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 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12- 92.31% |
$148 - $209
|
1
$16.8
|
|
|
May 14, 2025
Q1 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-8.51K- 4.45% |
$105K - $148K
|
183K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
22.2KNew |
$274K - $387K
|
22.2K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.3KNew |
$189K - $267K
|
15.3K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
200New |
$2.47K - $3.49K
|
200
$3.36K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
70New |
$864 - $1.22K
|
70
$1.18K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.06K- 1.39% |
$13.1K - $18.5K
|
74.9K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
119K+ 93.85% |
$1.47M - $2.08M
|
246K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-83.4K- 99.86% |
$1.03M - $1.45M
|
114
$1.91K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
57New |
$703 - $994
|
57
$957
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
53.9K+ 109.33% |
$665K - $939K
|
103K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.24KNew |
$15.3K - $21.6K
|
1.24K
$20.8K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.8KNew |
$183K - $259K
|
14.8K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
17.5KNew |
$216K - $306K
|
17.5K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-48.2K- 84.27% |
$595K - $841K
|
9K
$151K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
274New |
$3.38K - $4.78K
|
274
$4.6K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
67.6K+ 102.6% |
$835K - $1.18M
|
134K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-250- 16.61% |
$3.09K - $4.36K
|
1.26K
$21.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.38KNew |
$17K - $24.1K
|
1.38K
$23.2K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.71K- 4.16% |
$33.4K - $47.2K
|
62.4K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-251K- 54.92% |
$3.1M - $4.39M
|
206K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-31.3K- 74.15% |
$386K - $545K
|
10.9K
$183K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31KNew |
$383K - $541K
|
31K
$521K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
11.6K+ 3.32% |
$143K - $202K
|
361K
$6.07M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
38.6KNew |
$476K - $673K
|
38.6K
$648K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.47K+ 5.69% |
$18.1K - $25.5K
|
27.2K
$457K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-424- 1.91% |
$5.23K - $7.39K
|
21.8K
$365K
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
66.5KNew |
$821K - $1.16M
|
66.5K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-507- 1.25% |
$6.26K - $8.84K
|
40.2K
$674K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
104+ 126.83% |
$1.28K - $1.81K
|
186
$3.12K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.09K- 5.76% |
$13.5K - $19K
|
17.8K
$300K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
71New |
$876 - $1.24K
|
71
$1.19K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
263K+ 747.66% |
$3.24M - $4.58M
|
298K
$5M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
17New |
$210 - $296
|
17
$285
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22.6K+ 6.83% |
$279K - $394K
|
354K
$5.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 10.26% |
$49.4 - $69.8
|
43
$722
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
781New |
$9.64K - $13.6K
|
781
$13.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
15+ 0.34% |
$185 - $262
|
4.41K
$74K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-395K- 65.83% |
$4.87M - $6.89M
|
205K
$3.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
13+ 0.04% |
$160 - $227
|
36.9K
$619K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
44New |
$543 - $767
|
44
$739
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-110Closed |
$1.36K - $1.92K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
59New |
$728 - $1.03K
|
59
$991
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.5K+ 174.14% |
$426K - $602K
|
54.4K
$913K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
12.8KNew |
$157K - $222K
|
12.8K
$214K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$370 - $523
|
30
$504
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
67.9KNew |
$838K - $1.18M
|
67.9K
$1.14M
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
53New |
$533 - $928
|
53
$890
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
77.7K+ 2348.61% |
$781K - $1.36M
|
81K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
311K+ 15.75% |
$3.12M - $5.44M
|
2.28M
$38.3M
|
|