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 4 季 13F 持有人
Upwork, Inc 在 2024/12/31 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
- 254
- 較 2024 年第 3 季 +37 家
- 持有股數
- 1.10 億
- 較 2024 年第 3 季 +592.7 萬 (+5.7%)
- 總市值
- $18.0 億
- 較 2024 年第 3 季 +$7.11 億 (+65.4%)
- 新進機構
- 65
- 另有 81 家加碼
- 清倉機構
- 28
- 另有 78 家減碼
另有 4 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 3 | $49 | 0.00% | +3 | 新進 |
| Elequin Capital LP | 10 | $164 | 0.00% | +5+100.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 13 | $213 | 0.00% | −251−95.1% | 減碼 |
| Washington Trust Co | 20 | $327 | 0.00% | 00.0% | 不變 |
| Accredited Wealth Management, LLC | 25 | $409 | 0.00% | +25 | 新進 |
| National Bank of Canada | 26 | $425 | 0.00% | −1,792−98.6% | 減碼 |
| Founders Capital Management | 39 | $638 | 0.00% | +19+95.0% | 加碼 |
| Hexagon Capital Partners LLC | 39 | $638 | 0.00% | +39 | 新進 |
| Park Square Financial Group, LLC | 53 | $867 | 0.00% | +53 | 新進 |
| Fifth Third Bancorp | 54 | $883 | 0.00% | −37−40.7% | 減碼 |
| True Wealth Design, LLC | 77 | $1,259 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 82 | $1,341 | 0.00% | +15+22.4% | 加碼 |
| Allworth Financial LP | 84 | $1,347 | 0.00% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 99 | $1,619 | 0.00% | +99 | 新進 |
| Eastern Bank | 100 | $1,635 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 111 | $1,815 | 0.00% | −1,850−94.3% | 減碼 |
| Bessemer Group Inc | 110 | $2,000 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 127 | $2,076 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 130 | $2,126 | 0.00% | +45+52.9% | 加碼 |
| Sound Income Strategies, LLC | 140 | $2,289 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 158 | $2,584 | 0.00% | 00.0% | 不變 |
| Optiver Holding B.V. | 163 | $2,665 | 0.00% | −16−8.9% | 減碼 |
| Point72 (DIFC) Ltd | 220 | $3,592 | 0.00% | −263−54.5% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 250 | $4,088 | 0.00% | +250 | 新進 |
| Skopos Labs, Inc. | 281 | $4,595 | 0.00% | +281 | 新進 |
| Steward Partners Investment Advisory, LLC | 295 | $4,823 | 0.00% | +295 | 新進 |
| Cape Investment Advisory, Inc. | 300 | $4,905 | 0.00% | +300 | 新進 |
| GAMMA Investing LLC | 305 | $4,987 | 0.00% | +167+121.0% | 加碼 |
| Covestor Ltd | 293 | $5,000 | 0.00% | +283+2,830.0% | 加碼 |
| Proequities, Inc. | 321 | $5,145 | 0.00% | −186−36.7% | 減碼 |
| MAI Capital Management | 337 | $5,510 | 0.00% | +337 | 新進 |
| Comerica Bank | 420 | $6,867 | 0.00% | +98+30.4% | 加碼 |
| Albion Financial Group | 500 | $8,175 | 0.00% | +500 | 新進 |
| Farther Finance Advisors, LLC | 519 | $8,486 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 700 | $1.14 萬 | 0.00% | +639+1,047.5% | 加碼 |
| NewSquare Capital LLC | 705 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 1,095 | $1.79 萬 | 0.02% | +1,095 | 新進 |
| Signaturefd, LLC | 1,180 | $1.93 萬 | 0.00% | +422+55.7% | 加碼 |
| Bell Investment Advisors, Inc | 1,251 | $2.05 萬 | 0.00% | +29+2.4% | 加碼 |
| Jones Financial Companies LLLP | 1,300 | $2.13 萬 | 0.00% | −1,326−50.5% | 減碼 |
| Coppell Advisory Solutions LLC | 1,411 | $2.34 萬 | 0.00% | +1,411 | 新進 |
| Leonteq Securities AG | 1,481 | $2.42 萬 | 0.00% | −3,125−67.8% | 減碼 |
| Quadrant Capital Group LLC | 1,505 | $2.46 萬 | 0.00% | +205+15.8% | 加碼 |
| Citadel Advisors LLC | 1,604 | $2.62 萬 | 0.00% | −318,821−99.5% | 減碼 |
| Point72 Hong Kong Ltd | 1,617 | $2.64 萬 | 0.00% | −14,499−90.0% | 減碼 |
| Parallel Advisors, LLC | 1,676 | $2.74 萬 | 0.00% | +62+3.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,890 | $3.09 萬 | 0.00% | −5,056−72.8% | 減碼 |
| GWM Advisors LLC | 1,955 | $3.20 萬 | 0.00% | −25−1.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 2,057 | $3.36 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 2,113 | $3.45 萬 | 0.00% | +38+1.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 2,132 | $3.49 萬 | 0.00% | +26+1.2% | 加碼 |
