UPWORK INC (UPWK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
279
Reporting holders
$1.0B
Reported value
94.9%
Of shares outstanding
1.9%
Held as options
+3
Holder change
Institutions report 118,473,653 shares against 124,903,365 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $161.0M | 19,259,723 | 0.00% | 8q | +2.1%+$3.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $66.0M | 7,898,745 | 0.00% | 2q | +1.6%+$1.0M |
| Ancient Art, L.P. | $60.4M | 7,228,530 | 12.35% | 30q | +21.3%+$10.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $44.4M | 5,313,767 | 0.00% | 2q | -5.3%-$2.5M |
| STATE STREET CORP | $43.4M | 5,195,259 | 0.00% | 31q | +1.4%+$584.5K |
| Capital International Investors | $40.6M | 4,857,612 | 0.01% | 29q | +2.8%+$1.1M |
| DIMENSIONAL FUND ADVISORS LP | $39.7M | 4,743,484 | 0.01% | 13q | +27.7%+$8.6M |
| GOLDMAN SACHS GROUP INC | $39.6M | 4,270,252 | 0.00% | 31q | +67.4%+$16.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $27.2M | 3,253,955 | 0.00% | 31q | +3.5%+$925.4K |
| RICE HALL JAMES & ASSOCIATES, LLC | $23.2M | 2,776,805 | 1.13% | 2q | +112.3%+$12.3M |
| MORGAN STANLEY | $20.6M | 2,463,966 | 0.00% | 31q | +107.8%+$10.7M |
| Invenomic Capital Management LP | $20.1M | 2,406,922 | 1.20% | 4q | +25.7%+$4.1M |
| UBS Group AG | $17.9M | 2,142,846 | 0.00% | 31q | +37.7%+$4.9M |
| CITADEL ADVISORS LLC | $17.5M | 1,655,618 | 0.00% | 31q | +615.2%+$15.0M |
| MILLENNIUM MANAGEMENT LLC | $15.5M | 1,853,448 | 0.01% | 28q | +79.0%+$6.8M |
| RENAISSANCE TECHNOLOGIES LLC | $14.1M | 1,681,020 | 0.02% | 28q | -17.6%-$3.0M |
| JUPITER ASSET MANAGEMENT LTD | $13.2M | 1,578,957 | 0.07% | 6q | +10.5%+$1.3M |
| TWO SIGMA INVESTMENTS, LP | $12.5M | 1,499,477 | 0.01% | 27q | +95.7%+$6.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $12.4M | 1,481,789 | 0.01% | 11q | +541.9%+$10.5M |
| AMERICAN CENTURY COMPANIES INC | $10.9M | 1,307,824 | 0.00% | 8q | HELD |
| NORTHERN TRUST CORP | $10.6M | 1,270,108 | 0.00% | 31q | +2.2%+$230.1K |
| Public Sector Pension Investment Board | $9.9M | 1,183,144 | 0.01% | 3q | +113.8%+$5.3M |
| PRINCIPAL FINANCIAL GROUP INC | $9.4M | 1,119,357 | 0.00% | 5q | +2.0%+$181.2K |
| AQR CAPITAL MANAGEMENT LLC | $9.1M | 1,083,475 | 0.00% | 12q | +592.0%+$7.7M |
| ROYCE & ASSOCIATES LP | $9.0M | 1,076,689 | 0.07% | new | NEW |
| OP Asset Management Ltd | $8.2M | 980,461 | 0.09% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.9M | 942,041 | 0.00% | 31q | -23.6%-$2.4M |
