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, Q4 2024
Institutional positions in Upwork, Inc as of Dec 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
- 254
- +37 vs. Q3 2024
- Shares held
- 110.0M
- +5.93M (+5.7%) vs. Q3 2024
- Total value
- $1.80B
- +$711.3M (+65.4%) vs. Q3 2024
- New holders
- 65
- 81 more added
- Sold out
- 28
- 78 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 3 | $49 | 0.00% | +3 | New |
| Elequin Capital LP | 10 | $164 | 0.00% | +5+100.0% | Added |
| Northwestern Mutual Wealth Management Co | 13 | $213 | 0.00% | −251−95.1% | Reduced |
| Washington Trust Co | 20 | $327 | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 25 | $409 | 0.00% | +25 | New |
| National Bank of Canada | 26 | $425 | 0.00% | −1,792−98.6% | Reduced |
| Founders Capital Management | 39 | $638 | 0.00% | +19+95.0% | Added |
| Hexagon Capital Partners LLC | 39 | $638 | 0.00% | +39 | New |
| Park Square Financial Group, LLC | 53 | $867 | 0.00% | +53 | New |
| Fifth Third Bancorp | 54 | $883 | 0.00% | −37−40.7% | Reduced |
| True Wealth Design, LLC | 77 | $1.26K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 82 | $1.34K | 0.00% | +15+22.4% | Added |
| Allworth Financial LP | 84 | $1.35K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 99 | $1.62K | 0.00% | +99 | New |
| Eastern Bank | 100 | $1.64K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 111 | $1.81K | 0.00% | −1,850−94.3% | Reduced |
| Bessemer Group Inc | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 127 | $2.08K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 130 | $2.13K | 0.00% | +45+52.9% | Added |
| Sound Income Strategies, LLC | 140 | $2.29K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 158 | $2.58K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 163 | $2.67K | 0.00% | −16−8.9% | Reduced |
| Point72 (DIFC) Ltd | 220 | $3.59K | 0.00% | −263−54.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 250 | $4.09K | 0.00% | +250 | New |
| Skopos Labs, Inc. | 281 | $4.59K | 0.00% | +281 | New |
| Steward Partners Investment Advisory, LLC | 295 | $4.82K | 0.00% | +295 | New |
| Cape Investment Advisory, Inc. | 300 | $4.91K | 0.00% | +300 | New |
| GAMMA Investing LLC | 305 | $4.99K | 0.00% | +167+121.0% | Added |
| Covestor Ltd | 293 | $5.00K | 0.00% | +283+2,830.0% | Added |
| Proequities, Inc. | 321 | $5.14K | 0.00% | −186−36.7% | Reduced |
| MAI Capital Management | 337 | $5.51K | 0.00% | +337 | New |
| Comerica Bank | 420 | $6.87K | 0.00% | +98+30.4% | Added |
| Albion Financial Group | 500 | $8.18K | 0.00% | +500 | New |
| Farther Finance Advisors, LLC | 519 | $8.49K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 700 | $11.4K | 0.00% | +639+1,047.5% | Added |
| NewSquare Capital LLC | 705 | $11.5K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,095 | $17.9K | 0.02% | +1,095 | New |
| Signaturefd, LLC | 1,180 | $19.3K | 0.00% | +422+55.7% | Added |
| Bell Investment Advisors, Inc | 1,251 | $20.5K | 0.00% | +29+2.4% | Added |
| Jones Financial Companies LLLP | 1,300 | $21.3K | 0.00% | −1,326−50.5% | Reduced |
| Coppell Advisory Solutions LLC | 1,411 | $23.4K | 0.00% | +1,411 | New |
| Leonteq Securities AG | 1,481 | $24.2K | 0.00% | −3,125−67.8% | Reduced |
| Quadrant Capital Group LLC | 1,505 | $24.6K | 0.00% | +205+15.8% | Added |
| Citadel Advisors LLC | 1,604 | $26.2K | 0.00% | −318,821−99.5% | Reduced |
| Point72 Hong Kong Ltd | 1,617 | $26.4K | 0.00% | −14,499−90.0% | Reduced |
| Parallel Advisors, LLC | 1,676 | $27.4K | 0.00% | +62+3.8% | Added |
| Tower Research Capital LLC (TRC) | 1,890 | $30.9K | 0.00% | −5,056−72.8% | Reduced |
| GWM Advisors LLC | 1,955 | $32.0K | 0.00% | −25−1.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,057 | $33.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,113 | $34.5K | 0.00% | +38+1.8% | Added |
