UpworkUPWK

13F holders, Q3 2024 (September 30)
220holders −30
35new positions
65sold out
7famous investors
$10.45avg. 13F price*

At the end of Q3 2024, 220 institutions reported holding Upwork Inc. (UPWK) in their 13F filings, down 30 from Q2 2024. 35 opened new positions and 65 sold out. The largest holders were Vanguard Group Inc. ($170.3M), T. Rowe Price Associates Inc. ($106.7M) and BlackRock, Inc. ($106.1M). 7 famous investors held it, including Pat Dorsey (3.0% of Dorsey Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Upwork Inc.
CUSIP
91688F104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 250Q1 2024Q2 2024: 250Q2 2024Q3 2024: 220Q3 2024Q4 2024: 253Q4 2024Q1 2025: 278Q1 2025Q2 2025: 268Q2 2025Q3 2025: 276Q3 2025Q4 2025: 305Q4 2025Q1 2026: 292Q1 2026Q2 2026: 297Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions35$92.6M
Exits65$98.7M

All 13F filers, Q2 2024 → Q3 2024: 22,230,739 shares bought and 21,663,814 shares sold, net +566,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 220 holders

Vanguard Group Inc. 0.00% Reduce -0.2% 16,298,261 $170.3M
T. Rowe Price Associates Inc. 0.01% Add +398.5% 10,209,195 $106.7M
BlackRock, Inc. 0.00% — 10,148,898 $106.1M
Ancient Art, L.P. 17.76% No change 7,339,684 $76.7M
Engine Capital Management, LP 8.83% New 4,875,619 $51.0M
Capital International Investors 0.01% Add +39.7% 3,333,374 $34.8M
Baillie Gifford & Co. 0.03% Reduce -9.0% 3,292,305 $34.4M
State Street Corp. 0.00% Reduce -8.3% 3,009,193 $31.4M
Geode Capital Management, LLC 0.00% Reduce -0.7% 2,872,186 $30.0M
Dorsey Asset Management 2.98% Reduce -2.9% 2,647,145 $27.7M
Invenomic Capital Management LP 1.35% Add +12.6% 2,334,612 $24.4M
Nuveen Asset Management, LLC 0.01% Reduce -27.8% 1,972,362 $20.6M
ATOMVEST Ltd 27.14% No change 1,831,516 $19.1M
Dimensional Fund Advisors LP 0.00% Reduce -0.9% 1,789,969 $18.7M
T. Rowe Price Investment Management, Inc. 0.01% New 1,768,957 $18.5M
Two Sigma Investments, LP 0.04% Reduce -4.6% 1,632,751 $17.1M
Voloridge Investment Management, LLC 0.05% Add +98.1% 1,326,148 $13.9M
Renaissance Technologies 0.02% Reduce -34.6% 1,202,000 $12.6M
Northern Trust Corp. 0.00% Reduce -0.9% 1,133,444 $11.8M
Two Sigma Advisers, LP 0.03% Reduce -22.5% 1,062,400 $11.1M
Morgan Stanley 0.00% Reduce -30.0% 1,024,308 $10.7M
Charles Schwab Investment Management Inc. 0.00% Add +1.5% 1,011,508 $10.6M
Trexquant Investment LP 0.11% Add +38.8% 841,112 $8.8M
Verition Fund Management LLC 0.06% New 800,878 $8.4M
RedJay Asset Management Inc. 4.76% No change 800,000 $8.4M
Goldman Sachs Group Inc. 0.00% Reduce -11.4% 752,112 $7.9M
Circumference Group LLC 5.92% Add +16.1% 540,000 $5.6M
Horrell Capital Management, Inc. 1.68% Add +16.1% 540,000 $5.6M
Barclays PLC 0.00% Add +54.9% 517,745 $5.4M
Brandywine Global Investment Management, LLC 0.04% Reduce -9.7% 510,643 $5.3M
Point72 Asset Management 0.02% Add +2216.8% 503,682 $5.3M
Marshall Wace, LLP 0.01% Add +530.7% 489,333 $5.1M
Kestrel Investment Management Corp. 2.80% New 471,900 $4.9M
Tenzing Global Management, LLC 4.05% Add +20.0% 450,000 $4.7M
Assenagon Asset Management S.A. 0.01% Add +121.0% 433,934 $4.5M
Acadian Asset Management LLC 0.01% Reduce -74.5% 417,879 $4.4M
Allianz Asset Management GmbH 0.01% Reduce -80.3% 410,531 $4.3M
Deutsche Bank AG 0.00% Reduce -46.5% 407,204 $4.3M
Bank of New York Mellon Corp 0.00% Reduce -20.3% 378,174 $4.0M
Norges Bank 0.00% Add +126.6% 364,002 $3.8M
