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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
234
shares
|
$3,116
0.0% of portfolio
|
Q3 2022
Reduced 17.61%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
220
shares
|
$2,930
0.0% of portfolio
|
Q4 2024
Reduced 54.45%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
186
shares
|
$2,477
0.0% of portfolio
|
Q1 2025
Added 126.83%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
180
shares
|
$2,397
0.0% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
165
shares
|
$2,197
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
163
shares
|
$2,171
0.0% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
158
shares
|
$2,104
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
140
shares
|
$1,864
0.0% of portfolio
|
Q3 2024
Reduced 93.99%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
139
shares
|
$1,851
0.0% of portfolio
|
Q1 2025
Reduced 52.56%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
132
shares
|
$1,758
0.0% of portfolio
|
Q1 2025
Added 57.14%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
127
shares
|
$1,691
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
100
shares
|
$1,332
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100
shares
|
$1,332
0.0% of portfolio
|
Q2 2024
Reduced 80.54%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
77
shares
|
$1,025
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
71
shares
|
$945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
64
shares
|
$852
0.0% of portfolio
|
Q1 2025
Added 146.15%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
60
shares
|
$799
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
59
shares
|
$785
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
53
shares
|
$705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
44
shares
|
$586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
43
shares
|
$572
0.0% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
30
shares
|
$399
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
28
shares
|
$372
0.0% of portfolio
|
Q1 2025
Reduced 48.15%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
25
shares
|
$333
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
25
shares
|
$333
0.0% of portfolio
|
Q2 2021
New holding
|