Institutional Ownership Upwork, Inc (UPWK)
This table provides information about the institutional ownership of Upwork, Inc (UPWK). We have compiled data on the 313 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 $1.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
34,256
shares
|
$456,289
0.1% of portfolio
|
Q1 2023
Added 186.52%
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
33,815
shares
|
$450,415
0.49% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
33,339
shares
|
$444,075
0.02% of portfolio
|
Q4 2024
Added 5456.5%
|
|
|
Straightline Group LLC
Troy, MI |
Feb 13, 2025 Q4 2024 |
32,645
shares
|
$434,831
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
31,752
shares
|
$422,936
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
31,500
shares
|
$419,580
0.0% of portfolio
|
Q4 2024
Reduced 21.64%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
30,852
shares
|
$410,948
0.02% of portfolio
|
Q1 2025
Reduced 46.21%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
30,420
shares
|
$405,194
0.09% of portfolio
|
Q4 2024
Reduced 26.09%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
28,659
shares
|
$381,737
0.0% of portfolio
|
Q4 2024
Added 44.34%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
27,947
shares
|
$372,254
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Counterpoint Mutual Funds LLC
|
Feb 10, 2025 Q4 2024 |
27,915
shares
|
$371,827
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
27,496
shares
|
$366,246
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
27,345
shares
|
$364,235
0.0% of portfolio
|
Q1 2025
Reduced 21.54%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Feb 13, 2025 Q4 2024 |
27,269
shares
|
$363,223
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
27,228
shares
|
$362,676
0.01% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
26,966
shares
|
$359,187
0.0% of portfolio
|
Q1 2025
Reduced 23.16%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
26,399
shares
|
$351,634
0.0% of portfolio
|
Q4 2024
Reduced 40.15%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
25,600
shares
|
$340,992
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
25,216
shares
|
$335,877
0.0% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
O'Brien Wealth Partners LLC
|
Apr 28, 2025 Q1 2025 |
23,571
shares
|
$313,965
0.06% of portfolio
|
Q4 2024
Reduced 22.88%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
21,760
shares
|
$289,843
0.0% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
21,658
shares
|
$288,484
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
21,231
shares
|
$282,796
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Feb 14, 2025 Q4 2024 |
21,074
shares
|
$280,705
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
19,811
shares
|
$263,882
0.03% of portfolio
|
Q4 2024
New holding
|