Upwork (UPWK) Institutional Ownership

$12.27
-0.06 (-0.49%)
(As of 05/15/2024 ET)

Institutional Ownership Changes (13F Filings) for Upwork (NASDAQ:UPWK)

Current
Institutional Ownership
Percentage
77.71%
Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$332.54M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$211.18M
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UPWK Institutional Buying and Selling by Quarter

Upwork Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024Price T Rowe Associates Inc. MD126,581$1.55M0.0%+4.2%0.095%
5/15/2024Lazard Asset Management LLC4,816$59K0.0%-23.3%0.004%
5/14/2024Capital International Investors2,385,553$29.25M0.0%-48.1%1.792%
5/14/2024Shell Asset Management Co.8,570$105K0.0%+193.6%0.006%
5/13/2024 Financial Gravity Asset Management Inc.304,876$3.74M1.0%-92.2%0.229%
5/11/2024 Hillsdale Investment Management Inc.292,050$3.58M0.3%+8.8%0.219%
5/11/2024 Edgestream Partners L.P.258,131$3.17M0.2%N/A0.194%
5/10/2024 Acadian Asset Management LLC956,574$11.72M0.0%+19.0%0.719%
5/10/2024 Vanguard Group Inc.15,996,306$196.12M0.0%+5.1%12.065%
5/10/2024 Mizuho Markets Americas LLC60,443$741K0.0%-36.0%0.046%
5/9/2024 Lord Abbett & CO. LLC467,956$5.74M0.0%-78.5%0.353%
5/9/2024 ATOMVEST Ltd1,831,516$22.45M30.3%-39.6%1.381%
5/8/2024 ProShare Advisors LLC22,483$276K0.0%+8.6%0.017%
5/8/2024 US Bancorp DE60,536$742K0.0%-5.9%0.046%
5/8/2024 Russell Investments Group Ltd.68,531$840K0.0%+28.4%0.052%
5/8/2024 Headlands Technologies LLC3,970$49K0.0%N/A0.003%
5/7/2024 Sei Investments Co.223,892$2.75M0.0%-2.2%0.169%
5/7/2024Susquehanna Portfolio Strategies LLC174,400$2.14M0.0%-15.0%0.132%
5/7/2024 Swiss National Bank241,900$2.97M0.0%+1.1%0.182%
5/6/2024 Quantbot Technologies LP38,070$467K0.0%+32.4%0.029%
5/6/2024 Duality Advisers LP32,614$400K0.0%-13.9%0.025%
5/4/2024 Csenge Advisory Group109,587$1.34M0.1%N/A0.083%
5/3/2024 Essex Investment Management Co. LLC4,724$58K0.0%+56.2%0.004%
5/3/2024 GSA Capital Partners LLP143,107$1.75M0.1%-34.9%0.108%
5/1/2024 Capstone Investment Advisors LLC12,395$152K0.0%N/A0.009%
5/1/2024 BNP Paribas Financial Markets220,215$2.70M0.0%-58.2%0.166%
5/1/2024 Mirae Asset Global Investments Co. Ltd.51,547$632K0.0%-10.4%0.039%
5/1/2024 Baillie Gifford & Co.4,448,609$54.54M0.0%-3.5%3.355%
5/1/2024 Smith Group Asset Management LLC28,972$355K0.0%N/A0.022%
4/30/2024Commonwealth Equity Services LLC83,158$1.02M0.0%+9.7%0.063%
4/29/2024 Principal Financial Group Inc.16,823$206K0.0%+17.1%0.013%
4/25/2024 Shaker Investments LLC OH194,278$2.38M1.0%+65.0%0.141%
4/25/2024 Horrell Capital Management Inc.380,000$4.66M1.3%+38.2%0.277%
4/23/2024 Rice Hall James & Associates LLC109,239$1.34M0.1%N/A0.080%
4/19/2024 New Century Financial Group LLC88,338$1.08M0.8%N/A0.064%
4/18/2024 Diversified Trust Co14,713$180K0.0%-10.0%0.011%
4/15/2024 Counterpoint Mutual Funds LLC11,511$141K0.0%N/A0.008%
4/12/2024 Strategic Planning Group LLC41,110$504K0.1%+16.8%0.030%
4/5/2024 Los Angeles Capital Management LLC139,140$1.71M0.0%+38.3%0.101%
3/11/2024 Vanguard Group Inc.15,226,218$226.41M0.0%+4.5%11.082%
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3/1/2024Goldman Sachs Group Inc.2,252,227$33.49M0.0%+239.9%1.639%
2/16/2024 GSA Capital Partners LLP219,919$3.27M0.3%-23.9%0.162%
2/15/2024Bares Capital Management Inc.1,130,000$16.80M0.7%-22.6%0.830%
2/14/2024Kent Lake Capital LLC600,000$8.92M3.4%-29.4%0.441%
2/14/2024 VitalStone Financial LLC13,740$204K0.2%N/A0.010%
2/14/2024Invenomic Capital Management LP414,908$6.17M0.3%-65.8%0.305%
