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Disclosery

UPWK UPWORK INC

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COM (common), issuer CIK 1627475

287 managers (297 13F filers) reported a position in UPWK shares at 2026-06-30, 126,612,589 shares in all. 53 filers opened a position and 48 filers sold out during the quarter.

Managers
287
13F filers
297
New
53
Added
118
Reduced
87
Sold out
48
Shares held by filers
126,612,589

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,665$97.5K<0.01%-81313F-HRTimelineGroup
XPONANCE LLC11,657$97.5K<0.01%+30413F-HRTimeline
Merit Financial Group, LLC11,325$94.7K<0.01%new13F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,199$93.6K<0.01%+2,24013F-HRTimelineGroup
Sanctuary Advisors, LLC10,988$91.9K<0.01%-137,67613F-HRTimeline
SIMPLEX TRADING, LLC10,852$90.7K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,819$90.4K<0.01%+36313F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments10,662$89K<0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding10,500$87.8K+218Timeline
WealthPlan Investment Management, LLC10,103$84.5K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,035$83.9K<0.01%new13F-HRTimeline
Leo H. Evart, Inc.8,164$68.3K0.05%-1013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,965$58.2K<0.01%+3,06413F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd6,388$53.4K0.01%new13F-HR/ATimeline
LRI Investments, LLC5,797$48.5K<0.01%+2,80213F-HRTimeline
Vestcor Inc4,913$41K<0.01%013F-HRTimeline
GAMMA Investing LLC4,575$38.2K<0.01%+1,39213F-HRTimeline
KBC Group NVin group KBC Group NV4,424$37K<0.01%013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC4,069$34K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc4,011$33.5K<0.01%-28213F-HRTimeline
Covestor Ltd3,806$32K0.02%-1,10413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,777$31.6K<0.01%-74813F-HRTimelineGroup
SBI Securities Co., Ltd.3,599$30.1K<0.01%-4,39013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,627$22K<0.01%-20613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,224$18.5K<0.01%-95313F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,937$16K<0.01%+64813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Nykredit A/Sin group Nykredit A/S1,848$15.4K<0.01%13F-HR/ATimelineGroup
Allworth Financial LP1,657$13.9K<0.01%+1,18113F-HRTimeline
Kilter Group LLC1,588$13.3K<0.01%+81813F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,484$12.4K<0.01%-39913F-HRTimeline
Salomon & Ludwin, LLC1,257$11.3K<0.01%+1,00813F-HRTimeline
Truvestments Capital LLC1,348$11.3K<0.01%-55613F-HRTimeline
Private Wealth Asset Management, LLC1,200$10K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc1,180$9.87K<0.01%-8413F-HRTimeline
SIGNATUREFD, LLC1,057$8.84K<0.01%+35813F-HRTimeline
Farther Finance Advisors, LLC1,012$8.45K<0.01%+5113F-HRTimeline
True Wealth Design, LLC889$7.43K<0.01%+75313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC697$6K<0.01%-7313F-HRTimelineGroup
UMB Bank, n.a.690$5.77K<0.01%+44013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Larson Financial Group LLC621$5.19K<0.01%+42113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.593$4.96K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC517$4.32K<0.01%+35413F-HRTimeline
Fulcrum Asset Management LLP510$4.24K<0.01%new13F-HRTimeline
Triumph Capital Management500$4.18K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC481$4.02K<0.01%-3013F-HRTimeline
Versant Capital Management, Inc470$3.93K<0.01%-62313F-HRTimeline
Parallel Advisors, LLC451$3.77K<0.01%-1,51513F-HRTimeline
Smartleaf Asset Management LLC393$3.27K<0.01%013F-HRTimeline
Quarry LP345$2.88K<0.01%new13F-HRTimeline
Sachetta, LLC303$2.53K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…300$2.51K<0.01%-4213F-HRTimeline
Steward Partners Investment Advisory, L…295$2.47K<0.01%013F-HRTimeline
Essential Partners LLC288$2.41K<0.01%-70613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…265$2.21K<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.250$2.09K<0.01%+23813F-HRTimeline
Keating Financial Advisory Services, In…235$1.97K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC214$1.79K<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK200$1.67K<0.01%013F-HRTimelineGroup
Ares Financial Consulting, LLC181$1.51K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC156$1.38K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB149$1.25K<0.01%-6113F-HRTimeline
Private Wealth Management Group, LLC149$1.25K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…131$1.18K<0.01%-2,00013F-HRTimeline
Wilmington Savings Fund Society, FSB100$836<0.01%013F-HRTimeline
EASTERN BANK100$836<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC100$836<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC99$828<0.01%013F-HRTimeline
Continuum Advisory, LLC93$777<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.85$711<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.76$635<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC74$619<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…68$568<0.01%013F-HRTimelineGroup
Leonteq Securities AG64$535<0.01%-24,85113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…50$418<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC45$377<0.01%013F-HRTimeline
Park Place Capital Corp44$368<0.01%013F-HRTimeline
CoreCap Advisors, LLC35$293<0.01%013F-HRTimeline
MCF Advisors LLC25$209<0.01%new13F-HRTimeline
Torren Management, LLC22$184<0.01%013F-HRTimeline
NewEdge Advisors, LLC15$125<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC13$109<0.01%new13F-HRTimeline
Davis Capital Management7$59<0.01%new13F-HRTimeline
Abound Wealth Management7$59<0.01%013F-HRTimeline
Clearstead Advisors, LLC4$34<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC2$17<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.2$17<0.01%013F-HRTimeline
Hughes Financial Services, LLC1$8<0.01%-513F-HRTimeline