UpworkUPWK
13F holders, Q2 2025 (June 30)268holders −10
43new positions
54sold out
8famous investors
$13.44avg. 13F price*
At the end of Q2 2025, 268 institutions reported holding Upwork Inc. (UPWK) in their 13F filings, down 10 from Q1 2025. 43 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($202.4M), T. Rowe Price Associates Inc. ($178.9M) and BlackRock, Inc. ($131.0M). 8 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $45.1M |
| Exits | 54 | $42.1M |
All 13F filers, Q1 2025 → Q2 2025: 15,680,249 shares bought and 15,327,799 shares sold, net +352,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| Vanguard Group Inc. | 0.00% | Reduce -0.6% | 15,062,970 | $202.4M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -11.8% | 13,309,876 | $178.9M |
| BlackRock, Inc. | 0.00% | Reduce -2.1% | 9,743,593 | $131.0M |
| LSV Asset Management | 0.21% | Add +22.1% | 6,534,575 | $87.8M |
| Morgan Stanley | 0.00% | Add +52.5% | 4,714,489 | $63.4M |
| Capital International Investors | 0.01% | Add +2.3% | 3,986,549 | $53.6M |
| Ancient Art, L.P. | 16.38% | Reduce -0.2% | 3,773,908 | $50.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.7% | 2,995,319 | $40.3M |
| State Street Corp. | 0.00% | Add +1.4% | 2,993,252 | $40.2M |
| Invesco Ltd. | 0.01% | Add +8.8% | 2,861,482 | $38.5M |
| Renaissance Technologies | 0.05% | Add +5.2% | 2,786,115 | $37.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +10.6% | 2,757,605 | $37.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +73.0% | 2,749,296 | $37.0M |
| Two Sigma Investments, LP | 0.06% | Add +12.6% | 2,389,385 | $32.1M |
| Millennium Management | 0.02% | Add +140.2% | 1,896,360 | $25.5M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -62.2% | 1,760,075 | $23.7M |
| Baillie Gifford & Co. | 0.02% | Reduce -21.9% | 1,757,900 | $23.6M |
| Northern Trust Corp. | 0.00% | Add +2.3% | 1,191,479 | $16.0M |
| Jane Street Group, LLC | 0.03% | Add +584.0% | 1,170,253 | $15.7M |
| Nuveen, LLC | 0.00% | Reduce -31.8% | 1,154,466 | $15.5M |
| Two Sigma Advisers, LP | 0.03% | Reduce -15.9% | 1,137,600 | $15.3M |
| Fiera Capital Corp | 0.05% | Add +1.4% | 1,065,373 | $14.3M |
| Qube Research & Technologies Ltd | 0.02% | Add +27.9% | 1,036,334 | $13.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +19.9% | 1,023,468 | $13.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.2% | 1,016,898 | $13.7M |
| Verition Fund Management LLC | 0.08% | Add +2749.7% | 1,000,182 | $13.4M |
| Allianz Asset Management GmbH | 0.02% | Reduce -57.0% | 961,628 | $12.9M |
| Balyasny Asset Management L.P. | 0.03% | New | 889,522 | $12.0M |
| Acadian Asset Management LLC | 0.02% | Reduce -2.9% | 819,273 | $11.0M |
| Bank of America Corp. | 0.00% | Add +31.0% | 750,881 | $10.1M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -4.9% | 702,866 | $9.4M |
| Pacer Advisors, Inc. | 0.02% | Reduce -16.6% | 672,044 | $9.0M |
| Assenagon Asset Management S.A. | 0.01% | Add +17.5% | 509,694 | $6.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +48.1% | 501,769 | $6.7M |
| Grandeur Peak Global Advisors, LLC | 0.75% | Add +27.1% | 463,926 | $6.2M |
| Kestrel Investment Management Corp. | 3.63% | Reduce -4.4% | 451,000 | $6.1M |
| Hillsdale Investment Management Inc. | 0.22% | Add +24.4% | 449,400 | $6.0M |
| Cubist Systematic Strategies, LLC | 0.06% | Reduce -18.4% | 442,793 | $6.0M |
| Bank of New York Mellon Corp | 0.00% | Add +1.2% | 417,153 | $5.6M |
| Circumference Group LLC | 5.72% | Reduce -13.7% | 410,000 | $5.5M |
| SkyView Investment Advisors, LLC | 0.76% | Add +0.8% | 389,237 | $5.3M |
| Alliancebernstein L.P. | 0.00% | Add +1.0% | 382,070 | $5.1M |
| Financial Gravity Companies, Inc. | 1.01% | — | 380,836 | $5.1M |
