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 |
|---|---|---|---|---|---|
| Global Endowment Management, LP | 63,677 | $665.4K | 0.07% | −501−0.8% | Reduced |
| Wells Fargo & Company | 62,232 | $650.3K | 0.00% | −19,938−24.3% | Reduced |
| XTX Topco Ltd | 60,509 | $632.3K | 0.05% | +40,242+198.6% | Added |
| American Century Companies Inc | 54,612 | $570.7K | 0.00% | +54,612 | New |
| Simplex Trading, LLC | 53,774 | $561.0K | 0.02% | +29,082+117.8% | Added |
| Legato Capital Management LLC | 53,485 | $558.9K | 0.07% | 00.0% | Unchanged |
| Groupama Asset Managment | – | $514.5K | 0.01% | – | New |
| Walleye Capital LLC | 49,136 | $513.5K | 0.01% | +16,606+51.0% | Added |
| D. E. Shaw & Co., Inc. | 48,321 | $505.0K | 0.00% | −263,181−84.5% | Reduced |
| Ameriprise Financial Inc | 47,839 | $499.9K | 0.00% | −2,173−4.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 47,025 | $491.4K | 0.03% | −127,375−73.0% | Reduced |
| Great West Life Assurance Co | 45,576 | $477.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 44,110 | $460.9K | 0.00% | +4,900+12.5% | Added |
| Bristlecone Advisors, LLC | 42,023 | $439.1K | 0.04% | +18,792+80.9% | Added |
| Fox Run Management, L.L.C. | 41,160 | $430.1K | 0.10% | +23,923+138.8% | Added |
| Voya Investment Management LLC | 40,799 | $426.3K | 0.00% | −900−2.2% | Reduced |
| Handelsbanken Fonder AB | 40,200 | $420.0K | 0.00% | +18,500+85.3% | Added |
| First Trust Advisors LP | 39,171 | $409.3K | 0.00% | +6,950+21.6% | Added |
| Campbell & CO Investment Adviser LLC | 38,450 | $401.8K | 0.03% | −66,213−63.3% | Reduced |
| Intech Investment Management LLC | 38,411 | $401.4K | 0.00% | +38,411 | New |
| State Board of Administration of Florida Retirement System | 38,118 | $398.3K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 36,414 | $380.5K | 0.00% | −126−0.3% | Reduced |
| Smith Group Asset Management, LLC | 36,398 | $380.4K | 0.03% | +7,252+24.9% | Added |
| Parallax Volatility Advisers, L.P. | 35,605 | $372.1K | 0.01% | +1,466+4.3% | Added |
| Alps Advisors Inc | 35,350 | $369.4K | 0.00% | +35,350 | New |
| New York State Common Retirement Fund | 35,155 | $367.4K | 0.00% | −9,600−21.5% | Reduced |
| Phoenix Holdings Ltd. | 35,000 | $365.8K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 34,009 | $355.4K | 0.02% | +34,009 | New |
| Synergy Financial Group, LTD | 33,815 | $353.4K | 0.34% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 30,564 | $319.4K | 0.06% | −8,750−22.3% | Reduced |
| Mizuho Markets Americas LLC | 30,443 | $318.1K | 0.01% | −20,000−39.6% | Reduced |
| Commonwealth Equity Services, LLC | 29,660 | $310.0K | 0.00% | −3,250−9.9% | Reduced |
| US Bancorp | 27,134 | $283.6K | 0.00% | −26,754−49.6% | Reduced |
| Holocene Advisors, LP | 26,975 | $281.9K | 0.00% | +26,975 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,648 | $278.5K | 0.00% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 25,500 | $266.5K | 0.40% | +25,500 | New |
| Mesirow Financial Investment Management, Inc. | 25,469 | $266.2K | 0.01% | +25,469 | New |
| Teza Capital Management LLC | 24,464 | $255.6K | 0.03% | +24,464 | New |
| ProShare Advisors LLC | 23,539 | $246.0K | 0.00% | −9,979−29.8% | Reduced |
| CI Private Wealth, LLC | 22,711 | $237.3K | 0.00% | +49+0.2% | Added |
| Prelude Capital Management, LLC | 21,167 | $221.2K | 0.02% | +21,167 | New |
| Bridgefront Capital, LLC | 20,416 | $213.3K | 0.08% | +20,416 | New |
| Keebeck Alpha, LP | 19,867 | $207.6K | 0.14% | +19,867 | New |
| Creative Planning | 19,855 | $207.5K | 0.00% | +19,855 | New |
| Arrowstreet Capital, Limited Partnership | 19,160 | $200.2K | 0.00% | −686,696−97.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 19,125 | $199.9K | 0.00% | −13,693−41.7% | Reduced |
| Pictet Asset Management Holding SA | 18,934 | $197.9K | 0.00% | +4,394+30.2% | Added |
| Sherbrooke Park Advisers LLC | 17,347 | $181.3K | 0.04% | −77,674−81.7% | Reduced |
