Upwork, Inc
UPWK- 交易所
- Nasdaq
- 產業
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001627475
近 90 天,Upwork, Inc 內部人申報 0 筆公開市場買進、8 筆賣出;2026 年第 2 季末有 297 家機構在 13F 申報持有,市值合計 $10.6 億;沒有大師持有。
2023 年第 3 季 13F 持有人
Upwork, Inc 在 2023/9/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 232
- 較 2023 年第 2 季 +21 家
- 持有股數
- 1.06 億
- 較 2023 年第 2 季 +268.1 萬 (+2.6%)
- 總市值
- $12.4 億
- 較 2023 年第 2 季 +$2.81 億 (+29.3%)
- 新進機構
- 45
- 另有 83 家加碼
- 清倉機構
- 24
- 另有 71 家減碼
另有 3 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 UPWK 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 297 | $10.6 億 |
| 2026 年第 1 季 | 292 | $14.8 億 |
| 2025 年第 4 季 | 305 | $26.8 億 |
| 2025 年第 3 季 | 277 | $22.7 億 |
| 2025 年第 2 季 | 269 | $15.8 億 |
| 2025 年第 1 季 | 279 | $15.3 億 |
| 2024 年第 4 季 | 254 | $18.0 億 |
| 2024 年第 3 季 | 221 | $10.9 億 |
| 2024 年第 2 季 | 250 | $11.2 億 |
| 2024 年第 1 季 | 250 | $12.4 億 |
| 2023 年第 4 季 | 258 | $15.8 億 |
| 2023 年第 3 季 | 232 | $12.4 億 |
| 2023 年第 2 季 | 214 | $9.60 億 |
| 2023 年第 1 季 | 230 | $10.8 億 |
| 2022 年第 4 季 | 219 | $10.2 億 |
| 2022 年第 3 季 | 228 | $13.6 億 |
| 2022 年第 2 季 | 227 | $21.0 億 |
| 2022 年第 1 季 | 235 | $22.7 億 |
| 2021 年第 4 季 | 271 | $32.7 億 |
| 2021 年第 3 季 | 280 | $42.0 億 |
| 2021 年第 2 季 | 269 | $50.7 億 |
| 2021 年第 1 季 | 270 | $37.7 億 |
2023 年第 3 季持有機構
每家機構持有 Upwork, Inc 的股數、市值與佔組合比重;股數變化跟 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 12 | $0 | 0.00% | −1,353−99.1% | 減碼 |
| FinTrust Capital Advisors, LLC | 2 | $23 | 0.00% | 00.0% | 不變 |
| Your Advocates Ltd., LLP | 10 | $114 | 0.00% | +10 | 新進 |
| CNB Bank | 16 | $182 | 0.00% | +16 | 新進 |
| Washington Trust Co | 20 | $227 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 23 | $251 | 0.00% | 00.0% | 不變 |
| Creative Planning | 25 | $284 | 0.00% | +25 | 新進 |
| Parallel Advisors, LLC | 44 | $500 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 53 | $602 | 0.00% | −117−68.8% | 減碼 |
| Versant Capital Management, Inc | 61 | $693 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 73 | $830 | 0.00% | +10+15.9% | 加碼 |
| Baker Avenue Asset Management, LP | 79 | $897 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 82 | $932 | 0.00% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 88 | $1,000 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 100 | $1,136 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 103 | $1,170 | 0.00% | −339−76.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 138 | $1,568 | 0.00% | +128+1,280.0% | 加碼 |
| Glassman Wealth Services | 139 | $1,579 | 0.00% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 171 | $1,942 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Chesapeake Asset Management LLC | 200 | $2,272 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 200 | $2,272 | 0.00% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 600 | $7,000 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 719 | $8,168 | 0.00% | +59+8.9% | 加碼 |
