Upwork (UPWK) Institutional Ownership

$11.23
+0.10 (+0.90%)
(As of 04/22/2024 ET)

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

Current
Institutional Ownership
Percentage
77.71%
Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$326.12M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$98.62M
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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
4/19/2024New Century Financial Group LLC88,338$1.08M0.8%N/A0.064%
4/18/2024Diversified Trust Co14,713$180K0.0%-10.0%0.011%
4/15/2024Counterpoint 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%
3/11/2024Vanguard Group Inc.15,226,218$226.41M0.0%+4.5%11.082%
3/1/2024Goldman Sachs Group Inc.2,252,227$33.49M0.0%+239.9%1.639%
2/16/2024GSA 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%
2/14/2024VitalStone 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%
2/13/2024Premier Fund Managers Ltd37,376$563K0.0%N/A0.027%
2/12/2024Global Endowment Management LP41,591$618K0.1%-29.6%0.031%
2/12/2024Alpha DNA Investment Management LLC31,599$470K0.2%N/A0.023%
2/12/2024Olympiad Research LP17,597$262K0.2%N/A0.013%
2/9/2024US 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%
2/9/2024Corient Private Wealth LLC72,038$1.07M0.0%+30.7%0.053%
2/9/2024Hillsdale 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%
2/8/2024Mizuho Markets Americas LLC94,443$1.40M0.0%+10.5%0.069%
2/8/2024Panagora 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%
2/8/2024Essex Investment Management Co. LLC3,024$45K0.0%-41.5%0.002%
2/7/2024Jump Financial LLC32,992$491K0.0%-86.5%0.024%
2/7/2024BNP Paribas Financial Markets526,984$7.84M0.0%+120.8%0.387%
2/7/2024Teacher Retirement System of Texas51,867$771K0.0%N/A0.038%
2/7/2024Versor Investments LP38,073$566K0.1%+15.1%0.028%
2/6/2024Picton Mahoney Asset Management165,750$2.47M0.1%N/A0.122%
2/6/2024Charles Schwab Investment Management Inc.977,073$14.53M0.0%+2.2%0.718%
2/6/2024Nkcfo LLC39,000$580K0.3%N/A0.029%
2/6/2024Amalgamated Bank17,833$265K0.0%-4.9%0.013%
2/6/2024 Los Angeles Capital Management LLC100,622$1.50M0.0%+65.4%0.074%
2/6/2024Swiss National Bank239,300$3.56M0.0%-9.4%0.176%
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2/5/2024Victory Capital Management Inc.16,200$241K0.0%+24.2%0.012%
2/5/2024Mach 1 Financial Group LLC28,315$421K0.2%N/A0.021%
2/5/2024Transcend Capital Advisors LLC138,004$2.05M0.2%-0.5%0.101%
2/5/2024Russell Investments Group Ltd.53,385$797K0.0%+542.6%0.039%
2/1/2024New York State Common Retirement Fund46,725$695K0.0%-5.7%0.034%
2/1/2024Duality Advisers LP37,859$563K0.1%N/A0.028%
2/1/2024 CWM LLC3,434$51K0.0%-20.6%0.003%
1/31/2024Daiwa Securities Group Inc.2,200$33K0.0%N/A0.002%
1/30/2024Mackenzie Financial Corp18,085$269K0.0%N/A0.013%
1/30/2024Cornercap Investment Counsel Inc.36,283$540K0.1%-26.1%0.027%
1/30/2024Strs Ohio12,800$190K0.0%-26.9%0.009%
1/30/2024Vontobel Holding Ltd.285,751$4.25M0.0%-4.3%0.210%
1/30/2024Sumitomo Mitsui Trust Holdings Inc.22,192$330K0.0%N/A0.016%
1/29/2024Shaker Investments LLC OH117,718$1.75M0.8%+78.9%0.086%
1/26/2024Baillie Gifford & Co.4,611,210$68.57M0.1%-11.5%3.388%
1/17/2024Assenagon Asset Management S.A.1,283,227$19.08M0.1%N/A0.943%
1/16/2024Raymond James & Associates20,987$312K0.0%N/A0.015%
1/16/2024Jessup Wealth Management Inc44,055$655K0.3%N/A0.032%
1/16/2024Wealthsource Partners LLC63,802$949K0.1%-2.9%0.047%
1/8/2024Diversified Trust Co16,355$243K0.0%-12.5%0.012%
12/18/2023Vanguard 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%
11/16/2023Financial 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%
11/15/2023GSA Capital Partners LLP289,168$3.29M0.3%N/A0.212%
11/15/2023Kent Lake Capital LLC850,000$9.66M3.7%+178.9%0.624%
11/15/2023AXQ Capital LP16,600$189K0.1%N/A0.012%
11/15/2023Advantage Alpha Capital Partners LP179,488$2.04M0.4%-31.4%0.132%
11/15/2023Mak Capital One LLC1,366,929$15.53M2.9%N/A1.004%
