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Security record · archived quarter

UPWK

Upwork Inc. · Industrials · Staffing & Employment Services

8.65 +0.5% mkt cap $1.07B quote delayed (FMP) · as of Oct 13 19:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
106Tracked holders
-8Δ holders
95.86MShares held
$1.05BReported value
+6New positions
−14Exits
Falling Conviction score 32/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -7.0% · share flow -4.2% · net new positions -7.5% — formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 106 +5 82.88M $694.08M +10 −7
Q1 2026 106 -8 95.86M $1.05B +6 −14
Q4 2025 113 -1 109.30M $2.17B — −1
Q3 2025 22 +3 64.09M $1.19B +3 −1
Q2 2025 17 -2 54.91M $738.04M — −2
Q1 2025 16 +4 30.63M $399.68M +4 —
Q4 2024 12 -2 30.38M $496.67M — −2
Q3 2024 13 0 21.43M $223.98M — —
Q2 2024 13 — 15.66M $168.33M — —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 18.86M -6.0% $206.66M 0.0% ▼ Trim 4 SEC ↗ ×15
2 T. Rowe Price ✦ 17.44M -9.3% $191.09M 0.0% ▼ Trim 8 SEC ↗ ×2
3 Vanguard Capital Management Llc 5.61M — $61.52M 0.0% n/c 1 SEC ↗
4 State Street Global Advisors ✦ (passive) 5.13M +4.8% $56.17M 0.0% ▲ Add 6 SEC ↗
5 Capital International Investors 4.72M +43.6% $51.77M 0.0% ▲ Add 2 SEC ↗
6 Dimensional Fund Advisors Lp 3.72M +26.6% $40.72M 0.0% ▲ Add 2 SEC ↗ ×5
7 Boston Partners 3.15M +7.5% $34.56M 0.0% ▲ Add 2 SEC ↗ ×3
8 Geode Capital Management ✦ (passive) 3.14M +1.9% $34.46M 0.0% ▲ Add 8 SEC ↗ ×2
9 Fidelity (FMR) ✦ 3.07M +42.3% $33.65M 0.0% ▲ Add 4 SEC ↗ ×3
10 Goldman Sachs Group ✦ 2.55M +16.1% $27.96M 0.0% ▲ Add 3 SEC ↗ ×2
11 Renaissance Technologies ✦ 2.04M -5.5% $22.36M 0.0% ▼ Trim 8 SEC ↗
12 Deutsche Bank Ag\ 1.69M +88.8% $18.55M 0.0% ▲ Add 2 SEC ↗ ×5
13 UBS Group AG 1.56M +260.7% $17.06M 0.0% ▲ Add 2 SEC ↗ ×4
14 American Century Companies Inc 1.31M -6.8% $14.31M 0.0% ▼ Trim 2 SEC ↗
15 Northern Trust Corp 1.24M +1.7% $13.62M 0.0% ▲ Add 2 SEC ↗ ×6
16 Charles Schwab Investment… 1.23M +3.1% $13.51M 0.0% ▲ Add 2 SEC ↗
17 Morgan Stanley ✦ 1.19M -57.1% $13.00M 0.0% ▼ Trim 3 SEC ↗ ×8
18 Principal Financial Group Inc 1.10M +13.8% $12.03M 0.0% ▲ Add 2 SEC ↗ ×2
19 Millennium Management ✦ 1.04M +1950.1% $11.35M 0.0% ▲ Add 8 SEC ↗
20 Bank Of America Corp /De/ 928.71K -14.4% $10.18M 0.0% ▼ Trim 2 SEC ↗ ×4
21 Wellington Management ✦ 871.23K -5.6% $9.55M 0.0% ▼ Trim 3 SEC ↗
22 Invesco Ltd. 812.53K -77.3% $8.91M 0.0% ▼ Trim 2 SEC ↗ ×8
23 Alliancebernstein L.P. 424.26K +29.3% $8.41M 0.0% ▲ Add 2 SEC ↗
24 Two Sigma Investments ✦ 766.31K -9.0% $8.40M 0.0% ▼ Trim 8 SEC ↗
25 Pacer Advisors, Inc. 726.78K +7074.5% $7.97M 0.0% ▲ Add 2 SEC ↗
26 Bank of New York Mellon Corp 725.28K -3.7% $7.95M 0.0% ▼ Trim 2 SEC ↗ ×7
27 Ameriprise Financial Inc 486.12K -23.6% $5.33M 0.0% ▼ Trim 2 SEC ↗ ×3
28 Victory Capital Management Inc 444.16K +171.6% $4.87M 0.0% ▲ Add 2 SEC ↗
29 JPMorgan Chase ✦ 410.83K +289.6% $4.34M 0.0% ▲ Add 3 SEC ↗ ×4
30 Nuveen, LLC 389.19K -78.0% $4.27M 0.0% ▼ Trim 2 SEC ↗ ×2
31 Clearbridge Investments, LLC 387.91K +16.7% $4.25M 0.0% ▲ Add 2 SEC ↗
32 Bnp Paribas Financial Markets 376.10K +457.8% $4.12M 0.0% ▲ Add 2 SEC ↗
