UpworkUPWK
13F holders, Q1 2025 (March 31)278holders +25
71new positions
44sold out
8famous investors
$13.05avg. 13F price*
At the end of Q1 2025, 278 institutions reported holding Upwork Inc. (UPWK) in their 13F filings, up 25 from Q4 2024. 71 opened new positions and 44 sold out. The largest holders were Vanguard Group Inc. ($197.7M), T. Rowe Price Associates Inc. ($197.0M) and BlackRock, Inc. ($129.9M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Upwork Inc.
- CUSIP
- 91688F104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $71.7M |
| Exits | 44 | $119.2M |
All 13F filers, Q4 2024 → Q1 2025: 23,619,459 shares bought and 15,882,792 shares sold, net +7,736,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 278 holders
| Vanguard Group Inc. | 0.00% | Reduce -1.4% | 15,151,849 | $197.7M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -2.6% | 15,094,898 | $197.0M |
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 9,950,759 | $129.9M |
| LSV Asset Management | 0.17% | Add +364.5% | 5,351,406 | $69.8M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Add +41.1% | 4,660,511 | $60.8M |
| Capital International Investors | 0.01% | Add +34.1% | 3,898,392 | $50.9M |
| Ancient Art, L.P. | 14.64% | Reduce -23.1% | 3,782,135 | $49.4M |
| Morgan Stanley | 0.00% | Add +190.7% | 3,091,001 | $40.3M |
| Geode Capital Management, LLC | 0.00% | Add +4.8% | 3,016,971 | $39.4M |
| State Street Corp. | 0.00% | Reduce -3.1% | 2,953,485 | $38.5M |
| Renaissance Technologies | 0.05% | Add +29.5% | 2,647,515 | $34.6M |
| Invesco Ltd. | 0.01% | Add +50.5% | 2,630,379 | $34.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +27.8% | 2,493,637 | $32.5M |
| FMR LLC | 0.00% | Add +0.3% | 2,339,169 | $30.5M |
| Baillie Gifford & Co. | 0.03% | Reduce -19.6% | 2,250,827 | $29.4M |
| Allianz Asset Management GmbH | 0.04% | Add +200.0% | 2,237,616 | $29.2M |
| Two Sigma Investments, LP | 0.06% | Reduce -12.9% | 2,122,070 | $27.7M |
| Nuveen, LLC | 0.01% | — | 1,691,857 | $22.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +91.9% | 1,589,627 | $20.7M |
| Two Sigma Advisers, LP | 0.04% | Reduce -9.1% | 1,352,400 | $17.6M |
| Northern Trust Corp. | 0.00% | Reduce -2.5% | 1,164,869 | $15.2M |
| Fiera Capital Corp | 0.05% | New | 1,050,800 | $13.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.3% | 1,040,042 | $13.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +10.5% | 853,963 | $11.1M |
| Acadian Asset Management LLC | 0.03% | Add +24.3% | 843,330 | $11.0M |
| Qube Research & Technologies Ltd | 0.02% | Add +432.8% | 810,478 | $10.6M |
| Pacer Advisors, Inc. | 0.03% | New | 805,603 | $10.5M |
| Millennium Management | 0.01% | Add +364.0% | 789,638 | $10.3M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -17.5% | 739,371 | $9.6M |
| Portolan Capital Management, LLC | 0.64% | New | 644,548 | $8.4M |
| Bank of America Corp. | 0.00% | Add +729.1% | 573,049 | $7.5M |
| Cubist Systematic Strategies, LLC | 0.09% | Add +1448.0% | 542,778 | $7.1M |
| Circumference Group LLC | 7.68% | Reduce -12.0% | 475,000 | $6.2M |
| Kestrel Investment Management Corp. | 3.76% | No change | 471,900 | $6.2M |
| Invenomic Capital Management LP | 0.31% | Reduce -62.1% | 464,564 | $6.1M |
| Assenagon Asset Management S.A. | 0.01% | No change | 433,934 | $5.7M |
| Lazard Asset Management LLC | 0.01% | Add +264.8% | 418,444 | $5.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.2% | 412,344 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Add +21.8% | 400,563 | $5.2M |
| Plustick Management LLC | 3.87% | No change | 400,000 | $5.2M |
| UBS Group AG | 0.00% | Reduce -15.9% | 397,898 | $5.2M |
| SkyView Investment Advisors, LLC | 0.76% | Add +4.8% | 386,266 | $5.0M |
| Point72 Asset Management | 0.01% | New | 383,023 | $5.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.0% | 378,210 | $4.9M |
