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Disclosery

UPWK UPWORK INC

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COM (common), issuer CIK 1627475

274 managers (277 13F filers) reported a position in UPWK shares at 2025-09-30, 122,422,143 shares in all. 47 filers opened a position and 38 filers sold out during the quarter.

Managers
274
13F filers
277
New
47
Added
95
Reduced
97
Sold out
38
Shares held by filers
122,422,143

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MINDSET WEALTH MANAGEMENT, LLC10,816$201K0.05%new13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …10,479$195K<0.01%+42113F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…10,282$191K0.01%-2,67013F-HRTimelineGroup
SeaCrest Wealth Management, LLC10,000$179K0.02%-80013F-HRTimeline
CWM, LLCin group CWM, LLC7,622$142K<0.01%+4,15413F-HRTimelineGroup
State of Alaska, Department of Revenue6,315$117K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,232$116K<0.01%+2,72913F-HRTimelineGroup
Capula Management Ltdin group Capula Management Ltd5,853$109K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
SBI Securities Co., Ltd.5,416$101K<0.01%+1,40313F-HRTimeline
KBC Group NVin group KBC Group NV4,424$82K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust4,102$76.2K0.01%+4,06313F-HRTimeline
AMALGAMATED BANK3,987$74K<0.01%-42113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,969$73.7K<0.01%-19,05413F-HRTimelineGroup
IFP Advisors, Inc3,966$73.6K<0.01%+22013F-HR/ATimeline
CANADA PENSION PLAN INVESTMENT BOARD3,400$63.1K<0.01%-80013F-HRTimeline
EMC Capital Management3,345$62K0.03%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,549$47.3K<0.01%-11,42313F-HRTimelineGroup
LRI Investments, LLC2,528$46.9K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2,432$45.2K<0.01%new13F-HRTimeline
SHELL ASSET MANAGEMENT CO2,361$44K<0.01%-4,21313F-HRTimeline
Point72 Europe (London) LLP2,239$41.6K<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,113$39.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,016$37.4K<0.01%-13113F-HRTimelineGroup
COMERICA BANK1,930$35.8K<0.01%-3013F-HRTimeline
Federation des caisses Desjardins du Qu…1,842$34.2K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,754$32.6K<0.01%+1,68413F-HRTimelineGroup
Leonteq Securities AG1,662$30.9K<0.01%-1,16413F-HRTimeline
Financial Management Professionals, Inc.1,580$29.3K<0.01%-49013F-HRTimeline
Parallel Advisors, LLC1,489$27.7K<0.01%+813F-HRTimeline
Clearstead Advisors, LLC1,406$26.1K<0.01%+1,27813F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,354$25K<0.01%+4113F-HRTimelineGroup
Bell Investment Advisors, Inc1,264$23.5K<0.01%-6613F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,200$22.3K<0.01%new13F-HRTimeline
Quarry LP1,161$21.6K0.01%-3,05513F-HRTimeline
Advisory Services Network, LLC799$14.8K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC758$14.1K<0.01%-42213F-HRTimeline
T. Rowe Price Investment Management, In…726$14K<0.01%-1,759,34913F-HRTimeline
Covestor Ltd723$14K0.01%+58813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP700$13.4K<0.01%-30013F-HRTimelineGroup
Versant Capital Management, Inc710$13.2K<0.01%-51013F-HRTimeline
Smartleaf Asset Management LLC617$11.7K<0.01%+47413F-HRTimeline
Arax Advisory Partners593$11K<0.01%new13F-HRTimeline
Point72 Hong Kong Ltd537$9.97K<0.01%-29,91413F-HRTimeline
GPS Wealth Strategies Group, LLC485$9.01K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.459$8.52K<0.01%+29613F-HRTimelineGroup
GAMMA Investing LLC384$7.13K<0.01%+12313F-HRTimeline
Allworth Financial LP371$6.89K<0.01%+28613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…352$6.54K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.327$6.07K<0.01%013F-HRTimeline
Essential Partners LLC313$5.81K<0.01%+23813F-HRTimeline
Steward Partners Investment Advisory, L…295$5.48K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD251$4.66K<0.01%013F-HRTimeline
WHITTIER TRUST CO262$4.53K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC205$3.81K<0.01%-2013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK200$3.71K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC200$3.71K<0.01%-1913F-HRTimeline
Farther Finance Advisors, LLC196$3.64K<0.01%-26413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO169$3.14K<0.01%013F-HRTimelineGroup
Private Wealth Management Group, LLC158$2.94K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC150$2.79K<0.01%new13F-HRTimeline
EASTERN BANK100$1.86K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC99$1.84K<0.01%013F-HRTimeline
True Wealth Design, LLC97$1.8K<0.01%-7113F-HRTimeline
MassMutual Private Wealth & Trust, FSB86$1.6K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.78$1.45K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC71$1.23K<0.01%013F-HRTimeline
WealthCollab, LLC53$985<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/52$966<0.01%+3413F-HRTimelineGroup
Park Place Capital Corp44$817<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC41$761<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC33$613<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC1,345$465<0.01%+1,32013F-HRTimeline
NewEdge Advisors, LLC15$279<0.01%-2,26413F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%-13,01113F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.