UpworkUPWK
13F holders, Q2 2026 (June 30)297holders +5
53new positions
48sold out
8famous investors
$8.37avg. 13F price*
At the end of Q2 2026, 297 institutions reported holding Upwork Inc. (UPWK) in their 13F filings, up 5 from Q1 2026. 53 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($161.0M), Vanguard Portfolio Management LLC ($66.0M) and Ancient Art, L.P. ($60.4M). 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Upwork Inc.
- CUSIP
- 91688F104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $43.8M |
| Exits | 48 | $58.7M |
All 13F filers, Q1 2026 → Q2 2026: 25,932,257 shares bought and 33,954,966 shares sold, net −8,022,709 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 297 holders
| BlackRock, Inc. | 0.00% | Add +2.1% | 19,259,723 | $161.0M |
| Vanguard Portfolio Management LLC | 0.00% | Add +1.6% | 7,898,745 | $66.0M |
| Ancient Art, L.P. | 12.35% | Add +21.3% | 7,228,530 | $60.4M |
| LSV Asset Management | 0.10% | Reduce -6.0% | 6,381,628 | $53.4M |
| Vanguard Capital Management LLC | 0.00% | Reduce -5.3% | 5,313,767 | $44.4M |
| State Street Corp. | 0.00% | Add +1.4% | 5,195,259 | $43.4M |
| Capital International Investors | 0.01% | Add +2.8% | 4,857,612 | $40.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +27.7% | 4,743,484 | $39.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +67.4% | 4,270,252 | $35.7M |
| Geode Capital Management, LLC | 0.00% | Add +3.5% | 3,253,955 | $27.2M |
| Rice Hall James & Associates, LLC | 1.13% | Add +112.3% | 2,776,805 | $23.2M |
| Morgan Stanley | 0.00% | Add +107.8% | 2,463,966 | $20.6M |
| Invenomic Capital Management LP | 1.20% | Add +25.7% | 2,406,922 | $20.1M |
| UBS Group AG | 0.00% | Add +37.7% | 2,142,846 | $17.9M |
| Millennium Management | 0.01% | Add +79.0% | 1,853,448 | $15.5M |
| Renaissance Technologies | 0.02% | Reduce -17.6% | 1,681,020 | $14.1M |
| Citadel Advisors | 0.01% | Add +615.2% | 1,655,618 | $13.8M |
| Jupiter Asset Management Ltd. | 0.07% | Add +10.6% | 1,578,957 | $13.2M |
| Two Sigma Investments, LP | 0.01% | Add +95.7% | 1,499,477 | $12.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +541.9% | 1,481,789 | $12.4M |
| American Century Companies Inc. | 0.00% | Add +0.1% | 1,307,824 | $10.9M |
| Northern Trust Corp. | 0.00% | Add +2.2% | 1,270,108 | $10.6M |
| Principal Financial Group Inc. | 0.00% | Add +2.0% | 1,119,357 | $9.4M |
| AQR Capital Management | 0.00% | Add +592.0% | 1,083,475 | $9.1M |
| Royce & Associates LP | 0.07% | New | 1,076,689 | $9.0M |
| OP Asset Management Ltd | 0.09% | New | 980,461 | $8.2M |
| Acadian Asset Management LLC | 0.01% | Add +1506.0% | 947,962 | $7.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -23.6% | 942,041 | $7.9M |
| Pacer Advisors, Inc. | 0.02% | Add +19.8% | 870,291 | $7.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -6.8% | 835,671 | $7.0M |
| Squarepoint Ops LLC | 0.01% | Add +176.3% | 737,234 | $6.2M |
| Bank of New York Mellon Corp | 0.00% | Add +1.5% | 736,397 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Add +76.7% | 726,095 | $6.1M |
| Victory Capital Management Inc. | 0.00% | Add +62.5% | 721,562 | $6.0M |
| Bank of America Corp. | 0.00% | Reduce -24.2% | 704,083 | $5.9M |
| Fiera Capital Corp | 0.02% | Reduce -42.9% | 703,931 | $5.9M |
| FMR LLC | 0.00% | Reduce -77.6% | 687,435 | $5.7M |
| Man Group plc | 0.01% | Add +192.1% | 629,184 | $5.3M |
| Alliancebernstein L.P. | 0.00% | Add +9.0% | 462,346 | $5.1M |
