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Disclosery

UPWK UPWORK INC

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COM (common), issuer CIK 1627475

282 managers (292 13F filers) reported a position in UPWK shares at 2026-03-31, 135,073,036 shares in all. 48 filers opened a position and 62 filers sold out during the quarter.

Managers
282
13F filers
292
New
48
Added
115
Reduced
90
Sold out
62
Shares held by filers
135,073,036

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,478$137K<0.01%new13F-HRTimelineGroup
Maridea Wealth Management LLC11,621$127K0.02%+1,15213F-HRTimeline
XPONANCE LLC11,353$124K<0.01%new13F-HRTimeline
Capula Management Ltdin group Capula Management Ltd11,037$121K<0.01%-4,17213F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Ground Swell Capital, LLC10,618$116K0.23%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,456$115K<0.01%+4,01813F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…10,282$113K<0.01%013F-HRTimelineGroup
Snowden Capital Advisors LLC10,156$111K<0.01%-16513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,959$98.2K<0.01%+95613F-HR/ATimelineGroup
Leo H. Evart, Inc.8,174$89.6K0.08%13F-HR/ATimeline
SBI Securities Co., Ltd.7,989$87.6K<0.01%+4,20313F-HRTimeline
CWM, LLCin group CWM, LLC7,975$87.4K<0.01%-12,45113F-HRTimelineGroup
Parkside Financial Bank & Trust7,657$83.9K0.01%+2,02813F-HRTimeline
Vestcor Inc4,913$54K<0.01%new13F-HRTimeline
Covestor Ltd4,910$54K0.04%+4,39513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,525$49.6K<0.01%-2,81513F-HRTimelineGroup
KBC Group NVin group KBC Group NV4,424$48K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc4,293$47.1K<0.01%-10413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,901$42.8K<0.01%-20213F-HRTimelineGroup
GAMMA Investing LLC3,183$34.9K<0.01%+1,34313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,177$34.5K<0.01%+2,43713F-HRTimelineGroup
LRI Investments, LLC2,995$32.8K<0.01%+46713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,833$31.1K<0.01%+37413F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC2,284$25K0.02%-1,06713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,131$23.8K<0.01%+2513F-HRTimeline
Bayforest Capital Ltd2,037$22.3K0.02%new13F-HRTimeline
Parallel Advisors, LLC1,966$21.5K<0.01%+35213F-HR/ATimeline
Truvestments Capital LLC1,904$20.9K<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,883$20.6K<0.01%+7613F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,458$16K0.01%+55713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,289$14K<0.01%+1,01213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bell Investment Advisors, Inc1,264$13.9K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,117$12.2K<0.01%-10413F-HR/ATimeline
Versant Capital Management, Inc1,093$12K<0.01%+38313F-HRTimeline
Essential Partners LLC994$10.9K<0.01%+33913F-HRTimeline
Farther Finance Advisors, LLC961$10.7K<0.01%-40013F-HRTimeline
Kilter Group LLC770$8.44K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC770$8K<0.01%-16713F-HRTimelineGroup
SIGNATUREFD, LLC699$7.66K<0.01%-8913F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC511$5.6K<0.01%-46,29013F-HRTimeline
Triumph Capital Management500$5.48K<0.01%013F-HRTimeline
Allworth Financial LP476$5.22K<0.01%-15813F-HRTimeline
Smartleaf Asset Management LLC393$4.15K<0.01%-47413F-HRTimeline
Federation des caisses Desjardins du Qu…342$3.75K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA333$3.65K<0.01%+7513F-HRTimeline
Steward Partners Investment Advisory, L…295$3.23K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…265$2.9K<0.01%-1,61613F-HRTimelineGroup
UMB Bank, n.a.250$2.74K<0.01%-26513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Salomon & Ludwin, LLC249$2.72K<0.01%-63513F-HRTimeline
Advisory Services Network, LLC240$2.63K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB210$2.3K<0.01%+7013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK200$2.19K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC200$2.19K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC181$2.02K<0.01%013F-HRTimeline
MAI Capital Management174$1.91K<0.01%-21913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO169$1.85K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC163$1.79K<0.01%-12813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC156$1.77K<0.01%+8513F-HRTimeline
Rossby Financial, LCC154$1.72K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC149$1.63K<0.01%-913F-HRTimeline
True Wealth Design, LLC136$1.49K<0.01%-8113F-HRTimeline
Wilmington Savings Fund Society, FSB100$1.1K<0.01%new13F-HRTimeline
EASTERN BANK100$1.1K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC100$1.1K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC99$1.08K<0.01%013F-HRTimeline
Pacific Center for Financial Services96$1.05K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC72$789<0.01%+1413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…68$745<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…50$548<0.01%new13F-HRTimelineGroup
WPG Advisers, LLC46$504<0.01%013F-HRTimeline
Manchester Capital Management LLC45$494<0.01%013F-HRTimeline
Park Place Capital Corp44$482<0.01%013F-HRTimeline
Root Financial Partners, LLC41$449<0.01%new13F-HRTimeline
CoreCap Advisors, LLC35$384<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.26$285<0.01%new13F-HRTimeline
Torren Management, LLC22$241<0.01%013F-HRTimeline
NewEdge Advisors, LLC15$164<0.01%013F-HR/ATimeline
SJS Investment Consulting Inc.12$132<0.01%-2313F-HRTimeline
Abound Wealth Management7$77<0.01%013F-HRTimeline
Hughes Financial Services, LLC6$66<0.01%new13F-HRTimeline
Dunhill Financial, LLC2$25<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.2$22<0.01%new13F-HRTimeline