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Security record · archived quarter

UPWK

Upwork Inc. · Industrials · Staffing & Employment Services

8.43 -3.5% mkt cap $1.05B quote delayed (FMP) · as of Oct 18 03:59 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
2Tracked holders
+1Δ holders
28.90KShares held
$247,687Reported value
+1New positions
−0Exits
n/a How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 +1 28.90K $247,687 +1 n/a
Q2 2026 107 +4 82.99M $694.97M +10 −6
Q1 2026 106 -8 95.86M $1.05B +6 −14
Q4 2025 113 -1 109.30M $2.17B n/a −1
Q3 2025 22 +3 64.09M $1.19B +3 −1
Q2 2025 17 -2 54.91M $738.04M n/a −2
Q1 2025 16 +4 30.63M $399.68M +4 n/a
Q4 2024 12 -2 30.38M $496.67M n/a −2
Q3 2024 13 0 21.43M $223.98M n/a n/a
Q2 2024 13 n/a 15.66M $168.33M n/a n/a
Holder count
Who holds it · Q3 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wealth Enhancement Advisory… 28.89K -7.5% $247,562 0.0% ▼ Trim 2 SEC ↗
2 TD Waterhouse Canada Inc. 15 New $125 0.0% New 1 SEC ↗

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

New buyers

Exited

No tracked exits this quarter.

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: Q3 2026 · Methodology · Get this via the API