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Disclosery

UPWK UPWORK INC

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COM (common), issuer CIK 1627475

249 managers (254 13F filers) reported a position in UPWK shares at 2024-12-31, 110,036,035 shares in all. 51 filers opened a position and 29 filers sold out during the quarter.

Managers
249
13F filers
254
New
51
Added
81
Reduced
78
Sold out
29
Shares held by filers
110,036,035

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Federation des caisses Desjardins du Qu…2,057$33.6K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,955$32K<0.01%-2513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,890$30.9K<0.01%-5,05613F-HRTimelineGroup
Parallel Advisors, LLC1,676$27.4K<0.01%+6213F-HRTimeline
Point72 Hong Kong Ltd1,617$26.4K<0.01%-14,49913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,604$26.2K<0.01%-318,82113F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC1,505$24.6K<0.01%+20513F-HRTimeline
Leonteq Securities AG1,481$24.2K<0.01%-3,12513F-HRTimeline
Coppell Advisory Solutions LLC1,411$23.4K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,300$21.3K<0.01%-1,32613F-HRTimelineGroup
Bell Investment Advisors, Inc1,251$20.5K<0.01%+2913F-HRTimeline
SIGNATUREFD, LLC1,180$19.3K<0.01%+42213F-HRTimeline
Caitong International Asset Management …1,095$17.9K0.02%13F-HR/ATimeline
NewSquare Capital LLC705$11.5K<0.01%013F-HRTimeline
Versant Capital Management, Inc700$11.4K<0.01%+63913F-HRTimeline
Farther Finance Advisors, LLC519$8.49K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT500$8.18K<0.01%new13F-HRTimeline
COMERICA BANK420$6.87K<0.01%+9813F-HR/ATimeline
MAI Capital Management337$5.51K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…321$5.14K<0.01%-18613F-HRTimeline
Covestor Ltd293$5K<0.01%+28313F-HRTimeline
GAMMA Investing LLC305$4.99K<0.01%+16713F-HRTimeline
Cape Investment Advisory, Inc.300$4.91K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…295$4.82K<0.01%new13F-HRTimeline
Brooklyn Investment Group281$4.59K<0.01%new13F-HRTimeline
Point72 (DIFC) Ltd220$3.59K<0.01%-26313F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.163$2.67K<0.01%-1613F-HRTimelineGroup
Private Wealth Management Group, LLC158$2.58K<0.01%013F-HRTimeline
Sound Income Strategies, LLC140$2.29K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC130$2.13K<0.01%+4513F-HRTimeline
Sterling Capital Management LLC127$2.08K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC110$2K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc111$1.81K<0.01%-1,85013F-HRTimeline
EASTERN BANK100$1.64K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC99$1.62K<0.01%13F-HRTimeline
Allworth Financial LP84$1.35K<0.01%013F-HRTimeline
Lindbrook Capital, LLC82$1.34K<0.01%+1513F-HRTimeline
True Wealth Design, LLC77$1.26K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…54$883<0.01%-3713F-HRTimelineGroup
Park Square Financial Group, LLC53$867<0.01%13F-HRTimeline
Founders Capital Management39$638<0.01%+1913F-HRTimeline
Hexagon Capital Partners LLC39$638<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/26$425<0.01%-1,79213F-HRTimelineGroup
Accredited Wealth Management, LLC25$409<0.01%13F-HRTimeline
WASHINGTON TRUST Co20$327<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13$213<0.01%-25113F-HRTimelineGroup
Elequin Capital, LP10$164<0.01%+513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3$49<0.01%new13F-HRTimelineGroup
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.