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 |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
705
shares
|
$11,836
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
532
shares
|
$8,932
0.0% of portfolio
|
Q2 2025
Reduced 61.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
460
shares
|
$7,723
0.0% of portfolio
|
Q2 2025
Reduced 51.12%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
337
shares
|
$5,658
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
327
shares
|
$5,490
0.0% of portfolio
|
Q2 2025
Reduced 92.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
295
shares
|
$4,953
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
285
shares
|
$4,785
0.0% of portfolio
|
Q2 2025
Reduced 83.86%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
261
shares
|
$4,382
0.0% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
251
shares
|
$4,214
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
250
shares
|
$4,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
234
shares
|
$3,928
0.0% of portfolio
|
Q3 2022
Reduced 17.61%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
225
shares
|
$3,777
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
219
shares
|
$3,677
0.0% of portfolio
|
Q2 2025
Added 812.5%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
200
shares
|
$3,358
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
186
shares
|
$3,122
0.0% of portfolio
|
Q1 2025
Added 126.83%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
169
shares
|
$2,837
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
168
shares
|
$2,820
0.0% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
163
shares
|
$2,736
0.0% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
162
shares
|
$2,719
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
158
shares
|
$2,652
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
143
shares
|
$2,400
0.0% of portfolio
|
Q2 2025
Added 793.75%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
135
shares
|
$2,266
0.0% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
128
shares
|
$2,149
0.0% of portfolio
|
Q2 2025
Reduced 71.81%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100
shares
|
$1,679
0.0% of portfolio
|
Q2 2024
Reduced 80.54%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$1,679
0.0% of portfolio
|
Q3 2024
New holding
|