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 2 季 13F 持有人
Upwork, Inc 在 2024/6/30 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
- 250
- 較 2024 年第 1 季 +3 家
- 持有股數
- 1.04 億
- 較 2024 年第 1 季 +315.2 萬 (+3.1%)
- 總市值
- $11.2 億
- 較 2024 年第 1 季 −$1.19 億 (−9.6%)
- 新進機構
- 46
- 另有 93 家加碼
- 清倉機構
- 43
- 另有 79 家減碼
另有 3 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 2 | $22 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 6 | $65 | 0.00% | +6 | 新進 |
| Smartleaf Asset Management LLC | 16 | $169 | 0.00% | +16 | 新進 |
| Washington Trust Co | 20 | $215 | 0.00% | 00.0% | 不變 |
| Planning Capital Management Corp | 20 | $215 | 0.00% | +20 | 新進 |
| Rothschild Investment LLC | 50 | $538 | 0.00% | +40+400.0% | 加碼 |
| Versant Capital Management, Inc | 61 | $656 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 63 | $721 | 0.00% | −18−22.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 66 | $800 | 0.00% | +66 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 100 | $1,000 | 0.00% | −414−80.5% | 減碼 |
| Innealta Capital, LLC | 94 | $1,011 | 0.00% | +94 | 新進 |
| IFP Advisors, Inc | 100 | $1,075 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 119 | $1,279 | 0.00% | +119 | 新進 |
| Farther Finance Advisors, LLC | 154 | $1,645 | 0.00% | +72+87.8% | 加碼 |
| Private Wealth Management Group, LLC | 158 | $1,699 | 0.00% | 00.0% | 不變 |
| Mather Group, LLC. | 150 | $1,839 | 0.00% | +150 | 新進 |
| GAMMA Investing LLC | 224 | $2,408 | 0.00% | +100+80.6% | 加碼 |
| Lindbrook Capital, LLC | 237 | $2,548 | 0.00% | +83+53.9% | 加碼 |
| nVerses Capital, LLC | 300 | $3,225 | 0.00% | −12,300−97.6% | 減碼 |
| Comerica Bank | 322 | $3,462 | 0.00% | −74,425−99.6% | 減碼 |
| Global Retirement Partners, LLC | 554 | $5,956 | 0.00% | +531+2,308.7% | 加碼 |
| Banque Cantonale Vaudoise | 600 | $6,000 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 704 | $7,568 | 0.00% | 00.0% | 不變 |
| Macroview Investment Management LLC | 726 | $7,805 | 0.01% | +105+16.9% | 加碼 |
| Signaturefd, LLC | 907 | $9,750 | 0.00% | +188+26.1% | 加碼 |
| Quadrant Capital Group LLC | 1,102 | $1.18 萬 | 0.00% | −47−4.1% | 減碼 |
| Bell Investment Advisors, Inc | 1,222 | $1.31 萬 | 0.00% | −45−3.6% | 減碼 |
| Optiver Holding B.V. | 1,289 | $1.39 萬 | 0.00% | +1,289 | 新進 |
| Ronald Blue Trust, Inc. | 1,183 | $1.45 萬 | 0.00% | +1,183 | 新進 |
| National Bank of Canada | 1,558 | $1.65 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,544 | $1.66 萬 | 0.00% | +1,453+1,596.7% | 加碼 |
| Coppell Advisory Solutions LLC | 1,777 | $1.91 萬 | 0.00% | +1,777 | 新進 |
| Nisa Investment Advisors, LLC | 1,785 | $1.92 萬 | 0.00% | +166+10.3% | 加碼 |
| GWM Advisors LLC | 1,980 | $2.13 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 2,057 | $2.21 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 2,330 | $2.50 萬 | 0.00% | +2,330 | 新進 |
| The PNC Financial Services Group, Inc. | 2,342 | $2.52 萬 | 0.00% | +196+9.1% | 加碼 |
| Plato Investment Management Ltd | 2,531 | $2.72 萬 | 0.00% | +2,531 | 新進 |
| Jones Financial Companies LLLP | 2,541 | $2.73 萬 | 0.00% | −881−25.7% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 2,700 | $2.90 萬 | 0.00% | +2,700 | 新進 |
| Proequities, Inc. | 2,807 | $3.02 萬 | 0.00% | −7,649−73.2% | 減碼 |
| KBC Group NV | 3,294 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 3,429 | $3.70 萬 | 0.00% | +824+31.6% | 加碼 |
| Huntington National Bank | 3,863 | $4.15 萬 | 0.00% | +498+14.8% | 加碼 |
| Headlands Technologies LLC | 3,932 | $4.23 萬 | 0.00% | −38−1.0% | 減碼 |
| Glen Eagle Advisors, LLC | 4,000 | $4.30 萬 | 0.01% | −1,000−20.0% | 減碼 |
| Quarry LP | 4,350 | $4.68 萬 | 0.02% | +2,220+104.2% | 加碼 |
| Amalgamated Bank | 4,393 | $4.70 萬 | 0.00% | +236+5.7% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 4,413 | $4.74 萬 | 0.01% | −6,236−58.6% | 減碼 |