| Cornerstone Investment Partners, LLC | 17,061 | $178.3K | 0.01% | +557+3.4% | Added |
| Cornercap Investment Counsel Inc | 16,334 | $170.7K | 0.05% | −19,940−55.0% | Reduced |
| Point72 Hong Kong Ltd | 16,116 | $168.4K | 0.01% | −11,429−41.5% | Reduced |
| State of Wyoming | 14,542 | $152.0K | 0.02% | +7,507+106.7% | Added |
| Stoneridge Investment Partners LLC | 13,822 | $144.0K | 0.05% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 13,719 | $143.4K | 0.00% | +2,129+18.4% | Added |
| Public Employees Retirement Association of Colorado | 13,354 | $140.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,952 | $135.3K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 11,762 | $122.9K | 0.02% | −6,756−36.5% | Reduced |
| Principal Financial Group Inc | 11,663 | $121.9K | 0.00% | −5,164−30.7% | Reduced |
| New York State Teachers Retirement System | 11,453 | $120.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 11,033 | $115.3K | 0.00% | −31,273−73.9% | Reduced |
| HighTower Advisors, LLC | 11,036 | $115.0K | 0.00% | −65,811−85.6% | Reduced |
| Prudential Financial Inc | 10,307 | $107.7K | 0.00% | −449,365−97.8% | Reduced |
| SeaCrest Wealth Management, LLC | 10,000 | $104.5K | 0.01% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 8,700 | $90.8K | 0.00% | +8,700 | New |
| Quest Partners LLC | 8,381 | $87.6K | 0.01% | −14,929−64.0% | Reduced |
| Shell Asset Management Co | 7,619 | $80.0K | 0.00% | +7,619 | New |
| PEAK6 Investments LLC | 7,370 | $77.0K | 0.00% | +7,370 | New |
| FMR LLC | 7,264 | $75.9K | 0.00% | −158,644−95.6% | Reduced |
| Tower Research Capital LLC (TRC) | 6,946 | $72.6K | 0.00% | −13,502−66.0% | Reduced |
| Canada Pension Plan Investment Board | 6,500 | $67.9K | 0.00% | −300,400−97.9% | Reduced |
| Quarry LP | 6,201 | $64.8K | 0.02% | +1,851+42.6% | Added |
| Advisor Group Holdings, Inc. | 6,114 | $63.9K | 0.00% | −3,776−38.2% | Reduced |
| CWM, LLC | 5,896 | $62.0K | 0.00% | +2,467+71.9% | Added |
| Harbour Investments, Inc. | 5,358 | $56.0K | 0.00% | −396−6.9% | Reduced |
| Federated Hermes, Inc. | 5,171 | $54.0K | 0.00% | −313,488−98.4% | Reduced |
| KBC Group NV | 4,791 | $50.0K | 0.00% | +1,497+45.4% | Added |
| Leonteq Securities AG | 4,606 | $48.1K | 0.01% | −186−3.9% | Reduced |
| Amalgamated Bank | 4,393 | $46.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,626 | $27.7K | 0.00% | +85+3.3% | Added |
| The PNC Financial Services Group, Inc. | 2,106 | $22.0K | 0.00% | −236−10.1% | Reduced |
| Nisa Investment Advisors, LLC | 2,075 | $21.7K | 0.00% | +290+16.2% | Added |
| Federation des caisses Desjardins du Quebec | 2,057 | $21.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,980 | $20.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,961 | $20.5K | 0.00% | +1,861+1,861.0% | Added |
| Ronald Blue Trust, Inc. | 1,890 | $20.3K | 0.00% | +707+59.8% | Added |
| National Bank of Canada | 1,818 | $19.0K | 0.00% | +260+16.7% | Added |
| Parallel Advisors, LLC | 1,614 | $16.9K | 0.00% | +70+4.5% | Added |
| Quadrant Capital Group LLC | 1,300 | $13.6K | 0.00% | +198+18.0% | Added |
| Bell Investment Advisors, Inc | 1,222 | $12.8K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 1,073 | $11.3K | 0.00% | +1,073 | New |
| Signaturefd, LLC | 758 | $7.92K | 0.00% | −149−16.4% | Reduced |
| NewSquare Capital LLC | 705 | $7.37K | 0.00% | +705 | New |
| Aquatic Capital Management LLC | 600 | $6.27K | 0.00% | +600 | New |
| Farther Finance Advisors, LLC | 519 | $5.42K | 0.00% | +365+237.0% | Added |
| Proequities, Inc. | 507 | $5.30K | 0.00% | −2,300−81.9% | Reduced |
| Point72 (DIFC) Ltd | 483 | $5.05K | 0.00% | +483 | New |
| Aster Capital Management (DIFC) Ltd | 399 | $4.17K | 0.00% | +399 | New |
| Russell Investments Group, Ltd. | 391 | $4.09K | 0.00% | −5,792−93.7% | Reduced |
| Comerica Bank | 322 | $3.37K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 264 | $2.76K | 0.00% | +264 | New |