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 |
|---|---|---|---|---|---|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
459
shares
|
$7,564
0.0% of portfolio
|
Q3 2025
Added 181.6%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
371
shares
|
$6,114
0.0% of portfolio
|
Q3 2025
Added 336.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
352
shares
|
$5,800
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
327
shares
|
$5,388
0.0% of portfolio
|
Q2 2025
Reduced 92.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
295
shares
|
$4,861
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
262
shares
|
$4,317
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
251
shares
|
$4,136
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
234
shares
|
$3,856
0.0% of portfolio
|
Q3 2022
Reduced 17.61%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
217
shares
|
$3,576
0.0% of portfolio
|
Q4 2025
Added 123.71%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
205
shares
|
$3,378
0.0% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
200
shares
|
$3,296
0.0% of portfolio
|
Q3 2025
Reduced 8.68%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
200
shares
|
$3,296
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
186
shares
|
$3,065
0.0% of portfolio
|
Q1 2025
Added 126.83%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
169
shares
|
$2,785
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
162
shares
|
$2,669
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
158
shares
|
$2,603
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
150
shares
|
$2,472
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
140
shares
|
$2,307
0.0% of portfolio
|
Q4 2025
Added 62.79%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100
shares
|
$1,648
0.0% of portfolio
|
Q2 2024
Reduced 80.54%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
100
shares
|
$1,648
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
78
shares
|
$1,285
0.0% of portfolio
|
Q2 2025
Reduced 90.25%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
71
shares
|
$1,170
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
53
shares
|
$873
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
52
shares
|
$856
0.0% of portfolio
|
Q3 2025
Added 188.89%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
44
shares
|
$725
0.0% of portfolio
|
Q1 2025
New holding
|
|