| Lazard Asset Management LLC | 4,816 | $5.10 萬 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 4,792 | $5.15 萬 | 0.01% | −1,196−20.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 4,987 | $5.36 萬 | 0.00% | +4,987 | 新進 |
| Walleye Trading LLC | 5,401 | $5.81 萬 | 0.00% | +5,401 | 新進 |
| Harbour Investments, Inc. | 5,754 | $6.19 萬 | 0.00% | +513+9.8% | 加碼 |
| Russell Investments Group, Ltd. | 6,183 | $6.65 萬 | 0.00% | −62,348−91.0% | 減碼 |
| State of Wyoming | 7,035 | $7.56 萬 | 0.01% | −10,519−59.9% | 減碼 |
| DekaBank Deutsche Girozentrale | 9,698 | $10.4 萬 | 0.00% | +9,698 | 新進 |
| Advisor Group Holdings, Inc. | 9,890 | $10.6 萬 | 0.00% | −6,990−41.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 10,000 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| Vident Advisory, LLC | 10,017 | $10.8 萬 | 0.00% | −2,038−16.9% | 減碼 |
| Semanteon Capital Management, LP | 10,137 | $10.9 萬 | 0.08% | −50,799−83.4% | 減碼 |
| Numerai GP LLC | 10,878 | $11.7 萬 | 0.04% | +10,878 | 新進 |
| Colony Group, LLC | 10,724 | $12.3 萬 | 0.00% | 00.0% | 不變 |
| New York State Teachers Retirement System | 11,453 | $12.3 萬 | 0.00% | +11,453 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 11,513 | $12.4 萬 | 0.00% | −2,997−20.7% | 減碼 |
| Citizens Financial Group Inc | 11,590 | $12.5 萬 | 0.00% | +11,590 | 新進 |
| MML Investors Services, LLC | 11,588 | $12.5 萬 | 0.00% | +1,288+12.5% | 加碼 |
| EntryPoint Capital, LLC | 12,181 | $13.1 萬 | 0.06% | +12,181 | 新進 |
| Ameritas Investment Partners, Inc. | 12,952 | $13.9 萬 | 0.00% | 00.0% | 不變 |
| MQS Management LLC | 13,272 | $14.3 萬 | 0.09% | +13,272 | 新進 |
| Cetera Investment Advisers | 13,391 | $14.4 萬 | 0.00% | +13,391 | 新進 |
| Public Employees Retirement Association of Colorado | 13,354 | $14.4 萬 | 0.00% | 00.0% | 不變 |
| Ethic Inc. | 13,687 | $14.7 萬 | 0.00% | +13,687 | 新進 |
| Stoneridge Investment Partners LLC | 13,822 | $14.9 萬 | 0.06% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 14,436 | $15.5 萬 | 0.00% | +100+0.7% | 加碼 |
| Pictet Asset Management Holding SA | 14,540 | $15.6 萬 | 0.00% | +223+1.6% | 加碼 |
| Bayesian Capital Management, LP | 14,545 | $15.6 萬 | 0.02% | −31,700−68.5% | 減碼 |
| GTS Securities LLC | 14,830 | $15.9 萬 | 0.00% | −6,002−28.8% | 減碼 |
| Cornerstone Investment Partners, LLC | 16,504 | $17.7 萬 | 0.01% | −1,335−7.5% | 減碼 |
| Principal Financial Group Inc | 16,827 | $18.1 萬 | 0.00% | +40.0% | 加碼 |
| Fox Run Management, L.L.C. | 17,237 | $18.5 萬 | 0.03% | −10,215−37.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 17,593 | $18.9 萬 | 0.00% | +17,593 | 新進 |
| Occudo Quantitative Strategies LP | 18,518 | $19.9 萬 | 0.04% | −2,730−12.8% | 減碼 |
| XTX Topco Ltd | 20,267 | $21.8 萬 | 0.02% | +20,267 | 新進 |
| Quadrature Capital Ltd | 20,486 | $22.0 萬 | 0.00% | +20,486 | 新進 |
| Tower Research Capital LLC (TRC) | 20,448 | $22.0 萬 | 0.00% | +15,899+349.5% | 加碼 |
| Handelsbanken Fonder AB | 21,700 | $23.3 萬 | 0.00% | +1,100+5.3% | 加碼 |
| Point72 Asset Management, L.P. | 21,740 | $23.4 萬 | 0.00% | −860−3.8% | 減碼 |
| Aigen Investment Management, LP | 22,155 | $23.8 萬 | 0.05% | −448−2.0% | 減碼 |
| CI Private Wealth, LLC | 22,662 | $24.4 萬 | 0.00% | −53,099−70.1% | 減碼 |
| Bristlecone Advisors, LLC | 23,231 | $25.0 萬 | 0.02% | +10,945+89.1% | 加碼 |
| Quest Partners LLC | 23,310 | $25.1 萬 | 0.03% | +9,550+69.4% | 加碼 |
| Simplex Trading, LLC | 24,692 | $26.5 萬 | 0.01% | +13,528+121.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,648 | $28.6 萬 | 0.00% | 00.0% | 不變 |
| Axq Capital, LP | 26,810 | $28.8 萬 | 0.07% | −11,190−29.4% | 減碼 |
| Point72 Hong Kong Ltd | 27,545 | $29.6 萬 | 0.02% | −24,381−47.0% | 減碼 |
| Smith Group Asset Management, LLC | 29,146 | $31.3 萬 | 0.03% | +174+0.6% | 加碼 |
| Par Capital Management Inc | 30,000 | $32.3 萬 | 0.01% | +30,000 | 新進 |
| Premier Fund Managers Ltd | 32,114 | $34.0 萬 | 0.01% | 00.0% | 不變 |