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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 3,800 | $62.1K | 0.00% | −2,700−41.5% | Reduced |
| Advisor Group Holdings, Inc. | 3,504 | $57.3K | 0.00% | −2,610−42.7% | Reduced |
| Federated Hermes, Inc. | 3,289 | $53.8K | 0.00% | −1,882−36.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,132 | $34.9K | 0.00% | +26+1.2% | Added |
| Nisa Investment Advisors, LLC | 2,113 | $34.5K | 0.00% | +38+1.8% | Added |
| Federation des caisses Desjardins du Quebec | 2,057 | $33.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,955 | $32.0K | 0.00% | −25−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,890 | $30.9K | 0.00% | −5,056−72.8% | Reduced |
| Parallel Advisors, LLC | 1,676 | $27.4K | 0.00% | +62+3.8% | Added |
| Point72 Hong Kong Ltd | 1,617 | $26.4K | 0.00% | −14,499−90.0% | Reduced |
| Citadel Advisors LLC | 1,604 | $26.2K | 0.00% | −318,821−99.5% | Reduced |
| Quadrant Capital Group LLC | 1,505 | $24.6K | 0.00% | +205+15.8% | Added |
| Leonteq Securities AG | 1,481 | $24.2K | 0.00% | −3,125−67.8% | Reduced |
| Coppell Advisory Solutions LLC | 1,411 | $23.4K | 0.00% | +1,411 | New |
| Jones Financial Companies LLLP | 1,300 | $21.3K | 0.00% | −1,326−50.5% | Reduced |
| Bell Investment Advisors, Inc | 1,251 | $20.5K | 0.00% | +29+2.4% | Added |
| Signaturefd, LLC | 1,180 | $19.3K | 0.00% | +422+55.7% | Added |
| Caitong International Asset Management Co., Ltd | 1,095 | $17.9K | 0.02% | +1,095 | New |
| NewSquare Capital LLC | 705 | $11.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 700 | $11.4K | 0.00% | +639+1,047.5% | Added |
| Farther Finance Advisors, LLC | 519 | $8.49K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 500 | $8.18K | 0.00% | +500 | New |
| Comerica Bank | 420 | $6.87K | 0.00% | +98+30.4% | Added |
| MAI Capital Management | 337 | $5.51K | 0.00% | +337 | New |
| Proequities, Inc. | 321 | $5.14K | 0.00% | −186−36.7% | Reduced |
| Covestor Ltd | 293 | $5.00K | 0.00% | +283+2,830.0% | Added |
| GAMMA Investing LLC | 305 | $4.99K | 0.00% | +167+121.0% | Added |
| Cape Investment Advisory, Inc. | 300 | $4.91K | 0.00% | +300 | New |
| Steward Partners Investment Advisory, LLC | 295 | $4.82K | 0.00% | +295 | New |
| Skopos Labs, Inc. | 281 | $4.59K | 0.00% | +281 | New |
| Cary Street Partner Investment Advisory LLC | 250 | $4.09K | 0.00% | +250 | New |
| Point72 (DIFC) Ltd | 220 | $3.59K | 0.00% | −263−54.5% | Reduced |
| Optiver Holding B.V. | 163 | $2.67K | 0.00% | −16−8.9% | Reduced |
| Private Wealth Management Group, LLC | 158 | $2.58K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 140 | $2.29K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 130 | $2.13K | 0.00% | +45+52.9% | Added |
| Sterling Capital Management LLC | 127 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 111 | $1.81K | 0.00% | −1,850−94.3% | Reduced |
| Eastern Bank | 100 | $1.64K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 99 | $1.62K | 0.00% | +99 | New |
| Allworth Financial LP | 84 | $1.35K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 82 | $1.34K | 0.00% | +15+22.4% | Added |
| True Wealth Design, LLC | 77 | $1.26K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 54 | $883 | 0.00% | −37−40.7% | Reduced |
| Park Square Financial Group, LLC | 53 | $867 | 0.00% | +53 | New |
| Founders Capital Management | 39 | $638 | 0.00% | +19+95.0% | Added |
| Hexagon Capital Partners LLC | 39 | $638 | 0.00% | +39 | New |
| National Bank of Canada | 26 | $425 | 0.00% | −1,792−98.6% | Reduced |
| Accredited Wealth Management, LLC | 25 | $409 | 0.00% | +25 | New |
| Washington Trust Co | 20 | $327 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13 | $213 | 0.00% | −251−95.1% | Reduced |
| Elequin Capital LP | 10 | $164 | 0.00% | +5+100.0% | Added |
| EverSource Wealth Advisors, LLC | 3 | $49 | 0.00% | +3 | New |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −510,643−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −503,682−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −489,333−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −276,126−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −205,200−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −163,037−100.0% | Sold out |
| Union Square Park Capital Management, LLC | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −108,922−100.0% | Sold out |
| Tabor Asset Management, LP | 0 | $0 | 0.00% | −94,984−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −83,632−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −82,120−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −47,025−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −38,450−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −26,975−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −24,464−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −20,416−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −16,334−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −13,719−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −11,033−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −11,036−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −10,307−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −1,890−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1,073−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −399−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |