Latest Institutional Transactions on Upwork, Inc (UPWK)
This table provides information on the latest institutional transactions involving Upwork, Inc (UPWK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
263K+ 747.66% |
$3.24M - $4.58M
|
298K
$4.08M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
28+ 0.08% |
$346 - $488
|
36.4K
$499K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-961- 15.3% |
$11.9K - $16.8K
|
5.32K
$72.9K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
490New |
$6.05K - $8.55K
|
490
$6.71K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-422- 35.76% |
$5.21K - $7.36K
|
758
$10.4K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.37K- 26.7% |
$16.9K - $23.9K
|
3.76K
$51.5K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
17New |
$210 - $296
|
17
$233
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
48+ 57.14% |
$592 - $837
|
132
$1.81K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22.6K+ 6.83% |
$279K - $394K
|
354K
$4.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-7.51K- 21.54% |
$92.6K - $131K
|
27.3K
$375K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.07K+ 8.01% |
$62.5K - $88.4K
|
68.3K
$936K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.36K- 8.05% |
$16.8K - $23.7K
|
15.5K
$213K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-22.5K- 7.27% |
$277K - $392K
|
287K
$3.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
96.4KNew |
$1.19M - $1.68M
|
96.4K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 10.26% |
$49.4 - $69.8
|
43
$589
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
781New |
$9.64K - $13.6K
|
781
$10.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-36.6K- 11.63% |
$451K - $638K
|
278K
$3.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
13K+ 12.77% |
$161K - $227K
|
115K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-395K- 65.83% |
$4.87M - $6.89M
|
205K
$2.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
13+ 0.04% |
$160 - $227
|
36.9K
$505K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
15+ 0.34% |
$185 - $262
|
4.41K
$60.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
44New |
$543 - $767
|
44
$603
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
142KNew |
$1.75M - $2.48M
|
142K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-110Closed |
$1.36K - $1.92K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.5K+ 174.14% |
$426K - $602K
|
54.4K
$745K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
59New |
$728 - $1.03K
|
59
$808
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
10.7KNew |
$133K - $187K
|
10.7K
$147K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
12.8KNew |
$157K - $222K
|
12.8K
$175K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$370 - $523
|
30
$411
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
67.9KNew |
$838K - $1.18M
|
67.9K
$930K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-26- 48.15% |
$321 - $453
|
28
$384
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
13.6KNew |
$168K - $238K
|
13.6K
$187K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.76K- 92.34% |
$46.4K - $65.6K
|
312
$4.27K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-467- 7.87% |
$5.76K - $8.14K
|
5.46K
$74.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 38.46% |
$617 - $872
|
180
$2.47K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
33.7K+ 17.47% |
$338K - $589K
|
226K
$3.1M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48.7K- 93.28% |
$489K - $852K
|
3.5K
$48K
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
142K+ 62.78% |
$1.43M - $2.49M
|
369K
$5.05M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.46K- 2.44% |
$44.8K - $78.1K
|
178K
$2.44M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
53New |
$533 - $928
|
53
$726
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
77.7K+ 2348.61% |
$781K - $1.36M
|
81K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
250New |
$2.51K - $4.38K
|
250
$3.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-54.7K- 50.79% |
$550K - $958K
|
53K
$726K
|
|
|
Feb 14, 2025
Q4 2024
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
83.6KNew |
$840K - $1.46M
|
83.6K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
19.8KNew |
$199K - $347K
|
19.8K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
74.1KNew |
$745K - $1.3M
|
74.1K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Plustick Management LLC
Charlottesville, VA |
BUY
|
- |
400KNew |
$4.02M - $7M
|
400K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-52K- 31.5% |
$523K - $911K
|
113K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-16- 8.94% |
$161 - $280
|
163
$2.23K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
337New |
$3.39K - $5.9K
|
337
$4.62K
|
|