2/13/2024Circumference Group LLC275,000$4.09M3.4%N/A0.202%
2/13/2024Capital International Investors4,597,398$68.36M0.0%-0.1%3.378%
2/13/2024Blueshift Asset Management LLC16,894$251K0.1%N/A0.012%
2/13/2024 Premier Fund Managers Ltd37,376$563K0.0%N/A0.027%
2/12/2024 Global Endowment Management LP41,591$618K0.1%-29.6%0.031%
2/12/2024Alpha DNA Investment Management LLC31,599$470K0.2%N/A0.023%
2/12/2024 Olympiad Research LP17,597$262K0.2%N/A0.013%
2/9/2024 US Bancorp DE64,308$956K0.0%-25.4%0.047%
2/9/2024Aigen Investment Management LP77,744$1.16M0.2%+99.2%0.057%
2/9/2024Trexquant Investment LP188,148$2.80M0.1%-9.1%0.138%
2/9/2024 Corient Private Wealth LLC72,038$1.07M0.0%+30.7%0.053%
2/9/2024 Hillsdale Investment Management Inc.268,450$3.99M0.3%-0.4%0.197%
2/9/2024Dynamic Technology Lab Private Ltd17,665$262K0.0%+43.7%0.013%
2/9/2024Norges Bank772,405$11.49M0.0%N/A0.567%
2/8/2024 Mizuho Markets Americas LLC94,443$1.40M0.0%+10.5%0.069%
2/8/2024 Panagora Asset Management Inc.142,691$2.12M0.0%-2.9%0.105%
2/8/2024Quadrant Capital Group LLC1,988$30K0.0%+67.8%0.001%
2/8/2024 Essex Investment Management Co. LLC3,024$45K0.0%-41.5%0.002%
2/7/2024 Jump Financial LLC32,992$491K0.0%-86.5%0.024%
2/7/2024 BNP Paribas Financial Markets526,984$7.84M0.0%+120.8%0.387%
2/7/2024 Teacher Retirement System of Texas51,867$771K0.0%N/A0.038%
2/7/2024 Versor Investments LP38,073$566K0.1%+15.1%0.028%
2/6/2024 Picton Mahoney Asset Management165,750$2.47M0.1%N/A0.122%
2/6/2024 Charles Schwab Investment Management Inc.977,073$14.53M0.0%+2.2%0.718%
2/6/2024 Nkcfo LLC39,000$580K0.3%N/A0.029%
2/6/2024 Amalgamated Bank17,833$265K0.0%-4.9%0.013%
2/6/2024 Los Angeles Capital Management LLC100,622$1.50M0.0%+65.4%0.074%
2/6/2024 Swiss National Bank239,300$3.56M0.0%-9.4%0.176%
2/5/2024 Victory Capital Management Inc.16,200$241K0.0%+24.2%0.012%
2/5/2024 Mach 1 Financial Group LLC28,315$421K0.2%N/A0.021%
2/5/2024 Transcend Capital Advisors LLC138,004$2.05M0.2%-0.5%0.101%
2/5/2024 Russell Investments Group Ltd.53,385$797K0.0%+542.6%0.039%
2/1/2024 New York State Common Retirement Fund46,725$695K0.0%-5.7%0.034%
2/1/2024 Duality Advisers LP37,859$563K0.1%N/A0.028%
2/1/2024 CWM LLC3,434$51K0.0%-20.6%0.003%
1/31/2024 Daiwa Securities Group Inc.2,200$33K0.0%N/A0.002%
1/30/2024 Mackenzie Financial Corp18,085$269K0.0%N/A0.013%
1/30/2024 Cornercap Investment Counsel Inc.36,283$540K0.1%-26.1%0.027%
1/30/2024 Strs Ohio12,800$190K0.0%-26.9%0.009%
1/30/2024 Vontobel Holding Ltd.285,751$4.25M0.0%-4.3%0.210%
1/30/2024 Sumitomo Mitsui Trust Holdings Inc.22,192$330K0.0%N/A0.016%
1/29/2024 Shaker Investments LLC OH117,718$1.75M0.8%+78.9%0.086%
1/26/2024 Baillie Gifford & Co.4,611,210$68.57M0.1%-11.5%3.388%
1/17/2024 Assenagon Asset Management S.A.1,283,227$19.08M0.1%N/A0.943%
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1/16/2024 Raymond James & Associates20,987$312K0.0%N/A0.015%
1/16/2024 Jessup Wealth Management Inc44,055$655K0.3%N/A0.032%
1/16/2024Wealthsource Partners LLC63,802$949K0.1%-2.9%0.047%
1/8/2024 Diversified Trust Co16,355$243K0.0%-12.5%0.012%
12/18/2023 Vanguard Group Inc.14,565,252$165.46M0.0%+5.1%10.701%
11/22/2023Graham Capital Management L.P.115,738$1.32M0.0%+143.1%0.085%
11/17/2023SkyView Investment Advisors LLC176,201$2.00M0.8%-1.0%0.129%
11/16/2023 Financial Gravity Asset Management Inc.3,893,556$44.23M0.6%+2,216.0%2.861%
11/16/2023Tudor Investment Corp Et Al330,221$3.75M0.0%+312.0%0.243%
11/16/2023Penserra Capital Management LLC460,645$5.23M0.1%-5.9%0.338%
(Data available from 1/1/2016 forward)

