Institutional Ownership Upwork, Inc (UPWK)
This table provides information about the institutional ownership of Upwork, Inc (UPWK). We have compiled data on the 322 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 $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
490
shares
|
$6,713
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
460
shares
|
$6,302
0.0% of portfolio
|
Q2 2025
Reduced 51.12%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
454
shares
|
$6,219
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
337
shares
|
$4,616
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
295
shares
|
$4,041
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
285
shares
|
$3,904
0.0% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
274
shares
|
$3,753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
259
shares
|
$3,548
0.0% of portfolio
|
Q1 2025
Reduced 76.35%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
250
shares
|
$3,425
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
234
shares
|
$3,205
0.0% of portfolio
|
Q3 2022
Reduced 17.61%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
200
shares
|
$2,740
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
186
shares
|
$2,548
0.0% of portfolio
|
Q1 2025
Added 126.83%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
180
shares
|
$2,466
0.0% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
163
shares
|
$2,233
0.0% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
158
shares
|
$2,164
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
158
shares
|
$2,164
0.0% of portfolio
|
Q1 2025
Added 105.19%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
140
shares
|
$1,918
0.0% of portfolio
|
Q3 2024
Reduced 93.99%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
139
shares
|
$1,904
0.0% of portfolio
|
Q1 2025
Reduced 52.56%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
132
shares
|
$1,808
0.0% of portfolio
|
Q1 2025
Added 57.14%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
127
shares
|
$1,739
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
114
shares
|
$1,561
0.0% of portfolio
|
Q1 2025
Reduced 99.86%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
100
shares
|
$1,370
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100
shares
|
$1,370
0.0% of portfolio
|
Q2 2024
Reduced 80.54%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
86
shares
|
$1,178
0.0% of portfolio
|
Q2 2025
Reduced 47.88%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
71
shares
|
$972
0.0% of portfolio
|
Q1 2025
New holding
|