33 Franklin Resources Inc 373.54K +35.9% $4.09M 0.0% ▲ Add 2 SEC ↗ ×5
34 Allianz Asset Management GmbH 369.34K -69.8% $4.05M 0.0% ▼ Trim 2 SEC ↗
35 First Trust Advisors Lp 364.34K +5.9% $3.99M 0.0% ▲ Add 2 SEC ↗
36 Robeco Institutional Asset… 359.39K +116.8% $3.94M 0.0% ▲ Add 2 SEC ↗
37 Peak6 Llc 342.67K +259.2% $3.76M 0.1% ▲ Add 2 SEC ↗
38 Rhumbline Advisers 334.05K +2.1% $3.66M 0.0% ▲ Add 2 SEC ↗
39 State Of Wisconsin Investment Board 328.58K -12.5% $3.60M 0.0% ▼ Trim 2 SEC ↗
40 Legal & General Group Plc 300.54K -9.7% $3.29M 0.0% ▼ Trim 2 SEC ↗ ×3
41 New York State Common Retirement… 295.60K -2.5% $3.24M 0.0% ▼ Trim 2 SEC ↗
42 Squarepoint Ops LLC 266.79K +43.1% $2.92M 0.0% ▲ Add 2 SEC ↗
43 UBS AM, a distinct business unit of… 256.38K +7.8% $2.81M 0.0% ▲ Add 2 SEC ↗ ×9
44 Swiss National Bank 245.60K -1.1% $2.69M 0.0% ▼ Trim 2 SEC ↗
45 Citadel Advisors ✦ 231.48K +643.7% $2.54M 0.0% ▲ Add 8 SEC ↗
46 Arrowstreet Capital ✦ 230.83K -26.5% $2.53M 0.0% ▼ Trim 8 SEC ↗
47 Voya Investment Management Llc 221.61K +43.3% $2.43M 0.0% ▲ Add 2 SEC ↗ ×3
48 Man Group plc 215.42K +47.7% $2.36M 0.0% ▲ Add 2 SEC ↗ ×2
49 Nordea Investment Management Ab 210.66K -4.9% $2.26M 0.0% ▼ Trim 2 SEC ↗ ×2
50 Gotham Asset Management ✦ 198.68K +22.2% $2.18M 0.0% ▲ Add 5 SEC ↗
51 Universal- Beteiligungs- und… 191.92K -36.5% $2.10M 0.0% ▼ Trim 2 SEC ↗
52 Royal Bank Of Canada 178.71K -0.8% $1.96M 0.0% ▼ Trim 2 SEC ↗ ×3
53 AQR Capital Management ✦ 156.56K -63.7% $1.72M 0.0% ▼ Trim 8 SEC ↗ ×7
54 Wells Fargo & Company/Mn 156.29K -35.8% $1.71M 0.0% ▼ Trim 2 SEC ↗ ×3
55 California State Teachers… 156.21K +31.1% $1.71M 0.0% ▲ Add 2 SEC ↗
56 Prudential Financial Inc 150.53K +23.2% $1.65M 0.0% ▲ Add 2 SEC ↗
57 Massachusetts Financial Services Co… 133.71K New $1.47M 0.0% New 1 SEC ↗ ×2
58 BNP Paribas Asset Management… 118.60K +0.6% $1.30M 0.0% ▲ Add 2 SEC ↗ ×3
59 Schroder Investment Management Group 122.95K — $1.30M 0.0% n/c 1 SEC ↗ ×3
60 Envestnet Asset Management Inc 111.73K +13.6% $1.22M 0.0% ▲ Add 2 SEC ↗
61 Stifel Financial Corp 107.56K +54.6% $1.18M 0.0% ▲ Add 2 SEC ↗ ×2
62 Citigroup Inc 101.85K +19.7% $1.12M 0.0% ▲ Add 2 SEC ↗ ×2
63 D. E. Shaw & Co. ✦ 101.02K +255.6% $1.11M 0.0% ▲ Add 8 SEC ↗ ×2
64 LPL Financial LLC 91.35K +2.7% $1.00M 0.0% ▲ Add 2 SEC ↗
65 Sei Investments Co 91.23K -10.1% $999,918 0.0% ▼ Trim 2 SEC ↗ ×2
66 Jennison Associates Llc 75.60K New $828,532 0.0% New 1 SEC ↗
67 Cerity Partners LLC 68.61K -15.2% $751,965 0.0% ▼ Trim 2 SEC ↗ ×3
68 Amundi 67.55K +35.6% $740,370 0.0% ▲ Add 2 SEC ↗
69 Zurcher Kantonalbank (Zurich… 61.42K +31.5% $673,196 0.0% ▲ Add 2 SEC ↗
70 Janus Henderson Group Plc 59.07K -86.8% $647,112 0.0% ▼ Trim 2 SEC ↗
71 MIRAE ASSET GLOBAL ETFS HOLDINGS… 57.73K +1.0% $632,721 0.0% ▲ Add 2 SEC ↗
72 Manufacturers Life Insurance… 51.75K -10.7% $567,169 0.0% ▼ Trim 2 SEC ↗
73 Quantinno Capital Management LP 48.49K +137.3% $531,407 0.0% ▲ Add 2 SEC ↗
74 Us Bancorp \De\ 44.55K -37.5% $488,246 0.0% ▼ Trim 2 SEC ↗ ×2
75 Creative Planning 44.09K -14.7% $483,270 0.0% ▼ Trim 2 SEC ↗
76 Susquehanna International Group, Llp 40.75K +208.2% $446,653 0.0% ▲ Add 2 SEC ↗
