UpworkUPWK

13F holders, Q4 2025 (December 31)
305holders +29
67new positions
38sold out
8famous investors
$19.82avg. 13F price*

At the end of Q4 2025, 305 institutions reported holding Upwork Inc. (UPWK) in their 13F filings, up 29 from Q3 2025. 67 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($397.6M), T. Rowe Price Associates Inc. ($381.2M) and Vanguard Group Inc. ($297.1M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ray Dalio (0.0% of Bridgewater Associates'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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions67$84.1M
Exits38$120.4M

All 13F filers, Q3 2025 → Q4 2025: 32,649,409 shares bought and 18,948,778 shares sold, net +13,700,631 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 305 holders

BlackRock, Inc. 0.01% Add +73.8% 20,061,827 $397.6M
T. Rowe Price Associates Inc. 0.04% Add +44.2% 19,231,377 $381.2M
Vanguard Group Inc. 0.00% Add +2.2% 14,989,217 $297.1M
LSV Asset Management 0.28% Add +0.4% 6,537,275 $129.6M
State Street Corp. 0.00% Add +64.1% 4,890,897 $96.9M
Ancient Art, L.P. 20.81% Add +8.7% 4,640,814 $92.0M
Invesco Ltd. 0.01% Add +19.2% 3,585,846 $71.1M
Capital International Investors 0.01% Add +37.7% 3,288,860 $65.2M
Geode Capital Management, LLC 0.00% Reduce -0.0% 3,084,004 $61.1M
Boston Partners 0.06% Add +26.3% 2,932,835 $58.3M
Dimensional Fund Advisors LP 0.01% Add +3.8% 2,936,110 $58.2M
Morgan Stanley 0.00% Reduce -42.0% 2,765,286 $54.8M
Goldman Sachs Group Inc. 0.01% Reduce -39.4% 2,196,594 $43.5M
Renaissance Technologies 0.07% Add +19.8% 2,159,042 $42.8M
FMR LLC 0.00% Add +17267.0% 2,158,021 $42.8M
Summit Partners Public Asset Management, LLC 1.13% New 2,025,000 $40.1M
Nuveen, LLC 0.01% Reduce -1.4% 1,772,128 $35.1M
American Century Companies Inc. 0.01% Add +102.7% 1,401,718 $27.8M
Fiera Capital Corp 0.09% Add +32.4% 1,379,902 $27.3M
Allianz Asset Management GmbH 0.03% Reduce -34.3% 1,223,568 $24.3M
Northern Trust Corp. 0.00% Add +2.2% 1,221,540 $24.2M
Charles Schwab Investment Management Inc. 0.00% Add +9.6% 1,195,889 $23.7M
Bank of America Corp. 0.00% Reduce -15.8% 1,085,505 $21.5M
Baillie Gifford & Co. 0.02% Reduce -12.5% 1,030,754 $20.4M
Principal Financial Group Inc. 0.01% Add +318.8% 964,603 $19.1M
Wellington Management Group LLP 0.00% Add +44.5% 923,133 $18.3M
Barclays PLC 0.01% Reduce -1.6% 912,840 $18.1M
Deutsche Bank AG 0.01% Add +654.5% 896,695 $17.8M
Two Sigma Investments, LP 0.03% Reduce -43.3% 841,801 $16.7M
Bank of New York Mellon Corp 0.00% Add +75.7% 753,165 $14.9M
Invenomic Capital Management LP 0.70% Reduce -44.9% 735,100 $14.6M
Portolan Capital Management, LLC 0.76% Add +82.7% 719,644 $14.3M
Ameriprise Financial Inc. 0.00% Add +120.5% 635,861 $12.6M
J. Goldman & Co LP 0.42% Reduce -29.7% 541,259 $10.7M
Bridgewater Associates 0.04% Reduce -15.6% 541,073 $10.7M
Hillsdale Investment Management Inc. 0.27% Reduce -0.6% 502,500 $10.0M
Grandeur Peak Global Advisors, LLC 1.23% Reduce -8.2% 462,333 $9.2M