11/14/2023Gotham Asset Management LLC33,692$383K0.0%N/A0.025%
11/14/2023Greenoaks Capital Partners LLC1,910,158$21.70M2.7%-17.0%1.403%
11/14/2023Sherbrooke Park Advisers LLC11,864$135K0.0%N/A0.009%
11/14/2023Teza Capital Management LLC46,820$532K0.0%+89.3%0.034%
11/14/2023Qube Research & Technologies Ltd410,569$4.66M0.0%-0.6%0.302%
11/14/2023Trexquant Investment LP207,010$2.35M0.1%-15.9%0.152%
11/13/2023Connor Clark & Lunn Investment Management Ltd.512,167$5.82M0.0%+193.9%0.376%
11/13/2023Algert Global LLC270,712$3.08M0.1%+10.5%0.199%
11/13/2023EAM Investors LLC174,679$1.98M0.4%N/A0.128%
11/13/2023Healthcare of Ontario Pension Plan Trust Fund62,000$704K0.0%-18.1%0.046%
11/13/2023Fuller & Thaler Asset Management Inc.1,018,983$11.58M0.1%N/A0.749%
11/13/2023Brandywine Global Investment Management LLC413,459$4.70M0.0%N/A0.304%
11/13/2023Acadian Asset Management LLC561,060$6.37M0.0%-6.2%0.412%
11/13/2023Aigen Investment Management LP39,033$443K0.1%+11.7%0.029%
11/13/2023FMR LLC368,034$4.18M0.0%+170.2%0.270%
11/13/2023Baillie Gifford & Co.5,208,522$59.17M0.1%-24.7%3.827%
11/13/2023Wealthsource Partners LLC65,741$747K0.1%-2.0%0.048%
11/13/2023Lord Abbett & CO. LLC1,495,319$16.99M0.1%N/A1.099%
11/9/2023Mizuho Markets Americas LLC85,443$971K0.0%-11.4%0.063%
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11/9/2023Deutsche Bank AG159,573$1.81M0.0%-87.5%0.118%
11/9/2023Essex Investment Management Co. LLC5,172$59K0.0%-25.7%0.004%
11/9/2023Citigroup Inc.182,603$2.07M0.0%+58.4%0.135%
11/8/2023State of New Jersey Common Pension Fund D167,005$1.90M0.0%N/A0.124%
11/8/2023Charles Schwab Investment Management Inc.956,370$10.86M0.0%+4.7%0.709%
11/8/2023Landscape Capital Management L.L.C.129,209$1.47M0.2%+87.7%0.096%
11/8/2023Swiss National Bank264,100$3M0.0%+1.7%0.196%
11/7/2023New York State Common Retirement Fund49,526$563K0.0%+26.2%0.037%
11/7/2023Fox Run Management L.L.C.14,415$164K0.0%N/A0.011%
11/7/2023Jump Financial LLC243,508$2.77M0.1%-3.8%0.181%
(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, 188 institutional investors and hedge funds held shares of Upwork. The most heavily invested institutionals were Vanguard Group Inc. ($226.41M), Baillie Gifford & Co. ($68.57M), Capital International Investors ($68.36M), Hawk Ridge Capital Management LP ($62.05M), Financial Gravity Asset Management Inc. ($44.23M), Dorsey Asset Management LLC ($43.82M), and Ancient Art L.P. ($34.84M).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 156 institutional investors that purchased Upwork stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hawk Ridge Capital Management LP ($3.94M), Financial Gravity Asset Management Inc. ($3.90M), ATOMVEST Ltd ($3.03M), Greenoaks Capital Partners LLC ($2.33M), Renaissance Technologies LLC ($2.32M), Dorsey Asset Management LLC ($2.21M), and Invenomic Capital Management LP ($1.68M).

How much institutional buying is happening at Upwork?

Institutional investors have bought a total of 46,815,834 shares in the last 24 months. This purchase volume represents approximately $679.18M in transactions.

Which Upwork major shareholders have been selling company stock?

Of the 92 institutional investors that sold Upwork stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Baillie Gifford & Co. ($2.61M), Deutsche Bank AG ($1.15M), Citigroup Inc. ($914.10K), Invenomic Capital Management LP ($799.32K), TD Asset Management Inc. ($704.90K), Frontier Capital Management Co. LLC ($640.06K), and Royce & Associates LP ($527.94K).

How much institutional selling is happening at Upwork?

Institutional investors have sold a total of 14,040,559 shares in the last 24 months. This volume of shares sold represents approximately $194.51M in transactions.


This page (NASDAQ:UPWK) was last updated on 4/23/2024 by MarketBeat.com Staff

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