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 |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,016,898
shares
|
$17.1 Million
0.0% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
1,000,182
shares
|
$16.8 Million
0.07% of portfolio
|
Q2 2025
Added 2749.68%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
961,628
shares
|
$16.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 57.02%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
889,522
shares
|
$14.9 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
819,273
shares
|
$13.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
750,881
shares
|
$12.6 Million
0.0% of portfolio
|
Q2 2025
Added 31.03%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Aug 14, 2025 Q2 2025 |
702,866
shares
|
$11.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
700,000
shares
|
$11.8 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
672,044
shares
|
$11.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 16.58%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
590,107
shares
|
$9.91 Million
0.01% of portfolio
|
Q1 2024
Reduced 38.05%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
509,694
shares
|
$8.56 Million
0.01% of portfolio
|
Q2 2025
Added 17.46%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
501,769
shares
|
$8.42 Million
0.0% of portfolio
|
Q2 2025
Added 48.15%
|
|
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
Aug 13, 2025 Q2 2025 |
463,926
shares
|
$7.79 Million
0.87% of portfolio
|
Q2 2025
Added 27.06%
|
|
|
Kestrel Investment Management Corp
San Mateo, CA |
Jul 31, 2025 Q2 2025 |
451,000
shares
|
$7.57 Million
3.63% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
442,793
shares
|
$7.43 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.42%
|
|
|
Circumference Group LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
410,000
shares
|
$6.88 Million
5.72% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
389,237
shares
|
$6.54 Million
0.76% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
382,070
shares
|
$6.41 Million
0.0% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
380,836
shares
|
$6.39 Million
1.0% of portfolio
|
Q2 2025
Added 15.06%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
361,400
shares
|
$6.07 Million
0.27% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
353,546
shares
|
$5.94 Million
1.01% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
349,143
shares
|
$5.86 Million
0.0% of portfolio
|
Q2 2025
Added 100.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
340,874
shares
|
$5.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.9%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
339,813
shares
|
$5.71 Million
0.0% of portfolio
|
Q2 2025
Added 180.21%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
323,744
shares
|
$5.44 Million
0.0% of portfolio
|
Q2 2025
New holding
|