Upwork Ownership 2024 | Who Owns Upwork Now?
Institutional Ownership
46.55%
Insider Ownership
7.23%
Retail Ownership
46.22%
Institutional Holders
150.00
Upwork Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11.98% | 0.00% | 16,330,880 | 334,574 | 2.09% | 175,556,960 | Jun 30, 2024 |
| BLACKROCK INC. | 7.28% | 0.00% | 9,927,892 | 500,987 | 5.31% | 106,724,841 | Jun 30, 2024 |
| ANCIENT ART, L.P. | 5.38% | 20.21% | 7,339,684 | 2,115,248 | 40.49% | 78,901,603 | Jun 30, 2024 |
| BAILLIE GIFFORD & CO | 2.65% | 0.03% | 3,617,011 | -831,598 | -18.69% | 38,882,869 | Jun 30, 2024 |
| DIVISADERO STREET CAPITAL MANAGEMENT, LP | 2.44% | 5.41% | 3,320,912 | 822,518 | 32.92% | 35,699,804 | Jun 30, 2024 |
| STATE STREET CORP | 2.41% | 0.00% | 3,283,422 | 304,660 | 10.23% | 35,296,787,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.12% | 0.00% | 2,890,892 | 48,391 | 1.70% | 31,083,023 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 2.00% | 0.01% | 2,731,642 | 285,805 | 11.69% | 29,365,152 | Jun 30, 2024 |
| DORSEY ASSET MANAGEMENT, LLC | 2.00% | 3.49% | 2,725,293 | -35,094 | -1.27% | 29,296,900 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 1.75% | 0.01% | 2,385,553 | - | - | 25,644,695 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 1.53% | 0.03% | 2,083,152 | 2,083,152 | 100.00% | 22,393,884 | Jun 30, 2024 |
| INVENOMIC CAPITAL MANAGEMENT LP | 1.52% | 1.09% | 2,074,338 | 1,109,697 | 115.04% | 22,299,134 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.50% | 0.00% | 2,048,150 | 1,921,569 | 1518.05% | 22,018,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.35% | 0.03% | 1,838,200 | -29,880 | -1.60% | 19,760,650 | Jun 30, 2024 |
| ATOMVEST LTD | 1.34% | 31.72% | 1,831,516 | - | - | 19,688,797 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.33% | 0.01% | 1,806,969 | 389,006 | 27.43% | 19,424,414 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 1.26% | 0.04% | 1,711,852 | -764,804 | -30.88% | 18,402,409 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.20% | 0.05% | 1,635,602 | 679,028 | 70.99% | 17,572,000 | Jun 30, 2024 |
| MORGAN STANLEY | 1.07% | 0.00% | 1,463,768 | 231,751 | 18.81% | 15,735,518 | Jun 30, 2024 |
| BARES CAPITAL MANAGEMENT, INC. | 1.05% | 0.74% | 1,425,000 | 355,000 | 33.18% | 15,318,750 | Jun 30, 2024 |
Upwork's largest institutional shareholder is VANGUARD GROUP INC, holding 11.98% of the company's total share outstanding, currently valued at $175.56M. The top 10 institutional shareholders own together 40.01% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ATOMVEST LTD | 1.34% | 31.72% | 1,831,516 | - | - | 19,688,797 | Jun 30, 2024 |
| ANCIENT ART, L.P. | 5.38% | 20.21% | 7,339,684 | 2,115,248 | 40.49% | 78,901,603 | Jun 30, 2024 |
| DIVISADERO STREET CAPITAL MANAGEMENT, LP | 2.44% | 5.41% | 3,320,912 | 822,518 | 32.92% | 35,699,804 | Jun 30, 2024 |
| CIRCUMFERENCE GROUP LLC | 0.34% | 5.27% | 465,000 | 85,000 | 22.37% | 4,998,750 | Jun 30, 2024 |
| DORSEY ASSET MANAGEMENT, LLC | 2.00% | 3.49% | 2,725,293 | -35,094 | -1.27% | 29,296,900 | Jun 30, 2024 |
| TENZING GLOBAL MANAGEMENT, LLC | 0.28% | 2.58% | 375,000 | 375,000 | 100.00% | 4,031,250 | Jun 30, 2024 |
| KENT LAKE CAPITAL LLC | 0.22% | 1.45% | 300,000 | 300,000 | 100.00% | 3,225,000 | Jun 30, 2024 |
| HORRELL CAPITAL MANAGEMENT, INC. | 0.34% | 1.45% | 465,000 | 85,000 | 22.37% | 4,999,000 | Jun 30, 2024 |
| INVENOMIC CAPITAL MANAGEMENT LP | 1.52% | 1.09% | 2,074,338 | 1,109,697 | 115.04% | 22,299,134 | Jun 30, 2024 |
| SHAKER INVESTMENTS LLC/OH | 0.14% | 0.91% | 193,934 | -344 | -0.18% | 2,084,791 | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 0.24% | 0.89% | 330,949 | 35,498 | 12.01% | 3,555,783,000 | Jun 30, 2024 |
| GREENOAKS CAPITAL PARTNERS LLC | 0.78% | 0.77% | 1,057,927 | - | - | 11,372,715 | Jun 30, 2024 |
| BARES CAPITAL MANAGEMENT, INC. | 1.05% | 0.74% | 1,425,000 | 355,000 | 33.18% | 15,318,750 | Jun 30, 2024 |
| ADVANTAGE ALPHA CAPITAL PARTNERS LP | 0.23% | 0.73% | 311,583 | -53 | -0.02% | 3,349,517 | Jun 30, 2024 |