| Grandeur Peak Global Advisors, LLC | 0.53% | Add +62.9% | 365,115 | $4.8M |
| Hillsdale Investment Management Inc. | 0.24% | Add +3.3% | 361,400 | $4.7M |
| Financial Gravity Asset Management, Inc. | 1.01% | — | 353,546 | $4.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +10.2% | 338,680 | $4.4M |
| New York State Common Retirement Fund | 0.01% | Add +747.7% | 297,995 | $3.9M |
| Penserra Capital Management LLC | 0.07% | Reduce -7.3% | 286,706 | $3.7M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -11.6% | 277,937 | $3.6M |
| Sei Investments Co. | 0.00% | Add +71.0% | 273,512 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Add +17.6% | 273,100 | $3.6M |
| King Luther Capital Management Corp. | 0.02% | No change | 263,802 | $3.4M |
| Janus Henderson Group PLC | 0.00% | Add +330.5% | 254,274 | $3.4M |
| Franklin Resources Inc. | 0.00% | Add +5.3% | 249,333 | $3.3M |
| Swiss National Bank | 0.00% | No change | 247,000 | $3.2M |
| Jump Financial, LLC | 0.05% | Add +93.8% | 245,803 | $3.2M |
| Nordea Investment Management AB | 0.00% | New | 241,843 | $3.1M |
| Globeflex Capital L P | 0.29% | No change | 237,562 | $3.1M |
| Wells Fargo & Company | 0.00% | Add +224.2% | 213,260 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -54.9% | 206,354 | $2.7M |
| RedJay Asset Management Inc. | 1.45% | Reduce -65.8% | 205,000 | $2.7M |
| Norges Bank | 0.00% | Reduce -44.4% | 202,486 | $2.6M |
| Trexquant Investment LP | 0.03% | Reduce -62.4% | 201,629 | $2.6M |
| Deutsche Bank AG | 0.00% | Reduce -14.9% | 192,714 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +68.8% | 191,587 | $2.5M |
| Los Angeles Capital Management LLC | 0.01% | Add +193.7% | 191,458 | $2.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 188,654 | $2.5M |
| Advantage Alpha Capital Partners LP | 0.58% | Reduce -4.5% | 182,816 | $2.4M |
| Rhumbline Advisers | 0.00% | Add +2.5% | 182,660 | $2.4M |
| State of Wisconsin Investment Board | 0.01% | Add +581.8% | 179,980 | $2.3M |
| Barclays PLC | 0.00% | Reduce -33.2% | 174,433 | $2.3M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 171,943 | $2.2M |
| Jane Street Group, LLC | 0.00% | New | 171,085 | $2.2M |
| Boston Partners | 0.00% | New | 162,278 | $2.1M |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 142,073 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -18.4% | 140,783 | $1.8M |
| HSBC Holdings PLC | 0.00% | Add +871.2% | 140,719 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.14% | New | 139,130 | $1.8M |
| Legal & General Group Plc | 0.00% | Reduce -0.1% | 138,307 | $1.8M |
| Panagora Asset Management Inc. | 0.01% | No change | 135,685 | $1.8M |
| Schroder Investment Management Group | 0.00% | Add +102.6% | 133,570 | $1.8M |
| Essex Investment Management Co. LLC | 0.37% | Reduce -0.7% | 135,114 | $1.8M |
| Victory Capital Management Inc. | 0.00% | Add +59.2% | 131,855 | $1.7M |
| OMERS ADMINISTRATION Corp | 0.01% | New | 127,000 | $1.7M |
| Gotham Asset Management | 0.01% | New | 124,225 | $1.6M |
| Graham Capital Management, L.P. | 0.07% | Add +159.9% | 123,336 | $1.6M |
| American Century Companies Inc. | 0.00% | Add +108.7% | 121,270 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Add +12.8% | 115,205 | $1.5M |
| California State Teachers Retirement System | 0.00% | Reduce -2.5% | 114,336 | $1.5M |
| Citigroup Inc. | 0.00% | Reduce -54.6% | 111,840 | $1.5M |
| Cary Street Partners Financial LLC | 0.04% | No change | 108,672 | $1.4M |
| Mackenzie Financial Corp. | 0.00% | New | 106,796 | $1.4M |
| First Pacific Advisors, LP | 0.02% | No change | 104,881 | $1.4M |
| Susquehanna Fundamental Investments, LLC | 0.02% | Add +109.3% | 103,140 | $1.3M |
| Danske Bank A/S | 0.00% | Reduce -75.0% | 102,101 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -81.1% | 96,870 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | New | 96,376 | $1.3M |