| Barclays PLC | 0.00% | Add +100.2% | 349,143 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -14.9% | 340,874 | $4.6M |
| American Century Companies Inc. | 0.00% | Add +180.2% | 339,813 | $4.6M |
| Danske Bank A/S | 0.01% | Add +224.7% | 331,558 | $4.5M |
| Squarepoint Ops LLC | 0.01% | New | 323,744 | $4.4M |
| First Trust Advisors LP | 0.00% | Add +353.6% | 311,099 | $4.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +63.1% | 307,751 | $4.1M |
| UBS Group AG | 0.00% | Reduce -23.3% | 305,190 | $4.1M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +77.1% | 304,463 | $4.1M |
| Citadel Advisors | 0.00% | Add +358.6% | 298,676 | $4.0M |
| New York State Common Retirement Fund | 0.01% | No change | 297,995 | $4.0M |
| State of Wisconsin Investment Board | 0.01% | Add +57.5% | 283,439 | $3.8M |
| Sei Investments Co. | 0.00% | Add +2.3% | 279,765 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Add +2.2% | 278,996 | $3.7M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -1.6% | 273,599 | $3.7M |
| Globeflex Capital L P | 0.30% | Add +13.5% | 269,640 | $3.6M |
| King Luther Capital Management Corp. | 0.02% | Add +0.4% | 264,789 | $3.6M |
| Boston Partners | 0.00% | Add +61.6% | 262,219 | $3.5M |
| Trexquant Investment LP | 0.04% | Add +27.6% | 257,193 | $3.5M |
| Campbell & CO Investment Adviser LLC | 0.21% | Add +80.6% | 251,263 | $3.4M |
| Swiss National Bank | 0.00% | No change | 247,000 | $3.3M |
| Nordea Investment Management AB | 0.00% | Reduce -1.1% | 239,146 | $3.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +456.2% | 236,906 | $3.2M |
| Franklin Resources Inc. | 0.00% | Reduce -5.3% | 236,012 | $3.2M |
| JPMorgan Chase & Co. | 0.00% | Add +12.6% | 232,401 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +14.7% | 219,697 | $3.0M |
| Penserra Capital Management LLC | 0.04% | Reduce -25.9% | 212,574 | $2.9M |
| Wells Fargo & Company | 0.00% | Reduce -2.2% | 208,605 | $2.8M |
| Gotham Asset Management | 0.02% | Add +59.8% | 198,473 | $2.7M |
| Man Group plc | 0.01% | Add +223.9% | 194,655 | $2.6M |
| Rhumbline Advisers | 0.00% | Add +5.8% | 193,199 | $2.6M |
| Capital Fund Management S.A. | 0.03% | New | 185,226 | $2.5M |
| Edgestream Partners, L.P. | 0.07% | New | 176,323 | $2.4M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +21.0% | 171,878 | $2.3M |
| Principal Financial Group Inc. | 0.00% | New | 171,352 | $2.3M |
| Plustick Management LLC | 1.38% | Reduce -57.5% | 170,000 | $2.3M |
| Jupiter Asset Management Ltd. | 0.02% | Add +761.8% | 158,950 | $2.1M |
| Divisadero Street Capital Management, LP | 0.14% | New | 158,125 | $2.1M |
| Marshall Wace, LLP | 0.00% | Add +1375.5% | 157,612 | $2.1M |
| Legal & General Group Plc | 0.00% | Add +12.7% | 155,925 | $2.1M |
| Victory Capital Management Inc. | 0.00% | Add +8.2% | 142,603 | $1.9M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -26.7% | 140,392 | $1.9M |
| State of Wyoming | 0.23% | Add +546.8% | 137,044 | $1.8M |
| Panagora Asset Management Inc. | 0.01% | No change | 135,685 | $1.8M |
| Essex Investment Management Co. LLC | 0.33% | Reduce -0.7% | 134,196 | $1.8M |
| Graham Capital Management, L.P. | 0.05% | Add +2.3% | 126,175 | $1.7M |
| Engineers Gate Manager LP | 0.02% | Add +66.1% | 123,884 | $1.7M |
| Gsa Capital Partners LLP | 0.11% | New | 117,957 | $1.6M |
| California State Teachers Retirement System | 0.00% | Add +1.3% | 115,859 | $1.6M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -9.2% | 115,300 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -44.1% | 107,627 | $1.4M |
| First Pacific Advisors, LP | 0.02% | No change | 104,881 | $1.4M |
| Centiva Capital, LP | 0.09% | Add +409.6% | 104,824 | $1.4M |
| Mackenzie Financial Corp. | 0.00% | Reduce -2.6% | 104,024 | $1.4M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -5.5% | 102,670 | $1.4M |