Public Sector Pension Investment Board 0.03% New 452,229 $9.0M
Janus Henderson Group PLC 0.00% Add +659.1% 448,400 $8.9M
Kestrel Investment Management Corp. 4.89% Reduce -3.4% 435,500 $8.6M
UBS Group AG 0.00% Reduce -5.1% 431,536 $8.6M
AQR Capital Management 0.00% Add +43.3% 431,206 $8.5M
Financial Gravity Asset Management, Inc. 1.53% Add +2.6% 401,665 $8.0M
SkyView Investment Advisors, LLC 0.98% Reduce -2.5% 392,464 $7.8M
Circumference Group LLC 8.51% Add +2.7% 385,000 $7.6M
State of Wisconsin Investment Board 0.02% Add +40.4% 375,402 $7.4M
First Trust Advisors LP 0.01% Add +87.0% 343,978 $6.8M
Legal & General Group Plc 0.00% Add +126.8% 332,884 $6.6M
Clearbridge Investments, LLC 0.01% New 332,525 $6.6M
Alliancebernstein L.P. 0.00% Reduce -6.0% 328,153 $6.5M
Rhumbline Advisers 0.01% Add +75.3% 327,073 $6.5M
King Luther Capital Management Corp. 0.03% Add +0.5% 317,542 $6.3M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -69.9% 314,194 $6.2M
New York State Common Retirement Fund 0.01% Add +1.7% 303,195 $6.0M
Danske Bank A/S 0.01% Reduce -19.6% 301,573 $6.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -18.3% 302,470 $6.0M
Schroder Investment Management Group 0.00% New 290,843 $5.7M
Franklin Resources Inc. 0.00% Add +0.1% 274,780 $5.4M
Jupiter Asset Management Ltd. 0.04% Reduce -45.8% 274,730 $5.4M
Globeflex Capital L P 0.82% No change 269,640 $5.3M
OneDigital Investment Advisors LLC 0.05% Reduce -3.9% 257,916 $5.1M
Swiss National Bank 0.00% Add +2.5% 248,400 $4.9M
Wells Fargo & Company 0.00% Add +37.4% 243,391 $4.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -11.7% 237,950 $4.7M
Algert Global LLC 0.07% Reduce -0.6% 234,610 $4.6M
Nordea Investment Management AB 0.00% Reduce -10.2% 221,512 $4.4M
Penserra Capital Management LLC 0.05% Add +0.9% 208,511 $4.1M
Squarepoint Ops LLC 0.01% Reduce -69.5% 186,416 $3.7M
Royal Bank of Canada 0.00% Reduce -60.4% 180,179 $3.6M
Acadian Asset Management LLC 0.01% Reduce -54.6% 173,643 $3.4M
Empowered Funds, LLC 0.06% Add +146.2% 171,753 $3.4M
Burney Co./ 0.10% New 168,627 $3.3M
Robeco Institutional Asset Management B.V. 0.00% Reduce -15.2% 165,759 $3.3M
Victory Capital Management Inc. 0.00% Reduce -9.0% 163,526 $3.2M
Gotham Asset Management 0.01% Reduce -26.9% 162,516 $3.2M
SG Americas Securities, LLC 0.00% Add +73.0% 162,256 $3.2M
Voya Investment Management LLC 0.00% Add +586.6% 154,672 $3.1M
State of Wyoming 0.32% Add +12.5% 146,941 $2.9M
Man Group plc 0.01% Reduce -30.2% 145,838 $2.9M
Essex Investment Management Co. LLC 0.41% Reduce -2.2% 135,636 $2.7M
Prudential Financial Inc. 0.00% Add +317.4% 122,130 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% Add +154.7% 120,710 $2.4M
California State Teachers Retirement System 0.00% Add +2.9% 119,165 $2.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +8607.8% 117,903 $2.3M
Group One Trading LLC 0.07% Add +293.2% 117,168 $2.3M
Polar Asset Management Partners Inc. 0.06% Reduce -76.2% 114,741 $2.3M
Capital Fund Management S.A. 0.02% Reduce -65.8% 109,717 $2.2M