| SKYVIEW INVESTMENT ADVISORS, LLC | 0.15% | 0.38% | 198,736 | 12,343 | 6.62% | 2,136,000 | Jun 30, 2024 |
| SYNERGY FINANCIAL GROUP, LTD | 0.02% | 0.38% | 33,815 | - | - | 363,511 | Jun 30, 2024 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 0.11% | 0.31% | 156,153 | 151,429 | 3205.53% | 1,678,645 | Jun 30, 2024 |
| OBERWEIS ASSET MANAGEMENT INC/ | 0.34% | 0.31% | 469,200 | - | - | 5,043,900 | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 0.25% | 0.29% | 344,250 | 52,200 | 17.87% | 3,700,688 | Jun 30, 2024 |
| FUND 1 INVESTMENTS, LLC | 0.17% | 0.27% | 235,000 | 235,000 | 100.00% | 2,526,250 | Jun 30, 2024 |
The largest Upwork shareholder by % of total assets is ATOMVEST LTD. The company owns 1.83M shares of Upwork (UPWK), representing 31.72% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ANCIENT ART, L.P. | 5.38% | 20.21% | 7,339,684 | 2,115,248 | 40.49% | 78,901,603 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 1.53% | 0.03% | 2,083,152 | 2,083,152 | 100.00% | 22,393,884 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.50% | 0.00% | 2,048,150 | 1,921,569 | 1518.05% | 22,018,000 | Jun 30, 2024 |
| INVENOMIC CAPITAL MANAGEMENT LP | 1.52% | 1.09% | 2,074,338 | 1,109,697 | 115.04% | 22,299,134 | Jun 30, 2024 |
| DIVISADERO STREET CAPITAL MANAGEMENT, LP | 2.44% | 5.41% | 3,320,912 | 822,518 | 32.92% | 35,699,804 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 1.20% | 0.05% | 1,635,602 | 679,028 | 70.99% | 17,572,000 | Jun 30, 2024 |
| BLACKROCK INC. | 7.28% | 0.00% | 9,927,892 | 500,987 | 5.31% | 106,724,841 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.33% | 0.01% | 1,806,969 | 389,006 | 27.43% | 19,424,414 | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | 0.28% | 0.04% | 383,259 | 383,259 | 100.00% | 4,120,034 | Jun 30, 2024 |
| TENZING GLOBAL MANAGEMENT, LLC | 0.28% | 2.58% | 375,000 | 375,000 | 100.00% | 4,031,250 | Jun 30, 2024 |
| BARES CAPITAL MANAGEMENT, INC. | 1.05% | 0.74% | 1,425,000 | 355,000 | 33.18% | 15,318,750 | Jun 30, 2024 |
| VANGUARD GROUP INC | 11.98% | 0.00% | 16,330,880 | 334,574 | 2.09% | 175,556,960 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.44% | 0.10% | 605,966 | 309,223 | 104.21% | 6,514,135 | Jun 30, 2024 |
| STATE STREET CORP | 2.41% | 0.00% | 3,283,422 | 304,660 | 10.23% | 35,296,787,000 | Jun 30, 2024 |
| KENT LAKE CAPITAL LLC | 0.22% | 1.45% | 300,000 | 300,000 | 100.00% | 3,225,000 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 2.00% | 0.01% | 2,731,642 | 285,805 | 11.69% | 29,365,152 | Jun 30, 2024 |
| FUND 1 INVESTMENTS, LLC | 0.17% | 0.27% | 235,000 | 235,000 | 100.00% | 2,526,250 | Jun 30, 2024 |
| MORGAN STANLEY | 1.07% | 0.00% | 1,463,768 | 231,751 | 18.81% | 15,735,518 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.49% | 0.03% | 669,321 | 226,914 | 51.29% | 7,195,201 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.23% | 0.00% | 306,900 | 199,900 | 186.82% | 3,299,175 | Jun 30, 2024 |
As of Jun 30 2024, Upwork's largest institutional buyer is ANCIENT ART, L.P.. The company purchased 2.12M stocks of UPWK, valued at $78.90M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 0.62% | 0.00% | 849,098 | -1,592,474 | -65.22% | 9,127,804 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | - | - | - | -1,551,375 | -100.00% | - | Jun 30, 2024 |
| BAILLIE GIFFORD & CO | 2.65% | 0.03% | 3,617,011 | -831,598 | -18.69% | 38,882,869 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 1.26% | 0.04% | 1,711,852 | -764,804 | -30.88% | 18,402,409 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -585,799 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.23% | 0.00% | 311,502 | -495,364 | -61.39% | 3,348,647 | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | - | - | - | -467,956 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -258,131 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -251,310 | -100.00% | - | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.34% | 0.01% | 459,672 | -188,920 | -29.13% | 4,941,474 | Jun 30, 2024 |