| Public Sector Pension Investment Board | 0.01% | Add +6.9% | 591,572 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Add +18.1% | 574,206 | $4.8M |
| Franklin Resources Inc. | 0.00% | Add +51.1% | 564,530 | $4.7M |
| BNP Paribas Financial Markets | 0.00% | Add +48.9% | 559,868 | $4.7M |
| Hillsdale Investment Management Inc. | 0.10% | Add +7.8% | 541,900 | $4.5M |
| Invesco Ltd. | 0.00% | Reduce -33.6% | 539,222 | $4.5M |
| OneDigital Investment Advisors LLC | 0.04% | Add +94.7% | 496,544 | $4.2M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +29.5% | 465,443 | $3.9M |
| Kestrel Investment Management Corp. | 1.97% | No change | 433,000 | $3.6M |
| Allianz Asset Management GmbH | 0.00% | Add +12.2% | 414,446 | $3.5M |
| Nuveen, LLC | 0.00% | Add +3.0% | 400,842 | $3.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +104.2% | 391,946 | $3.3M |
| Point72 Asset Management | 0.01% | New | 389,875 | $3.3M |
| Circumference Group LLC | 6.93% | Add +27.3% | 382,000 | $3.2M |
| Algert Global LLC | 0.04% | Add +31.4% | 361,080 | $3.0M |
| Jump Financial, LLC | 0.03% | New | 352,600 | $2.9M |
| Engineers Gate Manager LP | 0.03% | Add +95.3% | 300,566 | $2.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +16.6% | 298,817 | $2.5M |
| Sparta 24 Ltd. | 2.27% | New | 296,628 | $2.5M |
| New York State Common Retirement Fund | 0.00% | No change | 295,595 | $2.5M |
| State of Wisconsin Investment Board | 0.01% | Reduce -10.4% | 294,293 | $2.5M |
| Federated Hermes, Inc. | 0.00% | New | 286,072 | $2.4M |
| Rhumbline Advisers | 0.00% | Reduce -14.7% | 284,923 | $2.4M |
| Legal & General Group Plc | 0.00% | Reduce -6.5% | 280,991 | $2.3M |
| D. E. Shaw & Co. | 0.00% | Add +177.9% | 280,751 | $2.3M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +274.6% | 263,874 | $2.2M |
| Voya Investment Management LLC | 0.00% | Add +17.7% | 260,838 | $2.2M |
| Landscape Capital Management, L.L.C. | 0.14% | New | 258,172 | $2.2M |
| Penserra Capital Management LLC | 0.02% | Add +34.4% | 250,878 | $2.1M |
| Swiss National Bank | 0.00% | Add +1.2% | 248,500 | $2.1M |
| Empowered Funds, LLC | 0.01% | Add +27.8% | 245,379 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -98.6% | 238,853 | $2.0M |
| SG Americas Securities, LLC | 0.00% | Add +582.3% | 235,168 | $2.0M |
| State of Wyoming | 0.20% | Add +44.3% | 235,043 | $2.0M |
| Boston Partners | 0.00% | Reduce -92.7% | 228,883 | $1.9M |
| Brevan Howard Capital Management LP | 0.03% | Add +268.9% | 227,516 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +42.0% | 221,999 | $1.9M |
| Freestone Grove Partners LP | 0.01% | Add +229.3% | 218,317 | $1.8M |
| Nordea Investment Management AB | 0.00% | Add +4.0% | 219,160 | $1.8M |
| Avestar Capital, LLC | 0.10% | New | 208,154 | $1.7M |
| Massachusetts Financial Services Co. | 0.00% | Add +50.5% | 201,226 | $1.7M |
| Baader Bank Aktiengesellschaft | 0.14% | New | 200,000 | $1.7M |
| Segall Bryant & Hamill, LLC | 0.02% | New | 192,880 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +7.1% | 191,473 | $1.6M |
| Creative Planning | 0.00% | Add +329.7% | 189,483 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +74.7% | 187,947 | $1.6M |
| Gotham Asset Management | 0.00% | Reduce -9.8% | 179,175 | $1.5M |
| Prudential Financial Inc. | 0.00% | Add +14.7% | 172,650 | $1.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +1077.9% | 171,407 | $1.4M |
