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Upwork (UPWK) Institutional Ownership

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$9.12 +0.30 (+3.40%)
Closing price 07/13/2026 04:00 PM Eastern
Extended Trading
$9.13 +0.01 (+0.11%)
As of 07/13/2026 07:49 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Upwork (NASDAQ:UPWK)

Current
Institutional Ownership
Percentage
77.71%
Number of
Institutional Buyers
(last 12 months)
196
Total
Institutional Inflows
(last 12 months)
$650.48M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$347.42M
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Skip Chart & View Institutional Buying and Selling Data

UPWK Institutional Buying and Selling by Quarter

Upwork Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Handelsbanken Fonder AB38,500$322K0.0%+19.6%0.031%
7/7/2026 GAMMA Investing LLC4,575$38K0.0%+43.7%0.004%
6/18/2026Pacer Advisors Inc.726,780$7.97M0.0%+7,074.5%0.588%
5/19/2026Janus Henderson Group PLC59,070$647K0.0%-86.8%0.048%
5/19/2026Smith Group Asset Management LLC52,661$577K0.0%+35.1%0.043%
5/18/2026Amundi67,552$740K0.0%+35.6%0.055%
5/18/2026California State Teachers Retirement System156,213$1.71M0.0%+31.1%0.126%
5/18/2026Royal Bank of Canada178,706$1.96M0.0%-0.8%0.145%
5/18/2026Empowered Funds LLC192,084$2.11M0.0%+11.8%0.156%
5/16/2026The Manufacturers Life Insurance Company 51,749$567K0.0%-10.7%0.042%
5/16/2026Quantinno Capital Management LP48,486$531K0.0%+137.4%0.039%
5/16/2026SummitTX Capital L.P.45,293$496K0.0%N/A0.037%
5/15/2026Rice Hall James & Associates LLC1,308,167$14.34M0.8%N/A1.059%
5/14/2026Renaissance Technologies LLC2,040,320$22.36M0.0%-5.5%1.652%
5/14/2026Arrowstreet Capital Limited Partnership230,830$2.53M0.0%-26.5%0.187%
5/14/2026Inceptionr LLC43,932$481K0.1%N/A0.036%
5/14/2026Sei Investments Co.91,235$1M0.0%-10.1%0.074%
5/14/2026State of Wyoming162,856$1.79M0.2%+10.8%0.132%
5/13/2026Cetera Investment Advisers18,504$203K0.0%+10.9%0.015%
5/13/2026First Trust Advisors LP364,344$3.99M0.0%+5.9%0.295%
5/7/2026Dimensional Fund Advisors LP3,715,616$40.72M0.0%+26.5%3.007%
5/7/2026Swiss National Bank245,600$2.69M0.0%-1.1%0.199%
5/6/2026Jennison Associates LLC75,596$829K0.0%N/A0.061%
5/6/2026Aviance Capital Partners LLC69,732$764K0.1%+50.0%0.056%
5/6/2026Assetmark Inc.31,639$347K0.0%-16.2%0.026%
5/6/2026Allspring Global Investments Holdings LLC37,679$421K0.0%+11.3%0.030%
5/5/2026Kestrel Investment Management Corp433,000$4.75M2.8%-0.6%0.350%
5/5/2026Bank of New York Mellon Corp725,276$7.95M0.0%-3.7%0.587%
5/5/2026Illinois Municipal Retirement Fund72,163$791K0.0%+4.1%0.058%
5/5/2026Sanctuary Advisors LLC148,664$1.63M0.0%+1,374.4%0.120%
5/4/2026Principal Financial Group Inc.1,097,681$12.03M0.0%+13.8%0.888%
5/4/2026Teachers Retirement System of The State of Kentucky117,579$1.29M0.0%-2.6%0.095%
5/1/2026Fifth Third Bancorp29,427$323K0.0%+23,631.5%0.024%
4/27/2026New York State Teachers Retirement System68,872$755K0.0%-6.0%0.056%
4/27/2026Y Intercept Hong Kong Ltd70,446$772K0.0%N/A0.057%
4/27/2026Leonteq Securities AG24,915$273K0.0%+176.5%0.020%
4/22/2026Sterling Capital Management LLC14,368$157K0.0%-35.2%0.011%
4/22/2026Ground Swell Capital LLC10,618$116K0.2%N/A0.008%
4/21/2026Maridea Wealth Management LLC11,621$127K0.0%+11.0%0.009%
4/21/2026Louisiana State Employees Retirement System57,900$635K0.0%N/A0.044%
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4/16/2026SG Americas Securities LLC34,468$378K0.0%-78.8%0.026%
4/16/2026Balboa Wealth Partners16,739$183K0.0%N/A0.013%
3/17/2026Rockefeller Capital Management L.P.1,881$37K0.0%+434.4%0.001%
3/9/2026Corient Private Wealth LLC58,283$1.16M0.0%+26.0%0.045%