| MAN GROUP PLC | 0.03% | 0.00% | 42,306 | -182,183 | -81.15% | 454,790 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.03% | 0.00% | 35,720 | -159,546 | -81.71% | 383,990 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.56% | 0.06% | 761,033 | -152,431 | -16.69% | 8,181,110 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -143,107 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -126,241 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.13% | 0.00% | 176,561 | -124,361 | -41.33% | 1,898,031 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.04% | 0.00% | 48,604 | -113,474 | -70.01% | 522,493 | Jun 30, 2024 |
| CSENGE ADVISORY GROUP | - | - | - | -109,587 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -103,400 | -100.00% | - | Jun 30, 2024 |
| PDT PARTNERS, LLC | - | - | - | -102,698 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Upwork's biggest institutional seller is GOLDMAN SACHS GROUP INC. The company sold -1.59M shares of UPWK, valued at $9.13M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALLIANZ ASSET MANAGEMENT GMBH | 1.53% | 0.03% | 2,083,152 | 2,083,152 | 100.00% | 22,393,884 | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | 0.28% | 0.04% | 383,259 | 383,259 | 100.00% | 4,120,034 | Jun 30, 2024 |
| TENZING GLOBAL MANAGEMENT, LLC | 0.28% | 2.58% | 375,000 | 375,000 | 100.00% | 4,031,250 | Jun 30, 2024 |
| FUND 1 INVESTMENTS, LLC | 0.17% | 0.27% | 235,000 | 235,000 | 100.00% | 2,526,250 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.14% | 0.00% | 184,300 | 184,300 | 100.00% | 1,981,225 | Jun 30, 2024 |
| NORGES BANK | 0.12% | 0.00% | 160,625 | 160,625 | 100.00% | 1,726,719 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.11% | 0.04% | 152,300 | 152,300 | 100.00% | 1,637,225 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.08% | 0.10% | 104,663 | 104,663 | 100.00% | 1,125,127 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 67,017 | 67,017 | 100.00% | 720,433 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 63,453 | 63,453 | 100.00% | 682,120 | Jun 30, 2024 |
| LEGATO CAPITAL MANAGEMENT LLC | 0.04% | 0.08% | 53,485 | 53,485 | 100.00% | 574,964 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 0.03% | 0.00% | 46,408 | 46,408 | 100.00% | 498,886 | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | 0.03% | 0.01% | 40,000 | 40,000 | 100.00% | 430,000 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.03% | 0.00% | 35,000 | 35,000 | 100.00% | 376,250 | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.02% | 0.00% | 32,818 | 32,818 | 100.00% | 352,794 | Jun 30, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.02% | 0.00% | 32,714 | 32,714 | 100.00% | 352,000 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.02% | 0.00% | 32,221 | 32,221 | 100.00% | 346,375 | Jun 30, 2024 |
| PAR CAPITAL MANAGEMENT INC | 0.02% | 0.01% | 30,000 | 30,000 | 100.00% | 322,500 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.01% | 0.00% | 20,486 | 20,486 | 100.00% | 219,815 | Jun 30, 2024 |
| ATRIA WEALTH SOLUTIONS, INC. | 0.01% | 0.00% | 17,593 | 17,593 | 100.00% | 189,125 | Jun 30, 2024 |
| ETHIC INC. | 0.01% | 0.00% | 13,687 | 13,687 | 100.00% | 147,135 | Jun 30, 2024 |
| MQS MANAGEMENT LLC | 0.01% | 0.09% | 13,272 | 13,272 | 100.00% | 142,674 | Jun 30, 2024 |
| CITIZENS FINANCIAL GROUP INC/RI | 0.01% | 0.00% | 11,590 | 11,590 | 100.00% | 124,593 | Jun 30, 2024 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 0.01% | 0.00% | 11,453 | 11,453 | 100.00% | 123,000 | Jun 30, 2024 |
| DEKABANK DEUTSCHE GIROZENTRALE | 0.01% | 0.00% | 9,698 | 9,698 | 100.00% | 104,000 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.00% | 0.00% | 4,987 | 4,987 | 100.00% | 53,610 | Jun 30, 2024 |
| PLATO INVESTMENT MANAGEMENT LTD | 0.00% | 0.00% | 2,531 | 2,531 | 100.00% | 27,208 | Jun 30, 2024 |