CANADA LIFE ASSURANCE Co 0.00% Add +135.2% 107,479 $2.1M
JPMorgan Chase & Co. 0.00% Reduce -43.9% 105,438 $2.1M
State of Alaska, Department of Revenue 0.02% Add +1566.8% 105,258 $2.1M
Thrivent Financial for Lutherans 0.00% Add +623.2% 104,183 $2.1M
Sei Investments Co. 0.00% Add +1.5% 101,524 $2.0M
Cary Street Partners Financial LLC 0.05% Reduce -3.6% 99,230 $2.0M
Verition Fund Management LLC 0.01% Add +24.9% 98,991 $2.0M
Envestnet Asset Management Inc. 0.00% Add +5.8% 98,381 $1.9M
LPL Financial LLC 0.00% Add +348.7% 88,914 $1.8M
Citigroup Inc. 0.00% Add +3.4% 85,097 $1.7M
Engineers Gate Manager LP 0.02% New 83,393 $1.7M
Cerity Partners LLC 0.00% Add +6.3% 80,929 $1.6M
New York State Teachers Retirement System 0.00% Add +547.9% 73,287 $1.5M
US Bancorp \de 0.00% Add +1695.4% 71,259 $1.4M
MetLife Investment Management, LLC 0.01% Reduce -4.5% 70,140 $1.4M
Stifel Financial Corp. 0.00% Reduce -12.3% 69,576 $1.4M
Illinois Municipal Retirement Fund 0.02% New 69,327 $1.4M
Elo Mutual Pension Insurance Co 0.02% Reduce -11.3% 67,740 $1.3M
BNP Paribas Financial Markets 0.00% Reduce -11.7% 67,421 $1.3M
Teacher Retirement System of Texas 0.00% Reduce -10.3% 61,903 $1.2M
Inspire Investing, LLC 0.11% Add +13.7% 61,758 $1.2M
Louisiana State Employees Retirement System 0.02% New 59,900 $1.2M
GMO 0.00% Add +16.5% 59,819 $1.2M
Corient Private Wealth LP 0.00% Add +26.0% 58,283 $1.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.7% 57,962 $1.1M
Intech Investment Management LLC 0.01% Add +16.9% 57,620 $1.1M
State of Tennessee, Department of Treasury 0.00% New 56,587 $1.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.4% 57,152 $1.1M
First Pacific Advisors, LP 0.02% Reduce -45.6% 57,081 $1.1M
Bailard, Inc. 0.02% Reduce -37.6% 56,072 $1.1M
Parallax Volatility Advisers, L.P. 0.04% Add +1.3% 51,900 $1.0M
Creative Planning 0.00% Add +43.5% 51,699 $1.0M
AlphaQuest LLC 0.06% Add +2.7% 51,680 $1.0M
Ieq Capital, LLC 0.00% New 50,797 $1.0M
Millennium Management 0.00% Reduce -91.2% 50,506 $1.0M
Amundi 0.00% Add +4.0% 49,818 $987K
Marshall Wace, LLP 0.00% Reduce -75.1% 48,049 $952K
PEAK6 LLC 0.03% Add +38.6% 47,698 $945K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +16.8% 46,700 $926K
Aviance Capital Partners, LLC 0.11% Add +0.2% 46,494 $922K
Integrated Quantitative Investments LLC 0.20% Reduce -27.4% 46,366 $919K
Legato Capital Management LLC 0.08% Add +9.7% 44,068 $873K
Straightline Group LLC 0.47% Add +2.4% 39,222 $867K
Convergence Investment Partners, LLC 0.17% New 43,675 $866K
Polen Capital Management LLC 0.00% Add +278.7% 43,111 $854K
Hussman Strategic Advisors, Inc. 0.20% Reduce -60.0% 42,000 $832K
Picton Mahoney Asset Management 0.01% Reduce -53.4% 41,403 $821K
Jump Financial, LLC 0.01% Add +4.2% 40,400 $801K
Smith Group Asset Management, LLC 0.04% Add +2.5% 38,973 $772K
Los Angeles Capital Management LLC 0.00% Reduce -65.8% 46,801 $763K
State Board of Administration of Florida Retirement System 0.00% No change 38,118 $755K