| Sixth Street Partners Management Company, L.P. | $7.9M | 942,041 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $7.0M | 835,671 | 0.00% | 2q | -6.8%-$511.7K |
| Squarepoint Ops LLC | $6.2M | 737,234 | 0.01% | 5q | +176.3%+$3.9M |
| Bank of New York Mellon Corp | $6.2M | 736,397 | 0.00% | 31q | +1.5%+$93.0K |
| JPMORGAN CHASE & CO | $6.1M | 726,095 | 0.00% | 31q | +76.7%+$2.6M |
| VICTORY CAPITAL MANAGEMENT INC | $6.0M | 721,562 | 0.00% | 28q | +62.5%+$2.3M |
| BANK OF AMERICA CORP /DE/ | $5.9M | 704,083 | 0.00% | 31q | -24.2%-$1.9M |
| Fiera Capital Corp | $5.9M | 703,931 | 0.02% | 6q | -42.9%-$4.4M |
| FMR LLC | $5.7M | 687,435 | 0.00% | 31q | -77.6%-$19.9M |
| Man Group plc | $5.3M | 629,184 | 0.01% | 6q | +192.1%+$3.5M |
| ALLIANCEBERNSTEIN L.P. | $5.1M | 462,346 | 0.00% | 30q | +9.0%+$417.5K |
| AMERIPRISE FINANCIAL INC | $4.8M | 574,206 | 0.00% | 18q | -40.9%-$3.3M |
| FRANKLIN RESOURCES INC | $4.7M | 564,530 | 0.00% | 16q | +51.1%+$1.6M |
| BNP PARIBAS FINANCIAL MARKETS | $4.7M | 559,868 | 0.00% | 15q | +48.9%+$1.5M |
| Hillsdale Investment Management Inc. | $4.5M | 541,900 | 0.10% | 12q | +7.8%+$329.4K |
| Invesco Ltd. | $4.5M | 539,222 | 0.00% | 26q | -33.6%-$2.3M |
| OneDigital Investment Advisors LLC | $4.2M | 496,544 | 0.04% | 14q | +94.7%+$2.0M |
| Allianz Asset Management GmbH | $4.0M | 369,339 | 0.00% | 9q | HELD |
| Robeco Institutional Asset Management B.V. | $3.9M | 465,443 | 0.00% | 6q | +29.5%+$886.6K |
| KESTREL INVESTMENT MANAGEMENT CORP | $3.6M | 433,000 | 1.97% | 8q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 153,518 | 0.00% | 31q | +276.7%+$2.6M |
| Nuveen, LLC | $3.4M | 400,842 | 0.00% | 6q | +3.0%+$97.4K |
| Parallax Volatility Advisers, L.P. | $3.3M | 100,000 | 0.01% | 17q | +185.7%+$2.2M |
| Point72 Asset Management, L.P. | $3.3M | 389,875 | 0.00% | new | NEW |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3.3M | 391,946 | 0.01% | 6q | +104.2%+$1.7M |
| Circumference Group LLC | $3.2M | 382,000 | 6.93% | 11q | +27.3%+$685.5K |
| ALGERT GLOBAL LLC | $3.0M | 361,080 | 0.04% | 5q | -34.3%-$1.6M |
| Jump Financial, LLC | $2.9M | 352,600 | 0.02% | new | NEW |
| Engineers Gate Manager LP | $2.5M | 300,566 | 0.03% | 3q | +95.3%+$1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.5M | 298,817 | 0.00% | 31q | +16.6%+$354.7K |
| Sparta 24 Ltd. | $2.5M | 296,628 | 2.28% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $2.5M | 295,595 | 0.00% | 30q | HELD |
| STATE OF WISCONSIN INVESTMENT BOARD | $2.5M | 294,293 | 0.00% | 9q | -10.4%-$286.7K |