| SOUND INCOME STRATEGIES, LLC | 0.00% | 0.00% | 2,330 | 2,330 | 100.00% | 25,048 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 1,777 | 1,777 | 100.00% | 19,103 | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | 0.00% | - | 1,289 | 1,289 | 100.00% | 13,857 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | - | 150 | 150 | 100.00% | 1,839 | Jun 30, 2024 |
| TORONTO DOMINION BANK | 0.00% | - | 119 | 119 | 100.00% | 1,279 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 94 | 94 | 100.00% | 1,011 | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | 0.00% | 66 | 66 | 100.00% | 800 | Jun 30, 2024 |
| PLANNING CAPITAL MANAGEMENT CORP | - | 0.00% | 20 | 20 | 100.00% | 215 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | - | - | 16 | 16 | 100.00% | 169 | Jun 30, 2024 |
Upwork's largest new institutional shareholder by number of shares is ALLIANZ ASSET MANAGEMENT GMBH, purchased 2.08M shares, valued at $22.39M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, INC. | - | - | - | -1,551,375 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -585,799 | -100.00% | - | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | - | - | - | -467,956 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -258,131 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -251,310 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -143,107 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -126,241 | -100.00% | - | Jun 30, 2024 |
| CSENGE ADVISORY GROUP | - | - | - | -109,587 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -103,400 | -100.00% | - | Jun 30, 2024 |
| PDT PARTNERS, LLC | - | - | - | -102,698 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -86,088 | -100.00% | - | Jun 30, 2024 |
| J. GOLDMAN & CO LP | - | - | - | -82,734 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -63,197 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -61,664 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -55,890 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -54,856 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -51,547 | -100.00% | - | Jun 30, 2024 |
| STRATEGIC PLANNING GROUP, LLC | - | - | - | -41,110 | -100.00% | - | Jun 30, 2024 |
| LPL FINANCIAL LLC | - | - | - | -38,529 | -100.00% | - | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | - | - | - | -31,610 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -30,662 | -100.00% | - | Jun 30, 2024 |
| Y.D. MORE INVESTMENTS LTD | - | - | - | -29,340 | -100.00% | - | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | - | - | - | -27,828 | -100.00% | - | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | - | - | - | -25,827 | -100.00% | - | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | - | - | - | -25,357 | -100.00% | - | Jun 30, 2024 |
| MACKENZIE FINANCIAL CORP | - | - | - | -24,585 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -17,981 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -17,131 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -16,513 | -100.00% | - | Jun 30, 2024 |
| ENGINE CAPITAL MANAGEMENT, LP | - | - | - | -14,937 | -100.00% | - | Jun 30, 2024 |
| DIVERSIFIED TRUST CO | - | - | - | -14,713 | -100.00% | - | Jun 30, 2024 |
| WAYPOINT WEALTH PARTNERS INC. | - | - | - | -14,475 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -12,395 | -100.00% | - | Jun 30, 2024 |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | - | - | - | -12,324 | -100.00% | - | Jun 30, 2024 |
| COUNTERPOINT MUTUAL FUNDS LLC | - | - | - | -11,511 | -100.00% | - | Jun 30, 2024 |
| TCG ADVISORY SERVICES, LLC | - | - | - | -10,740 | -100.00% | - | Jun 30, 2024 |
| CASTLEVIEW PARTNERS, LLC | - | - | - | -9,486 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -7,103 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -360 | -100.00% | - | Jun 30, 2024 |
| HANTZ FINANCIAL SERVICES, INC. | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| MCILRATH & ECK, LLC | - | - | - | -103 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -25 | -100.00% | - | Jun 30, 2024 |
Upwork's largest sold out institutional shareholder by shares sold is FULLER & THALER ASSET MANAGEMENT, INC., sold -1.55M shares, valued at -, as of undefined.