| Aviance Capital Partners, LLC | 0.14% | Add +134.2% | 163,321 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +276.7% | 153,518 | $1.3M |
| California State Teachers Retirement System | 0.00% | Reduce -2.5% | 152,295 | $1.3M |
| XTX Topco Ltd | 0.02% | Reduce -74.3% | 144,890 | $1.2M |
| LPL Financial LLC | 0.00% | Add +57.7% | 144,057 | $1.2M |
| Deutsche Bank AG | 0.00% | Reduce -91.6% | 142,419 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +54.4% | 134,681 | $1.1M |
| Essex Investment Management Co. LLC | 0.14% | Reduce -4.5% | 131,938 | $1.1M |
| Caxton Associates LLP | 0.02% | New | 126,729 | $1.1M |
| AlphaCore Capital LLC | 0.02% | Add +60.3% | 122,725 | $1.0M |
| Citigroup Inc. | 0.00% | Add +12.0% | 114,032 | $953K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 112,265 | $939K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.2% | 109,308 | $914K |
| Amundi | 0.00% | Add +58.6% | 107,144 | $896K |
| KLP Kapitalforvaltning As | 0.00% | Add +74.1% | 101,000 | $844K |
| Parallax Volatility Advisers, L.P. | 0.04% | Add +185.7% | 100,000 | $836K |
| Intech Investment Management LLC | 0.01% | Reduce -13.5% | 99,782 | $834K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -7.3% | 99,771 | $832K |
| SummitTX Capital, L.P. | 0.02% | Add +117.0% | 98,287 | $822K |
| Campbell & CO Investment Adviser LLC | 0.04% | Add +57.4% | 98,205 | $821K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -10.7% | 94,439 | $788K |
| State of Tennessee, Department of Treasury | 0.00% | Add +13.7% | 85,293 | $713K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -14.1% | 85,219 | $712K |
| Straightline Group LLC | 0.33% | Add +96.2% | 83,406 | $697K |
| GMO | 0.00% | Add +461.2% | 81,335 | $680K |
| SkyView Investment Advisors, LLC | 0.53% | Reduce -79.2% | 81,000 | $677K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -51.8% | 80,752 | $675K |
| Jennison Associates LLC | 0.00% | Add +6.0% | 80,145 | $670K |
| Cerity Partners LLC | 0.00% | Add +16.6% | 79,963 | $668K |
| Vident Advisory, LLC | 0.00% | New | 79,378 | $664K |
| Entropy Technologies, LP | 0.03% | New | 78,801 | $659K |
| PEAK6 LLC | 0.02% | Reduce -77.5% | 77,231 | $646K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 76,635 | $641K |
| Sei Investments Co. | 0.00% | Reduce -19.4% | 73,526 | $615K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -1.1% | 71,390 | $597K |
| MetLife Investment Management, LLC | 0.00% | Add +6.7% | 70,378 | $588K |
| ExodusPoint Capital Management, LP | 0.01% | New | 70,308 | $588K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +11.5% | 68,498 | $573K |
| Dauntless Investment Group, LLC | 0.98% | New | 67,680 | $566K |
| Ares Systematic Credit Ltd | 1.13% | No change | 66,651 | $557K |
| New York State Teachers Retirement System | 0.00% | Reduce -3.7% | 66,312 | $554K |
| Tidal Investments LLC | 0.00% | New | 63,256 | $529K |
| Ieq Capital, LLC | 0.00% | New | 61,078 | $511K |
| Jupiter Topco LLC | 0.00% | — | 59,070 | $493K |
| Allstate Corp. | 0.00% | New | 57,387 | $480K |
| Legato Capital Management LLC | 0.04% | Reduce -0.8% | 57,331 | $479K |
| First Pacific Advisors, LP | 0.01% | No change | 57,081 | $477K |
| Bailard, Inc. | 0.01% | Reduce -0.9% | 55,584 | $465K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.3% | 55,245 | $462K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -6.6% | 54,100 | $452K |
