Institutional Ownership Upwork, Inc (UPWK)
This table provides information about the institutional ownership of Upwork, Inc (UPWK). We have compiled data on the 299 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,300
shares
|
$20,709
0.0% of portfolio
|
Q4 2024
Reduced 50.5%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
1,251
shares
|
$19,928
0.0% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,180
shares
|
$18,797
0.0% of portfolio
|
Q4 2024
Added 55.67%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
1,095
shares
|
$17,443
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,057
shares
|
$16,838
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
705
shares
|
$11,230
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
700
shares
|
$11,151
0.0% of portfolio
|
Q4 2024
Added 1047.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
519
shares
|
$8,267
0.0% of portfolio
|
Q3 2024
Added 237.01%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
500
shares
|
$7,965
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
420
shares
|
$6,690
0.0% of portfolio
|
Q4 2024
Added 30.43%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
337
shares
|
$5,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
321
shares
|
$5,113
0.0% of portfolio
|
Q4 2024
Reduced 36.69%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
305
shares
|
$4,858
0.0% of portfolio
|
Q4 2024
Added 121.01%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
300
shares
|
$4,779
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
295
shares
|
$4,699
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
293
shares
|
$4,667
0.0% of portfolio
|
Q4 2024
Added 2830.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
281
shares
|
$4,476
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
250
shares
|
$3,982
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
234
shares
|
$3,727
0.0% of portfolio
|
Q3 2022
Reduced 17.61%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
220
shares
|
$3,504
0.0% of portfolio
|
Q4 2024
Reduced 54.45%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
163
shares
|
$2,596
0.0% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
158
shares
|
$2,516
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
140
shares
|
$2,230
0.0% of portfolio
|
Q3 2024
Reduced 93.99%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
130
shares
|
$2,070
0.0% of portfolio
|
Q4 2024
Added 52.94%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
127
shares
|
$2,023
0.0% of portfolio
|
Q3 2024
New holding
|