UPWK · Company research
Upwork Inc. Common Stock (UPWK): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68498 | 572643 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85293 | 713050000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 942041 | 7875463 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2224 | 18526 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Private Wealth Management Group, LLC | 2011342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 149 | 1246 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83900 | 701404 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Capital International Investors | 1562230 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4857612 | 40609636 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7898745 | 66033508 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ARISTEIA CAPITAL, L.L.C. | 1080171 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25558000 | 25366309 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Smith Group Asset Management, LLC | 1893134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53479 | 447084 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1446179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80752 | 675087 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 942041 | 7875463 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26 | 217 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROYCE & ASSOCIATES LP | 906304 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1076689 | 9001120 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14148 | 118277 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 187947 | 1571239 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98193 | 820893 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109308 | 913815 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74 | 619000 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 265 | 2215 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 235 | 1965 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Sparta 24 Ltd. | 1967706 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 296628 | 2479810 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Bell Investment Advisors, Inc | 1890149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1180 | 9865 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MIRABELLA FINANCIAL SERVICES LLP | 1538853 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44093 | 368617 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 835671 | 6986210 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10988 | 91860 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vestcor Inc | 1536925 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4913 | 41 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 174573 | 1459430 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 690 | 5768 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 173100 | 1447116 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TWO SIGMA SECURITIES, LLC | 1450144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12721 | 106348 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1352662 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81335 | 679961 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68366 | 571540 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SummitTX Capital, L.P. | 2052310 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98287 | 821679 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ASSETMARK, INC | 1344551 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30452 | 254579 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 208053 | 1740 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27800 | 232408 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Maryland State Retirement & Pension System | 1795552 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18050 | 150898 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| PRUDENTIAL FINANCIAL INC | 1137774 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 172650 | 1443354 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55245 | 461848 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LSV ASSET MANAGEMENT | 1050470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6381628 | 53350 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| STATE OF WISCONSIN INVESTMENT BOARD | 854157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 294293 | 2460289 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STRAIGHTLINE GROUP LLC | 1444864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83406 | 697276 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49415 | 413109 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 248500 | 2077460 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 1316187 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8640000 | 8586680 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 834 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OAKTREE CAPITAL MANAGEMENT LP | 949509 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14154000 | 14047841 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20656 | 172684 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1481789 | 12387756 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Entropy Technologies, LP | 1976151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78801 | 658776 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Park Place Capital Corp | 1965810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44 | 368000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1273186 | 152295 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| XPONANCE LLC | 1637541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11657 | 97453 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| ALPS ADVISORS INC | 1376113 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40947 | 342317 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Gallacher Capital Management LLC | 1960749 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25708 | 214919 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51653 | 431819 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1657 | 13853 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30766 | 257204 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 295595 | 2471174 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112265 | 938535 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17220 | 143959 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61078 | 510613 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| First Pacific Advisors, LP | 1377581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57081 | 477197 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JUPITER ASSET MANAGEMENT LTD | 1215838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1396260 | 11672734 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 131213 | 1090380 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Leo H. Evart, Inc. | 1920405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8164 | 68251 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 489075 | 4088668 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Swiss Life Asset Management Ltd | 1637689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23602 | 197313 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31232 | 275466 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10819 | 90447 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| K2 PRINCIPAL FUND, L.P. | 1461790 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4000 | 3973200 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1588 | 13276 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS INVESTMENTS INC | 1259969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 418 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| DeepCurrents Investment Group LLC | 1754535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47941000 | 47605413 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 721562 | 6032258 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66973 | 559894 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Empowered Funds, LLC | 1592828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 241098 | 2015579 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17379 | 145288 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Medallion Wealth Advisors, LLC | 2131139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99 | 828 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.