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 3 季 13F 持有人
Upwork, Inc 在 2024/9/30 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
- 221
- 較 2024 年第 2 季 −24 家
- 持有股數
- 1.04 億
- 較 2024 年第 2 季 +1,106 萬 (+11.9%)
- 總市值
- $10.9 億
- 較 2024 年第 2 季 +$8,808 萬 (+8.8%)
- 新進機構
- 41
- 另有 68 家加碼
- 清倉機構
- 65
- 另有 84 家減碼
另有 5 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 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 | $21 | 0.00% | 00.0% | 不變 |
| Elequin Capital LP | 5 | $52 | 0.00% | +5 | 新進 |
| Washington Trust Co | 20 | $209 | 0.00% | 00.0% | 不變 |
| Planning Capital Management Corp | 20 | $209 | 0.00% | 00.0% | 不變 |
| Founders Capital Management | 20 | $209 | 0.00% | +20 | 新進 |
| Versant Capital Management, Inc | 61 | $637 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 67 | $700 | 0.00% | −170−71.7% | 減碼 |
| True Wealth Design, LLC | 77 | $805 | 0.00% | +77 | 新進 |
| Allworth Financial LP | 84 | $878 | 0.00% | +21+33.3% | 加碼 |
| Rothschild Investment LLC | 85 | $888 | 0.00% | +35+70.0% | 加碼 |
| Fifth Third Bancorp | 91 | $951 | 0.00% | +91 | 新進 |
| Bessemer Group Inc | 110 | $1,000 | 0.00% | +110 | 新進 |
| Eastern Bank | 100 | $1,045 | 0.00% | +100 | 新進 |
| Sterling Capital Management LLC | 127 | $1,327 | 0.00% | +127 | 新進 |
| GAMMA Investing LLC | 138 | $1,442 | 0.00% | −86−38.4% | 減碼 |
| Sound Income Strategies, LLC | 140 | $1,463 | 0.00% | −2,190−94.0% | 減碼 |
| Private Wealth Management Group, LLC | 158 | $1,652 | 0.00% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 164 | $1,714 | 0.00% | +164 | 新進 |
| Optiver Holding B.V. | 179 | $1,871 | 0.00% | −1,110−86.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 264 | $2,759 | 0.00% | +264 | 新進 |
| Comerica Bank | 322 | $3,365 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 391 | $4,086 | 0.00% | −5,792−93.7% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 399 | $4,170 | 0.00% | +399 | 新進 |
| Point72 (DIFC) Ltd | 483 | $5,052 | 0.00% | +483 | 新進 |
| Proequities, Inc. | 507 | $5,298 | 0.00% | −2,300−81.9% | 減碼 |
| Farther Finance Advisors, LLC | 519 | $5,424 | 0.00% | +365+237.0% | 加碼 |
| Aquatic Capital Management LLC | 600 | $6,270 | 0.00% | +600 | 新進 |
| NewSquare Capital LLC | 705 | $7,367 | 0.00% | +705 | 新進 |
| Signaturefd, LLC | 758 | $7,921 | 0.00% | −149−16.4% | 減碼 |
| Bank of Montreal | 1,073 | $1.13 萬 | 0.00% | +1,073 | 新進 |
| Bell Investment Advisors, Inc | 1,222 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,300 | $1.36 萬 | 0.00% | +198+18.0% | 加碼 |
| Parallel Advisors, LLC | 1,614 | $1.69 萬 | 0.00% | +70+4.5% | 加碼 |
| National Bank of Canada | 1,818 | $1.90 萬 | 0.00% | +260+16.7% | 加碼 |
| Ronald Blue Trust, Inc. | 1,890 | $2.03 萬 | 0.00% | +707+59.8% | 加碼 |
| IFP Advisors, Inc | 1,961 | $2.05 萬 | 0.00% | +1,861+1,861.0% | 加碼 |
| GWM Advisors LLC | 1,980 | $2.07 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 2,057 | $2.15 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 2,075 | $2.17 萬 | 0.00% | +290+16.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,106 | $2.20 萬 | 0.00% | −236−10.1% | 減碼 |
| Jones Financial Companies LLLP | 2,626 | $2.77 萬 | 0.00% | +85+3.3% | 加碼 |
| Amalgamated Bank | 4,393 | $4.60 萬 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 4,606 | $4.81 萬 | 0.01% | −186−3.9% | 減碼 |
| KBC Group NV | 4,791 | $5.00 萬 | 0.00% | +1,497+45.4% | 加碼 |
| Federated Hermes, Inc. | 5,171 | $5.40 萬 | 0.00% | −313,488−98.4% | 減碼 |
| Harbour Investments, Inc. | 5,358 | $5.60 萬 | 0.00% | −396−6.9% | 減碼 |
| CWM, LLC | 5,896 | $6.20 萬 | 0.00% | +2,467+71.9% | 加碼 |
| Advisor Group Holdings, Inc. | 6,114 | $6.39 萬 | 0.00% | −3,776−38.2% | 減碼 |
| Quarry LP | 6,201 | $6.48 萬 | 0.02% | +1,851+42.6% | 加碼 |
| Canada Pension Plan Investment Board | 6,500 | $6.79 萬 | 0.00% | −300,400−97.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 6,946 | $7.26 萬 | 0.00% | −13,502−66.0% | 減碼 |
