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。
2024 年第 1 季 13F 持有人
Upwork, Inc 在 2024/3/31 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
- 250
- 較 2023 年第 4 季 −4 家
- 持有股數
- 1.01 億
- 較 2023 年第 4 季 −510.5 萬 (−4.8%)
- 總市值
- $12.4 億
- 較 2023 年第 4 季 −$3.40 億 (−21.5%)
- 新進機構
- 41
- 另有 95 家加碼
- 清倉機構
- 45
- 另有 84 家減碼
另有 4 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | −1−9.1% | 減碼 |
| FinTrust Capital Advisors, LLC | 2 | $25 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 10 | $123 | 0.00% | +10 | 新進 |
| Washington Trust Co | 20 | $245 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 23 | $282 | 0.00% | 00.0% | 不變 |
| Elequin Capital LP | 23 | $282 | 0.00% | +23 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $306 | 0.00% | +25 | 新進 |
| Versant Capital Management, Inc | 61 | $748 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 81 | $994 | 0.00% | +18+28.6% | 加碼 |
| Farther Finance Advisors, LLC | 82 | $1,001 | 0.00% | −5−5.7% | 減碼 |
| Globeflex Capital L P | 84 | $1,030 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 91 | $1,116 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 100 | $1,226 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 103 | $1,263 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 124 | $1,520 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 154 | $1,888 | 0.00% | −688−81.7% | 減碼 |
| Private Wealth Management Group, LLC | 158 | $1,938 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 514 | $6,000 | 0.00% | −350−40.5% | 減碼 |
| Banque Cantonale Vaudoise | 600 | $7,000 | 0.00% | 00.0% | 不變 |
| Macroview Investment Management LLC | 621 | $7,614 | 0.01% | +131+26.7% | 加碼 |
| Clearstead Advisors, LLC | 704 | $8,498 | 0.00% | +383+119.3% | 加碼 |
| Signaturefd, LLC | 719 | $8,815 | 0.00% | −92−11.3% | 減碼 |
| Quadrant Capital Group LLC | 1,149 | $1.41 萬 | 0.00% | −839−42.2% | 減碼 |
| Bell Investment Advisors, Inc | 1,267 | $1.55 萬 | 0.00% | −43−3.3% | 減碼 |
| National Bank of Canada | 1,558 | $1.86 萬 | 0.00% | −33−2.1% | 減碼 |
| Nisa Investment Advisors, LLC | 1,619 | $1.98 萬 | 0.00% | +80+5.2% | 加碼 |
| GWM Advisors LLC | 1,980 | $2.43 萬 | 0.00% | +1,940+4,850.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 2,057 | $2.52 萬 | 0.00% | +115+5.9% | 加碼 |
| Quarry LP | 2,130 | $2.61 萬 | 0.01% | +1,102+107.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,146 | $2.63 萬 | 0.00% | −141−6.2% | 減碼 |
| CWM, LLC | 2,605 | $3.20 萬 | 0.00% | −829−24.1% | 減碼 |
| KBC Group NV | 3,294 | $4.00 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 3,365 | $4.13 萬 | 0.00% | +1,051+45.4% | 加碼 |
| Jones Financial Companies LLLP | 3,422 | $4.20 萬 | 0.00% | +2,650+343.3% | 加碼 |
| Cutler Group LP | 3,926 | $4.80 萬 | 0.02% | +3,350+581.6% | 加碼 |
| Headlands Technologies LLC | 3,970 | $4.87 萬 | 0.01% | +3,970 | 新進 |
| Amalgamated Bank | 4,157 | $5.10 萬 | 0.00% | −13,676−76.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,549 | $5.58 萬 | 0.00% | −21,601−82.6% | 減碼 |
| Essex Investment Management Co LLC | 4,724 | $5.79 萬 | 0.01% | +1,700+56.2% | 加碼 |
| Lazard Asset Management LLC | 4,816 | $5.90 萬 | 0.00% | −1,466−23.3% | 減碼 |
| Glen Eagle Advisors, LLC | 5,000 | $6.13 萬 | 0.01% | +5,000 | 新進 |
| Harbour Investments, Inc. | 5,241 | $6.43 萬 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 5,988 | $7.34 萬 | 0.01% | +2,435+68.5% | 加碼 |
| Shell Asset Management Co | 8,060 | $8.70 萬 | 0.00% | +5,141+176.1% | 加碼 |
| Metropolitan Life Insurance Co | 7,103 | $8.71 萬 | 0.00% | −28−0.4% | 減碼 |
| Castleview Partners, LLC | 9,486 | $11.6 萬 | 0.06% | +9,486 | 新進 |
| SeaCrest Wealth Management, LLC | 10,000 | $12.3 萬 | 0.01% | 00.0% | 不變 |
| MML Investors Services, LLC | 10,300 | $12.6 萬 | 0.00% | −18,689−64.5% | 減碼 |
| Colony Group, LLC | 10,724 | $12.8 萬 | 0.00% | +10,724 | 新進 |
