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 2026
Institutional positions in Upwork, Inc as of Mar 31, 2026. 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
- 292
- −6 vs. Q4 2025
- Shares held
- 135.1M
- +15.1M (+12.6%) vs. Q4 2025
- Total value
- $1.48B
- −$894.0M (−37.6%) vs. Q4 2025
- New holders
- 55
- 115 more added
- Sold out
- 61
- 90 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 2 | $22 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $25 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $66 | 0.00% | +6 | New |
| Abound Wealth Management | 7 | $77 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $132 | 0.00% | −23−65.7% | Reduced |
| GWM Advisors LLC | 15 | $164 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 22 | $241 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 26 | $285 | 0.00% | +26 | New |
| CoreCap Advisors, LLC | 35 | $384 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 41 | $449 | 0.00% | +41 | New |
| Park Place Capital Corp | 44 | $482 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 45 | $494 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 46 | $504 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $548 | 0.00% | +50 | New |
| Northwestern Mutual Wealth Management Co | 68 | $745 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 72 | $789 | 0.00% | +14+24.1% | Added |
| Pacific Center for Financial Services | 96 | $1.05K | 0.00% | +96 | New |
| Medallion Wealth Advisors, LLC | 99 | $1.08K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $1.10K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 100 | $1.10K | 0.00% | +100 | New |
| Cassaday & Co Wealth Management LLC | 100 | $1.10K | 0.00% | +100 | New |
| True Wealth Design, LLC | 136 | $1.49K | 0.00% | −81−37.3% | Reduced |
| Private Wealth Management Group, LLC | 149 | $1.63K | 0.00% | −9−5.7% | Reduced |
| Rossby Financial, LCC | 154 | $1.72K | 0.00% | +154 | New |
| Whittier Trust Co of Nevada Inc | 156 | $1.77K | 0.00% | +85+119.7% | Added |
| Rothschild Investment LLC | 163 | $1.79K | 0.00% | −128−44.0% | Reduced |
| Brown Brothers Harriman & Co | 169 | $1.85K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 174 | $1.91K | 0.00% | −219−55.7% | Reduced |
| Ares Financial Consulting, LLC | 181 | $2.02K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $2.19K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 200 | $2.19K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 210 | $2.30K | 0.00% | +70+50.0% | Added |
| Advisory Services Network, LLC | 240 | $2.63K | 0.00% | +240 | New |
| Salomon & Ludwin, LLC | 249 | $2.72K | 0.00% | −635−71.8% | Reduced |
| Umb Bank N A | 250 | $2.74K | 0.00% | −265−51.5% | Reduced |
| Rockefeller Capital Management L.P. | 265 | $2.90K | 0.00% | −1,616−85.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 295 | $3.23K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 333 | $3.65K | 0.00% | +75+29.1% | Added |
| Federation des caisses Desjardins du Quebec | 342 | $3.75K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 393 | $4.15K | 0.00% | −474−54.7% | Reduced |
| Allworth Financial LP | 476 | $5.22K | 0.00% | −158−24.9% | Reduced |
| Triumph Capital Management | 500 | $5.48K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 511 | $5.60K | 0.00% | −46,290−98.9% | Reduced |
| Signaturefd, LLC | 699 | $7.66K | 0.00% | −89−11.3% | Reduced |
| Bessemer Group Inc | 770 | $8.00K | 0.00% | −167−17.8% | Reduced |
| Kilter Group LLC | 770 | $8.44K | 0.00% | +770 | New |
| Farther Finance Advisors, LLC | 961 | $10.7K | 0.00% | −400−29.4% | Reduced |
| Essential Partners LLC | 994 | $10.9K | 0.00% | +339+51.8% | Added |
| Versant Capital Management, Inc | 1,093 | $12.0K | 0.00% | +383+53.9% | Added |
| Quadrant Capital Group LLC | 1,117 | $12.2K | 0.00% | −104−8.5% | Reduced |