| Federated Hermes, Inc. | 3,289 | $5.38 萬 | 0.00% | −1,882−36.4% | 減碼 |
| Advisor Group Holdings, Inc. | 3,504 | $5.73 萬 | 0.00% | −2,610−42.7% | 減碼 |
| Canada Pension Plan Investment Board | 3,800 | $6.21 萬 | 0.00% | −2,700−41.5% | 減碼 |
| Amalgamated Bank | 4,393 | $7.20 萬 | 0.00% | 00.0% | 不變 |
| Nkcfo LLC | 5,040 | $8.20 萬 | 0.04% | +5,040 | 新進 |
| SBI Securities Co., Ltd. | 5,124 | $8.38 萬 | 0.00% | +5,124 | 新進 |
| Quarry LP | 5,228 | $8.55 萬 | 0.02% | −973−15.7% | 減碼 |
| Harbour Investments, Inc. | 5,407 | $8.84 萬 | 0.00% | +49+0.9% | 加碼 |
| Financial Management Professionals, Inc. | 5,931 | $9.70 萬 | 0.01% | +5,931 | 新進 |
| CWM, LLC | 6,282 | $10.3 萬 | 0.00% | +386+6.5% | 加碼 |
| KBC Group NV | 6,690 | $10.9 萬 | 0.00% | +1,899+39.6% | 加碼 |
| Walleye Trading LLC | 6,979 | $11.4 萬 | 0.00% | +6,979 | 新進 |
| Shell Asset Management Co | 7,619 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| Quest Partners LLC | 8,361 | $13.7 萬 | 0.02% | −20−0.2% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 8,700 | $14.4 萬 | 0.00% | 00.0% | 不變 |
| Bayforest Capital Ltd | 9,552 | $15.6 萬 | 0.20% | +9,552 | 新進 |
| SeaCrest Wealth Management, LLC | 10,000 | $16.4 萬 | 0.02% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 10,501 | $17.2 萬 | 0.03% | −1,261−10.7% | 減碼 |
| State of Wyoming | 10,522 | $17.2 萬 | 0.02% | −4,020−27.6% | 減碼 |
| Principal Financial Group Inc | 10,729 | $17.5 萬 | 0.00% | −934−8.0% | 減碼 |
| State of Tennessee, Treasury Department | 11,022 | $18.0 萬 | 0.00% | +11,022 | 新進 |
| New York State Teachers Retirement System | 11,311 | $18.5 萬 | 0.00% | −142−1.2% | 減碼 |
| Keebeck Alpha, LP | 11,474 | $18.8 萬 | 0.20% | −8,393−42.2% | 減碼 |
| CIBC World Markets Corp | 11,657 | $19.1 萬 | 0.00% | +11,657 | 新進 |
| Sherbrooke Park Advisers LLC | 12,896 | $21.1 萬 | 0.07% | −4,451−25.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 12,952 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 13,354 | $21.8 萬 | 0.00% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 13,979 | $22.9 萬 | 0.02% | −7,188−34.0% | 減碼 |
| Ethic Inc. | 14,025 | $22.9 萬 | 0.00% | +14,025 | 新進 |
| Blueshift Asset Management, LLC | 14,337 | $23.4 萬 | 0.09% | +14,337 | 新進 |
| HSBC Holdings PLC | 14,489 | $24.0 萬 | 0.00% | −140,743−90.7% | 減碼 |
| Quinn Opportunity Partners LLC | 15,000 | $24.5 萬 | 0.02% | +15,000 | 新進 |
| Stoneridge Investment Partners LLC | 16,566 | $27.1 萬 | 0.10% | +2,744+19.9% | 加碼 |
| Cornerstone Investment Partners, LLC | 16,884 | $27.6 萬 | 0.01% | −177−1.0% | 減碼 |
| Pictet Asset Management Holding SA | 18,934 | $31.0 萬 | 0.00% | 00.0% | 不變 |
| Corton Capital Inc. | 19,513 | $31.9 萬 | 0.18% | +19,513 | 新進 |
| Petrus Trust Company, LTA | 19,811 | $32.4 萬 | 0.03% | +19,811 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 19,831 | $32.4 萬 | 0.00% | +19,831 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 20,115 | $32.9 萬 | 0.02% | −13,894−40.9% | 減碼 |
| PharVision Advisers, LLC | 21,074 | $34.5 萬 | 0.29% | +21,074 | 新進 |
| Lombard Odier Asset Management (USA) Corp | 21,231 | $34.7 萬 | 0.13% | +21,231 | 新進 |
| Caxton Associates LP | 21,658 | $35.4 萬 | 0.01% | +21,658 | 新進 |
| Jefferies Financial Group Inc. | 22,184 | $36.3 萬 | 0.00% | +22,184 | 新進 |
| Colony Group, LLC | 23,046 | $37.7 萬 | 0.00% | +23,046 | 新進 |
| O'Brien Wealth Partners LLC | 23,571 | $38.5 萬 | 0.07% | −6,993−22.9% | 減碼 |
| KLP Kapitalforvaltning AS | 25,600 | $41.9 萬 | 0.00% | +25,600 | 新進 |
| Mesirow Financial Investment Management, Inc. | 25,763 | $42.1 萬 | 0.01% | +294+1.2% | 加碼 |
| US Bancorp | 25,838 | $42.2 萬 | 0.00% | −1,296−4.8% | 減碼 |
| XTX Topco Ltd | 26,292 | $43.0 萬 | 0.04% | −34,217−56.5% | 減碼 |