Institutional Ownership Upwork, Inc (UPWK)
This table provides information about the institutional ownership of Upwork, Inc (UPWK). We have compiled data on the 320 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$13,670
0.0% of portfolio
|
Q2 2025
Reduced 81.05%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
975
shares
|
$13,328
0.0% of portfolio
|
Q1 2025
Reduced 48.41%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
857
shares
|
$11,715
0.01% of portfolio
|
Q2 2025
Added 230.89%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
800
shares
|
$10,936
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
781
shares
|
$10,676
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
705
shares
|
$9,637
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Promethos Capital, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
600
shares
|
$8,202
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
460
shares
|
$6,288
0.0% of portfolio
|
Q2 2025
Reduced 51.12%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
337
shares
|
$4,606
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
327
shares
|
$4,470
0.0% of portfolio
|
Q2 2025
Reduced 92.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
295
shares
|
$4,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
285
shares
|
$3,895
0.0% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
261
shares
|
$3,567
0.0% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
250
shares
|
$3,417
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
234
shares
|
$3,198
0.0% of portfolio
|
Q3 2022
Reduced 17.61%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
225
shares
|
$3,075
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
219
shares
|
$2,993
0.0% of portfolio
|
Q2 2025
Added 812.5%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
200
shares
|
$2,734
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
186
shares
|
$2,542
0.0% of portfolio
|
Q1 2025
Added 126.83%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
169
shares
|
$2,310
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
168
shares
|
$2,296
0.0% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
163
shares
|
$2,228
0.0% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
162
shares
|
$2,214
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
158
shares
|
$2,159
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
135
shares
|
$1,845
0.0% of portfolio
|
Q2 2025
Reduced 2.88%
|