Hillsdale Investment Management Inc. 0.28% Add +0.8% 347,100 $3.6M
JPMorgan Chase & Co. 0.00% Reduce -16.7% 338,845 $3.5M
Financial Gravity Companies, Inc. 0.93% — 331,135 $3.5M
Fund 1 Investments, LLC 0.53% Add +38.9% 326,381 $3.4M
Citadel Advisors 0.00% Reduce -64.8% 320,425 $3.3M
Bank of America Corp. 0.00% Add +51.5% 310,033 $3.2M
Penserra Capital Management LLC 0.06% Reduce -18.8% 281,015 $2.9M
Squarepoint Ops LLC 0.01% Add +56.4% 276,126 $2.9M
Engineers Gate Manager LP 0.06% Add +43.7% 272,529 $2.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -8.9% 269,742 $2.8M
King Luther Capital Management Corp. 0.01% Add +23.6% 261,166 $2.7M
Franklin Resources Inc. 0.00% Reduce -2.6% 258,240 $2.7M
Millennium Management 0.00% Reduce -78.8% 255,530 $2.7M
BNP Paribas Financial Markets 0.00% Add +40.9% 251,714 $2.6M
Swiss National Bank 0.00% Reduce -3.8% 247,000 $2.6M
Cubist Systematic Strategies, LLC 0.04% Reduce -67.6% 246,553 $2.6M
SkyView Investment Advisors, LLC 0.39% Add +13.9% 226,375 $2.4M
AQR Capital Management 0.00% Add +42.8% 224,258 $2.3M
Globeflex Capital L P 0.21% Add +16.7% 213,357 $2.2M
Stifel Financial Corp. 0.00% Add +228.0% 211,569 $2.2M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +72.4% 205,200 $2.1M
Susquehanna International Group, LLP 0.00% Reduce -44.7% 197,581 $2.1M
OneDigital Investment Advisors LLC 0.02% Reduce -0.1% 184,584 $1.9M
Capital Fund Management S.A. 0.02% Add +11.3% 184,394 $1.9M
Rhumbline Advisers 0.00% Reduce -5.8% 175,815 $1.8M
Advantage Alpha Capital Partners LP 0.42% Reduce -43.8% 175,259 $1.8M
Algert Global LLC 0.05% Reduce -17.4% 165,133 $1.7M
IMC-Chicago, LLC 0.05% Add +43.4% 163,963 $1.7M
Twinbeech Capital LP 0.03% New 163,037 $1.7M
UBS Group AG 0.00% Add +20.5% 159,868 $1.7M
HSBC Holdings PLC 0.00% Reduce -39.9% 155,232 $1.7M
Essex Investment Management Co. LLC 0.29% Add +0.3% 156,589 $1.6M
Citigroup Inc. 0.00% Add +56.7% 153,164 $1.6M
Alliancebernstein L.P. 0.00% Reduce -4.4% 144,720 $1.5M
Panagora Asset Management Inc. 0.01% Add +2.3% 133,596 $1.4M
Legal & General Group Plc 0.00% Add +12.7% 131,400 $1.4M
Union Square Park Capital Management, LLC 1.76% New 125,000 $1.3M
Cerity Partners LLC 0.00% New 123,292 $1.3M
Royal Bank of Canada 0.00% Reduce -26.6% 122,947 $1.3M
Vontobel Holding Ltd. 0.00% Reduce -1.5% 121,726 $1.3M
California State Teachers Retirement System 0.00% Reduce -5.8% 119,526 $1.2M
Victory Capital Management Inc. 0.00% Add +133.5% 116,899 $1.2M
Sei Investments Co. 0.00% Reduce -61.0% 112,973 $1.2M
Bailard, Inc. 0.03% Add +20.7% 110,409 $1.2M
Transcend Capital Advisors, LLC 0.08% No change 108,922 $1.1M
Los Angeles Capital Management LLC 0.00% Reduce -45.0% 106,868 $1.1M
First Pacific Advisors, LP 0.02% No change 104,881 $1.1M
Invesco Ltd. 0.00% Add +0.9% 98,554 $1.0M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -57.5% 97,527 $1.0M
Tabor Asset Management, LP 0.48% New 94,984 $993K
Jane Street Group, LLC 0.00% Reduce -52.4% 83,632 $874K
Janney Montgomery Scott LLC 0.00% New 82,120 $858K
MetLife Investment Management, LLC 0.00% No change 72,242 $755K
Jump Financial, LLC 0.02% Reduce -32.8% 69,577 $727K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +7.4% 68,172 $712K
Janus Henderson Group PLC 0.00% Add +34.6% 68,070 $712K
Amundi 0.00% Reduce -1.1% 67,787 $705K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 66,606 $696K
