Purchases and Sales Made in Q1 2025 in Upwork, Inc (UPWK)
This table provides information about the institutional ownership of Upwork, Inc (UPWK) during Q1 2025. The information is specifically focused on institutions that hold shares of UPWORK, INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
59New |
$728 - $1.03K
|
59
$786
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 38.46% |
$617 - $872
|
180
$2.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
48+ 57.14% |
$592 - $837
|
132
$1.76K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
44New |
$543 - $767
|
44
$586
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
38+ 146.15% |
$469 - $663
|
64
$852
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$370 - $523
|
30
$400
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
28+ 0.08% |
$346 - $488
|
36.4K
$485K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
24New |
$296 - $419
|
24
$320
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
17New |
$210 - $296
|
17
$226
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
15+ 0.34% |
$185 - $262
|
4.41K
$58.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
13+ 0.04% |
$160 - $227
|
36.9K
$491K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 10.26% |
$49.4 - $69.8
|
43
$573
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-26- 1.22% |
$321 - $453
|
2.11K
$28.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-26- 48.15% |
$321 - $453
|
28
$373
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-110Closed |
$1.36K - $1.92K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-154- 52.56% |
$1.9K - $2.69K
|
139
$1.85K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-239- 14.26% |
$2.95K - $4.17K
|
1.44K
$19.1K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-422- 35.76% |
$5.21K - $7.36K
|
758
$10.1K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-424- 1.91% |
$5.23K - $7.39K
|
21.8K
$290K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-467- 7.87% |
$5.76K - $8.14K
|
5.46K
$72.8K
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-507- 1.25% |
$6.26K - $8.84K
|
40.2K
$535K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-622- 2.41% |
$7.68K - $10.8K
|
25.2K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-836- 76.35% |
$10.3K - $14.6K
|
259
$3.45K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-858- 15.87% |
$10.6K - $15K
|
4.55K
$60.6K
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-935- 0.69% |
$11.5K - $16.3K
|
135K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-961- 15.3% |
$11.9K - $16.8K
|
5.32K
$70.9K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.09K- 5.76% |
$13.5K - $19K
|
17.8K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.36K- 8.05% |
$16.8K - $23.7K
|
15.5K
$207K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.37K- 26.7% |
$16.9K - $23.9K
|
3.76K
$50K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.71K- 4.16% |
$33.4K - $47.2K
|
62.4K
$831K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.76K- 92.34% |
$46.4K - $65.6K
|
312
$4.16K
|
|
|
May 07, 2025
Q1 2025
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-5.09K- 26.06% |
$62.8K - $88.7K
|
14.4K
$192K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-7.51K- 21.54% |
$92.6K - $131K
|
27.3K
$364K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-8.13K- 23.16% |
$100K - $142K
|
27K
$359K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-21.8K- 33.85% |
$269K - $380K
|
42.6K
$567K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-22.5K- 7.27% |
$277K - $392K
|
287K
$3.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-26.5K- 46.21% |
$327K - $462K
|
30.9K
$411K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-31.3K- 74.15% |
$386K - $545K
|
10.9K
$145K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-33.7K- 14.87% |
$415K - $587K
|
193K
$2.57M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-35.9K- 3.34% |
$443K - $626K
|
1.04M
$13.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-36.6K- 11.63% |
$451K - $638K
|
278K
$3.7M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-46.7K- 45.14% |
$576K - $814K
|
56.7K
$755K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-71.3K- 89.32% |
$880K - $1.24M
|
8.53K
$114K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-135K- 54.62% |
$1.66M - $2.35M
|
112K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-219K- 1.42% |
$2.7M - $3.81M
|
15.2M
$202M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-251K- 54.92% |
$3.1M - $4.39M
|
206K
$2.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-395K- 65.83% |
$4.87M - $6.89M
|
205K
$2.73M
|
|
|
May 07, 2025
Q1 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-548K- 19.59% |
$6.77M - $9.56M
|
2.25M
$30M
|