| FMR LLC | 7,264 | $7.59 萬 | 0.00% | −158,644−95.6% | 減碼 |
| PEAK6 Investments LLC | 7,370 | $7.70 萬 | 0.00% | +7,370 | 新進 |
| Shell Asset Management Co | 7,619 | $8.00 萬 | 0.00% | +7,619 | 新進 |
| Quest Partners LLC | 8,381 | $8.76 萬 | 0.01% | −14,929−64.0% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 8,700 | $9.08 萬 | 0.00% | +8,700 | 新進 |
| SeaCrest Wealth Management, LLC | 10,000 | $10.4 萬 | 0.01% | 00.0% | 不變 |
| Prudential Financial Inc | 10,307 | $10.8 萬 | 0.00% | −449,365−97.8% | 減碼 |
| HighTower Advisors, LLC | 11,036 | $11.5 萬 | 0.00% | −65,811−85.6% | 減碼 |
| Man Group plc | 11,033 | $11.5 萬 | 0.00% | −31,273−73.9% | 減碼 |
| New York State Teachers Retirement System | 11,453 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Principal Financial Group Inc | 11,663 | $12.2 萬 | 0.00% | −5,164−30.7% | 減碼 |
| Occudo Quantitative Strategies LP | 11,762 | $12.3 萬 | 0.02% | −6,756−36.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 12,952 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 13,354 | $14.0 萬 | 0.00% | 00.0% | 不變 |
| Citizens Financial Group Inc | 13,719 | $14.3 萬 | 0.00% | +2,129+18.4% | 加碼 |
| Stoneridge Investment Partners LLC | 13,822 | $14.4 萬 | 0.05% | 00.0% | 不變 |
| State of Wyoming | 14,542 | $15.2 萬 | 0.02% | +7,507+106.7% | 加碼 |
| Point72 Hong Kong Ltd | 16,116 | $16.8 萬 | 0.01% | −11,429−41.5% | 減碼 |
| Cornercap Investment Counsel Inc | 16,334 | $17.1 萬 | 0.05% | −19,940−55.0% | 減碼 |
| Cornerstone Investment Partners, LLC | 17,061 | $17.8 萬 | 0.01% | +557+3.4% | 加碼 |
| Sherbrooke Park Advisers LLC | 17,347 | $18.1 萬 | 0.04% | −77,674−81.7% | 減碼 |
| Pictet Asset Management Holding SA | 18,934 | $19.8 萬 | 0.00% | +4,394+30.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 19,125 | $20.0 萬 | 0.00% | −13,693−41.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 19,160 | $20.0 萬 | 0.00% | −686,696−97.3% | 減碼 |
| Creative Planning | 19,855 | $20.7 萬 | 0.00% | +19,855 | 新進 |
| Keebeck Alpha, LP | 19,867 | $20.8 萬 | 0.14% | +19,867 | 新進 |
| Bridgefront Capital, LLC | 20,416 | $21.3 萬 | 0.08% | +20,416 | 新進 |
| Prelude Capital Management, LLC | 21,167 | $22.1 萬 | 0.02% | +21,167 | 新進 |
| CI Private Wealth, LLC | 22,711 | $23.7 萬 | 0.00% | +49+0.2% | 加碼 |
| ProShare Advisors LLC | 23,539 | $24.6 萬 | 0.00% | −9,979−29.8% | 減碼 |
| Teza Capital Management LLC | 24,464 | $25.6 萬 | 0.03% | +24,464 | 新進 |
| Mesirow Financial Investment Management, Inc. | 25,469 | $26.6 萬 | 0.01% | +25,469 | 新進 |
| Eschler Asset Management LLP | 25,500 | $26.6 萬 | 0.40% | +25,500 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,648 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| Holocene Advisors, LP | 26,975 | $28.2 萬 | 0.00% | +26,975 | 新進 |
| US Bancorp | 27,134 | $28.4 萬 | 0.00% | −26,754−49.6% | 減碼 |
| Commonwealth Equity Services, LLC | 29,660 | $31.0 萬 | 0.00% | −3,250−9.9% | 減碼 |
| Mizuho Markets Americas LLC | 30,443 | $31.8 萬 | 0.01% | −20,000−39.6% | 減碼 |
| O'Brien Wealth Partners LLC | 30,564 | $31.9 萬 | 0.06% | −8,750−22.3% | 減碼 |
| Synergy Financial Group, LTD | 33,815 | $35.3 萬 | 0.34% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 34,009 | $35.5 萬 | 0.02% | +34,009 | 新進 |
| Phoenix Holdings Ltd. | 35,000 | $36.6 萬 | 0.01% | 00.0% | 不變 |
| New York State Common Retirement Fund | 35,155 | $36.7 萬 | 0.00% | −9,600−21.5% | 減碼 |
| Alps Advisors Inc | 35,350 | $36.9 萬 | 0.00% | +35,350 | 新進 |
| Parallax Volatility Advisers, L.P. | 35,605 | $37.2 萬 | 0.01% | +1,466+4.3% | 加碼 |
| Smith Group Asset Management, LLC | 36,398 | $38.0 萬 | 0.03% | +7,252+24.9% | 加碼 |
| Arizona State Retirement System | 36,414 | $38.1 萬 | 0.00% | −126−0.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 38,118 | $39.8 萬 | 0.00% | 00.0% | 不變 |