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, Q2 2025
Institutional positions in Upwork, Inc as of Jun 30, 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
- 269
- −7 vs. Q1 2025
- Shares held
- 117.6M
- +733.4K (+0.6%) vs. Q1 2025
- Total value
- $1.58B
- +$55.4M (+3.6%) vs. Q1 2025
- New holders
- 46
- 105 more added
- Sold out
- 53
- 84 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Bank of Canada | 18 | $241 | 0.00% | −46−71.9% | Reduced |
| Accredited Wealth Management, LLC | 25 | $336 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 39 | $532 | 0.00% | −21−35.0% | Reduced |
| Park Place Capital Corp | 44 | $595 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 46 | $619 | 0.00% | −239−83.9% | Reduced |
| Park Square Financial Group, LLC | 53 | $712 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 70 | $941 | 0.00% | +42+150.0% | Added |
| Whittier Trust Co of Nevada Inc | 71 | $954 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 75 | $1.01K | 0.00% | +75 | New |
| Cape Investment Advisory, Inc. | 78 | $1.05K | 0.00% | −722−90.3% | Reduced |
| Allworth Financial LP | 85 | $1.14K | 0.00% | −47−35.6% | Reduced |
| Massmutual Trust Co FSB | 86 | $1.16K | 0.00% | −79−47.9% | Reduced |
| Medallion Wealth Advisors, LLC | 99 | $1.34K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $1.34K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 128 | $1.72K | 0.00% | −326−71.8% | Reduced |
| Smartleaf Asset Management LLC | 143 | $1.95K | 0.00% | +127+793.8% | Added |
| Covestor Ltd | 135 | $2.00K | 0.00% | −4−2.9% | Reduced |
| Private Wealth Management Group, LLC | 158 | $2.12K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 162 | $2.18K | 0.00% | +162 | New |
| Optiver Holding B.V. | 163 | $2.19K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 168 | $2.26K | 0.00% | +10+6.3% | Added |
| Brown Brothers Harriman & Co | 169 | $2.27K | 0.00% | +169 | New |
| Huntington National Bank | 200 | $2.69K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 219 | $2.94K | 0.00% | +195+812.5% | Added |
| Rothschild Investment LLC | 225 | $3.02K | 0.00% | +45+25.0% | Added |
| Cary Street Partner Investment Advisory LLC | 250 | $3.36K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 251 | $3.37K | 0.00% | +251 | New |
| GAMMA Investing LLC | 261 | $3.51K | 0.00% | −51−16.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 295 | $3.96K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 327 | $4.39K | 0.00% | −4,222−92.8% | Reduced |
| MAI Capital Management | 337 | $4.53K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 460 | $6.18K | 0.00% | −481−51.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 532 | $7.15K | 0.00% | −855−61.6% | Reduced |
| NewSquare Capital LLC | 705 | $9.47K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 781 | $10.5K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 857 | $11.5K | 0.01% | +598+230.9% | Added |
| Jones Financial Companies LLLP | 1,000 | $13.6K | 0.00% | −4,278−81.1% | Reduced |
| Signaturefd, LLC | 1,180 | $15.9K | 0.00% | +422+55.7% | Added |
| Versant Capital Management, Inc | 1,220 | $16.4K | 0.00% | +433+55.0% | Added |
| Bell Investment Advisors, Inc | 1,330 | $17.9K | 0.00% | +47+3.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,313 | $18.0K | 0.00% | +1,313 | New |
| Parallel Advisors, LLC | 1,481 | $19.9K | 0.00% | +44+3.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,842 | $24.8K | 0.00% | −315−14.6% | Reduced |
| Comerica Bank | 1,960 | $26.3K | 0.00% | +194+11.0% | Added |
| Financial Management Professionals, Inc. | 2,070 | $27.8K | 0.00% | −3,394−62.1% | Reduced |
| Nisa Investment Advisors, LLC | 2,113 | $28.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,147 | $28.9K | 0.00% | +41+1.9% | Added |
| Mount Yale Investment Advisors, LLC | 2,233 | $30.0K | 0.00% | +2,233 | New |