| AQR Capital Management | 0.00% | Add +41.9% | 97,563 | $1.3M |
| Norges Bank | 0.00% | Reduce -51.8% | 97,529 | $1.3M |
| Bailard, Inc. | 0.03% | Add +7.1% | 96,572 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.6% | 95,825 | $1.3M |
| Aquatic Capital Management LLC | 0.03% | Add +263.6% | 94,892 | $1.3M |
| Elo Mutual Pension Insurance Co | 0.03% | New | 94,000 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 93,153 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Add +367.6% | 92,725 | $1.2M |
| IMC-Chicago, LLC | 0.03% | New | 88,815 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -23.0% | 86,073 | $1.2M |
| Quantbot Technologies LP | 0.03% | New | 84,523 | $1.1M |
| Hussman Strategic Advisors, Inc. | 0.26% | New | 84,000 | $1.1M |
| Cache Advisors, LLC | 0.29% | No change | 81,000 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -16.9% | 80,474 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -43.0% | 80,210 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | No change | 74,876 | $1.0M |
| Brevan Howard Capital Management LP | 0.01% | New | 74,074 | $996K |
| Intech Investment Management LLC | 0.01% | Reduce -12.4% | 73,117 | $983K |
| CWA Asset Management Group, LLC | 0.04% | New | 71,172 | $957K |
| Dynamic Technology Lab Private Ltd | 0.13% | New | 69,231 | $930K |
| Simplex Trading, LLC | 0.02% | Add +20.9% | 68,599 | $921K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -8.4% | 68,195 | $917K |
| Cerity Partners LLC | 0.00% | Reduce -0.9% | 67,705 | $910K |
| Teacher Retirement System of Texas | 0.00% | Reduce -42.1% | 66,653 | $896K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.0% | 65,410 | $879K |
| SG Americas Securities, LLC | 0.00% | New | 64,335 | $865K |
| Inspire Investing, LLC | 0.09% | Add +9.7% | 63,048 | $847K |
| Janus Henderson Group PLC | 0.00% | Reduce -76.8% | 59,070 | $792K |
| XTX Topco Ltd | 0.03% | Add +32.3% | 57,182 | $769K |
| Amundi | 0.00% | Reduce -41.1% | 54,844 | $738K |
| Bayesian Capital Management, LP | 0.11% | New | 53,350 | $717K |
| Jennison Associates LLC | 0.00% | Add +5.4% | 52,974 | $712K |
| CenterBook Partners LP | 0.04% | New | 49,332 | $663K |
| Algert Global LLC | 0.01% | New | 48,720 | $655K |
| Fox Run Management, L.L.C. | 0.10% | New | 46,076 | $619K |
| Aviance Capital Partners, LLC | 0.08% | New | 46,073 | $619K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +16.0% | 45,706 | $614K |
| HSBC Holdings PLC | 0.00% | Reduce -67.5% | 45,672 | $607K |
| Lazard Asset Management LLC | 0.00% | Reduce -89.5% | 44,078 | $591K |
| STRS Ohio | 0.00% | New | 42,000 | $564K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.3% | 40,472 | $544K |
| Legato Capital Management LLC | 0.06% | No change | 40,168 | $540K |
| Scientech Research LLC | 0.13% | New | 40,043 | $538K |
| Assetmark, Inc. | 0.00% | Add +1.9% | 39,669 | $533K |
| BNP Paribas Financial Markets | 0.00% | Add +259.4% | 38,794 | $521K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 38,118 | $512K |
| Arizona State Retirement System | 0.00% | Add +3.2% | 37,556 | $505K |
| Straightline Group LLC | 0.31% | Add +3.2% | 37,143 | $499K |
| Smith Group Asset Management, LLC | 0.03% | No change | 36,885 | $496K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.2% | 35,786 | $481K |
| Voya Investment Management LLC | 0.00% | Add +1.2% | 34,166 | $459K |
| Parallax Volatility Advisers, L.P. | 0.02% | Add +17.4% | 33,528 | $451K |
| Magnetar Financial LLC | 0.00% | New | 32,021 | $430K |
| Aviva PLC | 0.00% | Reduce -26.3% | 31,638 | $425K |
| Handelsbanken Fonder AB | 0.00% | No change | 31,500 | $423K |
| Tudor Investment Corporation | 0.00% | New | 31,382 | $422K |