| LPL Financial LLC | 0.00% | Add +28.7% | 92,487 | $1.2M |
| Bailard, Inc. | 0.03% | No change | 90,197 | $1.2M |
| Amundi | 0.00% | Reduce -0.2% | 93,081 | $1.2M |
| Intech Investment Management LLC | 0.01% | Add +45.9% | 83,457 | $1.1M |
| Cache Advisors, LLC | 0.41% | No change | 81,000 | $1.1M |
| Bryce Point Capital, LLC | 0.75% | New | 66,499 | $1.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.4% | 74,876 | $977K |
| Engineers Gate Manager LP | 0.02% | Reduce -34.7% | 74,581 | $973K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.1% | 74,466 | $972K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.8% | 69,625 | $909K |
| AQR Capital Management | 0.00% | Reduce -60.9% | 68,773 | $897K |
| First Trust Advisors LP | 0.00% | Reduce -71.9% | 68,583 | $895K |
| Cerity Partners LLC | 0.00% | Add +8.0% | 68,349 | $892K |
| New Century Financial Group, LLC | 1.02% | New | 67,869 | $886K |
| Citadel Advisors | 0.00% | Add +3960.2% | 65,126 | $850K |
| Dark Forest Capital Management LP | 0.04% | New | 63,976 | $835K |
| Bristlecone Advisors, LLC | 0.07% | Reduce -4.2% | 62,405 | $814K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 61,027 | $796K |
| Man Group plc | 0.00% | New | 60,096 | $784K |
| Inspire Investing, LLC | 0.09% | New | 57,456 | $750K |
| Simplex Trading, LLC | 0.03% | Reduce -45.1% | 56,719 | $740K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +174.1% | 54,365 | $709K |
| Integrated Quantitative Investments LLC | 0.34% | Reduce -0.2% | 52,565 | $686K |
| Osaic Holdings, Inc. | 0.00% | Add +1389.2% | 52,180 | $681K |
| Jennison Associates LLC | 0.00% | New | 50,252 | $656K |
| Tenzing Global Management, LLC | 0.47% | Reduce -94.1% | 50,000 | $653K |
| Point72 Hong Kong Ltd | 0.04% | Add +2656.2% | 44,568 | $582K |
| XTX Topco Ltd | 0.03% | Add +64.5% | 43,236 | $564K |
| Aviva PLC | 0.00% | New | 42,914 | $560K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -33.9% | 42,597 | $556K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +21.9% | 40,612 | $530K |
| Legato Capital Management LLC | 0.07% | Reduce -1.3% | 40,168 | $524K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -13.5% | 39,409 | $515K |
| Assetmark, Inc. | 0.00% | New | 38,929 | $508K |
| Alberta Investment Management Corp | 0.00% | New | 38,584 | $504K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 38,118 | $497K |
| Smith Group Asset Management, LLC | 0.04% | Add +0.0% | 36,885 | $481K |
| Arizona State Retirement System | 0.00% | Add +0.1% | 36,401 | $475K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 35,716 | $466K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 35,716 | $466K |
| Straightline Group LLC | 0.30% | Add +10.2% | 35,983 | $463K |
| Verition Fund Management LLC | 0.00% | Reduce -90.5% | 35,098 | $458K |
| Synergy Financial Group, LTD | 0.40% | No change | 33,815 | $441K |
| Voya Investment Management LLC | 0.00% | Reduce -10.6% | 33,753 | $440K |
| Handelsbanken Fonder AB | 0.00% | No change | 31,500 | $411K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | — | 31,391 | $410K |
| HighTower Advisors, LLC | 0.00% | New | 31,012 | $405K |
| Harbor Capital Advisors, Inc. | 0.02% | Reduce -46.2% | 30,852 | $403K |
| Parallax Volatility Advisers, L.P. | 0.01% | Reduce -22.3% | 28,570 | $373K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.2% | 27,947 | $365K |
| Cibc World Markets Corp. | 0.00% | Add +137.1% | 27,641 | $361K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 27,496 | $359K |
| Alps Advisors Inc. | 0.00% | Reduce -21.5% | 27,345 | $357K |
| ProShare Advisors LLC | 0.00% | Reduce -23.2% | 26,966 | $352K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +5.7% | 27,228 | $347K |
| Aquatic Capital Management LLC | 0.01% | Reduce -21.7% | 26,100 | $341K |
| KLP Kapitalforvaltning As | 0.00% | No change | 25,600 | $334K |
| US Bancorp \de | 0.00% | Reduce -2.4% | 25,216 | $329K |