| FEDERATED HERMES, INC. | $2.4M | 286,072 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $2.4M | 284,923 | 0.00% | 31q | -14.7%-$410.7K |
| Legal & General Group Plc | $2.3M | 280,991 | 0.00% | 23q | -6.5%-$163.4K |
| D. E. Shaw & Co., Inc. | $2.3M | 280,751 | 0.00% | 29q | +177.9%+$1.5M |
| Y-Intercept (Hong Kong) Ltd | $2.2M | 263,874 | 0.04% | 2q | +274.6%+$1.6M |
| VOYA INVESTMENT MANAGEMENT LLC | $2.2M | 260,838 | 0.00% | 29q | +17.7%+$328.0K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $2.2M | 258,172 | 0.14% | new | NEW |
| Swiss National Bank | $2.1M | 248,500 | 0.00% | 29q | +1.2%+$24.2K |
| Empowered Funds, LLC | $2.1M | 245,379 | 0.01% | 4q | +27.7%+$445.5K |
| State of Wyoming | $2.0M | 235,043 | 0.20% | 11q | +44.3%+$603.5K |
| Boston Partners | $1.9M | 228,883 | 0.00% | 6q | -92.7%-$24.5M |
| Brevan Howard Capital Management LP | $1.9M | 227,516 | 0.01% | 3q | +268.9%+$1.4M |
| WELLS FARGO & COMPANY/MN | $1.9M | 221,999 | 0.00% | 31q | -29.0%-$757.3K |
| PEAK6 LLC | $1.8M | 77,231 | 0.00% | 7q | -77.5%-$6.3M |
| Freestone Grove Partners LP | $1.8M | 218,317 | 0.01% | 2q | +229.3%+$1.3M |
| NORDEA INVESTMENT MANAGEMENT AB | $1.8M | 219,160 | 0.00% | 6q | +4.0%+$69.5K |
| Avestar Capital, LLC | $1.7M | 208,154 | 0.10% | new | NEW |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.7M | 201,226 | 0.00% | 2q | +50.5%+$564.4K |
| Baader Bank Aktiengesellschaft | $1.7M | 200,000 | 0.13% | new | NEW |
| JANE STREET GROUP, LLC | $1.6M | options only | 0.00% | 25q | OPTIONS |
| SEGALL BRYANT & HAMILL, LLC | $1.6M | 192,880 | 0.02% | new | NEW |
| ROYAL BANK OF CANADA | $1.6M | 191,473 | 0.00% | 31q | +7.1%+$106.8K |
| Creative Planning | $1.6M | 189,483 | 0.00% | 8q | +329.7%+$1.2M |
| STIFEL FINANCIAL CORP | $1.6M | 187,947 | 0.00% | 15q | +74.7%+$672.0K |
| IMC-Chicago, LLC | $1.6M | options only | 0.00% | 19q | OPTIONS |
| Gotham Asset Management, LLC | $1.5M | 179,175 | 0.00% | 6q | -9.8%-$163.1K |
| PRUDENTIAL FINANCIAL INC | $1.4M | 172,650 | 0.00% | 5q | +14.7%+$184.9K |
| Russell Investments Group, Ltd. | $1.4M | 171,407 | 0.00% | 28q | +1077.9%+$1.3M |
| Aviance Capital Partners, LLC | $1.4M | 163,321 | 0.14% | 5q | +134.2%+$782.4K |
| XTX Topco Ltd | $1.2M | 144,890 | 0.02% | 2q | -74.3%-$3.5M |
| LPL Financial LLC | $1.2M | 144,057 | 0.00% | 7q | +57.7%+$440.6K |
| DEUTSCHE BANK AG\ | $1.2M | 142,419 | 0.00% | 31q | -91.6%-$13.0M |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $1.1M | 131,938 | 0.14% | 21q | -4.5%-$52.4K |
| Louisiana State Employees Retirement System | $1.1M | 112,000 | 0.01% | 3q | +93.4%+$525.0K |