| Smith Group Asset Management, LLC | 0.02% | Add +1.6% | 53,479 | $447K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.1% | 51,704 | $432K |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -0.1% | 51,653 | $432K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -18.7% | 50,868 | $425K |
| Harbor Capital Advisors, Inc. | 0.03% | Reduce -18.5% | 49,969 | $418K |
| Quantinno Capital Management LP | 0.00% | Add +1.9% | 49,415 | $413K |
| AdvisorShares Investments LLC | 0.05% | New | 48,000 | $401K |
| Mercer Global Advisors Inc. | 0.00% | Add +42.2% | 47,207 | $395K |
| Canada Pension Plan Investment Board | 0.00% | Add +109.9% | 46,800 | $391K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -61.6% | 45,496 | $380K |
| Mirabella Financial Services LLP | 0.04% | Reduce -12.7% | 44,093 | $369K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +3.1% | 38,833 | $350K |
| US Bancorp \de | 0.00% | Reduce -6.1% | 41,826 | $350K |
| Oxford Asset Management LLP | 0.17% | Reduce -29.2% | 41,097 | $344K |
| Alps Advisors Inc. | 0.00% | Add +0.9% | 40,947 | $342K |
| Blueshift Asset Management, LLC | 0.08% | New | 40,934 | $342K |
| Handelsbanken Fonder AB | 0.00% | Add +19.6% | 38,500 | $322K |
| Lazard Asset Management LLC | 0.00% | Reduce -4.5% | 38,454 | $321K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 38,118 | $319K |
| Quantbot Technologies LP | 0.01% | Add +9.1% | 37,795 | $316K |
| Dynamic Technology Lab Private Ltd | 0.07% | Add +115.2% | 37,463 | $314K |
| Arizona State Retirement System | 0.00% | Add +0.2% | 34,177 | $286K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 34,058 | $285K |
| Yousif Capital Management, LLC | 0.00% | Reduce -4.0% | 33,559 | $281K |
| Amalgamated Bank | 0.00% | Reduce -11.4% | 33,097 | $277K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 31,232 | $275K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -72.4% | 32,500 | $272K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 30,766 | $257K |
| Assetmark, Inc. | 0.00% | Reduce -3.8% | 30,452 | $255K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -9.3% | 29,290 | $245K |
| Synergy Financial Group, LTD | 0.17% | Reduce -3.3% | 28,831 | $241K |
| Abacus Wealth Partners, LLC | 0.03% | Add +9.1% | 28,599 | $239K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -6.0% | 28,090 | $235K |
| STRS Ohio | 0.00% | New | 27,800 | $232K |
| New Vernon Capital Holdings II LLC | 0.13% | No change | 27,778 | $232K |
| Fifth Third Bancorp | 0.00% | Reduce -6.5% | 27,522 | $230K |
| Gallacher Capital Management LLC | 0.12% | New | 25,708 | $215K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +59.0% | 24,786 | $207K |
| Blair William & Co. | 0.00% | Add +62.1% | 24,356 | $204K |
| Swiss Life Asset Management Ltd | 0.00% | Add +6.1% | 23,602 | $197K |
| Barclays PLC | 0.00% | Reduce -14.2% | 23,085 | $193K |
| Truist Financial Corp. | 0.00% | Add +40.1% | 22,741 | $190K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +8.1% | 22,153 | $185K |
| Cetera Investment Advisers | 0.00% | Add +11.6% | 20,656 | $173K |
| Pictet Asset Management Holding SA | 0.00% | No change | 20,641 | $173K |
| Corient Private Wealth LP | 0.00% | Reduce -16.1% | 20,208 | $169K |
| Guggenheim Capital LLC | 0.00% | New | 19,450 | $163K |
| Focus Partners Wealth | 0.00% | Reduce -18.7% | 18,817 | $157K |
| Raymond James Financial Inc. | 0.00% | Reduce -44.1% | 18,702 | $156K |
| Maryland State Retirement & Pension System | 0.00% | Reduce -5.3% | 18,050 | $151K |
| Cornerstone Investment Partners, LLC | 0.01% | Reduce -4.6% | 17,905 | $150K |
