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 2025
Institutional positions in Upwork, Inc as of Dec 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
- 305
- +38 vs. Q3 2025
- Shares held
- 135.0M
- +13.8M (+11.4%) vs. Q3 2025
- Total value
- $2.68B
- +$424.8M (+18.9%) vs. Q3 2025
- New holders
- 77
- 117 more added
- Sold out
- 39
- 86 more reduced
10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 2 | $46 | 0.00% | +2 | New |
| Abound Wealth Management | 7 | $139 | 0.00% | +7 | New |
| Caitong International Asset Management Co., Ltd | 7 | $139 | 0.00% | +7 | New |
| Gilpin Wealth Management, LLC | 12 | $238 | 0.00% | +12 | New |
| Keating Financial Advisory Services, Inc. | 12 | $238 | 0.00% | +12 | New |
| GWM Advisors LLC | 15 | $297 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 16 | $317 | 0.00% | −577−97.3% | Reduced |
| Sunbelt Securities, Inc. | 21 | $416 | 0.00% | +21 | New |
| Ankerstar Wealth, LLC | 22 | $436 | 0.00% | +22 | New |
| Torren Management, LLC | 22 | $436 | 0.00% | +22 | New |
| Cedar Mountain Advisors, LLC | 23 | $456 | 0.00% | +23 | New |
| Bare Financial Services, Inc | 27 | $535 | 0.00% | +27 | New |
| CIBC Private Wealth Group, LLC | 31 | $614 | 0.00% | +31 | New |
| TD Private Client Wealth LLC | 33 | $654 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $694 | 0.00% | +35 | New |
| CoreCap Advisors, LLC | 35 | $694 | 0.00% | +35 | New |
| Quarry LP | 41 | $813 | 0.00% | −1,120−96.5% | Reduced |
| Park Place Capital Corp | 44 | $872 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 45 | $892 | 0.00% | +45 | New |
| WPG Advisers, LLC | 46 | $912 | 0.00% | +46 | New |
| Toronto Dominion Bank | 50 | $991 | 0.00% | +50 | New |
| Motiv8 Investments LLC | 72 | $1.00K | 0.00% | +72 | New |
| WealthCollab, LLC | 53 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 58 | $1.15K | 0.00% | +17+41.5% | Added |
| Northwestern Mutual Wealth Management Co | 68 | $1.35K | 0.00% | +68 | New |
| Whittier Trust Co of Nevada Inc | 71 | $1.44K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 78 | $1.55K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 86 | $1.71K | 0.00% | +86 | New |
| Medallion Wealth Advisors, LLC | 99 | $1.96K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $1.98K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 124 | $2.46K | 0.00% | −1,630−92.9% | Reduced |
| Massmutual Trust Co FSB | 140 | $2.77K | 0.00% | +54+62.8% | Added |
| Private Wealth Management Group, LLC | 158 | $3.13K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 169 | $3.35K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 181 | $3.59K | 0.00% | +181 | New |
| Huntington National Bank | 200 | $3.96K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 200 | $3.96K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 217 | $4.30K | 0.00% | +120+123.7% | Added |
| C M Bidwell & Associates Ltd | 251 | $4.97K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 277 | $5.00K | 0.00% | +277 | New |
| Private Trust Co NA | 258 | $5.11K | 0.00% | +258 | New |
| Rothschild Investment LLC | 291 | $5.77K | 0.00% | +86+42.0% | Added |
| Steward Partners Investment Advisory, LLC | 295 | $5.85K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 342 | $6.78K | 0.00% | −1,500−81.4% | Reduced |
| MAI Capital Management | 393 | $7.79K | 0.00% | +393 | New |
| Triumph Capital Management | 500 | $9.91K | 0.00% | +500 | New |
| Umb Bank N A | 515 | $10.2K | 0.00% | +515 | New |
| T. Rowe Price Investment Management, Inc. | 537 | $11.0K | 0.00% | −189−26.0% | Reduced |
| Covestor Ltd | 515 | $11.0K | 0.01% | −208−28.8% | Reduced |
| Allworth Financial LP | 634 | $12.6K | 0.00% | +263+70.9% | Added |
