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Upwork (UPWK) Institutional Ownership

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$17.09 -0.31 (-1.78%)
Closing price 10/7/2025 04:00 PM Eastern
Extended Trading
$16.92 -0.17 (-0.99%)
As of 10/7/2025 07:54 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
77.71%
Number of
Institutional Buyers
(last 12 months)
177
Total
Institutional Inflows
(last 12 months)
$638.28M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$534.00M
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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
10/7/2025Assenagon Asset Management S.A.537,261$9.98M0.0%+5.4%0.405%
9/26/2025Corient Private Wealth LLC80,210$1.08M0.0%-43.0%0.060%
9/4/2025Osaic Holdings Inc.7,233$97K0.0%-86.1%0.005%
8/28/2025Straightline Group LLC37,143$499K0.3%+3.2%0.028%
8/19/2025State of Wyoming137,044$1.84M0.2%+546.8%0.103%
8/18/2025Caxton Associates LLP17,940$241K0.0%N/A0.014%
8/15/2025CANADA LIFE ASSURANCE Co45,706$614K0.0%+16.0%0.034%
8/15/2025Tower Research Capital LLC TRC 13,972$188K0.0%+1,333.0%0.011%
8/15/2025Synergy Financial Group LTD31,033$417K0.3%-8.2%0.023%
8/15/2025SkyView Investment Advisors LLC389,237$5.30M0.8%+0.8%0.294%
8/15/2025Corient Private Wealth LLC160,420$2.16M0.0%+13.9%0.121%
8/15/2025Teza Capital Management LLC11,637$156K0.1%-42.6%0.009%
8/15/2025Man Group plc194,655$2.62M0.0%+223.9%0.147%
8/15/2025Lazard Asset Management LLC44,078$591K0.0%-89.5%0.033%
8/15/2025Engineers Gate Manager LP123,884$1.67M0.0%+66.1%0.093%
8/15/2025Cubist Systematic Strategies LLC442,793$5.95M0.0%-18.4%0.334%
8/15/2025BNP Paribas Financial Markets38,794$521K0.0%+259.4%0.029%
8/15/2025Brevan Howard Capital Management LP74,074$996K0.0%N/A0.056%
8/15/2025Balyasny Asset Management L.P.889,522$11.96M0.0%N/A0.671%
8/15/2025Ameriprise Financial Inc.278,996$3.75M0.0%+2.2%0.210%
8/14/2025PDT Partners LLC24,439$328K0.0%N/A0.018%
8/14/2025California State Teachers Retirement System115,859$1.56M0.0%+1.3%0.087%
8/14/2025Bayesian Capital Management LP53,350$717K0.1%N/A0.040%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.68,195$917K0.0%-8.4%0.051%
8/14/2025Globeflex Capital L P269,640$3.62M0.3%+13.5%0.203%
8/14/2025The Manufacturers Life Insurance Company 65,410$879K0.0%-6.1%0.049%
8/14/2025Sei Investments Co.279,765$3.76M0.0%+74.9%0.211%
8/14/2025Qube Research & Technologies Ltd1,036,334$13.93M0.0%+27.9%0.782%
8/14/2025Divisadero Street Capital Management LP158,125$2.13M0.1%N/A0.119%
8/14/2025Cary Street Partners Financial LLC102,670$1.38M0.0%-5.5%0.077%
8/13/2025Amundi54,844$738K0.0%-41.1%0.041%
8/13/2025First Trust Advisors LP311,099$4.18M0.0%+353.6%0.235%
8/13/2025EverSource Wealth Advisors LLC3,503$47K0.0%+19,361.1%0.003%
8/13/2025Invesco Ltd.2,861,482$38.46M0.0%+8.8%2.158%
8/13/2025PharVision Advisers LLC12,768$172K0.2%N/A0.010%
8/13/2025Arrowstreet Capital Limited Partnership1,023,468$13.76M0.0%+19.8%0.772%
8/13/2025Quantbot Technologies LP84,523$1.14M0.0%N/A0.064%
8/13/2025OMERS ADMINISTRATION Corp115,300$1.55M0.0%-9.2%0.087%
8/13/2025Edgestream Partners L.P.176,323$2.37M0.1%N/A0.133%
8/13/2025Grandeur Peak Global Advisors LLC463,926$6.24M0.8%+27.1%0.350%
8/13/2025Norges Bank97,529$1.31M0.0%N/A0.074%
8/13/2025Capital Fund Management S.A.185,226$2.49M0.0%N/A0.140%
8/13/2025Grantham Mayo Van Otterloo & Co. LLC30,194$406K0.0%N/A0.023%
8/13/2025Elevation Point Wealth Partners LLC2,233$30K0.0%N/A0.002%
8/13/2025Russell Investments Group Ltd.15,850$213K0.0%+85.8%0.012%
8/12/2025Boston Partners262,219$3.52M0.0%+61.6%0.198%
8/12/2025Elo Mutual Pension Insurance Co94,000$1.26M0.0%N/A0.071%
8/12/2025XTX Topco Ltd57,182$769K0.0%+32.3%0.043%
8/12/2025Prudential Financial Inc.22,327$300K0.0%N/A0.017%