| CAXTON ASSOCIATES LLP | $1.1M | 126,729 | 0.02% | new | NEW |
| AlphaCore Capital LLC | $1.0M | 122,725 | 0.02% | 3q | +60.3%+$386.1K |
| CITIGROUP INC | $953.3K | 114,032 | 0.00% | 31q | +12.0%+$101.8K |
| VANGUARD ASSET MANAGEMENT, Ltd | $938.5K | 112,265 | 0.00% | 2q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $913.8K | 109,308 | 0.00% | 6q | -2.2%-$20.3K |
| Amundi | $895.7K | 107,144 | 0.00% | 21q | +58.6%+$331.0K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G | Quincy J. Lee INDIVIDUALwith 2 co-filers | 6.2% |
| 2026-07-30 | 13G/A | BlackRock, Inc. | 15.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 279 | $1.0B | 118,473,653 | 53 | 108 | 73 | 1.9% |
| Q1 2026 | 276 | $1.2B | 110,365,560 | 44 | 110 | 78 | 3.2% |
| Q4 2025 | 284 | $2.2B | 107,474,744 | 64 | 97 | 83 | 4.1% |
| Q3 2025 | 252 | $1.9B | 101,085,413 | 44 | 84 | 84 | 3.5% |
| Q2 2025 | 247 | $1.3B | 93,860,615 | 38 | 96 | 70 | 2.2% |
| Q1 2025 | 261 | $1.2B | 89,675,342 | 68 | 69 | 74 | 3.0% |
| Q4 2024 | 234 | $1.5B | 87,137,455 | 43 | 69 | 75 | 5.4% |
| Q3 2024 | 204 | $979.8M | 90,345,896 | 33 | 56 | 81 | 3.8% |
| Q2 2024 | 226 | $1.1B | 98,497,359 | 40 | 78 | 74 | 3.3% |
| Q1 2024 | 221 | $1.3B | 98,369,228 | 36 | 79 | 67 | 3.5% |
| Q4 2023 | 224 | $1.7B | 105,974,414 | 38 | 74 | 66 | 4.3% |
| Q3 2023 | 206 | $1.2B | 99,586,441 | 37 | 74 | 55 | 3.4% |
| Q2 2023 | 188 | $930.7M | 98,038,901 | 32 | 63 | 58 | 1.8% |
| Q1 2023 | 192 | $1.0B | 89,625,166 | 30 | 75 | 44 | 1.8% |
| Q4 2022 | 175 | $931.3M | 86,771,717 | 27 | 61 | 47 | 2.9% |
| Q3 2022 | 221 | $1.4B | 102,139,548 | 33 | 74 | 68 | 2.9% |
| Q2 2022 | 217 | $2.2B | 101,616,573 | 29 | 67 | 77 | 3.5% |
| Q1 2022 | 228 | $2.3B | 97,749,084 | 24 | 74 | 86 | 2.1% |
| Q4 2021 | 266 | $3.4B | 96,074,343 | 47 | 85 | 86 | 3.1% |
| Q3 2021 | 275 | $4.3B | 93,228,017 | 48 | 98 | 81 | 3.1% |
| Q2 2021 | 268 | $5.2B | 87,093,295 | 40 | 102 | 79 | 3.1% |
| Q1 2021 | 270 | $3.9B | 84,157,196 | 65 | 84 | 94 | 4.1% |
| Q4 2020 | 236 | $3.0B | 82,450,387 | 64 | 69 | 63 | 5.6% |
| Q3 2020 | 184 | $1.4B | 76,765,800 | 43 | 57 | 56 | 2.5% |
| Q2 2020 | 165 | $1.1B | 74,082,130 | 59 | 54 | 35 | 4.2% |
| Q1 2020 | 137 | $422.5M | 63,979,167 | 29 | 48 | 31 | 2.2% |
| Q4 2019 | 143 | $742.8M | 65,740,706 | 29 | 48 | 35 | 5.6% |
| Q3 2019 | 129 | $855.7M | 59,532,697 | 46 | 45 | 18 | 7.4% |
| Q2 2019 | 98 | $894.7M | 49,935,414 | 35 | 44 | 9 | 10.3% |
| Q1 2019 | 84 | $727.2M | 38,040,132 | 29 | 27 | 17 | 1.2% |
| Q4 2018 | 72 | $691.4M | 38,630,406 | 9 | 0 | 0 | 0.2% |