| Synergy Financial Group, LTD | 0.31% | Reduce -8.2% | 31,033 | $417K |
| Point72 Hong Kong Ltd | 0.03% | Reduce -31.7% | 30,451 | $409K |
| GMO | 0.00% | New | 30,194 | $406K |
| Creative Planning | 0.00% | Add +16.9% | 29,239 | $393K |
| ExodusPoint Capital Management, LP | 0.00% | New | 28,256 | $380K |
| Alps Advisors Inc. | 0.00% | Add +3.0% | 28,180 | $379K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 28,000 | $376K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 27,496 | $370K |
| AlphaQuest LLC | 0.03% | Add +371.6% | 25,913 | $348K |
| Wolverine Trading, LLC | 0.01% | New | 25,514 | $348K |
| KLP Kapitalforvaltning As | 0.00% | No change | 25,600 | $344K |
| ProShare Advisors LLC | 0.00% | Reduce -5.4% | 25,516 | $343K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -18.9% | 25,010 | $336K |
| PDT Partners, LLC | 0.02% | New | 24,439 | $328K |
| O'Brien Wealth Partners LLC | 0.05% | No change | 23,571 | $317K |
| Raymond James Financial Inc. | 0.00% | Add +0.2% | 23,076 | $310K |
| US Bancorp \de | 0.00% | Reduce -8.7% | 23,023 | $309K |
| Prudential Financial Inc. | 0.00% | New | 22,327 | $300K |
| Focus Partners Wealth | 0.00% | Reduce 0.0% | 22,084 | $297K |
| Sterling Capital Management LLC | 0.00% | Add +16981.1% | 21,693 | $292K |
| LPL Financial LLC | 0.00% | Reduce -77.0% | 21,320 | $287K |
| Caxton Associates LLP | 0.01% | New | 17,940 | $241K |
| Pictet Asset Management Holding SA | 0.00% | No change | 17,843 | $240K |
| Corton Capital Inc. | 0.27% | Add +19.9% | 17,302 | $233K |
| Quantinno Capital Management LP | 0.00% | Add +13.4% | 16,868 | $227K |
| Cetera Investment Advisers | 0.00% | Add +51.4% | 16,363 | $220K |
| 111 Capital | 0.04% | New | 16,016 | $215K |
| Russell Investments Group, Ltd. | 0.00% | Add +85.8% | 15,850 | $213K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -50.0% | 15,691 | $211K |
| Cornerstone Investment Partners, LLC | 0.01% | Add +0.0% | 15,530 | $209K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.5% | 15,332 | $206K |
| Contravisory Investment Management, Inc. | 0.04% | New | 15,102 | $203K |
| Ethic Inc. | 0.00% | Add +11.1% | 14,393 | $196K |
| Global Endowment Management, LP | 0.03% | Reduce -27.7% | 14,334 | $193K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1333.0% | 13,972 | $188K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,354 | $179K |
| PEAK6 LLC | 0.01% | Add +873.3% | 13,188 | $177K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 13,011 | $177K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 12,952 | $174K |
| PharVision Advisers, LLC | 0.25% | New | 12,768 | $172K |
| FMR LLC | 0.00% | Reduce -99.5% | 12,385 | $166K |
| Teza Capital Management LLC | 0.12% | Reduce -42.6% | 11,637 | $156K |
| Alhambra Investment Management LLC | 0.08% | Reduce -15.6% | 11,499 | $155K |
| New York State Teachers Retirement System | 0.00% | No change | 11,311 | $152K |
| Snowden Capital Advisors LLC | 0.00% | Reduce -0.0% | 11,113 | $149K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +8.0% | 10,800 | $145K |
| Axq Capital, LP | 0.05% | New | 10,489 | $141K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -6.4% | 10,058 | $135K |
| Quinn Opportunity Partners LLC | 0.01% | Reduce -33.3% | 10,000 | $134K |
| Point72 (DIFC) Ltd | 0.01% | New | 9,649 | $130K |
| Osaic Holdings, Inc. | 0.00% | Reduce -86.1% | 7,233 | $97K |
| Shell Asset Management Co. | 0.00% | Reduce -10.0% | 6,574 | $88K |
| Amalgamated Bank | 0.00% | No change | 4,408 | $59K |
| KBC Group NV | 0.00% | Reduce -33.9% | 4,424 | $59K |
| IFP Advisors, Inc | 0.00% | Reduce -6.1% | 3,746 | $57K |
| Quarry LP | 0.01% | Add +224.6% | 4,216 | $57K |
| Canada Pension Plan Investment Board | 0.00% | Add +10.5% | 4,200 | $56K |