| Creative Planning | 0.00% | Reduce -12.7% | 25,009 | $326K |
| Bridgefront Capital, LLC | 0.09% | New | 24,696 | $322K |
| Oxford Asset Management LLP | 0.14% | New | 23,972 | $313K |
| O'Brien Wealth Partners LLC | 0.06% | No change | 23,571 | $308K |
| Raymond James Financial Inc. | 0.00% | Reduce -53.6% | 23,038 | $301K |
| Bridgewater Associates | 0.00% | New | 22,175 | $289K |
| Focus Partners Wealth | 0.00% | Reduce -4.2% | 22,085 | $288K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -1.9% | 21,760 | $284K |
| State of Wyoming | 0.04% | Add +101.4% | 21,187 | $276K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -65.9% | 21,185 | $276K |
| Centiva Capital, LP | 0.02% | New | 20,568 | $268K |
| Teza Capital Management LLC | 0.12% | New | 20,283 | $265K |
| Global Endowment Management, LP | 0.03% | Reduce -48.9% | 19,834 | $259K |
| D. E. Shaw & Co. | 0.00% | Reduce -89.2% | 19,832 | $259K |
| Jupiter Asset Management Ltd. | 0.00% | New | 18,444 | $241K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -5.8% | 17,843 | $233K |
| Group One Trading LLC | 0.01% | New | 17,544 | $229K |
| Freestone Grove Partners LP | 0.00% | New | 16,866 | $220K |
| Cornerstone Investment Partners, LLC | 0.01% | Reduce -8.1% | 15,524 | $203K |
| Kestra Advisory Services, LLC | 0.00% | New | 15,308 | $200K |
| Quinn Opportunity Partners LLC | 0.01% | No change | 15,000 | $196K |
| Quantinno Capital Management LP | 0.00% | New | 14,870 | $194K |
| MML Investors Services, LLC | 0.00% | New | 14,847 | $194K |
| Corton Capital Inc. | 0.62% | Reduce -26.1% | 14,427 | $188K |
| Alhambra Investment Management LLC | 0.09% | New | 13,619 | $178K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,354 | $174K |
| Ethic Inc. | 0.00% | Reduce -7.7% | 12,950 | $170K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 12,952 | $169K |
| Prosperity Wealth Management, Inc. | 0.08% | New | 12,750 | $166K |
| Sherbrooke Park Advisers LLC | 0.08% | Reduce -1.2% | 12,746 | $166K |
| Numerai GP LLC | 0.03% | New | 11,978 | $156K |
| New York State Teachers Retirement System | 0.00% | No change | 11,311 | $148K |
| Mindset Wealth Management, LLC | 0.06% | New | 11,327 | $148K |
| Snowden Capital Advisors LLC | 0.00% | New | 11,118 | $145K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 11,022 | $144K |
| Mizuho Markets Americas LLC | 0.00% | Reduce -74.2% | 10,893 | $142K |
| CSS LLC | 0.03% | New | 10,870 | $142K |
| Cetera Investment Advisers | 0.00% | New | 10,810 | $141K |
| BNP Paribas Financial Markets | 0.00% | Reduce -95.2% | 10,793 | $141K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 10,741 | $140K |
| Marshall Wace, LLP | 0.00% | New | 10,682 | $139K |
| Alpine Global Management, LLC | 0.04% | New | 10,000 | $131K |
| SeaCrest Wealth Management, LLC | 0.01% | No change | 10,000 | $131K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | New | 9,712 | $127K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -89.3% | 8,531 | $112K |
| Shell Asset Management Co. | 0.00% | Reduce -4.2% | 7,301 | $95K |
| KBC Group NV | 0.00% | No change | 6,690 | $87K |
| AlphaQuest LLC | 0.01% | Reduce -34.3% | 5,495 | $72K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -7.9% | 5,464 | $71K |
| Jones Financial Companies LLLP | 0.00% | Add +306.0% | 5,278 | $70K |
| Cwm, LLC | 0.00% | Reduce -15.3% | 5,321 | $69K |
| Harbour Investments, Inc. | 0.00% | Reduce -15.9% | 4,549 | $59K |
| Amalgamated Bank | 0.00% | Add +0.3% | 4,408 | $58K |
| IFP Advisors, Inc | 0.00% | Add +3492.8% | 3,988 | $52K |
| Canada Pension Plan Investment Board | 0.00% | No change | 3,800 | $50K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -26.7% | 3,756 | $49K |