| ProShare Advisors LLC | 0.00% | Reduce -10.4% | 17,220 | $144K |
| Balboa Wealth Partners | 0.02% | Reduce -0.1% | 16,719 | $140K |
| Axq Capital, LP | 0.01% | Reduce -26.9% | 16,204 | $135K |
| Financial Gravity Companies, Inc. | 0.02% | — | 16,184 | $135K |
| Bayesian Capital Management, LP | 0.09% | Add +26.2% | 15,900 | $133K |
| Sterling Capital Management LLC | 0.00% | Add +7.5% | 15,446 | $129K |
| Mindset Wealth Management, LLC | 0.02% | Add +12.9% | 15,356 | $128K |
| Maridea Wealth Management LLC | 0.01% | Add +24.4% | 14,460 | $121K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -5.4% | 14,148 | $118K |
| Marshall Wace, LLP | 0.00% | New | 13,858 | $116K |
| Bridgefront Capital, LLC | 0.03% | New | 13,855 | $116K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,354 | $112K |
| Choreo, LLC | 0.00% | New | 13,146 | $110K |
| Arax Advisory Partners | 0.00% | New | 12,936 | $108K |
| Two Sigma Securities, LLC | 0.01% | Reduce -40.5% | 12,721 | $106K |
| First Trust Advisors LP | 0.00% | Reduce -96.8% | 11,771 | $98K |
| Bank of Montreal | 0.00% | Reduce -6.5% | 11,665 | $98K |
| Xponance LLC | 0.00% | Add +2.7% | 11,657 | $97K |
| Walleye Capital LLC | 0.00% | Add +237.4% | 11,505 | $96K |
| Merit Financial Group, LLC | 0.00% | New | 11,325 | $95K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +25.0% | 11,199 | $94K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -92.6% | 10,988 | $92K |
| Simplex Trading, LLC | 0.00% | New | 10,852 | $91K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +3.5% | 10,819 | $90K |
| Summit Global Investments | 0.00% | New | 10,662 | $89K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 10,282 | $86K |
| WealthPlan Investment Management, LLC | 0.00% | New | 10,103 | $84K |
| Captrust Financial Advisors | 0.00% | New | 10,035 | $84K |
| Leo H. Evart, Inc. | 0.05% | Reduce -0.1% | 8,164 | $68K |
| Walleye Trading LLC | 0.00% | Reduce -25.6% | 7,231 | $60K |
| PNC Financial Services Group, Inc. | 0.00% | Add +78.5% | 6,965 | $58K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 6,388 | $53K |
| LRI Investments, LLC | 0.00% | Add +93.6% | 5,797 | $48K |
| Vestcor Inc | 0.00% | No change | 4,913 | $41K |
| GAMMA Investing LLC | 0.00% | Add +43.7% | 4,575 | $38K |
| KBC Group NV | 0.00% | No change | 4,424 | $37K |
| HSBC Holdings PLC | 0.00% | New | 4,069 | $34K |
| IFP Advisors, Inc | 0.00% | Reduce -6.6% | 4,011 | $34K |
| Covestor Ltd | 0.02% | Reduce -22.5% | 3,806 | $32K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.5% | 3,777 | $32K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -55.0% | 3,599 | $30K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -13.6% | 3,167 | $26K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -7.3% | 2,627 | $22K |
| Jones Financial Companies LLLP | 0.00% | Reduce -30.0% | 2,224 | $19K |
| Hantz Financial Services, Inc. | 0.00% | Add +50.3% | 1,937 | $16K |
| Nykredit A/S | 0.00% | — | 1,848 | $15K |
| Allworth Financial LP | 0.00% | Add +248.1% | 1,657 | $14K |
| Kilter Group LLC | 0.00% | Add +106.2% | 1,588 | $13K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -21.2% | 1,484 | $12K |
| Salomon & Ludwin, LLC | 0.00% | Add +404.8% | 1,257 | $11K |
| Truvestments Capital LLC | 0.00% | Reduce -29.2% | 1,348 | $11K |
| Private Wealth Asset Management, LLC | 0.00% | New | 1,200 | $10K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -6.7% | 1,180 | $10K |
