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, Q1 2025
Institutional positions in Upwork, Inc as of Mar 31, 2025. 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
- 279
- +28 vs. Q4 2024
- Shares held
- 117.2M
- +9.81M (+9.1%) vs. Q4 2024
- Total value
- $1.53B
- −$226.2M (−12.9%) vs. Q4 2024
- New holders
- 74
- 78 more added
- Sold out
- 46
- 85 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 1 | $13 | 0.00% | −12−92.3% | Reduced |
| Smartleaf Asset Management LLC | 16 | $211 | 0.00% | +16 | New |
| Asset Dedication, LLC | 17 | $222 | 0.00% | +17 | New |
| EverSource Wealth Advisors, LLC | 18 | $235 | 0.00% | +15+500.0% | Added |
| Washington Trust Co | 20 | $261 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 24 | $313 | 0.00% | +24 | New |
| Accredited Wealth Management, LLC | 25 | $327 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 28 | $365 | 0.00% | −26−48.1% | Reduced |
| Stephens Consulting, LLC | 30 | $392 | 0.00% | +30 | New |
| Hexagon Capital Partners LLC | 43 | $561 | 0.00% | +4+10.3% | Added |
| Park Place Capital Corp | 44 | $574 | 0.00% | +44 | New |
| Affinity Wealth LLC | 50 | $652 | 0.00% | +50 | New |
| Park Square Financial Group, LLC | 53 | $692 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 57 | $744 | 0.00% | +57 | New |
| Continuum Advisory, LLC | 59 | $770 | 0.00% | +59 | New |
| Parkside Financial Bank & Trust | 60 | $783 | 0.00% | +60 | New |
| CIBC Private Wealth Group, LLC | 70 | $826 | 0.00% | +70 | New |
| National Bank of Canada | 64 | $835 | 0.00% | +38+146.2% | Added |
| Whittier Trust Co of Nevada Inc | 71 | $926 | 0.00% | +71 | New |
| Medallion Wealth Advisors, LLC | 99 | $1.30K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $1.30K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 114 | $1.49K | 0.00% | −83,372−99.9% | Reduced |
| Sterling Capital Management LLC | 127 | $1.66K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 132 | $1.79K | 0.00% | +48+57.1% | Added |
| Sound Income Strategies, LLC | 140 | $1.83K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 139 | $2.00K | 0.00% | −154−52.6% | Reduced |
| Private Wealth Management Group, LLC | 158 | $2.06K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 158 | $2.06K | 0.00% | +81+105.2% | Added |
| Optiver Holding B.V. | 163 | $2.13K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 165 | $2.15K | 0.00% | +165 | New |
| Rothschild Investment LLC | 180 | $2.35K | 0.00% | +50+38.5% | Added |
| Lindbrook Capital, LLC | 186 | $2.43K | 0.00% | +104+126.8% | Added |
| Huntington National Bank | 200 | $2.61K | 0.00% | +200 | New |
| Cary Street Partner Investment Advisory LLC | 250 | $3.26K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 259 | $3.38K | 0.00% | −836−76.3% | Reduced |
| Clear Street Markets LLC | 274 | $3.58K | 0.00% | +274 | New |
| Skopos Labs, Inc. | 285 | $3.72K | 0.00% | +4+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 295 | $3.85K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 312 | $4.07K | 0.00% | +7+2.3% | Added |
| MAI Capital Management | 337 | $4.40K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 454 | $5.92K | 0.00% | +454 | New |
| LRI Investments, LLC | 490 | $6.39K | 0.00% | +490 | New |
| Albion Financial Group | 500 | $6.53K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 600 | $7.83K | 0.00% | +600 | New |
| NewSquare Capital LLC | 705 | $9.20K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 758 | $9.89K | 0.00% | −422−35.8% | Reduced |
| First Horizon Advisors, Inc. | 781 | $10.2K | 0.00% | +781 | New |
| Versant Capital Management, Inc | 787 | $10.3K | 0.00% | +87+12.4% | Added |
| Cape Investment Advisory, Inc. | 800 | $10.4K | 0.00% | +500+166.7% | Added |
| Farther Finance Advisors, LLC | 941 | $12.3K | 0.00% | +422+81.3% | Added |
