Institutional Ownership Upwork, Inc (UPWK)
This table provides information about the institutional ownership of Upwork, Inc (UPWK). We have compiled data on the 336 institutions that hold shares in the stock, with a total of 125 Million shares, which have been reported (via 13F filing form) to have a value of $2.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
1,807
shares
|
$29,779
0.0% of portfolio
|
Q4 2025
Reduced 14.48%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,754
shares
|
$28,905
0.0% of portfolio
|
Q3 2025
Added 2405.71%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
1,580
shares
|
$26,038
0.0% of portfolio
|
Q3 2025
Reduced 23.67%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,489
shares
|
$24,538
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,406
shares
|
$23,170
0.0% of portfolio
|
Q3 2025
Added 998.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
1,361
shares
|
$22,429
0.0% of portfolio
|
Q4 2025
Added 594.39%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
1,354
shares
|
$22,313
0.0% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
1,345
shares
|
$22,165
0.0% of portfolio
|
Q3 2025
Added 5280.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,300
shares
|
$21,424
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
1,264
shares
|
$20,830
0.0% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,200
shares
|
$19,776
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,161
shares
|
$19,133
0.0% of portfolio
|
Q3 2025
Reduced 72.46%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,057
shares
|
$17,419
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
799
shares
|
$13,167
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
788
shares
|
$12,986
0.0% of portfolio
|
Q4 2025
Added 3.96%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
781
shares
|
$12,870
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
734
shares
|
$12,096
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
726
shares
|
$11,964
0.0% of portfolio
|
Q3 2025
Reduced 99.96%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
723
shares
|
$11,915
0.01% of portfolio
|
Q3 2025
Added 435.56%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
710
shares
|
$11,700
0.0% of portfolio
|
Q3 2025
Reduced 41.8%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
700
shares
|
$11,536
0.0% of portfolio
|
Q3 2025
Reduced 30.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
617
shares
|
$10,168
0.0% of portfolio
|
Q3 2025
Added 331.47%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
593
shares
|
$9,772
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2025 Q3 2025 |
537
shares
|
$8,849
0.0% of portfolio
|
Q3 2025
Reduced 98.24%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
485
shares
|
$7,992
0.0% of portfolio
|
Q3 2025
New holding
|
|