| Lindbrook Capital, LLC | 991 | $1.13 萬 | 0.00% | +189+23.6% | 加碼 |
| Quadrant Capital Group LLC | 1,185 | $1.35 萬 | 0.00% | +35+3.0% | 加碼 |
| Bell Investment Advisors, Inc | 1,265 | $1.44 萬 | 0.00% | +43+3.5% | 加碼 |
| Huntington National Bank | 1,434 | $1.63 萬 | 0.00% | +777+118.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,542 | $1.75 萬 | 0.00% | +775+101.0% | 加碼 |
| KBC Group NV | 1,657 | $1.90 萬 | 0.00% | +1,657 | 新進 |
| National Bank of Canada | 1,695 | $1.95 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 2,030 | $2.30 萬 | 0.00% | −334−14.1% | 減碼 |
| Quarry LP | 2,052 | $2.33 萬 | 0.02% | +1,420+224.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,287 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 2,293 | $2.60 萬 | 0.00% | −32,715−93.5% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 2,700 | $3.10 萬 | 0.00% | −25−0.9% | 減碼 |
| Franklin Resources Inc | 3,382 | $3.84 萬 | 0.00% | −55,506−94.3% | 減碼 |
| Advisor Group Holdings, Inc. | 3,781 | $4.29 萬 | 0.00% | +454+13.6% | 加碼 |
| Shell Asset Management Co | 3,775 | $4.30 萬 | 0.00% | −59−1.5% | 減碼 |
| Leonteq Securities AG | 3,852 | $4.38 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 4,255 | $4.83 萬 | 0.00% | +25+0.6% | 加碼 |
| CWM, LLC | 4,323 | $4.90 萬 | 0.00% | +2,236+107.1% | 加碼 |
| Essex Investment Management Co LLC | 5,172 | $5.88 萬 | 0.01% | −1,789−25.7% | 減碼 |
| Harbour Investments, Inc. | 5,730 | $6.51 萬 | 0.00% | +15+0.3% | 加碼 |
| Metropolitan Life Insurance Co | 7,131 | $8.10 萬 | 0.00% | +444+6.6% | 加碼 |
| Russell Investments Group, Ltd. | 8,308 | $9.44 萬 | 0.00% | +5,708+219.5% | 加碼 |
| Empire Life Investments Inc. | 9,092 | $10.3 萬 | 0.01% | −104−1.1% | 減碼 |
| Parallax Volatility Advisers, L.P. | 10,000 | $11.4 萬 | 0.00% | −10,153−50.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 10,154 | $11.5 萬 | 0.01% | −216−2.1% | 減碼 |
| Two Sigma Securities, LLC | 10,198 | $11.6 萬 | 0.01% | +10,198 | 新進 |
| Wade G W & Inc | 10,724 | $12.2 萬 | 0.00% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 10,810 | $12.3 萬 | 0.00% | +10,810 | 新進 |
| Walleye Trading LLC | 11,596 | $13.2 萬 | 0.00% | +7,849+209.5% | 加碼 |
| Mercer Global Advisors Inc | 11,617 | $13.2 萬 | 0.00% | +11,617 | 新進 |
| Sherbrooke Park Advisers LLC | 11,864 | $13.5 萬 | 0.04% | +11,864 | 新進 |
| Jefferies Financial Group Inc. | 12,040 | $13.7 萬 | 0.00% | −4,873−28.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 12,301 | $14.0 萬 | 0.01% | +2,077+20.3% | 加碼 |
| Dynamic Technology Lab Private Ltd | 12,290 | $14.0 萬 | 0.01% | +12,290 | 新進 |
| Woodline Partners LP | 13,019 | $14.8 萬 | 0.00% | −62,207−82.7% | 減碼 |
| Victory Capital Management Inc | 13,044 | $14.8 萬 | 0.00% | +425+3.4% | 加碼 |
| Principal Financial Group Inc | 13,060 | $14.8 萬 | 0.00% | −1,554−10.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 13,354 | $15.2 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 13,680 | $15.5 萬 | 0.00% | −18,841−57.9% | 減碼 |