2/24/2026Pacer Advisors Inc.10,130$201K0.0%-98.1%0.008%
2/19/2026Mcguire Capital Advisors Inc.3,351$66K0.0%N/A0.003%
2/19/2026Invesco Ltd.3,585,846$71.07M0.0%+19.2%2.750%
2/19/2026Corient Private Wealth LLC58,073$1.15M0.0%+25.6%0.045%
2/18/2026Mercer Global Advisors Inc. ADV36,755$728K0.0%+16.5%0.028%
2/18/2026State of Tennessee Department of Treasury56,587$1.13M0.0%N/A0.043%
2/18/2026SkyView Investment Advisors LLC392,464$7.78M1.0%-2.5%0.300%
2/18/2026Empowered Funds LLC171,753$3.40M0.0%+146.2%0.131%
2/18/2026nVerses Capital LLC19,205$381K0.9%N/A0.015%
2/18/2026Wellington Management Group LLP923,133$18.30M0.0%+44.5%0.707%
2/18/2026Numerai GP LLC13,762$273K0.0%N/A0.011%
2/18/2026Occudo Quantitative Strategies LP24,119$478K0.0%N/A0.018%
2/18/2026Millennium Management LLC50,506$1.00M0.0%-91.2%0.039%
2/18/2026Man Group plc145,838$2.89M0.0%-30.2%0.112%
2/18/2026Inspire Investing LLC61,758$1.22M0.1%+13.7%0.047%
2/18/2026Invenomic Capital Management LP735,100$14.57M0.7%-44.9%0.563%
2/18/2026Janus Henderson Group PLC448,400$8.89M0.0%+659.1%0.343%
2/18/2026Gotham Asset Management LLC162,516$3.22M0.0%-26.8%0.124%
2/18/2026Evolve Private Wealth LLC18,316$363K0.0%N/A0.014%
2/18/2026Engineers Gate Manager LP83,393$1.65M0.0%N/A0.064%
2/18/2026Circumference Group LLC385,000$7.63M8.2%+2.7%0.295%
2/18/2026Ancient Art L.P.4,640,814$91.98M20.8%+8.7%3.552%
2/17/2026Guggenheim Capital LLC32,674$648K0.0%N/A0.025%
2/17/2026Schonfeld Strategic Advisors LLC11,802$234K0.0%-93.5%0.009%
2/17/2026Polar Asset Management Partners Inc.114,741$2.27M0.0%-76.2%0.088%
2/17/2026AQR Capital Management LLC431,206$8.55M0.0%+43.3%0.330%
2/17/2026Abel Hall LLC10,612$210K0.0%N/A0.008%
2/17/2026Amundi49,818$987K0.0%+4.0%0.038%
2/17/2026Jump Financial LLC40,400$801K0.0%+4.2%0.031%
2/17/2026Price T Rowe Associates Inc. MD19,231,377$381.17M0.0%+44.2%14.720%
2/17/2026Osaic Holdings Inc.7,340$145K0.0%-89.3%0.006%
2/17/2026California State Teachers Retirement System119,165$2.36M0.0%+2.8%0.091%
2/17/2026Russell Investments Group Ltd.14,699$291K0.0%-6.2%0.011%
2/17/2026Maryland State Retirement & Pension System19,057$378K0.0%N/A0.015%
2/17/2026State of Wisconsin Investment Board375,402$7.44M0.0%+40.4%0.287%
2/17/2026Summit Partners Public Asset Management LLC2,025,000$40.14M0.8%N/A1.550%
2/17/2026Royal Bank of Canada180,179$3.57M0.0%-60.4%0.138%
2/17/2026Blair William & Co. IL10,030$199K0.0%N/A0.008%
2/17/2026Mangrove Partners IM LLC13,859$275K0.0%N/A0.011%
2/16/2026Verition Fund Management LLC98,991$1.96M0.0%+24.9%0.076%
2/16/2026MML Investors Services LLC15,624$310K0.0%N/A0.012%
2/16/2026Mariner LLC20,053$397K0.0%+82.3%0.015%
2/16/2026Financial Gravity Asset Management Inc.401,665$7.96M1.5%+2.6%0.307%
2/16/2026Landscape Capital Management L.L.C.18,634$369K0.0%-68.2%0.014%
2/16/2026Barclays PLC912,840$18.09M0.0%-1.6%0.699%
2/13/2026Parkside Financial Bank & Trust5,629$112K0.0%+37.2%0.004%
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2/13/2026The Manufacturers Life Insurance Company 57,962$1.15M0.0%-5.7%0.044%
2/13/2026CANADA LIFE ASSURANCE Co107,479$2.13M0.0%+135.2%0.082%
2/13/2026Bridgewater Associates LP541,073$10.72M0.0%-15.6%0.414%
2/13/2026Stifel Financial Corp69,576$1.38M0.0%-12.3%0.053%
2/13/2026Morgan Stanley2,765,286$54.81M0.0%-42.0%2.117%
2/13/2026Schroder Investment Management Group290,843$5.69M0.0%N/A0.223%
2/13/2026Public Sector Pension Investment Board452,229$8.96M0.0%N/A0.346%
2/13/2026Essex Investment Management Co. LLC135,636$2.69M0.4%-2.2%0.104%
2/13/2026First Trust Advisors LP343,978$6.82M0.0%+87.1%0.263%
2/13/2026Charles Schwab Investment Management Inc.1,195,889$23.70M0.0%+9.5%0.915%