77 Lazard Asset Management Llc 40.25K +19.0% $441,151 0.0% ▲ Add 2 SEC ↗
78 Allspring Global Investments… 37.68K +11.3% $421,252 0.0% ▲ Add 2 SEC ↗ ×2
79 State Board Of Administration Of… 38.12K 0.0% $417,773 0.0% Held 2 SEC ↗
80 Parallax Volatility Advisers, L.P. 35.00K -32.6% $383,600 0.0% ▼ Trim 2 SEC ↗
81 Raymond James Financial Inc 33.45K +47.5% $366,645 0.0% ▲ Add 2 SEC ↗ ×2
82 Mercer Global Advisors Inc /Adv 33.19K -9.7% $363,784 0.0% ▼ Trim 2 SEC ↗
83 Assetmark, Inc 31.64K -16.2% $346,763 0.0% ▼ Trim 2 SEC ↗
84 Capstone Investment Advisors, Llc 29.60K +33.3% $324,372 0.0% ▲ Add 2 SEC ↗
85 Fifth Third Bancorp 29.43K +23631.5% $322,518 0.0% ▲ Add 2 SEC ↗
86 Barclays Plc 26.91K -97.0% $294,900 0.0% ▼ Trim 2 SEC ↗ ×3
87 Corient Private Wealth LP 24.09K -79.3% $263,129 0.0% ▼ Trim 2 SEC ↗
88 Focus Partners Wealth 23.15K -11.1% $253,735 0.0% ▼ Trim 2 SEC ↗
89 Canada Pension Plan Investment Board 22.30K +74.2% $244,408 0.0% ▲ Add 2 SEC ↗
90 Pictet Asset Management Holding SA 20.64K 0.0% $226,225 0.0% Held 2 SEC ↗
91 ProShare Advisors LLC 19.23K -19.9% $210,749 0.0% ▼ Trim 2 SEC ↗
92 Cetera Investment Advisers 18.50K +10.9% $202,804 0.0% ▲ Add 2 SEC ↗
93 Balyasny Asset Management L.P. 16.73K New $183,361 0.0% New 1 SEC ↗
94 Truist Financial Corp 16.23K New $177,913 0.0% New 1 SEC ↗ ×2
95 Blair William & Co/Il 15.03K +49.8% $164,674 0.0% ▲ Add 2 SEC ↗
96 HighTower Advisors, LLC 15.00K New $164,444 0.0% New 1 SEC ↗
97 Russell Investments Group, Ltd. 14.55K -1.0% $159,492 0.0% ▼ Trim 2 SEC ↗ ×3
98 Grantham, Mayo, Van Otterloo & Co.… 14.49K -75.8% $158,843 0.0% ▼ Trim 2 SEC ↗
99 Bank Of Montreal /Can/ 12.48K New $136,759 0.0% New 1 SEC ↗ ×4
100 Walleye Trading LLC 9.72K -71.9% $106,586 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Baillie Gifford $20.43M was 0.0%
Bridgewater Associates $10.72M was 0.0%
Danske Bank A/S $5.98M was 0.0%
Group One Trading Llc $2.32M was 0.1%
Hsbc Holdings Plc $1.24M was 0.0%
Marshall Wace $952,331 was 0.0%
IMC-Chicago, LLC $637,431 was 0.0%
Commonwealth Equity Services… $623,120 was 0.0%
Mariner, LLC $397,328 was 0.0%
Simplex Trading, Llc $380,484 was 0.0%
Mml Investors Services, Llc $309,678 was 0.0%
Wealth Enhancement Advisory… $295,881 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 289 holders, 134.60M shares, $1.20B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 18 Mekhalfa Sabrina

Officer · 1.30K sh · $10,978

Sep 18 Brown Hayden

Officer, Director · 23.89K sh · $201,917

Sep 18 Gessert Erica

Officer · 9.34K sh · $78,897

Sep 18 Kappus Anthony Ray

Officer · 45.73K sh · $386,472

Aug 18 Brown Hayden

Officer, Director · 23.24K sh · $195,822

Aug 18 Brown Hayden

Officer, Director · 50.00K sh · $421,355

Aug 18 Gessert Erica

Officer · 22.84K sh · $192,477

Aug 18 Kappus Anthony Ray

Officer · 1.96K sh · $16,548

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G — Ancient Art, L.P.

View original SEC filing ↗

Jul 30 SC 13G/A — BlackRock, Inc.

View original SEC filing ↗

Jun 05 SC 13G/A — PRICE T ROWE ASSOCIATES INC /MD/

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API