Institutional Ownership Upwork, Inc (UPWK)
This table provides information about the institutional ownership of Upwork, Inc (UPWK). We have compiled data on the 262 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $1.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
705
shares
|
$11,674
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
600
shares
|
$9,936
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
519
shares
|
$8,594
0.0% of portfolio
|
Q3 2024
Added 237.01%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
507
shares
|
$8,395
0.0% of portfolio
|
Q3 2024
Reduced 81.94%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
483
shares
|
$7,998
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
399
shares
|
$6,607
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
391
shares
|
$6,474
0.0% of portfolio
|
Q3 2024
Reduced 93.68%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
322
shares
|
$5,332
0.0% of portfolio
|
Q2 2024
Reduced 99.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
264
shares
|
$4,371
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
234
shares
|
$3,875
0.0% of portfolio
|
Q3 2022
Reduced 17.61%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
179
shares
|
$2,964
0.0% of portfolio
|
Q3 2024
Reduced 86.11%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
164
shares
|
$2,715
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
158
shares
|
$2,616
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
140
shares
|
$2,318
0.0% of portfolio
|
Q3 2024
Reduced 93.99%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
138
shares
|
$2,285
0.0% of portfolio
|
Q3 2024
Reduced 38.39%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
127
shares
|
$2,103
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
110
shares
|
$1,821
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
100
shares
|
$1,655
0.0% of portfolio
|
Q1 2023
Reduced 42.53%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
100
shares
|
$1,655
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100
shares
|
$1,655
0.0% of portfolio
|
Q2 2024
Reduced 80.54%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
91
shares
|
$1,506
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
85
shares
|
$1,407
0.0% of portfolio
|
Q3 2024
Added 70.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
84
shares
|
$1,391
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
77
shares
|
$1,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
67
shares
|
$1,109
0.0% of portfolio
|
Q3 2024
Reduced 71.73%
|