| Signaturefd, LLC | 0.00% | Add +51.2% | 1,057 | $9K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.3% | 1,012 | $8K |
| True Wealth Design, LLC | 0.00% | Add +553.7% | 889 | $7K |
| Bessemer Group Inc. | 0.00% | Reduce -9.5% | 697 | $6K |
| UMB Bank, n.a. | 0.00% | Add +176.0% | 690 | $6K |
| Larson Financial Group LLC | 0.00% | Add +210.5% | 621 | $5K |
| Optiver Holding B.V. | 0.00% | New | 593 | $5K |
| Rothschild Investment LLC | 0.00% | Add +217.2% | 517 | $4K |
| Fulcrum Asset Management LLP | 0.00% | New | 510 | $4K |
| Triumph Capital Management | 0.00% | No change | 500 | $4K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -5.9% | 481 | $4K |
| Versant Capital Management, Inc | 0.00% | Reduce -57.0% | 470 | $4K |
| Parallel Advisors, LLC | 0.00% | Reduce -77.1% | 451 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 393 | $3K |
| Quarry LP | 0.00% | New | 345 | $3K |
| Sachetta, LLC | 0.00% | New | 303 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -12.3% | 300 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 295 | $2K |
| Essential Partners LLC | 0.00% | Reduce -71.0% | 288 | $2K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 265 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +1983.3% | 250 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 235 | $2K |
| Ameritas Advisory Services, LLC | 0.00% | New | 218 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 214 | $2K |
| Huntington National Bank | 0.00% | No change | 200 | $2K |
| Ares Financial Consulting, LLC | 0.00% | No change | 181 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 156 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 149 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -29.1% | 149 | $1K |
| International Assets Investment Management, LLC | 0.00% | Reduce -93.8% | 131 | $1K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 100 | $836 |
| Eastern Bank | 0.00% | No change | 100 | $836 |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 100 | $836 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 99 | $828 |
| Continuum Advisory, LLC | 0.00% | New | 93 | $777 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 85 | $711 |
| Cape Investment Advisory, Inc. | 0.00% | New | 76 | $635 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 74 | $619 |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 68 | $568 |
| Leonteq Securities AG | 0.00% | Reduce -99.7% | 64 | $535 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 50 | $418 |
| Manchester Capital Management LLC | 0.00% | No change | 45 | $377 |
| Park Place Capital Corp | 0.00% | No change | 44 | $368 |
| CoreCap Advisors, LLC | 0.00% | No change | 35 | $293 |
| Banque Cantonale Vaudoise | 0.00% | New | 28,557 | $239 |
| MCF Advisors LLC | 0.00% | New | 25 | $209 |
| Torren Management, LLC | 0.00% | No change | 22 | $184 |
| NewEdge Advisors, LLC | 0.00% | No change | 15 | $125 |
| Gilpin Wealth Management, LLC | 0.00% | New | 13 | $109 |
| Davis Capital Management | 0.00% | New | 7 | $59 |
| Abound Wealth Management | 0.00% | No change | 7 | $59 |
| Clearstead Advisors, LLC | 0.00% | New | 4 | $34 |
| Valley National Advisers Inc. | 0.00% | New | 2 | $17 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2 | $17 |
| Hughes Financial Services, LLC | 0.00% | Reduce -83.3% | 1 | $8 |
"% of holder's portfolio" is UPWK's weight in each manager's 13F, not the share of Upwork Inc. the manager owns.