Institutional Ownership Upwork, Inc (UPWK)
This table provides information about the institutional ownership of Upwork, Inc (UPWK). We have compiled data on the 297 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $1.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
111
shares
|
$1,860
0.0% of portfolio
|
Q4 2024
Reduced 94.34%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
110
shares
|
$1,843
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
100
shares
|
$1,676
0.0% of portfolio
|
Q2 2024
Reduced 80.54%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
100
shares
|
$1,676
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
84
shares
|
$1,407
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
82
shares
|
$1,374
0.0% of portfolio
|
Q4 2024
Added 22.39%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
77
shares
|
$1,290
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
54
shares
|
$905
0.0% of portfolio
|
Q4 2024
Reduced 40.66%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
39
shares
|
$653
0.0% of portfolio
|
Q4 2024
Added 95.0%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
39
shares
|
$653
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
26
shares
|
$435
0.0% of portfolio
|
Q4 2024
Reduced 98.57%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
25
shares
|
$419
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
25
shares
|
$419
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
20
shares
|
$335
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
20
shares
|
$335
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
13
shares
|
$217
0.0% of portfolio
|
Q4 2024
Reduced 95.08%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
10
shares
|
$167
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3
shares
|
$50
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2
shares
|
$33
0.0% of portfolio
|
Q2 2021
Reduced 98.0%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|