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 |
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
128
shares
|
$1,749
0.0% of portfolio
|
Q2 2025
Reduced 71.81%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
114
shares
|
$1,558
0.0% of portfolio
|
Q1 2025
Reduced 99.86%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100
shares
|
$1,367
0.0% of portfolio
|
Q2 2024
Reduced 80.54%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$1,367
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
86
shares
|
$1,175
0.0% of portfolio
|
Q2 2025
Reduced 47.88%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
85
shares
|
$1,161
0.0% of portfolio
|
Q2 2025
Reduced 35.61%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
71
shares
|
$970
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
70
shares
|
$956
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
70
shares
|
$956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
53
shares
|
$724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
44
shares
|
$601
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
39
shares
|
$533
0.0% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
25
shares
|
$341
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
25
shares
|
$341
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
20
shares
|
$273
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
18
shares
|
$246
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
18
shares
|
$246
0.0% of portfolio
|
Q2 2025
Reduced 71.88%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
17
shares
|
$232
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
16
shares
|
$218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2
shares
|
$27
0.0% of portfolio
|
Q2 2021
Reduced 98.0%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|