8/12/2025American Century Companies Inc.339,813$4.57M0.0%+180.2%0.256%
8/12/2025Rhumbline Advisers193,199$2.60M0.0%+5.8%0.146%
8/12/2025Franklin Resources Inc.236,012$3.17M0.0%-5.3%0.178%
8/12/2025Legal & General Group Plc155,925$2.10M0.0%+12.7%0.118%
8/12/2025Hillsdale Investment Management Inc.449,400$6.04M0.2%+24.3%0.339%
8/12/2025JPMorgan Chase & Co.232,401$3.12M0.0%-70.0%0.175%
8/12/2025Magnetar Financial LLC32,021$430K0.0%N/A0.024%
8/12/2025Dynamic Technology Lab Private Ltd69,231$930K0.1%N/A0.052%
8/11/2025EMC Capital Management3,345$45K0.0%N/A0.003%
8/11/2025LSV Asset Management6,534,575$87.83M0.2%+22.1%4.928%
8/8/2025Financial Gravity Companies Inc.380,836$5.12M0.8%N/A0.289%
8/8/2025Cetera Investment Advisers16,363$220K0.0%+51.4%0.012%
8/8/2025Intech Investment Management LLC73,117$983K0.0%-12.4%0.056%
8/8/2025Creative Planning29,239$393K0.0%+16.9%0.022%
8/8/2025Fiera Capital Corp1,065,373$14.32M0.0%+1.4%0.810%
8/8/2025Bailard Inc.96,572$1.30M0.0%+7.1%0.073%
8/8/2025Geode Capital Management LLC2,995,319$40.26M0.0%-0.7%2.276%
8/8/2025Quinn Opportunity Partners LLC10,000$134K0.0%-33.3%0.008%
8/8/2025KBC Group NV4,424$59K0.0%-33.9%0.003%
8/8/2025Jupiter Asset Management Ltd.158,950$2.14M0.0%+761.8%0.121%
8/7/2025Boston Partners262,219$3.52M0.0%+61.6%0.199%
8/7/2025ProShare Advisors LLC25,516$343K0.0%-5.4%0.019%
8/7/2025King Luther Capital Management Corp264,789$3.56M0.0%+0.4%0.201%
8/7/2025Acadian Asset Management LLC819,273$11.00M0.0%-2.9%0.623%
8/7/2025Campbell & CO Investment Adviser LLC251,263$3.38M0.2%+80.6%0.191%
8/7/2025Connor Clark & Lunn Investment Management Ltd.236,906$3.18M0.0%+456.2%0.180%
8/7/2025Aviva PLC31,638$425K0.0%-26.3%0.024%
8/7/2025Los Angeles Capital Management LLC140,392$1.89M0.0%-26.7%0.107%
8/6/2025Fox Run Management L.L.C.46,076$619K0.1%N/A0.035%
8/6/2025Penserra Capital Management LLC212,574$2.86M0.0%-25.9%0.162%
8/5/2025Hussman Strategic Advisors Inc.84,000$1.13M0.3%N/A0.064%
8/5/2025Corton Capital Inc.17,302$233K0.3%+19.9%0.013%
8/5/2025Aviance Capital Partners LLC46,073$619K0.1%N/A0.035%
8/1/2025Jennison Associates LLC52,974$712K0.0%+5.4%0.040%
8/1/2025Teacher Retirement System of Texas66,653$896K0.0%-42.1%0.051%
8/1/2025Y Intercept Hong Kong Ltd93,153$1.25M0.0%N/A0.071%
7/31/2025Kestrel Investment Management Corp451,000$6.06M3.6%-4.4%0.343%
7/31/2025AlphaQuest LLC25,913$348K0.0%+371.6%0.020%
7/30/2025Ethic Inc.14,393$196K0.0%+11.1%0.011%
7/29/2025VIRGINIA RETIREMENT SYSTEMS ET Al15,691$211K0.0%N/A0.012%
7/29/2025Nordea Investment Management AB239,146$3.22M0.0%-1.1%0.182%
7/28/2025Allianz Asset Management GmbH961,628$12.92M0.0%-57.0%0.731%
7/25/2025LRI Investments LLC2,528$34K0.0%+415.9%0.002%
7/25/2025CWM LLC3,468$47K0.0%-34.8%0.003%
7/24/2025Inspire Investing LLC63,048$847K0.1%+9.7%0.048%
7/21/2025111 Capital16,016$215K0.0%N/A0.012%
7/18/2025Robeco Institutional Asset Management B.V.171,878$2.31M0.0%+21.0%0.131%
7/15/2025Alhambra Investment Management LLC11,499$155K0.1%-15.6%0.009%
7/15/2025Financial Management Professionals Inc.2,070$28K0.0%-62.1%0.002%
7/11/2025SeaCrest Wealth Management LLC10,800$145K0.0%+8.0%0.008%
7/11/2025Assenagon Asset Management S.A.509,694$6.85M0.0%+17.5%0.387%
(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, 283 institutional investors and hedge funds held shares of Upwork. The most heavily invested institutionals were Vanguard Group Inc. ($197.73M), Price T Rowe Associates Inc. MD ($196.99M), LSV Asset Management ($87.83M), T. Rowe Price Investment Management Inc. ($60.82M), Dorsey Asset Management LLC ($49.79M), Ancient Art L.P. ($49.36M), and Capital International Investors ($47.52M).Learn more on Upwork's institutional investors.