Upwork Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| AGF Investments Trust | 4.21% | -79,604 | - | - | Mar 31, 2024 |
| ALGER FUNDS II | 3.35% | 759,042 | - | - | Jan 31, 2024 |
| FORUM FUNDS | 2.60% | 6,000,000 | - | - | Jan 31, 2024 |
| BCM Focus Funds | 1.98% | 130,000 | -30,000 | -18.75% | Jan 31, 2024 |
| T. Rowe Price Global Technology Fund, Inc. | 1.60% | 797,717 | - | - | Mar 31, 2024 |
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 1.40% | 1,296,276 | 426,418 | 49.02% | Jan 31, 2024 |
| SOURCE CAPITAL INC /DE/ | 1.26% | 2,500,000 | - | - | Mar 31, 2024 |
| Vanguard Montgomery Funds | 1.19% | 284,717 | 148,688 | 109.31% | Mar 31, 2024 |
| PUTNAM CONVERTIBLE SECURITIES FUND | 1.08% | 5,275,000 | - | - | Jan 31, 2024 |
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 1.02% | 810,000 | - | - | Dec 29, 2023 |
| Virtus Convertible & Income Fund | 1.02% | 5,015,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund II | 1.00% | 3,785,000 | - | - | Jan 31, 2024 |
| Virtus Diversified Income & Convertible Fund | 0.87% | 1,770,000 | - | - | Jan 31, 2024 |
| BANCROFT FUND LTD | 0.77% | 1,075,000 | - | - | Dec 29, 2023 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 0.77% | 1,085,000 | - | - | Dec 29, 2023 |
| Virtus Strategy Trust | 0.70% | 14,890,000 | - | - | Mar 28, 2024 |
| ADVENT CONVERTIBLE & INCOME FUND | 0.69% | 2,363,000 | - | - | Jan 31, 2024 |
| Franklin Investors Securities Trust | 0.64% | 44,000,000 | - | - | Jan 31, 2024 |
| FIRSTHAND FUNDS | 0.59% | 200,000 | - | - | Mar 28, 2024 |
| OBERWEIS FUNDS | 0.46% | 469,200 | 72,300 | 18.22% | Mar 31, 2024 |
| TETON WESTWOOD FUNDS | 0.43% | 280,000 | - | - | Dec 29, 2023 |
| FRANKLIN STRATEGIC SERIES | 0.40% | 3,394,200 | - | - | Jan 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.33% | 35,000,000 | - | - | Jan 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.33% | 35,000,000 | - | - | Jan 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.33% | 270,000 | - | - | Mar 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.27% | 8,350,000 | - | - | Mar 31, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.24% | 62,753 | - | - | Jan 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.24% | 863,675 | - | - | Mar 31, 2024 |
| REYNOLDS FUNDS INC | 0.21% | 2,400 | - | - | Mar 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.21% | 74,000 | - | - | Mar 31, 2024 |
| PUTNAM HIGH YIELD FUND | 0.20% | 1,926,000 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.17% | 89,743 | - | - | Mar 31, 2024 |
| ALGER PORTFOLIOS | 0.15% | 57,714 | - | - | Dec 31, 2023 |
| M FUND INC | 0.14% | 67,001 | - | - | Mar 31, 2024 |
| ALGER FUNDS | 0.14% | 133,462 | - | - | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.12% | 304,297 | 7,167 | 2.41% | Jan 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.12% | 43,151 | - | - | Mar 31, 2024 |
| BUFFALO FUNDS | 0.11% | 748,942 | - | - | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.10% | 314,700 | - | - | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.09% | 2,236,077 | -474,735 | -17.51% | Mar 31, 2024 |
| T. Rowe Price New Horizons Fund, Inc. | 0.09% | 456,597 | - | - | Mar 31, 2024 |
| Capitol Series Trust | 0.09% | 873,000 | 387,900 | 79.96% | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.08% | 954,997 | 103,583 | 12.17% | Jan 31, 2024 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.08% | 3,470,000 | - | - | Feb 29, 2024 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.08% | 3,470,000 | - | - | Feb 29, 2024 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 0.07% | 1,074,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.07% | 6,521 | - | - | Feb 29, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.06% | 502,627 | - | - | Mar 31, 2024 |
| Federated Hermes Equity Funds | 0.06% | 1,100,000 | - | - | Jan 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.04% | 451,456 | - | - | Jan 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.04% | 431,931 | - | - | Mar 31, 2024 |