Manufacturers Life Insurance Company, The 0.00% Reduce -1.9% 65,568 $685K
Harbor Capital Advisors, Inc. 0.03% Add +10.7% 65,490 $684K
Global Endowment Management, LP 0.07% Reduce -0.8% 63,677 $665K
Wells Fargo & Company 0.00% Reduce -24.3% 62,232 $650K
XTX Topco Ltd 0.05% Add +198.6% 60,509 $632K
American Century Companies Inc. 0.00% New 54,612 $571K
Simplex Trading, LLC 0.02% Add +117.8% 53,774 $561K
Legato Capital Management LLC 0.07% No change 53,485 $559K
Walleye Capital LLC 0.01% Add +51.0% 49,136 $513K
D. E. Shaw & Co. 0.00% Reduce -84.5% 48,321 $505K
Ameriprise Financial Inc. 0.00% Reduce -4.3% 47,839 $500K
Susquehanna Portfolio Strategies, LLC 0.03% Reduce -73.0% 47,025 $491K
CANADA LIFE ASSURANCE Co 0.00% No change 45,576 $477K
State of Wisconsin Investment Board 0.00% Add +12.5% 44,110 $461K
Bristlecone Advisors, LLC 0.04% Add +80.9% 42,023 $439K
Fox Run Management, L.L.C. 0.10% Add +138.8% 41,160 $430K
Voya Investment Management LLC 0.00% Reduce -2.2% 40,799 $426K
Handelsbanken Fonder AB 0.00% Add +85.3% 40,200 $420K
First Trust Advisors LP 0.00% Add +21.6% 39,171 $409K
Campbell & CO Investment Adviser LLC 0.03% Reduce -63.3% 38,450 $402K
Intech Investment Management LLC 0.00% New 38,411 $401K
State Board of Administration of Florida Retirement System 0.00% No change 38,118 $398K
Arizona State Retirement System 0.00% Reduce -0.3% 36,414 $381K
Smith Group Asset Management, LLC 0.03% Add +24.9% 36,398 $380K
Parallax Volatility Advisers, L.P. 0.01% Add +4.3% 35,605 $372K
Alps Advisors Inc. 0.00% New 35,350 $369K
New York State Common Retirement Fund 0.00% Reduce -21.4% 35,155 $367K
Phoenix Financial Ltd. 0.01% No change 35,000 $366K
Y-Intercept (Hong Kong) Ltd 0.02% New 34,009 $355K
Synergy Financial Group, LTD 0.34% No change 33,815 $353K
O'Brien Wealth Partners LLC 0.06% Reduce -22.3% 30,564 $319K
Mizuho Markets Americas LLC 0.01% Reduce -39.6% 30,443 $318K
Commonwealth Equity Services, LLC 0.00% Reduce -9.9% 29,660 $310K
US Bancorp \de 0.00% Reduce -49.6% 27,134 $284K
Holocene Advisors, LP 0.00% New 26,975 $282K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 26,648 $278K
Eschler Asset Management LLP 0.40% New 25,500 $266K
Mesirow Financial Investment Management, Inc. 0.01% New 25,469 $266K
Teza Capital Management LLC 0.03% New 24,464 $256K
ProShare Advisors LLC 0.00% Reduce -29.8% 23,539 $246K
Corient Private Wealth LP 0.00% Add +0.2% 22,711 $237K
Prelude Capital Management, LLC 0.02% New 21,167 $221K
Bridgefront Capital, LLC 0.08% New 20,416 $213K
Olympiad Research LP 0.14% New 19,867 $208K
Creative Planning 0.00% New 19,855 $207K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -97.3% 19,160 $200K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -41.7% 19,125 $200K
Pictet Asset Management Holding SA 0.00% Add +30.2% 18,934 $198K
Sherbrooke Park Advisers LLC 0.04% Reduce -81.7% 17,347 $181K
Cornerstone Investment Partners, LLC 0.01% Add +3.4% 17,061 $178K
Cornercap Investment Counsel Inc. 0.05% Reduce -55.0% 16,334 $171K
Point72 Hong Kong Ltd 0.01% Reduce -41.5% 16,116 $168K
State of Wyoming 0.02% Add +106.7% 14,542 $152K
Stoneridge Investment Partners LLC 0.05% No change 13,822 $144K
Citizens Financial Group Inc. 0.00% Add +18.4% 13,719 $143K
Public Employees Retirement Association of Colorado 0.00% No change 13,354 $140K
Ameritas Investment Partners, Inc. 0.00% No change 12,952 $135K
Occudo Quantitative Strategies LP 0.02% Reduce -36.5% 11,762 $123K
