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 2026
Institutional positions in Upwork, Inc as of Jun 30, 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
- 297
- +9 vs. Q1 2026
- Shares held
- 126.6M
- −7.95M (−5.9%) vs. Q1 2026
- Total value
- $1.06B
- −$418.6M (−28.3%) vs. Q1 2026
- New holders
- 57
- 118 more added
- Sold out
- 48
- 87 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Upwork, Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 1 | $8 | 0.00% | −5−83.3% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $17 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2 | $17 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 4 | $34 | 0.00% | +4 | New |
| Abound Wealth Management | 7 | $59 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $59 | 0.00% | +7 | New |
| Gilpin Wealth Management, LLC | 13 | $109 | 0.00% | +13 | New |
| GWM Advisors LLC | 15 | $125 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 22 | $184 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 25 | $209 | 0.00% | +25 | New |
| CoreCap Advisors, LLC | 35 | $293 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 44 | $368 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 45 | $377 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $418 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 64 | $535 | 0.00% | −24,851−99.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 68 | $568 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 74 | $619 | 0.00% | +74 | New |
| Cape Investment Advisory, Inc. | 76 | $635 | 0.00% | +76 | New |
| Silver Grove Financial Group, Inc. | 85 | $711 | 0.00% | +85 | New |
| Continuum Advisory, LLC | 93 | $777 | 0.00% | +93 | New |
| Medallion Wealth Advisors, LLC | 99 | $828 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 100 | $836 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $836 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 100 | $836 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 131 | $1.18K | 0.00% | −2,000−93.9% | Reduced |
| Massmutual Trust Co FSB | 149 | $1.25K | 0.00% | −61−29.0% | Reduced |
| Private Wealth Management Group, LLC | 149 | $1.25K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 156 | $1.38K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 181 | $1.51K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $1.67K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 214 | $1.79K | 0.00% | +214 | New |
| Ameritas Advisory Services, LLC | 218 | $1.82K | 0.00% | +218 | New |
| Keating Financial Advisory Services, Inc. | 235 | $1.97K | 0.00% | +235 | New |
| SJS Investment Consulting Inc. | 250 | $2.09K | 0.00% | +238+1,983.3% | Added |
| Rockefeller Capital Management L.P. | 265 | $2.21K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 288 | $2.41K | 0.00% | −706−71.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 295 | $2.47K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $2.51K | 0.00% | −42−12.3% | Reduced |
| Sachetta, LLC | 303 | $2.53K | 0.00% | +303 | New |
| Quarry LP | 345 | $2.88K | 0.00% | +345 | New |
| Smartleaf Asset Management LLC | 393 | $3.27K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 451 | $3.77K | 0.00% | −1,515−77.1% | Reduced |
| Versant Capital Management, Inc | 470 | $3.93K | 0.00% | −623−57.0% | Reduced |
| Los Angeles Capital Management LLC | 481 | $4.02K | 0.00% | −30−5.9% | Reduced |
| Triumph Capital Management | 500 | $4.18K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 510 | $4.24K | 0.00% | +510 | New |
| Rothschild Investment LLC | 517 | $4.32K | 0.00% | +354+217.2% | Added |
| Optiver Holding B.V. | 593 | $4.96K | 0.00% | +593 | New |
| Larson Financial Group LLC | 621 | $5.19K | 0.00% | +421+210.5% | Added |
| Umb Bank N A | 690 | $5.77K | 0.00% | +440+176.0% | Added |