| LKCM Funds | 0.04% | 142,058 | - | - | Mar 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.04% | 22,351 | - | - | Feb 29, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.04% | 220,311 | -6,230 | -2.75% | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.03% | 226,580 | 142,343 | 168.98% | Aug 31, 2023 |
| SMALLCAP WORLD FUND INC | 0.03% | 2,385,553 | -2,211,845 | -48.11% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.03% | 18,387 | -576 | -3.04% | Mar 31, 2024 |
| ROYCE FUND | 0.03% | 192,541 | - | - | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.03% | 4,502 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.03% | 323,318 | -1,166,844 | -78.30% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.03% | 10,615,077 | -1,725,632 | -13.98% | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.02% | 117,725 | 14,235 | 13.75% | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.02% | 476,231 | - | - | Mar 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.02% | 35,812 | - | - | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS V | 0.02% | 1,230,502 | - | - | Feb 29, 2024 |
| Nushares ETF Trust | 0.02% | 150,766 | - | - | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.02% | 10,589 | - | - | Apr 30, 2021 |
| FIDELITY SECURITIES FUND | 0.02% | 1,514,561 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.02% | 3,454 | - | - | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 46,251 | 744 | 1.63% | Feb 29, 2024 |
| ALPS Series Trust | 0.01% | 120,000 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 49,541 | - | - | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.01% | 18,348 | - | - | Feb 29, 2024 |
| Harbor ETF Trust | 0.01% | 57,970 | 125 | 0.22% | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.01% | 50,291 | 3,436 | 7.33% | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.01% | 27,828 | - | - | Mar 31, 2024 |
| FIDELITY FINANCIAL TRUST | 0.01% | 210,000 | - | - | Feb 29, 2024 |
| Oaktree Diversified Income Fund Inc. | 0.01% | 37,000 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.01% | 2,150 | - | - | Mar 28, 2024 |
| Amplify ETF Trust | 0.01% | 297,241 | -124,085 | -29.45% | Mar 31, 2024 |
| BBH Trust | 0.01% | 1,000,000 | -300,000 | -23.08% | Jan 31, 2024 |
| PUTNAM VARIABLE TRUST | 0.01% | 367,000 | - | - | Mar 31, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.01% | 85,295 | - | - | Mar 28, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.01% | 111,800 | 728 | 0.66% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 343,526 | -3 | -0.00% | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.01% | 139,722 | -4,933 | -3.41% | Mar 31, 2024 |
| PUTNAM MASTER INTERMEDIATE INCOME TRUST | 0.01% | 106,000 | - | - | Dec 31, 2023 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.01% | 4,015 | 4,015 | - | Sep 30, 2020 |
| LAZARD FUNDS INC | 0.01% | 280,000 | - | - | Mar 31, 2024 |
| RBB Fund Trust | 0.01% | 6,322 | - | - | Feb 29, 2024 |
| Innovator ETFs Trust | 0.01% | 26,835 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND IV | 0.01% | 1,465,000 | - | - | Jan 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 14,261 | - | - | Mar 31, 2024 |
| Segall Bryant & Hamill Trust | 0.01% | 113,005 | - | - | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.01% | 1,795,397 | - | - | Dec 31, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 1,187,826 | 45,801 | 4.01% | Feb 29, 2024 |
| STEWARD FUNDS, INC. | 0.01% | 13,590 | 330 | 2.49% | Jan 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.01% | 721,341 | -451,104 | -38.48% | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.01% | 14,730 | -453 | -2.98% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 12,952 | - | - | Mar 31, 2024 |
Upwork's largest mutual fund holder by % of total assets is "AGF Investments Trust", owning -79.60K shares, compromising 4.21% of its total assets.
