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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.77K+ 1235.08% |
$46.5K - $65.7K
|
4.07K
$55.8K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
3.6K+ 5.08% |
$44.4K - $62.8K
|
74.5K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Straightline Group LLC
Troy, MI |
BUY
|
- |
3.34K+ 10.23% |
$41.2K - $58.2K
|
36K
$493K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.88K+ 119.64% |
$35.5K - $50.1K
|
5.28K
$72.3K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.91K+ 2.82% |
$23.6K - $33.3K
|
69.6K
$954K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.47K+ 5.69% |
$18.1K - $25.5K
|
27.2K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.39KNew |
$17.1K - $24.2K
|
1.39K
$19K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.38KNew |
$17K - $24.1K
|
1.38K
$18.9K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
1.36KNew |
$16.7K - $23.6K
|
1.36K
$18.6K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.35K+ 320.48% |
$16.6K - $23.5K
|
1.77K
$24.2K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.24KNew |
$15.3K - $21.6K
|
1.24K
$17K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.1K+ 84.85% |
$13.6K - $19.2K
|
2.4K
$32.9K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
781New |
$9.64K - $13.6K
|
781
$10.7K
|
|
|
May 15, 2025
Q1 2025
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
600New |
$7.4K - $10.5K
|
600
$8.22K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
500+ 166.67% |
$6.17K - $8.72K
|
800
$11K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
490New |
$6.05K - $8.55K
|
490
$6.71K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
454New |
$5.6K - $7.92K
|
454
$6.22K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
422+ 81.31% |
$5.21K - $7.36K
|
941
$12.9K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
328+ 1.19% |
$4.05K - $5.72K
|
27.9K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
274New |
$3.38K - $4.78K
|
274
$3.75K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
200New |
$2.47K - $3.49K
|
200
$2.74K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
165New |
$2.04K - $2.88K
|
165
$2.26K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
104+ 126.83% |
$1.28K - $1.81K
|
186
$2.55K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100+ 4.86% |
$1.23K - $1.74K
|
2.16K
$29.6K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
87+ 12.43% |
$1.07K - $1.52K
|
787
$10.8K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
81+ 105.19% |
$1K - $1.41K
|
158
$2.16K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
71New |
$876 - $1.24K
|
71
$973
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
70New |
$864 - $1.22K
|
70
$959
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
60New |
$740 - $1.05K
|
60
$822
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
59New |
$728 - $1.03K
|
59
$808
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
57New |
$703 - $994
|
57
$781
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 38.46% |
$617 - $872
|
180
$2.47K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
48+ 57.14% |
$592 - $837
|
132
$1.81K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
44New |
$543 - $767
|
44
$603
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
38+ 146.15% |
$469 - $663
|
64
$877
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32+ 2.56% |
$395 - $558
|
1.28K
$17.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$370 - $523
|
30
$411
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
28+ 0.08% |
$346 - $488
|
36.4K
$499K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
24New |
$296 - $419
|
24
$329
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
17New |
$210 - $296
|
17
$233
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16New |
$197 - $279
|
16
$219
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 500.0% |
$185 - $262
|
18
$247
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
15+ 0.34% |
$185 - $262
|
4.41K
$60.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
13+ 0.04% |
$160 - $227
|
36.9K
$505K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4+ 1.42% |
$49.4 - $69.8
|
285
$3.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 10.26% |
$49.4 - $69.8
|
43
$589
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12- 92.31% |
$148 - $209
|
1
$13.7
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-26- 1.22% |
$321 - $453
|
2.11K
$28.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-26- 48.15% |
$321 - $453
|
28
$384
|