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Upwork (UPWK) Institutional Ownership

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$8.56 -0.42 (-4.68%)
Closing price 04:00 PM Eastern
Extended Trading
$8.49 -0.07 (-0.82%)
As of 06:36 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)
197
Total
Institutional Inflows
(last 12 months)
$643.79M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$347.56M
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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
5/19/2026 Janus Henderson Group PLC59,070$647K0.0%-86.8%0.048%
5/19/2026 Smith Group Asset Management LLC52,661$577K0.0%+35.1%0.043%
5/18/2026 Amundi67,552$740K0.0%+35.6%0.055%
5/18/2026 California State Teachers Retirement System156,213$1.71M0.0%+31.1%0.126%
5/18/2026 Royal Bank of Canada178,706$1.96M0.0%-0.8%0.145%
5/18/2026 Empowered Funds LLC192,084$2.11M0.0%+11.8%0.156%
5/16/2026 The Manufacturers Life Insurance Company 51,749$567K0.0%-10.7%0.042%
5/16/2026 Quantinno Capital Management LP48,486$531K0.0%+137.4%0.039%
5/16/2026 SummitTX Capital L.P.45,293$496K0.0%N/A0.037%
5/15/2026 Rice Hall James & Associates LLC1,308,167$14.34M0.8%N/A1.059%
5/14/2026 Renaissance Technologies LLC2,040,320$22.36M0.0%-5.5%1.652%
5/14/2026 Arrowstreet Capital Limited Partnership230,830$2.53M0.0%-26.5%0.187%
5/14/2026 Inceptionr LLC43,932$481K0.1%N/A0.036%
5/14/2026 Sei Investments Co.91,235$1M0.0%-10.1%0.074%
5/14/2026 State of Wyoming162,856$1.79M0.2%+10.8%0.132%
5/13/2026 Cetera Investment Advisers18,504$203K0.0%+10.9%0.015%
5/13/2026 First Trust Advisors LP364,344$3.99M0.0%+5.9%0.295%
5/7/2026 Dimensional Fund Advisors LP3,715,616$40.72M0.0%+26.5%3.007%
5/7/2026 Swiss National Bank245,600$2.69M0.0%-1.1%0.199%
5/6/2026 Jennison Associates LLC75,596$829K0.0%N/A0.061%
5/6/2026 Aviance Capital Partners LLC69,732$764K0.1%+50.0%0.056%
5/6/2026 Assetmark Inc.31,639$347K0.0%-16.2%0.026%
5/6/2026 Allspring Global Investments Holdings LLC37,679$421K0.0%+11.3%0.030%
5/5/2026 Kestrel Investment Management Corp433,000$4.75M2.8%-0.6%0.350%
5/5/2026 Bank of New York Mellon Corp725,276$7.95M0.0%-3.7%0.587%
5/5/2026 Illinois Municipal Retirement Fund72,163$791K0.0%+4.1%0.058%
5/5/2026 Sanctuary Advisors LLC148,664$1.63M0.0%+1,374.4%0.120%
5/4/2026 Principal Financial Group Inc.1,097,681$12.03M0.0%+13.8%0.888%
5/4/2026 Teachers Retirement System of The State of Kentucky117,579$1.29M0.0%-2.6%0.095%
5/1/2026 Fifth Third Bancorp29,427$323K0.0%+23,631.5%0.024%
4/27/2026 New York State Teachers Retirement System68,872$755K0.0%-6.0%0.056%
4/27/2026 Y Intercept Hong Kong Ltd70,446$772K0.0%N/A0.057%
4/27/2026 Leonteq Securities AG24,915$273K0.0%+176.5%0.020%
4/22/2026 Sterling Capital Management LLC14,368$157K0.0%-35.2%0.011%
4/22/2026 Ground Swell Capital LLC10,618$116K0.2%N/A0.008%
4/21/2026 Maridea Wealth Management LLC11,621$127K0.0%+11.0%0.009%
4/21/2026 Louisiana State Employees Retirement System57,900$635K0.0%N/A0.044%
4/16/2026 SG Americas Securities LLC34,468$378K0.0%-78.8%0.026%
4/16/2026 Balboa Wealth Partners16,739$183K0.0%N/A0.013%
3/17/2026 Rockefeller Capital Management L.P.1,881$37K0.0%+434.4%0.001%
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3/9/2026 Corient Private Wealth LLC58,283$1.16M0.0%+26.0%0.045%
2/24/2026 Pacer Advisors Inc.10,130$201K0.0%-98.1%0.008%
2/19/2026 Mcguire Capital Advisors Inc.3,351$66K0.0%N/A0.003%
2/19/2026 Invesco Ltd.3,585,846$71.07M0.0%+19.2%2.750%
2/19/2026 Corient Private Wealth LLC58,073$1.15M0.0%+25.6%0.045%
2/18/2026 Mercer Global Advisors Inc. ADV36,755$728K0.0%+16.5%0.028%
2/18/2026 State of Tennessee Department of Treasury56,587$1.13M0.0%N/A0.043%
2/18/2026 SkyView Investment Advisors LLC392,464$7.78M1.0%-2.5%0.300%
2/18/2026 Empowered Funds LLC171,753$3.40M0.0%+146.2%0.131%
2/18/2026 nVerses Capital LLC19,205$381K0.9%N/A0.015%
