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Upwork Inc (UPWK)

CUSIP: 91688F104 | NYSE | Communication Services · Internet Content & Information | Small Cap | 937 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Capital Management LLC6,164,4694.9%Newly reportedSep 30, 20265,313,767 sh (Jun 30, 2026)
13GQuincy J. Lee
with Ancient Art, L.P., Trango II, L.L.C.
7,744,4776.2%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AVanguard Capital Management LLC6,164,469
4.9% of class · Sep 30, 2026Newly reported
5,313,767 sh (Jun 30, 2026)
13GQuincy J. Lee7,744,477
6.2% of class · Jun 30, 2026New 5%+ stake
with Ancient Art, L.P., Trango II, L.L.C.
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP6,067,915
0.0% of portfolio›$49.5M
Principal Financial Group Inc1,225,122
0.0% of portfolio›$10.0M
Bank of New York Mellon Corp729,920
0.0% of portfolio›$6.0M
OP Asset Management Ltd622,662
0.0% of portfolio›$5.1M
Robeco Institutional Asset Management B.V.471,637
0.0% of portfolio›$3.8M
Kestrel Investment Management Corp407,400
1.9% of portfolio›$3.3M
Jefferies Financial Group Inc.332,962
0.0% of portfolio›$2.7M
State of Wyoming210,507
0.1% of portfolio›$1.7M
Creative Planning210,131
0.0% of portfolio›$1.7M
Hussman Strategic Advisors, Inc.210,000
0.4% of portfolio›$1.7M
Avestar Capital, LLC208,154
0.1% of portfolio›$1.7M
Citigroup Inc184,369
0.0% of portfolio›$1.5M
Aviance Capital Partners, LLC162,938
0.1% of portfolio›$1.3M
SummerHaven Investment Management, LLC103,687
0.5% of portfolio›$846.1K
MacKenzie Financial Corp88,461
0.0% of portfolio›$721.8K
Mirae Asset Global Investments Co., Ltd.84,198
0.0% of portfolio›$687.1K
Thrivent Financial for Lutherans82,766
0.0% of portfolio›$675
Illinois Municipal Retirement Fund69,825
0.0% of portfolio›$569.8K
State of Alaska, Department of Revenue68,544
0.0% of portfolio›$559
DekaBank Deutsche Girozentrale60,384
0.0% of portfolio›$491
Bailard, Inc.55,584
0.0% of portfolio›$453.6K
Louisiana State Employees Retirement System53,200
0.0% of portfolio›$434.1K
New York State Teachers Retirement System52,732
0.0% of portfolio›$430
Harbor Capital Advisors, Inc.48,079
0.0% of portfolio›$392
Abacus Wealth Partners, LLC44,923
0.0% of portfolio›$366.6K
Achmea Investment Management B.V.44,668
0.0% of portfolio›$364.8K
Caitong International Asset Management Co., Ltd40,436
0.0% of portfolio›$330.0K
Allspring Global Investments Holdings, LLC40,419
0.0% of portfolio›$337.1K
Fulcrum Asset Management LLP36,103
0.0% of portfolio›$292.4K
US Bancorp \de\33,630
0.0% of portfolio›$274.4K
Arizona State Retirement System33,059
0.0% of portfolio›$269.8K
Amalgamated Bank32,259
0.0% of portfolio›$263
Yousif Capital Management, LLC31,881
0.0% of portfolio›$260.1K
Lakewood Asset Management LLC31,747
0.1% of portfolio›$259.1K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS29,429
0.0% of portfolio›$240.1K
Strs Ohio29,300
0.0% of portfolio›$239.1K
Wealth Enhancement Advisory Services, LLC28,887
0.0% of portfolio›$247.6K
Oregon Public Employees Retirement Fund27,990
0.0% of portfolio›$228.4K
Maryland State Retirement & Pension System27,536
0.0% of portfolio›$224.7K
Fifth Third Bancorp26,022
0.0% of portfolio›$212.3K
AlphaCore Capital LLC23,974
0.0% of portfolio›$195.6K
Swiss Life Asset Management Ltd23,602
0.0% of portfolio›$192.6K
Pictet Asset Management Holding SA20,641
0.0% of portfolio›$168.4K
ProShare Advisors LLC16,573
0.0% of portfolio›$135.2K
Sugar Maple Asset Management, LLC15,000
0.1% of portfolio›$122.4K
Mutual of America Capital Management LLC14,252
0.0% of portfolio›$116.3K
Olympiad Research LP13,417
0.1% of portfolio›$109.5K