| Leonteq Securities AG | 0.00% | Add +57.5% | 2,332 | $30K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +4.9% | 2,157 | $28K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,113 | $28K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.2% | 2,106 | $27K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,955 | $26K |
| Comerica Bank | 0.00% | Add +320.5% | 1,766 | $23K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 1,387 | $22K |
| Parallel Advisors, LLC | 0.00% | Reduce -14.3% | 1,437 | $19K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,381 | $18K |
| PEAK6 LLC | 0.00% | New | 1,355 | $18K |
| Quarry LP | 0.00% | Reduce -75.2% | 1,299 | $17K |
| Bell Investment Advisors, Inc | 0.00% | Add +2.6% | 1,283 | $17K |
| Quadrant Capital Group LLC | 0.00% | Reduce -16.6% | 1,255 | $16K |
| SVB Wealth LLC | 0.00% | New | 1,239 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -48.4% | 975 | $13K |
| Farther Finance Advisors, LLC | 0.00% | Add +81.3% | 941 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | Add +166.7% | 800 | $10K |
| Versant Capital Management, Inc | 0.00% | Add +12.4% | 787 | $10K |
| First Horizon Advisors, Inc. | 0.00% | New | 781 | $10K |
| Signaturefd, LLC | 0.00% | Reduce -35.8% | 758 | $10K |
| NewSquare Capital LLC | 0.00% | No change | 705 | $9K |
| Promethos Capital, LLC | 0.00% | New | 600 | $8K |
| Albion Financial Group | 0.00% | No change | 500 | $7K |
| LRI Investments, LLC | 0.00% | New | 490 | $6K |
| Clearstead Advisors, LLC | 0.00% | New | 454 | $6K |
| MAI Capital Management | 0.00% | No change | 337 | $4K |
| GAMMA Investing LLC | 0.00% | Add +2.3% | 312 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 295 | $4K |
| Brooklyn Investment Group | 0.00% | Add +1.4% | 285 | $4K |
| Summit Securities Group LLC | 0.00% | New | 274 | $4K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -76.3% | 259 | $3K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 250 | $3K |
| Huntington National Bank | 0.00% | New | 200 | $3K |
| Lindbrook Capital, LLC | 0.00% | Add +126.8% | 186 | $2K |
| Rothschild Investment LLC | 0.00% | Add +38.5% | 180 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 165 | $2K |
| Optiver Holding B.V. | 0.00% | No change | 163 | $2K |
| True Wealth Design, LLC | 0.00% | Add +105.2% | 158 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 158 | $2K |
| Covestor Ltd | 0.00% | Reduce -52.6% | 139 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 140 | $2K |
| Allworth Financial LP | 0.00% | Add +57.1% | 132 | $2K |
| Sterling Capital Management LLC | 0.00% | No change | 127 | $2K |
| Walleye Capital LLC | 0.00% | Reduce -99.9% | 114 | $1K |
| Eastern Bank | 0.00% | No change | 100 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 99 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 71 | $926 |
| National Bank of Canada | 0.00% | Add +146.2% | 64 | $835 |
| CIBC Private Wealth Group LLC | 0.00% | New | 70 | $826 |
| Parkside Financial Bank & Trust | 0.00% | New | 60 | $783 |
| Continuum Advisory, LLC | 0.00% | New | 59 | $770 |
| Arax Advisory Partners | 0.00% | New | 57 | $744 |
| Park Square Financial Group, LLC | 0.00% | No change | 53 | $692 |
| Affinity Wealth LLC | 0.00% | New | 50 | $652 |
| Park Place Capital Corp | 0.00% | New | 44 | $574 |
| Hexagon Capital Partners LLC | 0.00% | Add +10.3% | 43 | $561 |
| Stephens Consulting, LLC | 0.00% | New | 30 | $392 |
| Fifth Third Bancorp | 0.00% | Reduce -48.1% | 28 | $365 |
| Accredited Wealth Management, LLC | 0.00% | No change | 25 | $327 |
| Larson Financial Group LLC | 0.00% | New | 24 | $313 |
| WASHINGTON TRUST Co | 0.00% | No change | 20 | $261 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +500.0% | 18 | $235 |
| Asset Dedication, LLC | 0.00% | New | 17 | $222 |
| Smartleaf Asset Management LLC | 0.00% | New | 16 | $211 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -92.3% | 1 | $13 |
"% of holder's portfolio" is UPWK's weight in each manager's 13F, not the share of Upwork Inc. the manager owns.