| Bessemer Group Inc | 697 | $6.00K | 0.00% | −73−9.5% | Reduced |
| True Wealth Design, LLC | 889 | $7.43K | 0.00% | +753+553.7% | Added |
| Farther Finance Advisors, LLC | 1,012 | $8.45K | 0.00% | +51+5.3% | Added |
| Signaturefd, LLC | 1,057 | $8.84K | 0.00% | +358+51.2% | Added |
| Bell Investment Advisors, Inc | 1,180 | $9.87K | 0.00% | −84−6.6% | Reduced |
| Private Wealth Asset Management, LLC | 1,200 | $10.0K | 0.00% | +1,200 | New |
| Truvestments Capital LLC | 1,348 | $11.3K | 0.00% | −556−29.2% | Reduced |
| Salomon & Ludwin, LLC | 1,257 | $11.3K | 0.00% | +1,008+404.8% | Added |
| Nisa Investment Advisors, LLC | 1,484 | $12.4K | 0.00% | −399−21.2% | Reduced |
| Kilter Group LLC | 1,588 | $13.3K | 0.00% | +818+106.2% | Added |
| Allworth Financial LP | 1,657 | $13.9K | 0.00% | +1,181+248.1% | Added |
| Nykredit A/S | 1,848 | $15.4K | 0.00% | +1,848 | New |
| Hantz Financial Services, Inc. | 1,937 | $16.0K | 0.00% | +648+50.3% | Added |
| Jones Financial Companies LLLP | 2,224 | $18.5K | 0.00% | −953−30.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,627 | $22.0K | 0.00% | −206−7.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,167 | $26.5K | 0.01% | −499−13.6% | Reduced |
| SBI Securities Co., Ltd. | 3,599 | $30.1K | 0.00% | −4,390−55.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,777 | $31.6K | 0.00% | −748−16.5% | Reduced |
| Covestor Ltd | 3,806 | $32.0K | 0.02% | −1,104−22.5% | Reduced |
| IFP Advisors, Inc | 4,011 | $33.5K | 0.00% | −282−6.6% | Reduced |
| HSBC Holdings PLC | 4,069 | $34.0K | 0.00% | +4,069 | New |
| KBC Group NV | 4,424 | $37.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,575 | $38.2K | 0.00% | +1,392+43.7% | Added |
| Vestcor Inc | 4,913 | $41.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 5,797 | $48.5K | 0.00% | +2,802+93.6% | Added |
| Aster Capital Management (DIFC) Ltd | 6,388 | $53.4K | 0.01% | +6,388 | New |
| The PNC Financial Services Group, Inc. | 6,965 | $58.2K | 0.00% | +3,064+78.5% | Added |
| Walleye Trading LLC | 7,231 | $60.5K | 0.00% | −2,494−25.6% | Reduced |
| Leo H. Evart, Inc. | 8,164 | $68.3K | 0.05% | −10−0.1% | Reduced |
| Captrust Financial Advisors | 10,035 | $83.9K | 0.00% | +10,035 | New |
| WealthPlan Investment Management, LLC | 10,103 | $84.5K | 0.00% | +10,103 | New |
| Ameritas Investment Partners, Inc. | 10,282 | $86.0K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 10,662 | $89.0K | 0.00% | +10,662 | New |
| Tower Research Capital LLC (TRC) | 10,819 | $90.4K | 0.00% | +363+3.5% | Added |
| Simplex Trading, LLC | 10,852 | $90.7K | 0.00% | +10,852 | New |
| Sanctuary Advisors, LLC | 10,988 | $91.9K | 0.00% | −137,676−92.6% | Reduced |
| EverSource Wealth Advisors, LLC | 11,199 | $93.6K | 0.00% | +2,240+25.0% | Added |
| Merit Financial Group, LLC | 11,325 | $94.7K | 0.00% | +11,325 | New |
| Walleye Capital LLC | 11,505 | $96.2K | 0.00% | +8,095+237.4% | Added |
| Xponance, Inc. | 11,657 | $97.5K | 0.00% | +304+2.7% | Added |
| Bank of Montreal | 11,665 | $97.5K | 0.00% | −813−6.5% | Reduced |
| First Trust Advisors LP | 11,771 | $98.4K | 0.00% | −352,573−96.8% | Reduced |
| Two Sigma Securities, LLC | 12,721 | $106.3K | 0.01% | −8,644−40.5% | Reduced |
| SRS Capital Advisors, Inc. | 12,936 | $108.1K | 0.00% | +12,936 | New |
| RSM US Wealth Management LLC | 13,146 | $109.9K | 0.00% | +13,146 | New |
| Public Employees Retirement Association of Colorado | 13,354 | $112.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 13,855 | $115.8K | 0.03% | +13,855 | New |
| Marshall Wace, LLP | 13,858 | $115.9K | 0.00% | +13,858 | New |
| Mutual of America Capital Management LLC | 14,148 | $118.3K | 0.00% | −804−5.4% | Reduced |
| Maridea Wealth Management LLC | 14,460 | $120.9K | 0.01% | +2,839+24.4% | Added |