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 |
|---|---|---|---|---|---|
| Bridgefront Capital, LLC | 13,855 | $115.8K | 0.03% | +13,855 | New |
| Public Employees Retirement Association of Colorado | 13,354 | $112.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 13,146 | $109.9K | 0.00% | +13,146 | New |
| SRS Capital Advisors, Inc. | 12,936 | $108.1K | 0.00% | +12,936 | New |
| Two Sigma Securities, LLC | 12,721 | $106.3K | 0.01% | −8,644−40.5% | Reduced |
| First Trust Advisors LP | 11,771 | $98.4K | 0.00% | −352,573−96.8% | Reduced |
| Bank of Montreal | 11,665 | $97.5K | 0.00% | −813−6.5% | Reduced |
| Xponance, Inc. | 11,657 | $97.5K | 0.00% | +304+2.7% | Added |
| Walleye Capital LLC | 11,505 | $96.2K | 0.00% | +8,095+237.4% | Added |
| Merit Financial Group, LLC | 11,325 | $94.7K | 0.00% | +11,325 | New |
| EverSource Wealth Advisors, LLC | 11,199 | $93.6K | 0.00% | +2,240+25.0% | Added |
| Sanctuary Advisors, LLC | 10,988 | $91.9K | 0.00% | −137,676−92.6% | Reduced |
| Simplex Trading, LLC | 10,852 | $90.7K | 0.00% | +10,852 | New |
| Tower Research Capital LLC (TRC) | 10,819 | $90.4K | 0.00% | +363+3.5% | Added |
| Summit Global Investments | 10,662 | $89.0K | 0.00% | +10,662 | New |
| Ameritas Investment Partners, Inc. | 10,282 | $86.0K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 10,103 | $84.5K | 0.00% | +10,103 | New |
| Captrust Financial Advisors | 10,035 | $83.9K | 0.00% | +10,035 | New |
| Leo H. Evart, Inc. | 8,164 | $68.3K | 0.05% | −10−0.1% | Reduced |
| Walleye Trading LLC | 7,231 | $60.5K | 0.00% | −2,494−25.6% | Reduced |
| The PNC Financial Services Group, Inc. | 6,965 | $58.2K | 0.00% | +3,064+78.5% | Added |
| Aster Capital Management (DIFC) Ltd | 6,388 | $53.4K | 0.01% | +6,388 | New |
| LRI Investments, LLC | 5,797 | $48.5K | 0.00% | +2,802+93.6% | Added |
| Vestcor Inc | 4,913 | $41.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,575 | $38.2K | 0.00% | +1,392+43.7% | Added |
| KBC Group NV | 4,424 | $37.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 4,069 | $34.0K | 0.00% | +4,069 | New |
| IFP Advisors, Inc | 4,011 | $33.5K | 0.00% | −282−6.6% | Reduced |
| Covestor Ltd | 3,806 | $32.0K | 0.02% | −1,104−22.5% | Reduced |
| Advisor Group Holdings, Inc. | 3,777 | $31.6K | 0.00% | −748−16.5% | Reduced |
| SBI Securities Co., Ltd. | 3,599 | $30.1K | 0.00% | −4,390−55.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,167 | $26.5K | 0.01% | −499−13.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,627 | $22.0K | 0.00% | −206−7.3% | Reduced |
| Jones Financial Companies LLLP | 2,224 | $18.5K | 0.00% | −953−30.0% | Reduced |
| Hantz Financial Services, Inc. | 1,937 | $16.0K | 0.00% | +648+50.3% | Added |
| Nykredit A/S | 1,848 | $15.4K | 0.00% | +1,848 | New |
| Allworth Financial LP | 1,657 | $13.9K | 0.00% | +1,181+248.1% | Added |
| Kilter Group LLC | 1,588 | $13.3K | 0.00% | +818+106.2% | Added |
| Nisa Investment Advisors, LLC | 1,484 | $12.4K | 0.00% | −399−21.2% | Reduced |
| Salomon & Ludwin, LLC | 1,257 | $11.3K | 0.00% | +1,008+404.8% | Added |
| Truvestments Capital LLC | 1,348 | $11.3K | 0.00% | −556−29.2% | Reduced |
| Private Wealth Asset Management, LLC | 1,200 | $10.0K | 0.00% | +1,200 | New |
| Bell Investment Advisors, Inc | 1,180 | $9.87K | 0.00% | −84−6.6% | Reduced |
| Signaturefd, LLC | 1,057 | $8.84K | 0.00% | +358+51.2% | Added |
| Farther Finance Advisors, LLC | 1,012 | $8.45K | 0.00% | +51+5.3% | Added |
| True Wealth Design, LLC | 889 | $7.43K | 0.00% | +753+553.7% | Added |
