Added |
| Comerica Bank | 322 | $3.46K | 0.00% | −74,425−99.6% | Reduced |
| nVerses Capital, LLC | 300 | $3.23K | 0.00% | −12,300−97.6% | Reduced |
| Lindbrook Capital, LLC | 237 | $2.55K | 0.00% | +83+53.9% | Added |
| GAMMA Investing LLC | 224 | $2.41K | 0.00% | +100+80.6% | Added |
| Mather Group, LLC. | 150 | $1.84K | 0.00% | +150 | New |
| Private Wealth Management Group, LLC | 158 | $1.70K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 154 | $1.65K | 0.00% | +72+87.8% | Added |
| Toronto Dominion Bank | 119 | $1.28K | 0.00% | +119 | New |
| IFP Advisors, Inc | 100 | $1.07K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 94 | $1.01K | 0.00% | +94 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $1.00K | 0.00% | −414−80.5% | Reduced |
| EverSource Wealth Advisors, LLC | 66 | $800 | 0.00% | +66 | New |
| Allworth Financial LP | 63 | $721 | 0.00% | −18−22.2% | Reduced |
| Versant Capital Management, Inc | 61 | $656 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 50 | $538 | 0.00% | +40+400.0% | Added |
| Washington Trust Co | 20 | $215 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 20 | $215 | 0.00% | +20 | New |
| Smartleaf Asset Management LLC | 16 | $169 | 0.00% | +16 | New |
| International Assets Investment Management, LLC | 6 | $65 | 0.00% | +6 | New |
| FinTrust Capital Advisors, LLC | 2 | $22 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −1,551,375−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −585,799−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −467,956−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −258,131−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −251,310−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −143,107−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −126,241−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −109,587−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −102,698−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −88,338−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −86,088−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −82,734−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −63,197−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −61,664−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −55,890−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −54,856−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −51,547−100.0% | Sold out |
| Strategic Planning Group, LLC | 0 | $0 | 0.00% | −41,110−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −38,529−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −32,614−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −31,610−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −30,662−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −29,340−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −27,828−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −25,827−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −25,357−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −24,585−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −17,981−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −17,131−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −16,513−100.0% | Sold out |
| Engine Capital Management, LP | 0 | $0 | 0.00% | −14,937−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −14,713−100.0% | Sold out |
| Waypoint Wealth Partners Inc. | 0 | $0 | 0.00% | −14,475−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −12,395−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −12,324−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −11,511−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −10,740−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −9,486−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −7,103−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |