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Upwork (UPWK) Institutional Ownership

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$8.10 -0.29 (-3.40%)
Closing price 03:59 PM Eastern
Extended Trading
$8.11 +0.00 (+0.06%)
As of 04:07 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)
204
Total
Institutional Inflows
(last 12 months)
$650.01M
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$383.75M
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Skip Chart & View Institutional Buying and Selling Data

UPWK Institutional Buying and Selling by Quarter

Upwork Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/7/2026 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%
3/17/2026Rockefeller 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%
2/24/2026 Pacer Advisors Inc.10,130$201K0.0%-98.1%0.008%
2/19/2026Mcguire Capital Advisors Inc.3,351$66K0.0%N/A0.003%
2/19/2026 Invesco 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%
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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%
2/18/2026 Inspire 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%
2/18/2026 Evolve 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%
2/17/2026 Abel 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%
2/17/2026 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%
2/17/2026State 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%
2/17/2026 Blair 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%
2/16/2026 MML Investors Services LLC15,624$310K0.0%N/A0.012%
2/16/2026Mariner 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%
2/16/2026Barclays PLC912,840$18.09M0.0%-1.6%0.699%
2/13/2026Parkside Financial Bank & Trust5,629$112K0.0%+37.2%0.004%
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%
2/13/2026 Stifel 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%
2/13/2026 Essex 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%
2/13/2026Ieq 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%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC237,950$4.72M0.0%-11.7%0.182%
The cat is out the bag (Ad)

Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered separation packages to 8,500 workers, and Oracle is reportedly eliminating up to 30,000 positions. Goldman Sachs estimates 12,400 Americans are being financially displaced every single day. Analyst Porter Stansberry says the real driver runs deeper than AI - and two Nobel Prize winners have issued the same warning. He calls it the Final Displacement, and he's releasing a full investigation with specific companies to buy and sell before the next wave hits.tc pixel

Watch Porter Stansberry's full investigation into the Final Displacement now
2/13/2026 Wells Fargo & Company MN243,391$4.82M0.0%+37.4%0.186%
2/12/2026Orion Porfolio Solutions LLC32,358$641K0.0%-7.1%0.025%
2/12/2026MetLife Investment Management LLC70,140$1.39M0.0%-4.5%0.054%
2/12/2026 Commonwealth Equity Services LLC31,439$623K0.0%+16.4%0.024%
2/12/2026Renaissance Technologies LLC2,159,042$42.79M0.1%+19.8%1.652%
2/12/2026 Dimensional Fund Advisors LP2,936,110$58.19M0.0%+3.8%2.247%
2/12/2026 Counterpoint Mutual Funds LLC25,573$507K0.0%N/A0.020%
2/12/2026Integrated Quantitative Investments LLC46,366$919K0.2%-27.4%0.035%
2/12/2026 Mindset Wealth Management LLC13,908$276K0.1%+28.6%0.011%
2/12/2026 Elo Mutual Pension Insurance Co67,740$1.34M0.0%-11.3%0.052%


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 ($11.19M), LSV Asset Management ($6.56M), Invesco Ltd. ($3.49M), Boston Partners ($3.15M), T. Rowe Price Investment Management Inc. ($2.89M), Allianz Asset Management GmbH ($2.39M), and Invenomic Capital Management LP ($2.14M).

Institutional investors have bought a total of 36,795,909 shares in the last 24 months. This purchase volume represents approximately $650.01M in transactions.

Of the 107 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), Invenomic Capital Management LP ($1.36M), Allianz Asset Management GmbH ($1.28M), and Pacer Advisors Inc. ($1.18M).

Institutional investors have sold a total of 21,899,861 shares in the last 24 months. This volume of shares sold represents approximately $382.84M in transactions.


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This page (NASDAQ:UPWK) was last updated on 5/14/2026 by MarketBeat.com Staff.
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