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, Q3 2024
Institutional positions in Upwork, Inc as of Sep 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
- 221
- −24 vs. Q2 2024
- Shares held
- 104.1M
- +11.1M (+11.9%) vs. Q2 2024
- Total value
- $1.09B
- +$88.1M (+8.8%) vs. Q2 2024
- New holders
- 41
- 68 more added
- Sold out
- 65
- 84 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 5 | $52 | 0.00% | +5 | New |
| Washington Trust Co | 20 | $209 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 20 | $209 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 20 | $209 | 0.00% | +20 | New |
| Versant Capital Management, Inc | 61 | $637 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 67 | $700 | 0.00% | −170−71.7% | Reduced |
| True Wealth Design, LLC | 77 | $805 | 0.00% | +77 | New |
| Allworth Financial LP | 84 | $878 | 0.00% | +21+33.3% | Added |
| Rothschild Investment LLC | 85 | $888 | 0.00% | +35+70.0% | Added |
| Fifth Third Bancorp | 91 | $951 | 0.00% | +91 | New |
| Bessemer Group Inc | 110 | $1.00K | 0.00% | +110 | New |
| Eastern Bank | 100 | $1.04K | 0.00% | +100 | New |
| Sterling Capital Management LLC | 127 | $1.33K | 0.00% | +127 | New |
| GAMMA Investing LLC | 138 | $1.44K | 0.00% | −86−38.4% | Reduced |
| Sound Income Strategies, LLC | 140 | $1.46K | 0.00% | −2,190−94.0% | Reduced |
| Private Wealth Management Group, LLC | 158 | $1.65K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 164 | $1.71K | 0.00% | +164 | New |
| Optiver Holding B.V. | 179 | $1.87K | 0.00% | −1,110−86.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 264 | $2.76K | 0.00% | +264 | New |
| Comerica Bank | 322 | $3.37K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 391 | $4.09K | 0.00% | −5,792−93.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 399 | $4.17K | 0.00% | +399 | New |
| Point72 (DIFC) Ltd | 483 | $5.05K | 0.00% | +483 | New |
| Proequities, Inc. | 507 | $5.30K | 0.00% | −2,300−81.9% | Reduced |
| Farther Finance Advisors, LLC | 519 | $5.42K | 0.00% | +365+237.0% | Added |
| Aquatic Capital Management LLC | 600 | $6.27K | 0.00% | +600 | New |
| NewSquare Capital LLC | 705 | $7.37K | 0.00% | +705 | New |
| Signaturefd, LLC | 758 | $7.92K | 0.00% | −149−16.4% | Reduced |
| Bank of Montreal | 1,073 | $11.3K | 0.00% | +1,073 | New |
| Bell Investment Advisors, Inc | 1,222 | $12.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,300 | $13.6K | 0.00% | +198+18.0% | Added |
| Parallel Advisors, LLC | 1,614 | $16.9K | 0.00% | +70+4.5% | Added |
| National Bank of Canada | 1,818 | $19.0K | 0.00% | +260+16.7% | Added |
| Ronald Blue Trust, Inc. | 1,890 | $20.3K | 0.00% | +707+59.8% | Added |
| IFP Advisors, Inc | 1,961 | $20.5K | 0.00% | +1,861+1,861.0% | Added |
| GWM Advisors LLC | 1,980 | $20.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,057 | $21.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,075 | $21.7K | 0.00% | +290+16.2% | Added |
| The PNC Financial Services Group, Inc. | 2,106 | $22.0K | 0.00% | −236−10.1% | Reduced |
| Jones Financial Companies LLLP | 2,626 | $27.7K | 0.00% | +85+3.3% | Added |
| Amalgamated Bank | 4,393 | $46.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,606 | $48.1K | 0.01% | −186−3.9% | Reduced |
| KBC Group NV | 4,791 | $50.0K | 0.00% | +1,497+45.4% | Added |
| Federated Hermes, Inc. | 5,171 | $54.0K | 0.00% | −313,488−98.4% | Reduced |
| Harbour Investments, Inc. | 5,358 | $56.0K | 0.00% | −396−6.9% | Reduced |
| CWM, LLC | 5,896 | $62.0K | 0.00% | +2,467+71.9% | Added |
| Advisor Group Holdings, Inc. | 6,114 | $63.9K | 0.00% | −3,776−38.2% | Reduced |
| Quarry LP | 6,201 | $64.8K | 0.02% | +1,851+42.6% | Added |
| Canada Pension Plan Investment Board | 6,500 | $67.9K | 0.00% | −300,400−97.9% | Reduced |
| Tower Research Capital LLC (TRC) | 6,946 | $72.6K | 0.00% | −13,502−66.0% | Reduced |