| Bell Investment Advisors, Inc | 1,264 | $13.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,289 | $14.0K | 0.00% | +1,012+365.3% | Added |
| Clear Street Markets LLC | 1,458 | $16.0K | 0.01% | +557+61.8% | Added |
| Nisa Investment Advisors, LLC | 1,883 | $20.6K | 0.00% | +76+4.2% | Added |
| Truvestments Capital LLC | 1,904 | $20.9K | 0.00% | +1,904 | New |
| Parallel Advisors, LLC | 1,966 | $21.5K | 0.00% | +352+21.8% | Added |
| Bayforest Capital Ltd | 2,037 | $22.3K | 0.02% | +2,037 | New |
| International Assets Investment Management, LLC | 2,131 | $23.8K | 0.00% | +25+1.2% | Added |
| McGuire Capital Advisors Inc | 2,284 | $25.0K | 0.02% | −1,067−31.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,833 | $31.1K | 0.00% | +374+15.2% | Added |
| LRI Investments, LLC | 2,995 | $32.8K | 0.00% | +467+18.5% | Added |
| Jones Financial Companies LLLP | 3,177 | $34.5K | 0.00% | +2,437+329.3% | Added |
| GAMMA Investing LLC | 3,183 | $34.9K | 0.00% | +1,343+73.0% | Added |
| Walleye Capital LLC | 3,410 | $37.4K | 0.00% | −47−1.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,666 | $40.2K | 0.01% | −24−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 3,901 | $42.8K | 0.00% | −202−4.9% | Reduced |
| IFP Advisors, Inc | 4,293 | $47.1K | 0.00% | −104−2.4% | Reduced |
| KBC Group NV | 4,424 | $48.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,525 | $49.6K | 0.00% | −2,815−38.4% | Reduced |
| Covestor Ltd | 4,910 | $54.0K | 0.04% | +4,395+853.4% | Added |
| Vestcor Inc | 4,913 | $54.0K | 0.00% | +4,913 | New |
| Parkside Financial Bank & Trust | 7,657 | $83.9K | 0.01% | +2,028+36.0% | Added |
| CWM, LLC | 7,975 | $87.4K | 0.00% | −12,451−61.0% | Reduced |
| SBI Securities Co., Ltd. | 7,989 | $87.6K | 0.00% | +4,203+111.0% | Added |
| Leo H. Evart, Inc. | 8,174 | $89.6K | 0.08% | +8,174 | New |
| EverSource Wealth Advisors, LLC | 8,959 | $98.2K | 0.00% | +956+11.9% | Added |
| Walleye Trading LLC | 9,725 | $106.6K | 0.00% | −24,909−71.9% | Reduced |
| Snowden Capital Advisors LLC | 10,156 | $111.3K | 0.00% | −165−1.6% | Reduced |
| Ameritas Investment Partners, Inc. | 10,282 | $112.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,456 | $114.6K | 0.00% | +4,018+62.4% | Added |
| Ground Swell Capital, LLC | 10,618 | $116.4K | 0.23% | +10,618 | New |
| Capula Management Ltd | 11,037 | $121.0K | 0.00% | −4,172−27.4% | Reduced |
| Xponance, Inc. | 11,353 | $124.4K | 0.00% | +11,353 | New |
| Maridea Wealth Management LLC | 11,621 | $127.4K | 0.02% | +1,152+11.0% | Added |
| Bank of Montreal | 12,478 | $136.8K | 0.00% | +12,478 | New |
| Bayesian Capital Management, LP | 12,600 | $138.1K | 0.17% | +12,600 | New |
| Teacher Retirement System of Texas | 13,115 | $143.7K | 0.00% | −48,788−78.8% | Reduced |
| Public Employees Retirement Association of Colorado | 13,354 | $146.0K | 0.00% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 13,604 | $149.1K | 0.04% | −304−2.2% | Reduced |
| Verition Fund Management LLC | 14,225 | $155.9K | 0.00% | −84,766−85.6% | Reduced |
| Sterling Capital Management LLC | 14,368 | $157.5K | 0.00% | −7,815−35.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,493 | $158.8K | 0.00% | −45,326−75.8% | Reduced |
| Russell Investments Group, Ltd. | 14,552 | $159.5K | 0.00% | −147−1.0% | Reduced |
| Mutual of America Capital Management LLC | 14,952 | $163.9K | 0.00% | +19+0.1% | Added |
| HighTower Advisors, LLC | 15,004 | $164.4K | 0.00% | +15,004 | New |
| Blair William & Co | 15,025 | $164.7K | 0.00% | +4,995+49.8% | Added |
| Caitong International Asset Management Co., Ltd | 15,590 | $170.9K | 0.03% | +15,583+222,614.3% | Added |
| Truist Financial Corp | 16,233 | $177.9K | 0.00% | +16,233 | New |
| Balyasny Asset Management LLC | 16,730 | $183.4K | 0.00% | +16,730 | New |
| Balboa Wealth Partners | 16,739 | $183.5K | 0.03% | +16,739 | New |