| The PNC Financial Services Group, Inc. | 2,132 | $34.9K | 0.00% | +26+1.2% | Added |
| Federated Hermes, Inc. | 3,289 | $53.8K | 0.00% | −1,882−36.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,504 | $57.3K | 0.00% | −2,610−42.7% | Reduced |
| Canada Pension Plan Investment Board | 3,800 | $62.1K | 0.00% | −2,700−41.5% | Reduced |
| Amalgamated Bank | 4,393 | $72.0K | 0.00% | 00.0% | Unchanged |
| Nkcfo LLC | 5,040 | $82.0K | 0.04% | +5,040 | New |
| SBI Securities Co., Ltd. | 5,124 | $83.8K | 0.00% | +5,124 | New |
| Quarry LP | 5,228 | $85.5K | 0.02% | −973−15.7% | Reduced |
| Harbour Investments, Inc. | 5,407 | $88.4K | 0.00% | +49+0.9% | Added |
| Financial Management Professionals, Inc. | 5,931 | $97.0K | 0.01% | +5,931 | New |
| CWM, LLC | 6,282 | $103.0K | 0.00% | +386+6.5% | Added |
| KBC Group NV | 6,690 | $109.0K | 0.00% | +1,899+39.6% | Added |
| Walleye Trading LLC | 6,979 | $114.1K | 0.00% | +6,979 | New |
| Shell Asset Management Co | 7,619 | $125.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 8,361 | $136.7K | 0.02% | −20−0.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 8,700 | $144.3K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 9,552 | $156.2K | 0.20% | +9,552 | New |
| SeaCrest Wealth Management, LLC | 10,000 | $163.5K | 0.02% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 10,501 | $171.7K | 0.03% | −1,261−10.7% | Reduced |
| State of Wyoming | 10,522 | $172.0K | 0.02% | −4,020−27.6% | Reduced |
| Principal Financial Group Inc | 10,729 | $175.4K | 0.00% | −934−8.0% | Reduced |
| State of Tennessee, Treasury Department | 11,022 | $180.2K | 0.00% | +11,022 | New |
| New York State Teachers Retirement System | 11,311 | $185.0K | 0.00% | −142−1.2% | Reduced |
| Keebeck Alpha, LP | 11,474 | $187.6K | 0.20% | −8,393−42.2% | Reduced |
| CIBC World Markets Corp | 11,657 | $190.6K | 0.00% | +11,657 | New |
| Sherbrooke Park Advisers LLC | 12,896 | $210.8K | 0.07% | −4,451−25.7% | Reduced |
| Ameritas Investment Partners, Inc. | 12,952 | $211.8K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 13,354 | $218.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 13,979 | $228.6K | 0.02% | −7,188−34.0% | Reduced |
| Ethic Inc. | 14,025 | $229.3K | 0.00% | +14,025 | New |
| Blueshift Asset Management, LLC | 14,337 | $234.4K | 0.09% | +14,337 | New |
| HSBC Holdings PLC | 14,489 | $239.9K | 0.00% | −140,743−90.7% | Reduced |
| Quinn Opportunity Partners LLC | 15,000 | $245.3K | 0.02% | +15,000 | New |
| Stoneridge Investment Partners LLC | 16,566 | $271.0K | 0.10% | +2,744+19.9% | Added |
| Cornerstone Investment Partners, LLC | 16,884 | $276.1K | 0.01% | −177−1.0% | Reduced |
| Pictet Asset Management Holding SA | 18,934 | $309.6K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 19,513 | $319.0K | 0.18% | +19,513 | New |
| Petrus Trust Company, LTA | 19,811 | $323.9K | 0.03% | +19,811 | New |
| Cambridge Investment Research Advisors, Inc. | 19,831 | $324.0K | 0.00% | +19,831 | New |
| Y-Intercept (Hong Kong) Ltd | 20,115 | $328.9K | 0.02% | −13,894−40.9% | Reduced |
| PharVision Advisers, LLC | 21,074 | $344.6K | 0.29% | +21,074 | New |
| Lombard Odier Asset Management (USA) Corp | 21,231 | $347.1K | 0.13% | +21,231 | New |
| Caxton Associates LP | 21,658 | $354.1K | 0.01% | +21,658 | New |
| Jefferies Financial Group Inc. | 22,184 | $362.7K | 0.00% | +22,184 | New |
| Colony Group, LLC | 23,046 | $376.8K | 0.00% | +23,046 | New |
| O'Brien Wealth Partners LLC | 23,571 | $385.4K | 0.07% | −6,993−22.9% | Reduced |
| KLP Kapitalforvaltning AS | 25,600 | $418.6K | 0.00% | +25,600 | New |
| Mesirow Financial Investment Management, Inc. | 25,763 | $421.2K | 0.01% | +294+1.2% | Added |
| US Bancorp | 25,838 | $422.5K | 0.00% | −1,296−4.8% | Reduced |
| XTX Topco Ltd | 26,292 | $429.9K | 0.04% | −34,217−56.5% | Reduced |