SBI Securities Co., Ltd.13,080
0.0% of portfolio›$106.7K
Choreo, LLC12,974
0.0% of portfolio›$105.9K
Bayforest Capital Ltd12,164
0.1% of portfolio›$99.3K
Xponance LLC11,647
0.0% of portfolio›$95.0K
EverSource Wealth Advisors, LLC11,071
0.0% of portfolio›$90.3K
Summit Global Investments10,662
0.0% of portfolio›$87
IFP Advisors, Inc8,944
0.0% of portfolio›$73.0K
Larson Financial Group LLC7,621
0.0% of portfolio›$62.2K
Gamma Investing LLC7,510
0.0% of portfolio›$61.3K
Covestor Ltd5,356
0.0% of portfolio›$44
Pinnacle Wealth Planning Services, Inc.2,800
0.0% of portfolio›$22.8K
Sterling Capital Management LLC2,786
0.0% of portfolio›$22.7K
Summit Securities Group LLC1,938
0.0% of portfolio›$15.8K
Nisa Investment Advisors, LLC1,839
0.0% of portfolio›$15.0K
Salomon & Ludwin, LLC1,402
0.0% of portfolio›$11.4K
Bell Investment Advisors, Inc1,180
0.0% of portfolio›$9.6K
Balance Wealth Partners LLC1,034
0.0% of portfolio›$8.4K
Essential Partners LLC914
0.0% of portfolio›$7.5K
True Wealth Design, LLC867
0.0% of portfolio›$7.1K
Assetmark, Inc706
0.0% of portfolio›$5.8K
DeDora Capital, Inc.679
0.0% of portfolio›$5.5K
Signaturefd, LLC607
0.0% of portfolio›$5.0K
Farther Finance Advisors, LLC561
0.0% of portfolio›$4.6K
SJS Investment Consulting Inc.545
0.0% of portfolio›$4.4K
Triumph Capital Management500
0.0% of portfolio›$4.1K
Parallel Advisors, LLC397
0.0% of portfolio›$3.2K
Provenance Wealth Advisors, LLC198
0.0% of portfolio›$1.6K
Versant Capital Management, Inc187
0.0% of portfolio›$1.5K
Bare Financial Services, Inc186
0.0% of portfolio›$1.5K
Ares Financial Consulting, LLC181
0.0% of portfolio›$1.5K
Private Wealth Management Group, LLC149
0.0% of portfolio›$1.2K
MassMutual Private Wealth & Trust, FSB149
0.0% of portfolio›$1.2K
Parkside Financial Bank & Trust139
0.0% of portfolio›$1.1K
TD Private Client Wealth LLC121
0.0% of portfolio›$987
Farmers & Merchants Investments Inc102
0.0% of portfolio›$832
Cassaday & Co Wealth Management LLC100
0.0% of portfolio›$816
Wilmington Savings Fund Society, FSB100
0.0% of portfolio›$816
Eastern Bank100
0.0% of portfolio›$816
Cedar Mountain Advisors, LLC74
0.0% of portfolio›$604
Leonteq Securities AG64
0.0% of portfolio›$522
Manchester Capital Management LLC45
0.0% of portfolio›$368
Ascentis Wealth Management, LLC38
0.0% of portfolio›$310
Silver Grove Financial Group, Inc.37
0.0% of portfolio›$302
CoreCap Advisors, LLC35
0.0% of portfolio›$286
Torren Management, LLC22
0.0% of portfolio›$180
Gilpin Wealth Management, LLC17
0.0% of portfolio›$139
TD Waterhouse Canada Inc.15
0.0% of portfolio›$125
Abound Wealth Management7
0.0% of portfolio›$58
Davis Capital Management6
0.0% of portfolio›$49
GHP Investment Advisors, Inc.2
0.0% of portfolio›$17
Hughes Financial Services, LLC2
0.0% of portfolio›$18
Valley National Advisers Inc2
0.0% of portfolio›$17
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
6,067,915$49.5M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
1,225,122$10.0M0.0%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
729,920$6.0M0.0%CoreLowNew York, NY2026-11-05
OP Asset Management Ltd
622,662$5.1M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Robeco Institutional Asset Management B.V.
471,637$3.8M0.0%CoreMediumRotterdam, Philippines2026-10-20
Kestrel Investment Management Corp
407,400$3.3M1.9%Deep ValueMediumSan Mateo, CA2026-11-02
Jefferies Financial Group Inc.
332,962$2.7M0.0%CoreVery HighNew York, NY2026-11-05
State of Wyoming
210,507$1.7M0.1%ValueHighCheyenne, WY2026-10-28
Creative Planning
210,131$1.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Hussman Strategic Advisors, Inc.