Assetmark, Inc. 0.00% Reduce -5.4% 37,773 $749K
Amalgamated Bank 0.01% Add +846.6% 37,742 $748K
Ares Systematic Credit Ltd 2.86% — 37,428 $742K
Mercer Global Advisors Inc. 0.00% Add +16.5% 36,755 $728K
Harbor Capital Advisors, Inc. 0.05% Add +26.8% 35,195 $698K
Brevan Howard Capital Management LP 0.01% New 35,098 $696K
Arizona State Retirement System 0.00% Reduce -5.5% 34,956 $693K
Yousif Capital Management, LLC 0.01% New 35,337 $689K
Walleye Trading LLC 0.01% New 34,634 $686K
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -1.3% 34,058 $675K
Allspring Global Investments Holdings, LLC 0.00% New 33,843 $671K
Lazard Asset Management LLC 0.00% Reduce -25.4% 33,835 $671K
Guggenheim Capital LLC 0.00% New 32,674 $648K
Comerica Bank 0.00% Add +1581.0% 32,444 $643K
Orion Porfolio Solutions, LLC 0.00% Reduce -7.1% 32,358 $641K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% New 32,346 $641K
Handelsbanken Fonder AB 0.00% Add +2.2% 32,200 $638K
IMC-Chicago, LLC 0.01% New 32,161 $637K
Commonwealth Equity Services, LLC 0.00% Add +16.4% 31,439 $623K
HSBC Holdings PLC 0.00% Add +16.6% 31,171 $620K
Citadel Advisors 0.00% Reduce -96.2% 31,125 $617K
Synergy Financial Group, LTD 0.43% Reduce -1.2% 30,659 $608K
Oregon Public Employees Retirement Fund 0.01% New 29,926 $593K
AlphaCore Capital LLC 0.01% New 29,588 $586K
D. E. Shaw & Co. 0.00% Reduce -89.9% 28,410 $563K
Abacus Wealth Partners, LLC 0.05% New 27,345 $542K
Versor Investments LP 0.08% Add +42.9% 27,300 $541K
Alps Advisors Inc. 0.00% Add +0.9% 27,277 $541K
KLP Kapitalforvaltning As 0.00% Add +5.5% 27,000 $535K
Focus Partners Wealth 0.00% Add +17.8% 26,031 $516K
Counterpoint Mutual Funds LLC 0.04% New 25,573 $507K
Mirabella Financial Services LLP 0.05% New 25,371 $503K
Occudo Quantitative Strategies LP 0.03% New 24,119 $478K
ProShare Advisors LLC 0.00% Add +14.1% 24,015 $476K
O'Brien Wealth Partners LLC 0.06% No change 23,571 $467K
Raymond James Financial Inc. 0.00% Reduce -5.5% 22,673 $449K
Capstone Investment Advisors, LLC 0.00% Reduce -71.8% 22,207 $440K
Sterling Capital Management LLC 0.01% Add +2.3% 22,183 $440K
Yorktown Management & Research Co Inc 0.35% No change 21,900 $434K
Pictet Asset Management Holding SA 0.00% Add +15.7% 20,641 $409K
Cwm, LLC 0.00% Add +168.0% 20,426 $405K
Quantinno Capital Management LP 0.00% Add +35.5% 20,428 $405K
Mariner, LLC 0.00% Add +82.3% 20,053 $397K
nVerses Capital, LLC 0.85% — 19,205 $381K
Simplex Trading, LLC 0.01% Reduce -68.1% 19,197 $380K
Maryland State Retirement & Pension System 0.01% New 19,057 $378K
Landscape Capital Management, L.L.C. 0.02% Reduce -68.2% 18,634 $369K
Evolve Private Wealth, LLC 0.02% — 18,316 $363K
Scientech Research LLC 0.21% New 17,204 $341K
Edgestream Partners, L.P. 0.01% Reduce -82.1% 16,685 $331K
Cetera Investment Advisers 0.00% Reduce -0.6% 16,678 $331K
MML Investors Services, LLC 0.00% New 15,624 $310K
Capula Management Ltd 0.00% Add +159.8% 15,209 $301K
Mutual of America Capital Management LLC 0.00% New 14,933 $296K