| Tower Research Capital LLC (TRC) | 975 | $12.7K | 0.00% | −915−48.4% | Reduced |
| Boston Private Wealth LLC | 1,239 | $16.2K | 0.00% | +1,239 | New |
| Quadrant Capital Group LLC | 1,255 | $16.4K | 0.00% | −250−16.6% | Reduced |
| Bell Investment Advisors, Inc | 1,283 | $16.7K | 0.00% | +32+2.6% | Added |
| Quarry LP | 1,299 | $17.0K | 0.00% | −3,929−75.2% | Reduced |
| PEAK6 LLC | 1,355 | $17.7K | 0.00% | +1,355 | New |
| Coldstream Capital Management Inc | 1,381 | $18.0K | 0.00% | +1,381 | New |
| Parallel Advisors, LLC | 1,437 | $18.8K | 0.00% | −239−14.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,387 | $22.1K | 0.00% | +1,387 | New |
| Comerica Bank | 1,766 | $23.0K | 0.00% | +1,346+320.5% | Added |
| GWM Advisors LLC | 1,955 | $25.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,106 | $27.5K | 0.00% | −26−1.2% | Reduced |
| Nisa Investment Advisors, LLC | 2,113 | $27.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,157 | $28.1K | 0.00% | +100+4.9% | Added |
| Leonteq Securities AG | 2,332 | $30.4K | 0.00% | +851+57.5% | Added |
| SBI Securities Co., Ltd. | 3,756 | $49.0K | 0.00% | −1,368−26.7% | Reduced |
| Canada Pension Plan Investment Board | 3,800 | $49.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,988 | $52.0K | 0.00% | +3,877+3,492.8% | Added |
| Amalgamated Bank | 4,408 | $58.0K | 0.00% | +15+0.3% | Added |
| Harbour Investments, Inc. | 4,549 | $59.4K | 0.00% | −858−15.9% | Reduced |
| CWM, LLC | 5,321 | $69.0K | 0.00% | −961−15.3% | Reduced |
| Jones Financial Companies LLLP | 5,278 | $69.7K | 0.00% | +3,978+306.0% | Added |
| Financial Management Professionals, Inc. | 5,464 | $71.3K | 0.01% | −467−7.9% | Reduced |
| Quest Partners LLC | 5,495 | $71.7K | 0.01% | −2,866−34.3% | Reduced |
| KBC Group NV | 6,690 | $87.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,301 | $95.0K | 0.00% | −318−4.2% | Reduced |
| Russell Investments Group, Ltd. | 8,531 | $111.9K | 0.00% | −71,319−89.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 9,712 | $126.7K | 0.03% | +9,712 | New |
| SeaCrest Wealth Management, LLC | 10,000 | $130.5K | 0.01% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 10,000 | $130.5K | 0.03% | +10,000 | New |
| Marshall Wace, LLP | 10,682 | $139.4K | 0.00% | +10,682 | New |
| Oppenheimer Asset Management Inc. | 10,741 | $140.2K | 0.00% | +10,741 | New |
| BNP Paribas Arbitrage, SA | 10,793 | $140.8K | 0.00% | −215,518−95.2% | Reduced |
| Cetera Investment Advisers | 10,810 | $141.1K | 0.00% | +10,810 | New |
| CSS LLC | 10,870 | $141.9K | 0.01% | +10,870 | New |
| Mizuho Markets Americas LLC | 10,893 | $142.2K | 0.00% | −31,250−74.2% | Reduced |
| State of Tennessee, Treasury Department | 11,022 | $143.8K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 11,118 | $145.1K | 0.00% | +11,118 | New |
| Mindset Wealth Management, LLC | 11,327 | $147.8K | 0.06% | +11,327 | New |
| New York State Teachers Retirement System | 11,311 | $148.0K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 11,978 | $156.3K | 0.03% | +11,978 | New |
| Sherbrooke Park Advisers LLC | 12,746 | $166.3K | 0.08% | −150−1.2% | Reduced |
| Prosperity Wealth Management, Inc. | 12,750 | $166.4K | 0.08% | +12,750 | New |
| Ameritas Investment Partners, Inc. | 12,952 | $169.0K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 12,950 | $169.5K | 0.00% | −1,075−7.7% | Reduced |
| Public Employees Retirement Association of Colorado | 13,354 | $174.0K | 0.00% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 13,619 | $177.7K | 0.09% | +13,619 | New |
| Corton Capital Inc. | 14,427 | $188.3K | 0.62% | −5,086−26.1% | Reduced |
| MML Investors Services, LLC | 14,847 | $194.0K | 0.00% | +14,847 | New |
| Quantinno Capital Management LP | 14,870 | $194.1K | 0.00% | +14,870 | New |