210,000$1.7M0.4%YieldVery HighEllicott City, MD2026-11-02
Avestar Capital, LLC
208,154$1.7M0.1%GrowthLowNew York, NY2026-10-28
Citigroup Inc
184,369$1.5M0.0%CoreMediumNew York, NY2026-11-04
Aviance Capital Partners, LLC
162,938$1.3M0.1%CoreLowNaples, FL2026-10-29
SummerHaven Investment Management, LLC
103,687$846.1K0.5%Deep ValueHighStamford, CT2026-10-19
MacKenzie Financial Corp
88,461$721.8K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Mirae Asset Global Investments Co., Ltd.
84,198$687.1K0.0%GrowthLowSeoul, Malaysia2026-11-03
Thrivent Financial for Lutherans
82,766$6750.0%GARPMediumMinneapolis, MN2026-11-05
Illinois Municipal Retirement Fund
69,825$569.8K0.0%CoreMediumOak Brook, IL2026-11-05
State of Alaska, Department of Revenue
68,544$5590.0%CoreVery LowJuneau, AK2026-10-15
DekaBank Deutsche Girozentrale
60,384$4910.0%CoreLowFrankfurt, Hong Kong2026-10-27
Bailard, Inc.
55,584$453.6K0.0%GrowthMediumFoster City, CA2026-10-13
Louisiana State Employees Retirement System
53,200$434.1K0.0%IndexLowBaton Rouge, LA2026-10-20
New York State Teachers Retirement System
52,732$4300.0%CoreVery LowAlbany, NY2026-10-22
Harbor Capital Advisors, Inc.
48,079$3920.0%ValueHighChicago, IL2026-10-22
Abacus Wealth Partners, LLC
44,923$366.6K0.0%ETFLowSanta Monica, CA2026-11-03
Achmea Investment Management B.V.
44,668$364.8K0.0%CoreMediumZeist, Philippines2026-10-30
Caitong International Asset Management Co., Ltd
40,436$330.0K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Allspring Global Investments Holdings, LLC
40,419$337.1K0.0%CoreMediumCharlotte, NC2026-11-04
Fulcrum Asset Management LLP
36,103$292.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
US Bancorp \de\
33,630$274.4K0.0%IndexLowMinneapolis, MN2026-11-05
Arizona State Retirement System
33,059$269.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
32,259$2630.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
31,881$260.1K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Lakewood Asset Management LLC
31,747$259.1K0.1%ValueLowNaperville, IL2026-10-26
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
29,429$240.1K0.0%CoreLowHarrisburg, PA2026-11-03
Strs Ohio
29,300$239.1K0.0%CoreMediumColumbus, OH2026-10-30
Wealth Enhancement Advisory Services, LLC
28,887$247.6K0.0%CoreLowPlymouth, MN2026-10-13
Oregon Public Employees Retirement Fund
27,990$228.4K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
27,536$224.7K0.0%IndexVery LowBaltimore, MD2026-11-05
Fifth Third Bancorp
26,022$212.3K0.0%IndexVery LowCincinnati, OH2026-11-05
AlphaCore Capital LLC
23,974$195.6K0.0%ETFLowLa Jolla, CA2026-11-04
Swiss Life Asset Management Ltd
23,602$192.6K0.0%CoreLowZurich, Switzerland2026-11-03
Pictet Asset Management Holding SA
20,641$168.4K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
16,573$135.2K0.0%GrowthLowBethesda, MD2026-10-29
Sugar Maple Asset Management, LLC
15,000$122.4K0.1%ETFMediumSister Bay, WI2026-10-13
Mutual of America Capital Management LLC
14,252$116.3K0.0%IndexLowNew York, NY2026-10-23
Olympiad Research LP
13,417$109.5K0.1%Deep ValueVery HighStamford, CT2026-11-04
SBI Securities Co., Ltd.
13,080$106.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Choreo, LLC
12,974$105.9K0.0%IndexLowRockford, IL2026-10-28
Bayforest Capital Ltd
12,164$99.3K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Xponance LLC
11,647$95.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
EverSource Wealth Advisors, LLC
11,071$90.3K0.0%CoreMediumBirmingham, AL2026-11-04
Summit Global Investments
10,662$870.0%CoreMediumBountiful, UT2026-10-28
IFP Advisors, Inc
8,944$73.0K0.0%GrowthLowTampa, FL2026-10-16
Larson Financial Group LLC
7,621$62.2K0.0%GrowthLowSt Louis, MO2026-11-05
Gamma Investing LLC
7,510$61.3K0.0%IndexVery LowFoster City, CA2026-10-08
Covestor Ltd
5,356$440.0%ValueHighLondon, United Kingdom2026-10-30
Pinnacle Wealth Planning Services, Inc.