What percentage of Upwork's stock is owned by institutional investors?

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

Which institutional investors have been buying Upwork's stock?

Of the 238 institutional investors that purchased Upwork's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LSV Asset Management ($6.53M), Price T Rowe Associates Inc. MD ($5.29M), Financial Gravity Asset Management Inc. ($4.11M), T. Rowe Price Investment Management Inc. ($2.89M), Invesco Ltd. ($2.76M), Vanguard Group Inc. ($2.13M), and Assenagon Asset Management S.A. ($1.82M).

How much institutional buying is happening at Upwork?

Institutional investors have bought a total of 44,348,785 shares in the last 24 months. This purchase volume represents approximately $638.25M in transactions.

Which of Upwork's major shareholders have been selling company stock?

Of the 103 institutional investors that sold Upwork's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Pacific Advisors LP ($8.90M), Engine Capital Management LP ($4.71M), Ancient Art L.P. ($3.56M), Jefferies Financial Group Inc. ($2.41M), Invenomic Capital Management LP ($1.87M), ATOMVEST Ltd ($1.52M), and Baillie Gifford & Co. ($1.37M).

How much institutional selling is happening at Upwork?

Institutional investors have sold a total of 34,710,377 shares in the last 24 months. This volume of shares sold represents approximately $534.00M in transactions.



This page (NASDAQ:UPWK) was last updated on 10/8/2025 by MarketBeat.com Staff
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