| Bessemer Group Inc | 697 | $6.00K | 0.00% | −73−9.5% | Reduced |
| Umb Bank N A | 690 | $5.77K | 0.00% | +440+176.0% | Added |
| Larson Financial Group LLC | 621 | $5.19K | 0.00% | +421+210.5% | Added |
| Optiver Holding B.V. | 593 | $4.96K | 0.00% | +593 | New |
| Rothschild Investment LLC | 517 | $4.32K | 0.00% | +354+217.2% | Added |
| Fulcrum Asset Management LLP | 510 | $4.24K | 0.00% | +510 | New |
| Triumph Capital Management | 500 | $4.18K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 481 | $4.02K | 0.00% | −30−5.9% | Reduced |
| Versant Capital Management, Inc | 470 | $3.93K | 0.00% | −623−57.0% | Reduced |
| Parallel Advisors, LLC | 451 | $3.77K | 0.00% | −1,515−77.1% | Reduced |
| Smartleaf Asset Management LLC | 393 | $3.27K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 345 | $2.88K | 0.00% | +345 | New |
| Sachetta, LLC | 303 | $2.53K | 0.00% | +303 | New |
| Federation des caisses Desjardins du Quebec | 300 | $2.51K | 0.00% | −42−12.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 295 | $2.47K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 288 | $2.41K | 0.00% | −706−71.0% | Reduced |
| Rockefeller Capital Management L.P. | 265 | $2.21K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 250 | $2.09K | 0.00% | +238+1,983.3% | Added |
| Keating Financial Advisory Services, Inc. | 235 | $1.97K | 0.00% | +235 | New |
| Ameritas Advisory Services, LLC | 218 | $1.82K | 0.00% | +218 | New |
| Global Retirement Partners, LLC | 214 | $1.79K | 0.00% | +214 | New |
| Huntington National Bank | 200 | $1.67K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 181 | $1.51K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 156 | $1.38K | 0.00% | 00.0% | Unchanged |
| 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 |
| International Assets Investment Management, LLC | 131 | $1.18K | 0.00% | −2,000−93.9% | Reduced |
| 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 |
| Medallion Wealth Advisors, LLC | 99 | $828 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 93 | $777 | 0.00% | +93 | New |
| Silver Grove Financial Group, Inc. | 85 | $711 | 0.00% | +85 | New |
| Cape Investment Advisory, Inc. | 76 | $635 | 0.00% | +76 | New |
| Cedar Mountain Advisors, LLC | 74 | $619 | 0.00% | +74 | New |
| Northwestern Mutual Wealth Management Co | 68 | $568 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 64 | $535 | 0.00% | −24,851−99.7% | Reduced |
| Farmers & Merchants Investments Inc | 50 | $418 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 45 | $377 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 44 | $368 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 35 | $293 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 25 | $209 | 0.00% | +25 | New |
| Torren Management, LLC | 22 | $184 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 15 | $125 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 13 | $109 | 0.00% | +13 | New |
| Abound Wealth Management | 7 | $59 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $59 | 0.00% | +7 | New |
| Clearstead Advisors, LLC | 4 | $34 | 0.00% | +4 | New |
| GHP Investment Advisors, Inc. | 2 | $17 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2 | $17 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 1 | $8 | 0.00% | −5−83.3% | Reduced |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −1,570,560−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −871,228−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −387,912−100.0% | Sold out |