2,800$22.8K0.0%GARPLowMansfield, OH2026-10-27
Sterling Capital Management LLC
2,786$22.7K0.0%GARPMediumCharlotte, NC2026-10-22
Summit Securities Group LLC
1,938$15.8K0.0%CoreVery HighNew York, NY2026-11-05
Nisa Investment Advisors, LLC
1,839$15.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Salomon & Ludwin, LLC
1,402$11.4K0.0%ETFVery LowRichmond, VA2026-10-29
Bell Investment Advisors, Inc
1,180$9.6K0.0%ETFVery LowOrinda, CA2026-10-29
Balance Wealth Partners LLC
1,034$8.4K0.0%ETFMediumWorthington, OH2026-10-27
Essential Partners LLC
914$7.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
867$7.1K0.0%ETFMediumAkron, OH2026-10-13
Assetmark, Inc
706$5.8K0.0%ETFLowConcord, CA2026-10-21
DeDora Capital, Inc.
679$5.5K0.0%ETFVery LowNapa, CA2026-10-26
Signaturefd, LLC
607$5.0K0.0%IndexLowAtlanta, GA2026-10-23
Farther Finance Advisors, LLC
561$4.6K0.0%IndexLowSan Francisco, CA2026-10-08
SJS Investment Consulting Inc.
545$4.4K0.0%ETFVery LowSylvania, OH2026-10-26
Triumph Capital Management
500$4.1K0.0%ETFMediumDenver, CO2026-10-14
Parallel Advisors, LLC
397$3.2K0.0%IndexLowSan Francisco, CA2026-11-03
Provenance Wealth Advisors, LLC
198$1.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Versant Capital Management, Inc
187$1.5K0.0%GARPLowPhoenix, AZ2026-10-02
Bare Financial Services, Inc
186$1.5K0.0%ETFVery LowGap, PA2026-11-04
Ares Financial Consulting, LLC
181$1.5K0.0%CoreLowCalabasas, CA2026-10-19
Private Wealth Management Group, LLC
149$1.2K0.0%ETFLowPrinceton, NJ2026-10-19
MassMutual Private Wealth & Trust, FSB
149$1.2K0.0%CoreLowSpringfield, MA2026-10-05
Parkside Financial Bank & Trust
139$1.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
TD Private Client Wealth LLC
121$9870.0%ETFLowNew York, NY2026-10-28
Farmers & Merchants Investments Inc
102$8320.0%CoreVery LowLincoln, NE2026-10-22
Cassaday & Co Wealth Management LLC
100$8160.0%ETFVery LowMclean, VA2026-10-27
Wilmington Savings Fund Society, FSB
100$8160.0%CoreLowWilmington, DE2026-10-23
Eastern Bank
100$8160.0%GrowthMediumBoston, MA2026-10-05
Cedar Mountain Advisors, LLC
74$6040.0%ETFVery LowLake Oswego, OR2026-10-15
Leonteq Securities AG
64$5220.0%CoreHighZurich, Switzerland2026-10-29
Manchester Capital Management LLC
45$3680.0%CoreLowManchester, VT2026-10-22
Ascentis Wealth Management, LLC
38$3100.0%Agg GrowthLowDallas, TX2026-11-03
Silver Grove Financial Group, Inc.
37$3020.0%CoreMediumOrchard Park, NY2026-11-05
CoreCap Advisors, LLC
35$2860.0%ETFMediumSouthfield, MI2026-10-08
Torren Management, LLC
22$1800.0%ETFMediumSan Diego, CA2026-10-29
Gilpin Wealth Management, LLC
17$1390.0%GrowthLowDenver, CO2026-10-09
TD Waterhouse Canada Inc.
15$1250.0%CoreLowToronto, Australia2026-10-16
Abound Wealth Management
7$580.0%ETFVery LowFranklin, TN2026-10-26
Davis Capital Management
6$490.0%CoreLowJacksonville, FL2026-10-08
GHP Investment Advisors, Inc.
2$170.0%CoreVery LowDenver, CO2026-10-15
Hughes Financial Services, LLC
2$180.0%ETFLowHerndon, VA2026-10-30
Valley National Advisers Inc
2$170.0%ETFLowBethlehem, PA2026-10-23