Wealth Enhancement Advisory Services, LLC 0.00% New 14,597 $296K
Swiss Life Asset Management Ltd 0.00% New 14,732 $292K
Russell Investments Group, Ltd. 0.00% Reduce -6.2% 14,699 $291K
Cornerstone Investment Partners, LLC 0.01% Add +0.1% 14,462 $287K
Mindset Wealth Management, LLC 0.07% Add +28.6% 13,908 $276K
Mangrove Partners Im, LLC 0.02% New 13,859 $275K
Numerai GP LLC 0.03% New 13,762 $273K
Public Employees Retirement Association of Colorado 0.00% No change 13,354 $265K
Susquehanna International Group, LLP 0.00% Reduce -95.7% 13,225 $262K
Canada Pension Plan Investment Board 0.00% Add +276.5% 12,800 $254K
Caption Management, LLC 0.01% Reduce -7.8% 12,626 $250K
Oppenheimer Asset Management Inc. 0.00% Add +20.0% 12,579 $249K
Ethic Inc. 0.00% Reduce -8.4% 12,306 $244K
Nomura Asset Management International Inc. 0.00% — 11,874 $235K
Schonfeld Strategic Advisors LLC 0.00% Reduce -93.5% 11,802 $234K
Lighthouse Investment Partners, LLC 0.01% New 11,435 $227K
Abel Hall, LLC 0.05% New 10,612 $210K
Maridea Wealth Management LLC 0.03% New 10,469 $207K
Snowden Capital Advisors LLC 0.01% Reduce -5.9% 10,321 $205K
Ameritas Investment Partners, Inc. 0.01% No change 10,282 $204K
Mach-1 Financial Group, LLC 0.04% New 10,187 $202K
SeaCrest Wealth Management, LLC 0.02% Reduce -3.5% 9,647 $201K
Vontobel Holding Ltd. 0.00% New 10,151 $201K
Pacer Advisors, Inc. 0.00% Reduce -98.1% 10,130 $201K
Sanctuary Advisors, LLC 0.00% New 10,083 $200K
Blair William & Co. 0.00% New 10,030 $199K
Lanark Financial, Inc. 0.01% Add +278.8% 9,212 $183K
Leonteq Securities AG 0.01% Add +442.1% 9,010 $179K
EverSource Wealth Advisors, LLC 0.01% Add +28.4% 8,003 $159K
Osaic Holdings, Inc. 0.00% Reduce -89.3% 7,340 $145K
Tower Research Capital LLC (TRC) 0.00% Add +152.6% 6,438 $128K
Parkside Financial Bank & Trust 0.01% Add +37.2% 5,629 $112K
Quantbot Technologies LP 0.00% Reduce -87.4% 4,774 $95K
Clearstead Advisors, LLC 0.00% Add +226.5% 4,590 $91K
KBC Group NV 0.00% No change 4,424 $88K
IFP Advisors, Inc 0.00% Add +10.9% 4,397 $87K
PNC Financial Services Group, Inc. 0.00% Add +103.5% 4,103 $81K
SBI Securities Co., Ltd. 0.00% Reduce -30.1% 3,786 $75K
Cary Street Partners Investment Advisory LLC 0.02% New 3,690 $73K
Walleye Capital LLC 0.00% Reduce -89.8% 3,457 $69K
McGuire Capital Advisors Inc. 0.04% — 3,351 $66K
EMC Capital Management 0.02% Reduce -15.0% 2,843 $56K
LRI Investments, LLC 0.00% No change 2,528 $50K
STRS Ohio 0.00% New 2,500 $50K
Pinnacle Wealth Planning Services, Inc. 0.01% New 2,459 $49K
International Assets Investment Management, LLC 0.00% New 2,106 $42K
Rockefeller Capital Management L.P. 0.00% Add +434.4% 1,881 $37K
GAMMA Investing LLC 0.00% Add +379.2% 1,840 $36K
Nisa Investment Advisors, LLC 0.00% Reduce -14.5% 1,807 $36K
Parallel Advisors, LLC 0.00% Add +8.4% 1,614 $32K
Financial Management Professionals, Inc. 0.00% No change 1,580 $31K
Farther Finance Advisors, LLC 0.00% Add +594.4% 1,361 $27K
Bell Investment Advisors, Inc 0.00% No change 1,264 $25K