| SBI Securities Co., Ltd. | 0.00% | Add +6.8% | 4,013 | $54K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +19361.1% | 3,503 | $47K |
| Cwm, LLC | 0.00% | Reduce -34.8% | 3,468 | $47K |
| EMC Capital Management | 0.02% | New | 3,345 | $45K |
| Pinnacle Holdings, LLC | 0.02% | New | 2,874 | $39K |
| Leonteq Securities AG | 0.00% | Add +21.2% | 2,826 | $38K |
| LRI Investments, LLC | 0.00% | Add +415.9% | 2,528 | $34K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Reduce -75.6% | 2,369 | $32K |
| NewEdge Advisors, LLC | 0.00% | Add +16.6% | 2,279 | $31K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 2,233 | $30K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.9% | 2,147 | $29K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,113 | $28K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -62.1% | 2,070 | $28K |
| Comerica Bank | 0.00% | Add +11.0% | 1,960 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -14.6% | 1,842 | $25K |
| Parallel Advisors, LLC | 0.00% | Add +3.1% | 1,481 | $20K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,313 | $18K |
| Bell Investment Advisors, Inc | 0.00% | Add +3.7% | 1,330 | $18K |
| Versant Capital Management, Inc | 0.00% | Add +55.0% | 1,220 | $16K |
| Signaturefd, LLC | 0.00% | Add +55.7% | 1,180 | $16K |
| Jones Financial Companies LLLP | 0.00% | Reduce -81.0% | 1,000 | $14K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +230.9% | 857 | $12K |
| First Horizon Advisors, Inc. | 0.00% | No change | 781 | $10K |
| NewSquare Capital LLC | 0.00% | No change | 705 | $9K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -61.6% | 532 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -51.1% | 460 | $6K |
| MAI Capital Management | 0.00% | No change | 337 | $5K |
| Harbour Investments, Inc. | 0.00% | Reduce -92.8% | 327 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 295 | $4K |
| GAMMA Investing LLC | 0.00% | Reduce -16.4% | 261 | $4K |
| C M Bidwell & Associates Ltd. | 0.00% | New | 251 | $3K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 250 | $3K |
| Rothschild Investment LLC | 0.00% | Add +25.0% | 225 | $3K |
| Larson Financial Group LLC | 0.00% | Add +812.5% | 219 | $3K |
| Huntington National Bank | 0.00% | No change | 200 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | New | 169 | $2K |
| True Wealth Design, LLC | 0.00% | Add +6.3% | 168 | $2K |
| Optiver Holding B.V. | 0.00% | No change | 163 | $2K |
| Principal Securities, Inc. | 0.00% | New | 162 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 158 | $2K |
| Covestor Ltd | 0.00% | Reduce -2.9% | 135 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Add +793.8% | 143 | $2K |
| Clearstead Advisors, LLC | 0.00% | Reduce -71.8% | 128 | $2K |
| Eastern Bank | 0.00% | No change | 100 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 99 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -47.9% | 86 | $1K |
| Allworth Financial LP | 0.00% | Reduce -35.6% | 85 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -90.3% | 78 | $1K |
| Essential Partners LLC | 0.00% | — | 75 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 71 | $954 |
| Fifth Third Bancorp | 0.00% | Add +150.0% | 70 | $941 |
| Park Square Financial Group, LLC | 0.00% | No change | 53 | $712 |
| Brooklyn Investment Group | 0.00% | Reduce -83.9% | 46 | $619 |
| Park Place Capital Corp | 0.00% | No change | 44 | $595 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -35.0% | 39 | $532 |
| Accredited Wealth Management, LLC | 0.00% | No change | 25 | $336 |
| National Bank of Canada | 0.00% | Reduce -71.9% | 18 | $241 |
"% of holder's portfolio" is UPWK's weight in each manager's 13F, not the share of Upwork Inc. the manager owns.