DaveManuel.com · Institutional Ownership · Who Owns It
UPWORK INC (UPWK)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
302
Reporting holders
$1.1B
Reported value
101.4%
Of shares outstanding
0.6%
Calls
1.1%
Puts
+2
Holder change
Institutions report 126,612,715 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. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| LSV ASSET MANAGEMENT | $53.4M | 6,381,628 | 0.10% | 7q | -6.0%-$3.4M |
| 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 incl. $3.9M options PUT | 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 incl. $3.6M options CALL+PUT | 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 |
| 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 |
| ACADIAN ASSET MANAGEMENT LLC | $7.9M | 947,962 | 0.01% | 14q | +1506.0%+$7.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.9M | 942,041 | 0.00% | 31q | -23.6%-$2.4M |
| Pacer Advisors, Inc. | $7.3M | 870,291 | 0.02% | 6q | +19.7%+$1.2M |
| 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 |
| Public Sector Pension Investment Board | $4.9M | 591,572 | 0.01% | 3q | +6.9%+$319.3K |
| AMERIPRISE FINANCIAL INC | $4.8M | 574,206 | 0.00% | 18q | +18.1%+$736.4K |
| 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 |
| 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 incl. $2.2M options CALL+PUT | 153,518 | 0.00% | 31q | +276.7%+$2.6M |
| Allianz Asset Management GmbH | $3.5M | 414,446 | 0.00% | 9q | +12.2%+$377.1K |
| Nuveen, LLC | $3.4M | 400,842 | 0.00% | 6q | +3.0%+$97.4K |
| Parallax Volatility Advisers, L.P. | $3.3M incl. $2.5M options PUT | 100,000 | 0.01% | 17q | +185.7%+$2.2M |
| Point72 Asset Management, L.P. | $3.3M incl. $46.8K options CALL | 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 | +31.4%+$720.5K |
| 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 |
| Penserra Capital Management LLC | $2.1M | 250,878 | 0.02% | 21q | +34.4%+$536.6K |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.0M | 238,853 | 0.00% | 31q | -98.6%-$143.8M |
| SG Americas Securities, LLC | $2.0M | 235,168 | 0.00% | 5q | +582.3%+$1.7M |
| 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 | +42.0%+$549.3K |
| PEAK6 LLC | $1.8M incl. $1.2M options PUT | 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 CALL+PUT | 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 CALL+PUT | 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.3M | 152,295 | 0.00% | 31q | -2.5%-$32.8K |
| 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 |
| Thrivent Financial for Lutherans | $1.1M | 134,681 | 0.00% | 4q | +54.4%+$396.9K |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $1.1M | 131,938 | 0.14% | 21q | -4.5%-$52.4K |
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 |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Capital Management | 4.9% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-18 | Brown Hayden | President & CEO | Sold | 72,546 | $623.8K ×2 |
| 2026-08-18 | Brown Hayden | President & CEO | Sold | 73,241 | $617.2K ×2 |
| 2026-09-18 | Kappus Anthony Ray | GM & Chief Operating Officer | Sold | 45,732 | $386.5K |
| 2026-09-18 | Brown Hayden | President & CEO | Sold | 23,893 | $201.9K |
| 2026-08-18 | Gessert Erica | Chief Financial Officer | Sold | 22,844 | $192.5K |
| 2026-05-18 | Gessert Erica | Chief Financial Officer | Sold | 22,162 | $192.0K |
| 2026-06-18 | Brown Hayden | President & CEO | Sold | 23,468 | $191.3K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 60 | $15.2M | 1,861,886 | 10 | 13 | 17 | 0.0% |
| Q2 2026 | 302 | $1.1B | 126,612,715 | 52 | 117 | 85 | 1.7% |
| Q1 2026 | 300 | $1.5B | 135,073,237 | 47 | 112 | 90 | 2.6% |
| Q4 2025 | 310 | $2.8B | 135,159,240 | 67 | 112 | 87 | 3.2% |
| Q3 2025 | 279 | $2.3B | 122,664,439 | 48 | 91 | 92 | 3.0% |
| Q2 2025 | 272 | $1.6B | 117,790,404 | 43 | 100 | 81 | 2.0% |
| Q1 2025 | 284 | $1.6B | 117,247,339 | 71 | 76 | 82 | 2.4% |
| Q4 2024 | 261 | $1.9B | 110,059,077 | 51 | 78 | 79 | 4.5% |
| Q3 2024 | 225 | $1.1B | 104,474,405 | 37 | 65 | 85 | 3.5% |
| Q2 2024 | 254 | $1.2B | 104,202,580 | 44 | 91 | 79 | 3.4% |
| Q1 2024 | 252 | $1.3B | 104,622,727 | 38 | 91 | 79 | 3.6% |
| Q4 2023 | 261 | $1.8B | 115,328,346 | 50 | 84 | 76 | 4.1% |
| Q3 2023 | 235 | $1.3B | 106,936,784 | 44 | 78 | 68 | 3.2% |
| Q2 2023 | 214 | $977.2M | 102,740,061 | 33 | 73 | 67 | 1.8% |
| Q1 2023 | 231 | $1.1B | 96,097,359 | 34 | 89 | 57 | 1.7% |
| Q4 2022 | 218 | $1.1B | 97,883,213 | 31 | 73 | 69 | 2.7% |
| Q3 2022 | 213 | $21.0B | 1,538,718,921 | 33 | 71 | 66 | 0.2% |
| Q2 2022 | 211 | $39.6B | 1,912,315,071 | 29 | 65 | 75 | 0.2% |
| Q1 2022 | 223 | $25.6B | 1,224,565,051 | 24 | 72 | 83 | 0.2% |
| Q4 2021 | 261 | $42.2B | 1,231,735,143 | 47 | 82 | 85 | 0.2% |
| Q3 2021 | 271 | $158.5B | 3,517,530,451 | 48 | 97 | 79 | 0.1% |
| Q2 2021 | 264 | $234.5B | 4,020,188,996 | 40 | 98 | 79 | 0.1% |
| Q1 2021 | 264 | $203.7B | 4,545,487,166 | 64 | 82 | 91 | 0.1% |
| Q4 2020 | 232 | $115.5B | 3,341,698,375 | 64 | 68 | 60 | 0.1% |
| Q3 2020 | 181 | $28.4B | 1,627,489,538 | 43 | 56 | 55 | 0.1% |
| Q2 2020 | 162 | $16.9B | 1,170,492,367 | 59 | 53 | 35 | 0.3% |
| Q1 2020 | 134 | $1.1B | 174,984,166 | 29 | 46 | 31 | 0.8% |
| Q4 2019 | 140 | $1.7B | 157,112,610 | 29 | 47 | 35 | 2.4% |
| Q3 2019 | 126 | $1.9B | 139,648,742 | 46 | 44 | 17 | 3.3% |
| Q2 2019 | 95 | $1.0B | 58,425,670 | 34 | 43 | 8 | 8.9% |
| Q1 2019 | 82 | $820.0M | 42,888,208 | 29 | 26 | 16 | 1.1% |
| Q4 2018 | 70 | $815.9M | 45,504,843 | 8 | 0 | 0 | 0.1% |