Upwork Ownership | Who Owns Upwork?
Upwork Ownership Summary
Upwork is owned by 78.01% institutional investors, 7.13% insiders, and 14.86% retail investors. Vanguard group is the largest institutional shareholder, holding 11.98% of UPWK shares. T. Rowe Price US All-Cap Opp Eq Comp is the top mutual fund, with 5.41% of its assets in Upwork shares.
UPWK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Upwork | 78.01% | 7.13% | 14.86% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 16.33M | 11.98% | $175.56M |
| Blackrock | 9.93M | 7.28% | $106.72M |
| Ancient art | 7.34M | 5.38% | $78.90M |
| Baillie gifford | 3.62M | 2.65% | $38.88M |
| State street | 3.28M | 2.41% | $35.30M |
| Geode capital management | 2.89M | 2.12% | $31.08M |
| Nuveen asset management | 2.73M | 2.00% | $29.37M |
| Dorsey asset management | 2.73M | 2.00% | $29.30M |
| Capital investors | 2.39M | 1.75% | $25.64M |
| Allianz asset management gmbh | 2.08M | 1.53% | $22.39M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Atomvest | 1.83M | 31.72% | $19.69M |
| Ancient art | 7.34M | 20.21% | $78.90M |
| Circumference group | 465.00K | 5.27% | $5.00M |
| Dorsey asset management | 2.73M | 3.49% | $29.30M |
| Tenzing global management | 375.00K | 2.58% | $4.03M |
| Kent lake capital | 300.00K | 1.45% | $3.23M |
| Horrell capital management | 465.00K | 1.45% | $5.00M |
| Invenomic capital management lp | 2.07M | 1.09% | $22.30M |
| Financial gravity asset management | 330.95K | 0.89% | $3.56M |
| Bares capital management | 1.43M | 0.74% | $15.32M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ancient art | 7.34M | 20.21% | 2.12M |
| Allianz asset management gmbh | 2.08M | 0.03% | 2.08M |
| Price t rowe associates inc /md/ | 2.05M | 0.00% | 1.92M |
| Invenomic capital management lp | 2.07M | 1.09% | 1.11M |
| Acadian asset management | 1.64M | 0.05% | 679.03K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Divisadero street capital management, lp | - | - | -3.32M |
| Goldman sachs group | 849.10K | 0.00% | -1.59M |
| Fuller & thaler asset management | - | - | -1.55M |
| Greenoaks capital partners | - | - | -1.06M |
| Baillie gifford | 3.62M | 0.03% | -831.60K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Allianz asset management gmbh | 2.08M | 0.03% | 2.08M | $22.39M |
| Tenzing global management | 375.00K | 2.58% | 375.00K | $4.03M |
| Fund 1 investments | 235.00K | 0.27% | 235.00K | $2.53M |
| Norges bank | 160.63K | 0.00% | 160.63K | $1.73M |
| Susquehanna fundamental investments | 152.30K | 0.04% | 152.30K | $1.64M |
Sold Out
| Holder | Change |
|---|---|
| Smartleaf asset management | -16.00 |
| Nelson, van denburg & campbell wealth management group | -25.00 |
| Eversource wealth advisors | -66.00 |
| Innealta capital | -94.00 |
| Mcilrath & eck | -103.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 240 | -10.11% | 103,447,552 | 0.51% | 78 | 1.27% | 107 | -23.57% | 85 | 8.97% |
| Jun 30, 2024 | 263 | -0.38% | 102,754,721 | 3.24% | 75 | 1.42% | 137 | 5.38% | 78 | -9.30% |
| Mar 31, 2024 | 264 | -4.00% | 99,530,622 | -5.98% | 72 | 1.19% | 130 | -6.47% | 86 | - |
| Dec 31, 2023 | 275 | 10.44% | 105,864,070 | 0.44% | 78 | 1.27% | 139 | 6.92% | 86 | 21.13% |
| Sep 30, 2023 | 249 | 7.79% | 105,404,292 | 2.52% | 78 | 1.31% | 130 | 17.12% | 71 | 7.58% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price US All-Cap Opp Eq Comp | 7.14M | 5.41% | 5.75M |
| T. Rowe Price All-Cap Opportunities Fund | 7.14M | 5.41% | 277.80K |
| T. Rowe Price US All-Cap Opp Eq SMA | 7.14M | 5.41% | 5.75M |
| Vanguard Total Stock Mkt Idx Inv | 3.93M | 2.94% | 6.45K |
| American Funds SMALLCAP World A | 3.33M | 2.53% | 947.82K |
| iShares Russell 2000 ETF | 3.18M | 2.38% | -7.14K |
| Vanguard Small Cap Index | 3.15M | 2.36% | 6.15K |
| Vanguard Strategic Equity Inv | 1.99M | 1.50% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.84M | 1.38% | -5.30K |
| Vanguard Small Cap Growth Index Inv | 1.73M | 1.30% | 969.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 27, 2024 | Brown Hayden | President & CEO | Sell | $255.00K |
| Nov 19, 2024 | Marie Olivier | Chief Accounting Officer | Sell | $24.58K |
| Nov 18, 2024 | Marie Olivier | Chief Accounting Officer | Sell | $14.80K |
| Nov 18, 2024 | Gessert Erica | Chief Financial Officer | Sell | $299.80K |
| Nov 18, 2024 | Brown Hayden | President & CEO | Sell | $464.04K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 12 |
| 2024 Q3 | - | 16 |
| 2024 Q2 | - | 17 |
| 2024 Q1 | - | 6 |
| 2023 Q4 | - | 10 |
UPWK Ownership FAQ
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