Quadrant Capital Group LLC 0.00% Add +1.8% 1,221 $24K
Bessemer Group Inc. 0.00% New 937 $19K
Salomon & Ludwin, LLC 0.00% New 884 $18K
Summit Securities Group LLC 0.00% New 901 $18K
Smartleaf Asset Management LLC 0.00% Add +40.5% 867 $17K
Signaturefd, LLC 0.00% Add +4.0% 788 $16K
Jones Financial Companies LLLP 0.00% Add +5.7% 740 $15K
Spire Wealth Management 0.00% New 734 $15K
Versant Capital Management, Inc 0.00% No change 710 $14K
Essential Partners LLC 0.00% Add +109.3% 655 $13K
Allworth Financial LP 0.00% Add +70.9% 634 $13K
Covestor Ltd 0.01% Reduce -28.8% 515 $11K
T. Rowe Price Investment Management, Inc. 0.00% Reduce -26.0% 537 $11K
UMB Bank, n.a. 0.00% New 515 $10K
Triumph Capital Management 0.00% New 500 $10K
MAI Capital Management 0.00% New 393 $8K
Federation des caisses Desjardins du Quebec 0.00% Reduce -81.4% 342 $7K
Steward Partners Investment Advisory, LLC 0.00% No change 295 $6K
Rothschild Investment LLC 0.00% Add +42.0% 291 $6K
Private Trust Co. NA 0.00% New 258 $5K
Hantz Financial Services, Inc. 0.00% New 277 $5K
C M Bidwell & Associates Ltd. 0.00% No change 251 $5K
True Wealth Design, LLC 0.00% Add +123.7% 217 $4K
Larson Financial Group LLC 0.00% No change 200 $4K
Huntington National Bank 0.00% No change 200 $4K
Ares Financial Consulting, LLC 0.00% — 181 $4K
Brown Brothers Harriman & Co. 0.00% No change 169 $3K
Private Wealth Management Group, LLC 0.00% No change 158 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Add +62.8% 140 $3K
Fifth Third Bancorp 0.00% Reduce -92.9% 124 $2K
Eastern Bank 0.00% No change 100 $2K
Medallion Wealth Advisors, LLC 0.00% No change 99 $2K
Global Retirement Partners, LLC 0.00% New 86 $2K
Cape Investment Advisory, Inc. 0.00% No change 78 $2K
Whittier Trust Co. of Nevada Inc. 0.00% No change 71 $1K
Northwestern Mutual Wealth Management Co. 0.00% New 68 $1K
Bruce G. Allen Investments, LLC 0.00% Add +41.5% 58 $1K
WealthCollab, LLC 0.00% No change 53 $1K
Motiv8 Investments LLC 0.00% New 72 $1K
Toronto Dominion Bank 0.00% New 50 $991
WPG Advisers, LLC 0.00% New 46 $912
Manchester Capital Management LLC 0.00% New 45 $892
Park Place Capital Corp 0.00% No change 44 $872
Quarry LP 0.00% Reduce -96.5% 41 $813
SJS Investment Consulting Inc. 0.00% New 35 $694
CoreCap Advisors, LLC 0.00% New 35 $694
TD Private Client Wealth LLC 0.00% No change 33 $654
CIBC Private Wealth Group LLC 0.00% New 31 $614
Bare Financial Services, Inc 0.00% New 27 $535
Cedar Mountain Advisors, LLC 0.00% New 23 $456
Ankerstar Wealth, LLC 0.00% — 22 $436
Torren Management, LLC 0.00% — 22 $436
Sunbelt Securities, Inc. 0.00% New 21 $416
Arax Advisory Partners 0.00% Reduce -97.3% 16 $317
NewEdge Advisors, LLC 0.00% No change 15 $297
Gilpin Wealth Management, LLC 0.00% — 12 $238
Keating Financial Advisory Services, Inc. 0.00% — 12 $238
Abound Wealth Management 0.00% New 7 $139
Caitong International Asset Management Co., Ltd 0.00% New 7 $139
Dunhill Financial, LLC 0.00% New 2 $46

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