UPWK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPWK shares?

During the previous two years, 187 institutional investors and hedge funds held shares of Upwork. The most heavily invested institutionals were Vanguard Group Inc. ($196.12M), Hawk Ridge Capital Management LP ($62.05M), Baillie Gifford & Co. ($54.54M), Dorsey Asset Management LLC ($43.82M), Ancient Art L.P. ($34.84M), Goldman Sachs Group Inc. ($33.49M), and Capital International Investors ($29.25M).Learn more on UPWK's institutional investors.

What percentage of Upwork stock is owned by institutional investors?

77.71% of Upwork stock is owned by institutional investors. Learn more on UPWK's institutional investor holdings.

Which institutional investors have been buying Upwork stock?

Of the 160 institutional investors that purchased Upwork stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Gravity Asset Management Inc. ($3.90M), ATOMVEST Ltd ($3.03M), Greenoaks Capital Partners LLC ($2.33M), Renaissance Technologies LLC ($2.32M), Vanguard Group Inc. ($2.13M), Dorsey Asset Management LLC ($2.10M), and Invenomic Capital Management LP ($1.68M).

How much institutional buying is happening at Upwork?

Institutional investors have bought a total of 44,912,163 shares in the last 24 months. This purchase volume represents approximately $616.26M in transactions.

Which Upwork major shareholders have been selling company stock?

Of the 88 institutional investors that sold Upwork stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Gravity Asset Management Inc. ($3.63M), Baillie Gifford & Co. ($2.77M), Capital International Investors ($2.22M), Lord Abbett & CO. LLC ($1.71M), ATOMVEST Ltd ($1.20M), Deutsche Bank AG ($1.15M), and Citigroup Inc. ($914.10K).

How much institutional selling is happening at Upwork?

Institutional investors have sold a total of 21,764,095 shares in the last 24 months. This volume of shares sold represents approximately $271.41M in transactions.


This page (NASDAQ:UPWK) was last updated on 5/16/2024 by MarketBeat.com Staff

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