UPWK Institutional Ownership - Frequently Asked Questions

During the previous two years, 317 institutional investors and hedge funds held shares of Upwork. The most heavily invested institutionals were Price T Rowe Associates Inc. MD ($381.17M), Vanguard Group Inc. ($297.09M), LSV Asset Management ($129.57M), Ancient Art L.P. ($91.98M), Invesco Ltd. ($71.07M), Capital International Investors ($65.19M), and Geode Capital Management LLC ($61.14M).Learn more on Upwork's institutional investors.

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

Of the 278 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: Price T Rowe Associates Inc. MD ($11.18M), LSV Asset Management ($6.56M), Invesco Ltd. ($3.49M), Boston Partners ($3.03M), T. Rowe Price Investment Management Inc. ($2.89M), Allianz Asset Management GmbH ($2.39M), and Summit Partners Public Asset Management LLC ($2.03M).

Institutional investors have bought a total of 37,187,903 shares in the last 24 months. This purchase volume represents approximately $650.48M in transactions.

Of the 104 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: Morgan Stanley ($2.00M), Millennium Management LLC ($1.85M), Capital International Investors ($1.60M), Goldman Sachs Group Inc. ($1.43M), Allianz Asset Management GmbH ($1.28M), Pacer Advisors Inc. ($1.18M), and Verition Fund Management LLC ($920.90K).

Institutional investors have sold a total of 19,282,267 shares in the last 24 months. This volume of shares sold represents approximately $347.42M in transactions.


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This page (NASDAQ:UPWK) was last updated on 7/14/2026 by MarketBeat.com Staff.
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