| FMR LLC | 7,264 | $75.9K | 0.00% | −158,644−95.6% | Reduced |
| PEAK6 Investments LLC | 7,370 | $77.0K | 0.00% | +7,370 | New |
| Shell Asset Management Co | 7,619 | $80.0K | 0.00% | +7,619 | New |
| Quest Partners LLC | 8,381 | $87.6K | 0.01% | −14,929−64.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 8,700 | $90.8K | 0.00% | +8,700 | New |
| SeaCrest Wealth Management, LLC | 10,000 | $104.5K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 10,307 | $107.7K | 0.00% | −449,365−97.8% | Reduced |
| HighTower Advisors, LLC | 11,036 | $115.0K | 0.00% | −65,811−85.6% | Reduced |
| Man Group plc | 11,033 | $115.3K | 0.00% | −31,273−73.9% | Reduced |
| New York State Teachers Retirement System | 11,453 | $120.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 11,663 | $121.9K | 0.00% | −5,164−30.7% | Reduced |
| Occudo Quantitative Strategies LP | 11,762 | $122.9K | 0.02% | −6,756−36.5% | Reduced |
| Ameritas Investment Partners, Inc. | 12,952 | $135.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 13,354 | $140.0K | 0.00% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 13,719 | $143.4K | 0.00% | +2,129+18.4% | Added |
| Stoneridge Investment Partners LLC | 13,822 | $144.0K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 14,542 | $152.0K | 0.02% | +7,507+106.7% | Added |
| Point72 Hong Kong Ltd | 16,116 | $168.4K | 0.01% | −11,429−41.5% | Reduced |
| Cornercap Investment Counsel Inc | 16,334 | $170.7K | 0.05% | −19,940−55.0% | Reduced |
| Cornerstone Investment Partners, LLC | 17,061 | $178.3K | 0.01% | +557+3.4% | Added |
| Sherbrooke Park Advisers LLC | 17,347 | $181.3K | 0.04% | −77,674−81.7% | Reduced |
| Pictet Asset Management Holding SA | 18,934 | $197.9K | 0.00% | +4,394+30.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 19,125 | $199.9K | 0.00% | −13,693−41.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 19,160 | $200.2K | 0.00% | −686,696−97.3% | Reduced |
| Creative Planning | 19,855 | $207.5K | 0.00% | +19,855 | New |
| Keebeck Alpha, LP | 19,867 | $207.6K | 0.14% | +19,867 | New |
| Bridgefront Capital, LLC | 20,416 | $213.3K | 0.08% | +20,416 | New |
| Prelude Capital Management, LLC | 21,167 | $221.2K | 0.02% | +21,167 | New |
| CI Private Wealth, LLC | 22,711 | $237.3K | 0.00% | +49+0.2% | Added |
| ProShare Advisors LLC | 23,539 | $246.0K | 0.00% | −9,979−29.8% | Reduced |
| Teza Capital Management LLC | 24,464 | $255.6K | 0.03% | +24,464 | New |
| Mesirow Financial Investment Management, Inc. | 25,469 | $266.2K | 0.01% | +25,469 | New |
| Eschler Asset Management LLP | 25,500 | $266.5K | 0.40% | +25,500 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,648 | $278.5K | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 26,975 | $281.9K | 0.00% | +26,975 | New |
| US Bancorp | 27,134 | $283.6K | 0.00% | −26,754−49.6% | Reduced |
| Commonwealth Equity Services, LLC | 29,660 | $310.0K | 0.00% | −3,250−9.9% | Reduced |
| Mizuho Markets Americas LLC | 30,443 | $318.1K | 0.01% | −20,000−39.6% | Reduced |
| O'Brien Wealth Partners LLC | 30,564 | $319.4K | 0.06% | −8,750−22.3% | Reduced |
| Synergy Financial Group, LTD | 33,815 | $353.4K | 0.34% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 34,009 | $355.4K | 0.02% | +34,009 | New |
| Phoenix Holdings Ltd. | 35,000 | $365.8K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 35,155 | $367.4K | 0.00% | −9,600−21.5% | Reduced |
| Alps Advisors Inc | 35,350 | $369.4K | 0.00% | +35,350 | New |
| Parallax Volatility Advisers, L.P. | 35,605 | $372.1K | 0.01% | +1,466+4.3% | Added |
| Smith Group Asset Management, LLC | 36,398 | $380.4K | 0.03% | +7,252+24.9% | Added |
| Arizona State Retirement System | 36,414 | $380.5K | 0.00% | −126−0.3% | Reduced |
| State Board of Administration of Florida Retirement System | 38,118 | $398.3K | 0.00% | 00.0% | Unchanged |