Upwork Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 150 | -43.18% |
| 31 Mar, 24 | 264 | -3.65% |
| 31 Dec, 23 | 274 | 10.93% |
| 30 Sep, 23 | 247 | 8.33% |
| 30 Jun, 23 | 228 | -4.20% |
| 31 Mar, 23 | 238 | 2.59% |
| 31 Dec, 22 | 232 | - |
| 30 Sep, 22 | 232 | -0.43% |
| 30 Jun, 22 | 233 | -3.72% |
| 31 Mar, 22 | 242 | -15.38% |
| 31 Dec, 21 | 286 | -5.61% |
| 30 Sep, 21 | 303 | 6.69% |
| 30 Jun, 21 | 284 | -1.39% |
| 31 Mar, 21 | 288 | 14.29% |
| 31 Dec, 20 | 252 | 31.25% |
| 30 Sep, 20 | 192 | 8.47% |
| 30 Jun, 20 | 177 | 22.07% |
| 31 Mar, 20 | 145 | -5.84% |
| 31 Dec, 19 | 154 | 8.45% |
| 30 Sep, 19 | 142 | 32.71% |
| 30 Jun, 19 | 107 | 25.88% |
| 31 Mar, 19 | 85 | 18.06% |
| 31 Dec, 18 | 72 | - |
As of 30 Jun 24, 150 institutions are holding Upwork's shares, representing a decrease of -43.18% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 63,467,950 | -36.23% |
| 31 Mar, 24 | 99,530,622 | -5.98% |
| 31 Dec, 23 | 105,862,128 | 1.24% |
| 30 Sep, 23 | 104,567,158 | 2.62% |
| 30 Jun, 23 | 101,894,964 | 6.50% |
| 31 Mar, 23 | 95,675,195 | -1.48% |
| 31 Dec, 22 | 97,109,880 | -1.27% |
| 30 Sep, 22 | 98,363,611 | -1.09% |
| 30 Jun, 22 | 99,450,509 | 2.82% |
| 31 Mar, 22 | 96,721,817 | 2.20% |
| 31 Dec, 21 | 94,643,928 | 4.87% |
| 30 Sep, 21 | 90,247,177 | 8.70% |
| 30 Jun, 21 | 83,026,448 | 4.24% |
| 31 Mar, 21 | 79,649,412 | 0.94% |
| 31 Dec, 20 | 78,910,773 | 3.51% |
| 30 Sep, 20 | 76,238,141 | 3.10% |
| 30 Jun, 20 | 73,943,051 | 15.60% |
| 31 Mar, 20 | 63,963,933 | -1.43% |
| 31 Dec, 19 | 64,889,098 | 8.96% |
| 30 Sep, 19 | 59,550,628 | 20.44% |
| 30 Jun, 19 | 49,444,151 | 30.06% |
| 31 Mar, 19 | 38,015,007 | -0.11% |
| 31 Dec, 18 | 38,057,071 | - |
Upwork (UPWK) has 63.47M shares outstanding as of 30 Jun 24, down -36.23% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 46.55% | 0.88% |
| 31 Mar, 24 | 72.85% | 1.19% |
| 31 Dec, 23 | 78.16% | 1.29% |
| 30 Sep, 23 | 77.95% | 1.32% |
| 30 Jun, 23 | 76.71% | 1.48% |
| 31 Mar, 23 | 72.03% | 1.30% |
| 31 Dec, 22 | 74.40% | 1.32% |
| 30 Sep, 22 | 75.18% | 1.29% |
| 30 Jun, 22 | 76.46% | 1.37% |
| 31 Mar, 22 | 74.77% | 1.37% |
| 31 Dec, 21 | 73.99% | 1.49% |
| 30 Sep, 21 | 70.55% | 1.64% |
| 30 Jun, 21 | 65.51% | 1.62% |
| 31 Mar, 21 | 63.58% | 1.55% |
| 31 Dec, 20 | 63.95% | 1.60% |
| 30 Sep, 20 | 63.17% | 1.57% |
| 30 Jun, 20 | 63.46% | 2.02% |
| 31 Mar, 20 | 56.05% | 1.61% |
| 31 Dec, 19 | 59.09% | 2.06% |
| 30 Sep, 19 | 53.57% | 2.59% |
| 30 Jun, 19 | 45.49% | 3.58% |
| 31 Mar, 19 | 35.65% | 2.63% |
| 31 Dec, 18 | 36.82% | - |
As of 30 Jun 24, Upwork is held by 46.55% institutional shareholders, representing a 0.88% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 91 | -30.00% |
| 31 Mar, 24 | 130 | -6.47% |
| 31 Dec, 23 | 139 | 7.75% |
| 30 Sep, 23 | 129 | 17.27% |
| 30 Jun, 23 | 110 | -13.39% |
| 31 Mar, 23 | 127 | 8.55% |
| 31 Dec, 22 | 117 | 9.35% |
| 30 Sep, 22 | 107 | 5.94% |
| 30 Jun, 22 | 101 | -4.72% |