| Proequities, Inc. | 10,456 | $12.8 萬 | 0.01% | +1,049+11.2% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 10,649 | $13.1 萬 | 0.03% | +10,649 | 新進 |
| TCG Advisory Services, LLC | 10,740 | $13.2 萬 | 0.01% | +10,740 | 新進 |
| Simplex Trading, LLC | 11,164 | $13.6 萬 | 0.00% | −32,014−74.1% | 減碼 |
| Counterpoint Mutual Funds LLC | 11,511 | $14.1 萬 | 0.03% | +11,511 | 新進 |
| Vident Advisory, LLC | 12,055 | $14.8 萬 | 0.00% | +1,966+19.5% | 加碼 |
| Bristlecone Advisors, LLC | 12,286 | $15.1 萬 | 0.01% | +12,286 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,324 | $15.1 萬 | 0.00% | +12,324 | 新進 |
| Capstone Investment Advisors, LLC | 12,395 | $15.2 萬 | 0.00% | +12,395 | 新進 |
| nVerses Capital, LLC | 12,600 | $15.4 萬 | 0.37% | +12,600 | 新進 |
| Ameritas Investment Partners, Inc. | 12,952 | $15.9 萬 | 0.01% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 13,354 | $16.4 萬 | 0.00% | 00.0% | 不變 |
| Versor Investments LP | 13,399 | $16.4 萬 | 0.03% | −24,674−64.8% | 減碼 |
| Quest Partners LLC | 13,760 | $16.9 萬 | 0.03% | +13,379+3,511.5% | 加碼 |
| Stoneridge Investment Partners LLC | 13,822 | $16.9 萬 | 0.06% | +13,822 | 新進 |
| Pictet Asset Management Holding SA | 14,317 | $17.6 萬 | 0.00% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 14,336 | $17.6 萬 | 0.00% | 00.0% | 不變 |
| Waypoint Wealth Partners Inc. | 14,475 | $17.7 萬 | 0.05% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 14,510 | $17.8 萬 | 0.00% | +1,556+12.0% | 加碼 |
| Diversified Trust Co | 14,713 | $18.0 萬 | 0.01% | −1,642−10.0% | 減碼 |
| Engine Capital Management, LP | 14,937 | $18.3 萬 | 0.04% | 00.0% | 不變 |
| Nebula Research & Development LLC | 16,513 | $20.2 萬 | 0.04% | +16,513 | 新進 |
| Principal Financial Group Inc | 16,823 | $20.6 萬 | 0.00% | +2,457+17.1% | 加碼 |
| Advisor Group Holdings, Inc. | 16,880 | $20.7 萬 | 0.00% | +11,532+215.6% | 加碼 |
| ExodusPoint Capital Management, LP | 17,131 | $21.0 萬 | 0.00% | −77,024−81.8% | 減碼 |
| Petrus Trust Company, LTA | 17,139 | $21.0 萬 | 0.02% | +17,139 | 新進 |
| Brevan Howard Capital Management LP | 17,481 | $21.4 萬 | 0.02% | +1,672+10.6% | 加碼 |
| State of Wyoming | 17,554 | $21.5 萬 | 0.04% | +4,782+37.4% | 加碼 |
| Cornerstone Investment Partners, LLC | 17,839 | $21.9 萬 | 0.01% | +153+0.9% | 加碼 |
| Two Sigma Securities, LLC | 17,981 | $22.0 萬 | 0.01% | +17,981 | 新進 |
| Handelsbanken Fonder AB | 20,600 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| GTS Securities LLC | 20,832 | $25.5 萬 | 0.01% | +2,289+12.3% | 加碼 |
| Victory Capital Management Inc | 21,024 | $25.8 萬 | 0.00% | +4,824+29.8% | 加碼 |
| Occudo Quantitative Strategies LP | 21,248 | $26.1 萬 | 0.05% | −82,393−79.5% | 減碼 |
| ProShare Advisors LLC | 22,483 | $27.6 萬 | 0.00% | +1,771+8.6% | 加碼 |
| Point72 Asset Management, L.P. | 22,600 | $27.7 萬 | 0.00% | +22,600 | 新進 |
| Aigen Investment Management, LP | 22,603 | $27.7 萬 | 0.06% | −55,141−70.9% | 減碼 |
| Mackenzie Financial Corp | 24,585 | $30.1 萬 | 0.00% | +6,500+35.9% | 加碼 |
| Raymond James & Associates | 25,357 | $31.1 萬 | 0.00% | +4,370+20.8% | 加碼 |
| Teza Capital Management LLC | 25,827 | $31.7 萬 | 0.04% | +3,397+15.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,648 | $32.7 萬 | 0.00% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 27,452 | $33.7 萬 | 0.07% | −6,541−19.2% | 減碼 |
| American Century Companies Inc | 27,828 | $34.1 萬 | 0.00% | 00.0% | 不變 |
| Smith Group Asset Management, LLC | 28,972 | $35.5 萬 | 0.02% | +28,972 | 新進 |
| Y.D. More Investments Ltd | 29,340 | $36.0 萬 | 0.06% | +29,340 | 新進 |
| Prelude Capital Management, LLC | 30,662 | $37.6 萬 | 0.03% | +30,662 | 新進 |
| Keebeck Alpha, LP | 31,610 | $38.8 萬 | 0.25% | +14,013+79.6% | 加碼 |
| Premier Fund Managers Ltd | 32,114 | $39.4 萬 | 0.02% | −5,262−14.1% | 減碼 |
| Duality Advisers, LP | 32,614 | $40.0 萬 | 0.04% | −5,245−13.9% | 減碼 |
| Parallax Volatility Advisers, L.P. | 32,861 | $40.3 萬 | 0.01% | +32,861 | 新進 |