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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
86
shares
|
$1,443
0.0% of portfolio
|
Q2 2025
Reduced 47.88%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
85
shares
|
$1,427
0.0% of portfolio
|
Q2 2025
Reduced 35.61%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
78
shares
|
$1,309
0.0% of portfolio
|
Q2 2025
Reduced 90.25%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
71
shares
|
$1,192
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
70
shares
|
$1,175
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
70
shares
|
$1,175
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
53
shares
|
$889
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
44
shares
|
$738
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
39
shares
|
$654
0.0% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
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 |
Aug 12, 2025 Q2 2025 |
25
shares
|
$419
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
20
shares
|
$335
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
18
shares
|
$302
0.0% of portfolio
|
Q2 2025
Reduced 71.88%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2
shares
|
$33
0.0% of portfolio
|
Q2 2021
Reduced 98.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|