| Essential Partners LLC | 655 | $13.0K | 0.00% | +342+109.3% | Added |
| Versant Capital Management, Inc | 710 | $14.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 734 | $14.5K | 0.00% | +734 | New |
| Jones Financial Companies LLLP | 740 | $14.7K | 0.00% | +40+5.7% | Added |
| Signaturefd, LLC | 788 | $15.6K | 0.00% | +30+4.0% | Added |
| Smartleaf Asset Management LLC | 867 | $16.9K | 0.00% | +250+40.5% | Added |
| Clear Street Markets LLC | 901 | $17.9K | 0.00% | +901 | New |
| Salomon & Ludwin, LLC | 884 | $18.2K | 0.00% | +884 | New |
| Bessemer Group Inc | 937 | $19.0K | 0.00% | +937 | New |
| Quadrant Capital Group LLC | 1,221 | $24.2K | 0.00% | +21+1.8% | Added |
| Bell Investment Advisors, Inc | 1,264 | $25.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,361 | $27.0K | 0.00% | +1,165+594.4% | Added |
| Financial Management Professionals, Inc. | 1,580 | $31.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,614 | $32.0K | 0.00% | +125+8.4% | Added |
| Nisa Investment Advisors, LLC | 1,807 | $35.8K | 0.00% | −306−14.5% | Reduced |
| GAMMA Investing LLC | 1,840 | $36.5K | 0.00% | +1,456+379.2% | Added |
| Rockefeller Capital Management L.P. | 1,881 | $37.3K | 0.00% | +1,529+434.4% | Added |
| International Assets Investment Management, LLC | 2,106 | $41.7K | 0.00% | +2,106 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,459 | $48.7K | 0.01% | +2,459 | New |
| STRS Ohio | 2,500 | $49.5K | 0.00% | +2,500 | New |
| LRI Investments, LLC | 2,528 | $50.1K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 2,843 | $56.0K | 0.02% | −502−15.0% | Reduced |
| McGuire Capital Advisors Inc | 3,351 | $66.4K | 0.04% | +3,351 | New |
| Walleye Capital LLC | 3,457 | $68.5K | 0.00% | −30,272−89.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,690 | $73.1K | 0.02% | +3,690 | New |
| SBI Securities Co., Ltd. | 3,786 | $75.0K | 0.00% | −1,630−30.1% | Reduced |
| The PNC Financial Services Group, Inc. | 4,103 | $81.3K | 0.00% | +2,087+103.5% | Added |
| IFP Advisors, Inc | 4,397 | $87.1K | 0.00% | +431+10.9% | Added |
| KBC Group NV | 4,424 | $88.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,590 | $91.0K | 0.00% | +3,184+226.5% | Added |
| Quantbot Technologies LP | 4,774 | $94.6K | 0.00% | −33,061−87.4% | Reduced |
| Parkside Financial Bank & Trust | 5,629 | $111.6K | 0.01% | +1,527+37.2% | Added |
| Tower Research Capital LLC (TRC) | 6,438 | $127.6K | 0.00% | +3,889+152.6% | Added |
| Advisor Group Holdings, Inc. | 7,340 | $145.5K | 0.00% | −61,485−89.3% | Reduced |
| EverSource Wealth Advisors, LLC | 8,003 | $158.6K | 0.01% | +1,771+28.4% | Added |
| Leonteq Securities AG | 9,010 | $178.6K | 0.01% | +7,348+442.1% | Added |
| NBC Securities, Inc. | 9,212 | $182.6K | 0.01% | +6,780+278.8% | Added |
| Blair William & Co | 10,030 | $198.8K | 0.00% | +10,030 | New |
| Sanctuary Advisors, LLC | 10,083 | $199.8K | 0.00% | +10,083 | New |
| Pacer Advisors, Inc. | 10,130 | $200.8K | 0.00% | −518,181−98.1% | Reduced |
| Vontobel Holding Ltd. | 10,151 | $201.2K | 0.00% | +10,151 | New |
| SeaCrest Wealth Management, LLC | 9,647 | $201.2K | 0.02% | −353−3.5% | Reduced |
| Mach-1 Financial Group, Inc. | 10,187 | $201.9K | 0.04% | +10,187 | New |
| Ameritas Investment Partners, Inc. | 10,282 | $203.8K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,321 | $204.6K | 0.01% | −646−5.9% | Reduced |
| Maridea Wealth Management LLC | 10,469 | $207.5K | 0.03% | +10,469 | New |
| Abel Hall, LLC | 10,612 | $210.3K | 0.05% | +10,612 | New |
| Lighthouse Investment Partners, LLC | 11,435 | $226.6K | 0.01% | +11,435 | New |
| Schonfeld Strategic Advisors LLC | 11,802 | $233.9K | 0.00% | −171,125−93.5% | Reduced |
| Nomura Asset Management International Inc. | 11,874 | $235.3K | 0.00% | +11,874 | New |