| Oak Thistle LLC | 13,937 | $15.8 萬 | 0.05% | +13,937 | 新進 |
| XTX Topco Ltd | 13,938 | $15.8 萬 | 0.03% | −6,458−31.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 14,027 | $16.1 萬 | 0.00% | +666+5.0% | 加碼 |
| Toroso Investments, LLC | 14,246 | $16.2 萬 | 0.00% | −662−4.4% | 減碼 |
| Fox Run Management, L.L.C. | 14,415 | $16.4 萬 | 0.05% | +14,415 | 新進 |
| Waypoint Wealth Partners Inc. | 14,475 | $16.4 萬 | 0.06% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 14,630 | $16.6 萬 | 0.01% | +14,630 | 新進 |
| Engine Capital Management, LP | 14,937 | $17.0 萬 | 0.04% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 15,324 | $17.4 萬 | 0.01% | 00.0% | 不變 |
| LPL Financial LLC | 15,427 | $17.5 萬 | 0.00% | +15,427 | 新進 |
| ProShare Advisors LLC | 16,083 | $18.3 萬 | 0.00% | −19−0.1% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 16,575 | $18.8 萬 | 0.03% | +16,575 | 新進 |
| Axq Capital, LP | 16,600 | $18.9 萬 | 0.07% | +16,600 | 新進 |
| ExodusPoint Capital Management, LP | 16,594 | $18.9 萬 | 0.00% | −197,313−92.2% | 減碼 |
| STRS Ohio | 17,500 | $19.8 萬 | 0.00% | +17,500 | 新進 |
| Cornerstone Investment Partners, LLC | 17,686 | $20.1 萬 | 0.01% | −1,475−7.7% | 減碼 |
| Stifel Financial Corp | 18,299 | $20.8 萬 | 0.00% | −14,341−43.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 18,497 | $21.0 萬 | 0.00% | +18,497 | 新進 |
| Diversified Trust Co | 18,681 | $21.2 萬 | 0.01% | −9,073−32.7% | 減碼 |
| Amalgamated Bank | 18,748 | $21.3 萬 | 0.00% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 20,045 | $22.8 萬 | 0.03% | +20,045 | 新進 |
| Handelsbanken Fonder AB | 20,600 | $23.4 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 22,473 | $25.5 萬 | 0.01% | +20,137+862.0% | 加碼 |
| Teza Capital Management LLC | 23,410 | $26.6 萬 | 0.04% | +11,255+92.6% | 加碼 |
| State of Wisconsin Investment Board | 23,662 | $26.9 萬 | 0.00% | −12,164−34.0% | 減碼 |
| Virtu Financial LLC | 25,072 | $28.5 萬 | 0.03% | +25,072 | 新進 |
| Vident Advisory, LLC | 26,396 | $30.0 萬 | 0.01% | +26,396 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,648 | $30.3 萬 | 0.00% | +6,683+33.5% | 加碼 |
| J. Goldman & Co LP | 27,750 | $31.5 萬 | 0.02% | +27,750 | 新進 |
| American Century Companies Inc | 27,828 | $31.6 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 30,041 | $34.1 萬 | 0.00% | −550−1.8% | 減碼 |
| Advisory Research Inc | 31,435 | $35.7 萬 | 0.05% | +31,435 | 新進 |
| Wells Fargo & Company | 32,978 | $37.5 萬 | 0.00% | −26,780−44.8% | 減碼 |
| Versor Investments LP | 33,067 | $37.6 萬 | 0.08% | +7,967+31.7% | 加碼 |
| Gotham Asset Management, LLC | 33,692 | $38.3 萬 | 0.01% | +33,692 | 新進 |
| Arizona State Retirement System | 34,201 | $38.9 萬 | 0.00% | +712+2.1% | 加碼 |
| Synergy Financial Group, LTD | 34,976 | $39.7 萬 | 0.55% | −431−1.2% | 減碼 |