Institutional Ownership Upwork, Inc (UPWK)
This table provides information about the institutional ownership of Upwork, Inc (UPWK). We have compiled data on the 313 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $1.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,890
shares
|
$25,174
0.0% of portfolio
|
Q4 2024
Reduced 72.79%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
1,617
shares
|
$21,538
0.0% of portfolio
|
Q4 2024
Reduced 89.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
1,604
shares
|
$21,365
0.0% of portfolio
|
Q4 2024
Reduced 99.5%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
1,505
shares
|
$20,046
0.0% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,437
shares
|
$19,140
0.0% of portfolio
|
Q1 2025
Reduced 14.26%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,411
shares
|
$18,794
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,300
shares
|
$17,316
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,300
shares
|
$17,316
0.0% of portfolio
|
Q4 2024
Reduced 50.5%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
1,251
shares
|
$16,663
0.0% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
1,095
shares
|
$14,585
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,057
shares
|
$14,079
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
941
shares
|
$12,534
0.0% of portfolio
|
Q1 2025
Added 81.31%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
787
shares
|
$10,482
0.0% of portfolio
|
Q1 2025
Added 12.43%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
781
shares
|
$10,402
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
758
shares
|
$10,096
0.0% of portfolio
|
Q1 2025
Reduced 35.76%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
705
shares
|
$9,390
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
500
shares
|
$6,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
490
shares
|
$6,526
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
420
shares
|
$5,594
0.0% of portfolio
|
Q4 2024
Added 30.43%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
337
shares
|
$4,488
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
321
shares
|
$4,275
0.0% of portfolio
|
Q4 2024
Reduced 36.69%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
300
shares
|
$3,996
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
295
shares
|
$3,929
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
281
shares
|
$3,742
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
250
shares
|
$3,330
0.0% of portfolio
|
Q4 2024
New holding
|