Institutional Ownership Upwork, Inc (UPWK)
This table provides information about the institutional ownership of Upwork, Inc (UPWK). We have compiled data on the 309 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $2.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,926
shares
|
$65,917
0.02% of portfolio
|
Q1 2024
Added 581.6%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,746
shares
|
$62,895
0.0% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,503
shares
|
$58,815
0.0% of portfolio
|
Q2 2025
Added 19361.11%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,468
shares
|
$58,227
0.0% of portfolio
|
Q2 2025
Reduced 34.82%
|
|
|
Emc Capital Management
Houston, TX |
Aug 11, 2025 Q2 2025 |
3,345
shares
|
$56,162
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
2,874
shares
|
$48,254
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
2,528
shares
|
$42,445
0.0% of portfolio
|
Q2 2025
Added 415.92%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
2,369
shares
|
$39,775
0.01% of portfolio
|
Q2 2025
Reduced 75.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,279
shares
|
$38,264
0.0% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,233
shares
|
$37,492
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,147
shares
|
$36,048
0.0% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
2,113
shares
|
$35,477
0.0% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
2,070
shares
|
$34,755
0.0% of portfolio
|
Q2 2025
Reduced 62.12%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,960
shares
|
$32,908
0.0% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,842
shares
|
$30,927
0.0% of portfolio
|
Q2 2025
Reduced 14.6%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,481
shares
|
$24,865
0.0% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
1,330
shares
|
$22,330
0.0% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
1,313
shares
|
$22,045
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,300
shares
|
$21,827
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,220
shares
|
$20,483
0.0% of portfolio
|
Q2 2025
Added 55.02%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,180
shares
|
$19,812
0.0% of portfolio
|
Q2 2025
Added 55.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,057
shares
|
$17,747
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$16,790
0.0% of portfolio
|
Q2 2025
Reduced 81.05%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
857
shares
|
$14,389
0.01% of portfolio
|
Q2 2025
Added 230.89%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
781
shares
|
$13,112
0.0% of portfolio
|
Q1 2025
New holding
|