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 |
|---|---|---|---|---|---|
| Alpine Global Management, LLC | 10,000 | $130.5K | 0.03% | +10,000 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 9,712 | $126.7K | 0.03% | +9,712 | New |
| Russell Investments Group, Ltd. | 8,531 | $111.9K | 0.00% | −71,319−89.3% | Reduced |
| Shell Asset Management Co | 7,301 | $95.0K | 0.00% | −318−4.2% | Reduced |
| KBC Group NV | 6,690 | $87.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 5,495 | $71.7K | 0.01% | −2,866−34.3% | Reduced |
| Financial Management Professionals, Inc. | 5,464 | $71.3K | 0.01% | −467−7.9% | Reduced |
| Jones Financial Companies LLLP | 5,278 | $69.7K | 0.00% | +3,978+306.0% | Added |
| CWM, LLC | 5,321 | $69.0K | 0.00% | −961−15.3% | Reduced |
| Harbour Investments, Inc. | 4,549 | $59.4K | 0.00% | −858−15.9% | Reduced |
| Amalgamated Bank | 4,408 | $58.0K | 0.00% | +15+0.3% | Added |
| IFP Advisors, Inc | 3,988 | $52.0K | 0.00% | +3,877+3,492.8% | Added |
| Canada Pension Plan Investment Board | 3,800 | $49.6K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3,756 | $49.0K | 0.00% | −1,368−26.7% | Reduced |
| Leonteq Securities AG | 2,332 | $30.4K | 0.00% | +851+57.5% | Added |
| Federation des caisses Desjardins du Quebec | 2,157 | $28.1K | 0.00% | +100+4.9% | Added |
| Nisa Investment Advisors, LLC | 2,113 | $27.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,106 | $27.5K | 0.00% | −26−1.2% | Reduced |
| GWM Advisors LLC | 1,955 | $25.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,766 | $23.0K | 0.00% | +1,346+320.5% | Added |
| Aster Capital Management (DIFC) Ltd | 1,387 | $22.1K | 0.00% | +1,387 | New |
| Parallel Advisors, LLC | 1,437 | $18.8K | 0.00% | −239−14.3% | Reduced |
| Coldstream Capital Management Inc | 1,381 | $18.0K | 0.00% | +1,381 | New |
| PEAK6 LLC | 1,355 | $17.7K | 0.00% | +1,355 | New |
| Quarry LP | 1,299 | $17.0K | 0.00% | −3,929−75.2% | Reduced |
| Bell Investment Advisors, Inc | 1,283 | $16.7K | 0.00% | +32+2.6% | Added |
| Quadrant Capital Group LLC | 1,255 | $16.4K | 0.00% | −250−16.6% | Reduced |
| Boston Private Wealth LLC | 1,239 | $16.2K | 0.00% | +1,239 | New |
| Tower Research Capital LLC (TRC) | 975 | $12.7K | 0.00% | −915−48.4% | Reduced |
| Farther Finance Advisors, LLC | 941 | $12.3K | 0.00% | +422+81.3% | Added |
| Cape Investment Advisory, Inc. | 800 | $10.4K | 0.00% | +500+166.7% | Added |
| Versant Capital Management, Inc | 787 | $10.3K | 0.00% | +87+12.4% | Added |
| First Horizon Advisors, Inc. | 781 | $10.2K | 0.00% | +781 | New |
| Signaturefd, LLC | 758 | $9.89K | 0.00% | −422−35.8% | Reduced |
| NewSquare Capital LLC | 705 | $9.20K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 600 | $7.83K | 0.00% | +600 | New |
| Albion Financial Group | 500 | $6.53K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 490 | $6.39K | 0.00% | +490 | New |
| Clearstead Advisors, LLC | 454 | $5.92K | 0.00% | +454 | New |
| MAI Capital Management | 337 | $4.40K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 312 | $4.07K | 0.00% | +7+2.3% | Added |
| Steward Partners Investment Advisory, LLC | 295 | $3.85K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 285 | $3.72K | 0.00% | +4+1.4% | Added |
| Clear Street Markets LLC | 274 | $3.58K | 0.00% | +274 | New |
| Caitong International Asset Management Co., Ltd | 259 | $3.38K | 0.00% | −836−76.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 250 | $3.26K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $2.61K | 0.00% | +200 | New |
| Lindbrook Capital, LLC | 186 | $2.43K | 0.00% | +104+126.8% | Added |
| Rothschild Investment LLC | 180 | $2.35K | 0.00% | +50+38.5% | Added |
| Massmutual Trust Co FSB | 165 | $2.15K | 0.00% | +165 | New |
| Optiver Holding B.V. | 163 | $2.13K | 0.00% | 00.0% | Unchanged |
| 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 |
| Covestor Ltd | 139 | $2.00K | 0.00% | −154−52.6% | Reduced |
| Sound Income Strategies, LLC | 140 | $1.83K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 132 | $1.79K | 0.00% | +48+57.1% | Added |
| Sterling Capital Management LLC | 127 | $1.66K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 114 | $1.49K | 0.00% | −83,372−99.9% | Reduced |
| Eastern Bank | 100 | $1.30K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 99 | $1.30K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 71 | $926 | 0.00% | +71 | New |
| National Bank of Canada | 64 | $835 | 0.00% | +38+146.2% | Added |
| CIBC Private Wealth Group, LLC | 70 | $826 | 0.00% | +70 | New |
| Parkside Financial Bank & Trust | 60 | $783 | 0.00% | +60 | New |
| Continuum Advisory, LLC | 59 | $770 | 0.00% | +59 | New |
| SRS Capital Advisors, Inc. | 57 | $744 | 0.00% | +57 | New |
| Park Square Financial Group, LLC | 53 | $692 | 0.00% | 00.0% | Unchanged |
| Affinity Wealth LLC | 50 | $652 | 0.00% | +50 | New |
| Park Place Capital Corp | 44 | $574 | 0.00% | +44 | New |
| Hexagon Capital Partners LLC | 43 | $561 | 0.00% | +4+10.3% | Added |
| Stephens Consulting, LLC | 30 | $392 | 0.00% | +30 | New |
| Fifth Third Bancorp | 28 | $365 | 0.00% | −26−48.1% | Reduced |
| Accredited Wealth Management, LLC | 25 | $327 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 24 | $313 | 0.00% | +24 | New |
| Washington Trust Co | 20 | $261 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 18 | $235 | 0.00% | +15+500.0% | Added |
| Asset Dedication, LLC | 17 | $222 | 0.00% | +17 | New |
| Smartleaf Asset Management LLC | 16 | $211 | 0.00% | +16 | New |
| Northwestern Mutual Wealth Management Co | 1 | $13 | 0.00% | −12−92.3% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Dorsey Asset Management, LLCSuperinvestorDorsey Asset Management | 0 | $0 | 0.00% | −3,045,142−100.0% | Sold out |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −1,506,610−100.0% | Sold out |
| Horrell Capital Management, Inc. | 0 | $0 | 0.00% | −540,000−100.0% | Sold out |
| ATOMVEST Ltd | 0 | $0 | 0.00% | −311,016−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −283,740−100.0% | Sold out |
| Engine Capital Management, LP | 0 | $0 | 0.00% | −167,321−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −135,898−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −123,100−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −113,112−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −83,600−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −77,471−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −76,140−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −74,092−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −72,102−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −70,220−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −68,902−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −62,345−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −54,043−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −40,935−100.0% | Sold out |