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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,493 | $158.8K | 0.00% | −45,326−75.8% | Reduced |
| Sterling Capital Management LLC | 14,368 | $157.5K | 0.00% | −7,815−35.2% | Reduced |
| Verition Fund Management LLC | 14,225 | $155.9K | 0.00% | −84,766−85.6% | Reduced |
| Mindset Wealth Management, LLC | 13,604 | $149.1K | 0.04% | −304−2.2% | Reduced |
| Public Employees Retirement Association of Colorado | 13,354 | $146.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 13,115 | $143.7K | 0.00% | −48,788−78.8% | Reduced |
| Bayesian Capital Management, LP | 12,600 | $138.1K | 0.17% | +12,600 | New |
| Bank of Montreal | 12,478 | $136.8K | 0.00% | +12,478 | New |
| Maridea Wealth Management LLC | 11,621 | $127.4K | 0.02% | +1,152+11.0% | Added |
| Xponance, Inc. | 11,353 | $124.4K | 0.00% | +11,353 | New |
| Capula Management Ltd | 11,037 | $121.0K | 0.00% | −4,172−27.4% | Reduced |
| Ground Swell Capital, LLC | 10,618 | $116.4K | 0.23% | +10,618 | New |
| Tower Research Capital LLC (TRC) | 10,456 | $114.6K | 0.00% | +4,018+62.4% | Added |
| Ameritas Investment Partners, Inc. | 10,282 | $112.7K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,156 | $111.3K | 0.00% | −165−1.6% | Reduced |
| Walleye Trading LLC | 9,725 | $106.6K | 0.00% | −24,909−71.9% | Reduced |
| EverSource Wealth Advisors, LLC | 8,959 | $98.2K | 0.00% | +956+11.9% | Added |
| Leo H. Evart, Inc. | 8,174 | $89.6K | 0.08% | +8,174 | New |
| SBI Securities Co., Ltd. | 7,989 | $87.6K | 0.00% | +4,203+111.0% | Added |
| CWM, LLC | 7,975 | $87.4K | 0.00% | −12,451−61.0% | Reduced |
| Parkside Financial Bank & Trust | 7,657 | $83.9K | 0.01% | +2,028+36.0% | Added |
| Covestor Ltd | 4,910 | $54.0K | 0.04% | +4,395+853.4% | Added |
| Vestcor Inc | 4,913 | $54.0K | 0.00% | +4,913 | New |
| Advisor Group Holdings, Inc. | 4,525 | $49.6K | 0.00% | −2,815−38.4% | Reduced |
| KBC Group NV | 4,424 | $48.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,293 | $47.1K | 0.00% | −104−2.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,901 | $42.8K | 0.00% | −202−4.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,666 | $40.2K | 0.01% | −24−0.7% | Reduced |
| Walleye Capital LLC | 3,410 | $37.4K | 0.00% | −47−1.4% | Reduced |
| GAMMA Investing LLC | 3,183 | $34.9K | 0.00% | +1,343+73.0% | Added |
| Jones Financial Companies LLLP | 3,177 | $34.5K | 0.00% | +2,437+329.3% | Added |
| LRI Investments, LLC | 2,995 | $32.8K | 0.00% | +467+18.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,833 | $31.1K | 0.00% | +374+15.2% | Added |
| McGuire Capital Advisors Inc | 2,284 | $25.0K | 0.02% | −1,067−31.8% | Reduced |
| International Assets Investment Management, LLC | 2,131 | $23.8K | 0.00% | +25+1.2% | Added |
| Bayforest Capital Ltd | 2,037 | $22.3K | 0.02% | +2,037 | New |
| Parallel Advisors, LLC | 1,966 | $21.5K | 0.00% | +352+21.8% | Added |
| Truvestments Capital LLC | 1,904 | $20.9K | 0.00% | +1,904 | New |
| Nisa Investment Advisors, LLC | 1,883 | $20.6K | 0.00% | +76+4.2% | Added |
| Clear Street Markets LLC | 1,458 | $16.0K | 0.01% | +557+61.8% | Added |
| Hantz Financial Services, Inc. | 1,289 | $14.0K | 0.00% | +1,012+365.3% | Added |
| Bell Investment Advisors, Inc | 1,264 | $13.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,117 | $12.2K | 0.00% | −104−8.5% | Reduced |
| Versant Capital Management, Inc | 1,093 | $12.0K | 0.00% | +383+53.9% | Added |
| Essential Partners LLC | 994 | $10.9K | 0.00% | +339+51.8% | Added |
| Farther Finance Advisors, LLC | 961 | $10.7K | 0.00% | −400−29.4% | Reduced |
| Kilter Group LLC | 770 | $8.44K | 0.00% | +770 | New |
| Bessemer Group Inc | 770 | $8.00K | 0.00% | −167−17.8% | Reduced |
| Signaturefd, LLC | 699 | $7.66K | 0.00% | −89−11.3% | Reduced |
| Los Angeles Capital Management LLC | 511 | $5.60K | 0.00% | −46,290−98.9% | Reduced |
| Triumph Capital Management | 500 | $5.48K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 476 | $5.22K | 0.00% | −158−24.9% | Reduced |
| Smartleaf Asset Management LLC | 393 | $4.15K | 0.00% | −474−54.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 342 | $3.75K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 333 | $3.65K | 0.00% | +75+29.1% | Added |
| Steward Partners Investment Advisory, LLC | 295 | $3.23K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 265 | $2.90K | 0.00% | −1,616−85.9% | Reduced |
| Umb Bank N A | 250 | $2.74K | 0.00% | −265−51.5% | Reduced |
| Salomon & Ludwin, LLC | 249 | $2.72K | 0.00% | −635−71.8% | Reduced |
| Advisory Services Network, LLC | 240 | $2.63K | 0.00% | +240 | New |
| Massmutual Trust Co FSB | 210 | $2.30K | 0.00% | +70+50.0% | Added |
| Huntington National Bank | 200 | $2.19K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 200 | $2.19K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 181 | $2.02K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 174 | $1.91K | 0.00% | −219−55.7% | Reduced |
| Brown Brothers Harriman & Co | 169 | $1.85K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 163 | $1.79K | 0.00% | −128−44.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 156 | $1.77K | 0.00% | +85+119.7% | Added |
| Rossby Financial, LCC | 154 | $1.72K | 0.00% | +154 | New |
| Private Wealth Management Group, LLC | 149 | $1.63K | 0.00% | −9−5.7% | Reduced |
| True Wealth Design, LLC | 136 | $1.49K | 0.00% | −81−37.3% | Reduced |
| 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 |
| Medallion Wealth Advisors, LLC | 99 | $1.08K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 96 | $1.05K | 0.00% | +96 | New |
| Bruce G. Allen Investments, LLC | 72 | $789 | 0.00% | +14+24.1% | Added |
| Northwestern Mutual Wealth Management Co | 68 | $745 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $548 | 0.00% | +50 | New |
| WPG Advisers, LLC | 46 | $504 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 45 | $494 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 44 | $482 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 41 | $449 | 0.00% | +41 | New |
| CoreCap Advisors, LLC | 35 | $384 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 26 | $285 | 0.00% | +26 | New |
| Torren Management, LLC | 22 | $241 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 15 | $164 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $132 | 0.00% | −23−65.7% | Reduced |
| Abound Wealth Management | 7 | $77 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $66 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 2 | $25 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $22 | 0.00% | +2 | New |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −2,025,000−100.0% | Sold out |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −1,030,754−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −541,259−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −541,073−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −301,573−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −269,640−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −168,627−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −117,168−100.0% | Sold out |