Principal Financial Group Inc. 0.00% Reduce -30.7% 11,663 $122K
New York State Teachers Retirement System 0.00% No change 11,453 $120K
Man Group plc 0.00% Reduce -73.9% 11,033 $115K
HighTower Advisors, LLC 0.00% Reduce -85.6% 11,036 $115K
Prudential Financial Inc. 0.00% Reduce -97.8% 10,307 $108K
SeaCrest Wealth Management, LLC 0.01% No change 10,000 $105K
Skandinaviska Enskilda Banken AB (publ) 0.00% New 8,700 $91K
AlphaQuest LLC 0.01% Reduce -64.0% 8,381 $88K
Shell Asset Management Co. 0.00% — 7,619 $80K
PEAK6 Investments LLC 0.00% New 7,370 $77K
FMR LLC 0.00% Reduce -95.6% 7,264 $76K
Tower Research Capital LLC (TRC) 0.00% Reduce -66.0% 6,946 $73K
Canada Pension Plan Investment Board 0.00% Reduce -97.9% 6,500 $68K
Quarry LP 0.02% Add +42.5% 6,201 $65K
Osaic Holdings, Inc. 0.00% Reduce -38.2% 6,114 $64K
Cwm, LLC 0.00% Add +72.0% 5,896 $62K
Harbour Investments, Inc. 0.00% Reduce -6.9% 5,358 $56K
Federated Hermes, Inc. 0.00% Reduce -98.4% 5,171 $54K
KBC Group NV 0.00% Add +45.5% 4,791 $50K
Leonteq Securities AG 0.01% Reduce -3.9% 4,606 $48K
Amalgamated Bank 0.00% No change 4,393 $46K
Jones Financial Companies LLLP 0.00% Add +3.4% 2,626 $28K
PNC Financial Services Group, Inc. 0.00% Reduce -10.1% 2,106 $22K
Nisa Investment Advisors, LLC 0.00% Add +16.3% 2,075 $22K
Federation des caisses Desjardins du Quebec 0.00% No change 2,057 $21K
NewEdge Advisors, LLC 0.00% No change 1,980 $21K
IFP Advisors, Inc 0.00% Add +1861.0% 1,961 $20K
Blue Trust, Inc. 0.00% Add +59.8% 1,890 $20K
National Bank of Canada 0.00% Add +16.7% 1,818 $19K
Parallel Advisors, LLC 0.00% Add +4.5% 1,614 $17K
Quadrant Capital Group LLC 0.00% Add +18.0% 1,300 $14K
Bell Investment Advisors, Inc 0.00% No change 1,222 $13K
Bank of Montreal 0.00% New 1,073 $11K
Signaturefd, LLC 0.00% Reduce -16.4% 758 $8K
NewSquare Capital LLC 0.00% New 705 $7K
Aquatic Capital Management LLC 0.00% New 600 $6K
Farther Finance Advisors, LLC 0.00% Add +237.0% 519 $5K
Concourse Financial Group Securities, Inc. 0.00% Reduce -81.9% 507 $5K
Point72 (DIFC) Ltd 0.00% New 483 $5K
Aster Capital Management (DIFC) Ltd 0.00% — 399 $4K
Russell Investments Group, Ltd. 0.00% Reduce -93.7% 391 $4K
Comerica Bank 0.00% No change 322 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 264 $3K
Optiver Holding B.V. 0.00% Reduce -86.1% 179 $2K
Earned Wealth Advisors, LLC 0.00% New 164 $2K
Private Wealth Management Group, LLC 0.00% No change 158 $2K
Sound Income Strategies, LLC 0.00% Reduce -94.0% 140 $1K
GAMMA Investing LLC 0.00% Reduce -38.4% 138 $1K
Sterling Capital Management LLC 0.00% — 127 $1K
Eastern Bank 0.00% New 100 $1K
Bessemer Group Inc. 0.00% New 110 $1K
Fifth Third Bancorp 0.00% New 91 $951
Rothschild Investment LLC 0.00% Add +70.0% 85 $888
Allworth Financial LP 0.00% Add +33.3% 84 $878
True Wealth Design, LLC 0.00% New 77 $805
Lindbrook Capital, LLC 0.00% Reduce -71.7% 67 $700
Versant Capital Management, Inc 0.00% No change 61 $637
Founders Capital Management 0.00% New 20 $209
Planning Capital Management Corp 0.00% No change 20 $209
WASHINGTON TRUST Co 0.00% No change 20 $209
International Assets Investment Management, LLC 0.00% No change 6 $63
Elequin Capital, LP 0.00% New 5 $52
FinTrust Capital Advisors, LLC 0.00% No change 2 $21
Covestor Ltd 0.00% No change 10 $0

"% of holder's portfolio" is UPWK's weight in each manager's 13F, not the share of Upwork Inc. the manager owns.