UpworkUPWK
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $84.1M |
| Exits | 38 | $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.