| GWM Advisors LLC | 2,279 | $30.6K | 0.00% | +324+16.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,369 | $31.8K | 0.01% | −7,343−75.6% | Reduced |
| LRI Investments, LLC | 2,528 | $34.0K | 0.00% | +2,038+415.9% | Added |
| Leonteq Securities AG | 2,826 | $38.0K | 0.00% | +494+21.2% | Added |
| Pinnacle Holdings, LLC | 2,874 | $38.6K | 0.01% | +2,874 | New |
| EMC Capital Management | 3,345 | $45.0K | 0.02% | +3,345 | New |
| CWM, LLC | 3,468 | $47.0K | 0.00% | −1,853−34.8% | Reduced |
| EverSource Wealth Advisors, LLC | 3,503 | $47.1K | 0.00% | +3,485+19,361.1% | Added |
| SBI Securities Co., Ltd. | 4,013 | $53.9K | 0.00% | +257+6.8% | Added |
| Canada Pension Plan Investment Board | 4,200 | $56.4K | 0.00% | +400+10.5% | Added |
| Quarry LP | 4,216 | $56.7K | 0.01% | +2,917+224.6% | Added |
| IFP Advisors, Inc | 3,746 | $56.8K | 0.00% | −242−6.1% | Reduced |
| KBC Group NV | 4,424 | $59.0K | 0.00% | −2,266−33.9% | Reduced |
| Amalgamated Bank | 4,408 | $59.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,574 | $88.0K | 0.00% | −727−10.0% | Reduced |
| Advisor Group Holdings, Inc. | 7,233 | $96.6K | 0.00% | −44,947−86.1% | Reduced |
| Point72 (DIFC) Ltd | 9,649 | $129.7K | 0.01% | +9,649 | New |
| Quinn Opportunity Partners LLC | 10,000 | $134.4K | 0.01% | −5,000−33.3% | Reduced |
| Oppenheimer Asset Management Inc. | 10,058 | $135.2K | 0.00% | −683−6.4% | Reduced |
| Axq Capital, LP | 10,489 | $141.0K | 0.05% | +10,489 | New |
| SeaCrest Wealth Management, LLC | 10,800 | $145.2K | 0.02% | +800+8.0% | Added |
| Snowden Capital Advisors LLC | 11,113 | $149.4K | 0.00% | −50.0% | Reduced |
| New York State Teachers Retirement System | 11,311 | $152.0K | 0.00% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 11,499 | $154.5K | 0.08% | −2,120−15.6% | Reduced |
| Teza Capital Management LLC | 11,637 | $156.4K | 0.12% | −8,646−42.6% | Reduced |
| FMR LLC | 12,385 | $166.5K | 0.00% | −2,326,784−99.5% | Reduced |
| PharVision Advisers, LLC | 12,768 | $171.6K | 0.25% | +12,768 | New |
| Ameritas Investment Partners, Inc. | 12,952 | $174.1K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 13,011 | $176.6K | 0.00% | +13,011 | New |
| PEAK6 LLC | 13,188 | $177.2K | 0.01% | +11,833+873.3% | Added |
| Public Employees Retirement Association of Colorado | 13,354 | $179.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,972 | $187.8K | 0.01% | +12,997+1,333.0% | Added |
| Global Endowment Management, LP | 14,334 | $192.6K | 0.03% | −5,500−27.7% | Reduced |
| Ethic Inc. | 14,393 | $196.2K | 0.00% | +1,443+11.1% | Added |
| Contravisory Investment Management, Inc. | 15,102 | $203.0K | 0.04% | +15,102 | New |
| CIBC World Markets Corp | 15,332 | $206.1K | 0.00% | −12,309−44.5% | Reduced |
| Cornerstone Investment Partners, LLC | 15,530 | $208.7K | 0.01% | +60.0% | Added |
| Virginia Retirement Systems Et Al | 15,691 | $210.9K | 0.00% | −15,700−50.0% | Reduced |
| Russell Investments Group, Ltd. | 15,850 | $213.0K | 0.00% | +7,319+85.8% | Added |
| 111 Capital | 16,016 | $215.3K | 0.04% | +16,016 | New |
| Cetera Investment Advisers | 16,363 | $219.9K | 0.00% | +5,553+51.4% | Added |
| Quantinno Capital Management LP | 16,868 | $226.7K | 0.00% | +1,998+13.4% | Added |
| Corton Capital Inc. | 17,302 | $232.5K | 0.27% | +2,875+19.9% | Added |
| Pictet Asset Management Holding SA | 17,843 | $239.8K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LLP | 17,940 | $241.1K | 0.01% | +17,940 | New |
| LPL Financial LLC | 21,320 | $286.5K | 0.00% | −71,167−76.9% | Reduced |
| Sterling Capital Management LLC | 21,693 | $291.6K | 0.00% | +21,566+16,981.1% | Added |
| Colony Group, LLC | 22,084 | $296.8K | 0.00% | −10.0% | Reduced |
| Prudential Financial Inc | 22,327 | $300.1K | 0.00% | +22,327 | New |
| US Bancorp | 23,023 | $309.4K | 0.00% | −2,193−8.7% | Reduced |
| Raymond James Financial Inc | 23,076 | $310.1K | 0.00% | +38+0.2% | Added |
| O'Brien Wealth Partners LLC | 23,571 | $316.8K | 0.05% | 00.0% | Unchanged |