2/18/2026 Wellington Management Group LLP923,133$18.30M0.0%+44.5%0.707%
2/18/2026 Numerai GP LLC13,762$273K0.0%N/A0.011%
2/18/2026 Occudo Quantitative Strategies LP24,119$478K0.0%N/A0.018%
2/18/2026 Millennium Management LLC50,506$1.00M0.0%-91.2%0.039%
2/18/2026 Man Group plc145,838$2.89M0.0%-30.2%0.112%
2/18/2026 Inspire Investing LLC61,758$1.22M0.1%+13.7%0.047%
2/18/2026 Invenomic Capital Management LP735,100$14.57M0.7%-44.9%0.563%
2/18/2026 Janus Henderson Group PLC448,400$8.89M0.0%+659.1%0.343%
2/18/2026 Gotham Asset Management LLC162,516$3.22M0.0%-26.8%0.124%
2/18/2026 Evolve Private Wealth LLC18,316$363K0.0%N/A0.014%
2/18/2026 Engineers Gate Manager LP83,393$1.65M0.0%N/A0.064%
2/18/2026 Circumference Group LLC385,000$7.63M8.2%+2.7%0.295%
2/18/2026 Ancient Art L.P.4,640,814$91.98M20.8%+8.7%3.552%
2/17/2026 Guggenheim Capital LLC32,674$648K0.0%N/A0.025%
2/17/2026 Schonfeld Strategic Advisors LLC11,802$234K0.0%-93.5%0.009%
2/17/2026 Polar Asset Management Partners Inc.114,741$2.27M0.0%-76.2%0.088%
2/17/2026 AQR Capital Management LLC431,206$8.55M0.0%+43.3%0.330%
2/17/2026 Abel Hall LLC10,612$210K0.0%N/A0.008%
2/17/2026 Amundi49,818$987K0.0%+4.0%0.038%
2/17/2026 Jump Financial LLC40,400$801K0.0%+4.2%0.031%
2/17/2026 Price T Rowe Associates Inc. MD19,231,377$381.17M0.0%+44.2%14.720%
2/17/2026 Osaic Holdings Inc.7,340$145K0.0%-89.3%0.006%
2/17/2026 California State Teachers Retirement System119,165$2.36M0.0%+2.8%0.091%
2/17/2026 Russell Investments Group Ltd.14,699$291K0.0%-6.2%0.011%
2/17/2026 Maryland State Retirement & Pension System19,057$378K0.0%N/A0.015%
2/17/2026 State of Wisconsin Investment Board375,402$7.44M0.0%+40.4%0.287%
2/17/2026 Summit Partners Public Asset Management LLC2,025,000$40.14M0.8%N/A1.550%
2/17/2026 Royal Bank of Canada180,179$3.57M0.0%-60.4%0.138%
2/17/2026 Blair William & Co. IL10,030$199K0.0%N/A0.008%
2/17/2026 Mangrove Partners IM LLC13,859$275K0.0%N/A0.011%
2/16/2026 Verition Fund Management LLC98,991$1.96M0.0%+24.9%0.076%
2/16/2026 MML Investors Services LLC15,624$310K0.0%N/A0.012%
2/16/2026 Mariner LLC20,053$397K0.0%+82.3%0.015%
2/16/2026 Financial Gravity Asset Management Inc.401,665$7.96M1.5%+2.6%0.307%
2/16/2026 Landscape Capital Management L.L.C.18,634$369K0.0%-68.2%0.014%
2/16/2026 Barclays PLC912,840$18.09M0.0%-1.6%0.699%
2/13/2026 Parkside Financial Bank & Trust5,629$112K0.0%+37.2%0.004%
2/13/2026 The Manufacturers Life Insurance Company 57,962$1.15M0.0%-5.7%0.044%
2/13/2026 CANADA LIFE ASSURANCE Co107,479$2.13M0.0%+135.2%0.082%
2/13/2026 Bridgewater Associates LP541,073$10.72M0.0%-15.6%0.414%
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2/13/2026 Stifel Financial Corp69,576$1.38M0.0%-12.3%0.053%
2/13/2026 Morgan Stanley2,765,286$54.81M0.0%-42.0%2.117%
2/13/2026 Schroder Investment Management Group290,843$5.69M0.0%N/A0.223%
2/13/2026 Public Sector Pension Investment Board452,229$8.96M0.0%N/A0.346%
2/13/2026 Essex Investment Management Co. LLC135,636$2.69M0.4%-2.2%0.104%
2/13/2026 First Trust Advisors LP343,978$6.82M0.0%+87.1%0.263%
2/13/2026 Charles Schwab Investment Management Inc.1,195,889$23.70M0.0%+9.5%0.915%
2/13/2026 Ieq Capital LLC50,797$1.01M0.0%N/A0.039%
2/13/2026 Vontobel Holding Ltd.10,151$201K0.0%N/A0.008%
2/13/2026 Boston Partners2,932,835$58.29M0.1%+26.3%2.245%


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 36,555,223 shares in the last 24 months. This purchase volume represents approximately $643.79M in transactions.

Of the 105 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 19,292,116 shares in the last 24 months. This volume of shares sold represents approximately $347.56M in transactions.


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This page (NASDAQ:UPWK) was last updated on 6/3/2026 by MarketBeat.com Staff.
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