| 31 Mar, 22 | 106 | -22.06% |
| 31 Dec, 21 | 136 | -9.93% |
| 30 Sep, 21 | 151 | 5.59% |
| 30 Jun, 21 | 143 | -4.03% |
| 31 Mar, 21 | 149 | 2.05% |
| 31 Dec, 20 | 146 | 46.00% |
| 30 Sep, 20 | 100 | -8.26% |
| 30 Jun, 20 | 109 | 32.93% |
| 31 Mar, 20 | 82 | -9.89% |
| 31 Dec, 19 | 91 | 1.11% |
| 30 Sep, 19 | 90 | 12.50% |
| 30 Jun, 19 | 80 | 42.86% |
| 31 Mar, 19 | 56 | -21.13% |
| 31 Dec, 18 | 71 | - |
91 institutional shareholders have increased their position in UPWK stock as of 30 Jun 24 compared to 130 in the previous quarter (a -30.00% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 35 | -59.30% |
| 31 Mar, 24 | 86 | 1.18% |
| 31 Dec, 23 | 85 | 21.43% |
| 30 Sep, 23 | 70 | 7.69% |
| 30 Jun, 23 | 65 | 10.17% |
| 31 Mar, 23 | 59 | -9.23% |
| 31 Dec, 22 | 65 | -5.80% |
| 30 Sep, 22 | 69 | -11.54% |
| 30 Jun, 22 | 78 | -11.36% |
| 31 Mar, 22 | 88 | -3.30% |
| 31 Dec, 21 | 91 | 15.19% |
| 30 Sep, 21 | 79 | -2.47% |
| 30 Jun, 21 | 81 | -16.49% |
| 31 Mar, 21 | 97 | 56.45% |
| 31 Dec, 20 | 62 | 10.71% |
| 30 Sep, 20 | 56 | 60.00% |
| 30 Jun, 20 | 35 | 12.90% |
| 31 Mar, 20 | 31 | -13.89% |
| 31 Dec, 19 | 36 | 80.00% |
| 30 Sep, 19 | 20 | 122.22% |
| 30 Jun, 19 | 9 | -43.75% |
| 31 Mar, 19 | 16 | - |
| 31 Dec, 18 | - | - |
35 institutional shareholders have reduced their position in UPWK stock as of 30 Jun 24 compared to 86 in the previous quarter (a -59.30% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 150 | -43.18% | 63,467,950 | -36.23% | 46.55% | 0.88% | 91 | -30.00% | 35 | -59.30% |
| 31 Mar, 24 | 264 | -3.65% | 99,530,622 | -5.98% | 72.85% | 1.19% | 130 | -6.47% | 86 | 1.18% |
| 31 Dec, 23 | 274 | 10.93% | 105,862,128 | 1.24% | 78.16% | 1.29% | 139 | 7.75% | 85 | 21.43% |
| 30 Sep, 23 | 247 | 8.33% | 104,567,158 | 2.62% | 77.95% | 1.32% | 129 | 17.27% | 70 | 7.69% |
| 30 Jun, 23 | 228 | -4.20% | 101,894,964 | 6.50% | 76.71% | 1.48% | 110 | -13.39% | 65 | 10.17% |
| 31 Mar, 23 | 238 | 2.59% | 95,675,195 | -1.48% | 72.03% | 1.30% | 127 | 8.55% | 59 | -9.23% |
| 31 Dec, 22 | 232 | - | 97,109,880 | -1.27% | 74.40% | 1.32% | 117 | 9.35% | 65 | -5.80% |
| 30 Sep, 22 | 232 | -0.43% | 98,363,611 | -1.09% | 75.18% | 1.29% | 107 | 5.94% | 69 | -11.54% |
| 30 Jun, 22 | 233 | -3.72% | 99,450,509 | 2.82% | 76.46% | 1.37% | 101 | -4.72% | 78 | -11.36% |
| 31 Mar, 22 | 242 | -15.38% | 96,721,817 | 2.20% | 74.77% | 1.37% | 106 | -22.06% | 88 | -3.30% |
| 31 Dec, 21 | 286 | -5.61% | 94,643,928 | 4.87% | 73.99% | 1.49% | 136 | -9.93% | 91 | 15.19% |
| 30 Sep, 21 | 303 | 6.69% | 90,247,177 | 8.70% | 70.55% | 1.64% | 151 | 5.59% | 79 | -2.47% |
| 30 Jun, 21 | 284 | -1.39% | 83,026,448 | 4.24% | 65.51% | 1.62% | 143 | -4.03% | 81 | -16.49% |
| 31 Mar, 21 | 288 | 14.29% | 79,649,412 | 0.94% | 63.58% | 1.55% | 149 | 2.05% | 97 | 56.45% |
| 31 Dec, 20 | 252 | 31.25% | 78,910,773 | 3.51% | 63.95% | 1.60% | 146 | 46.00% | 62 | 10.71% |
| 30 Sep, 20 | 192 | 8.47% | 76,238,141 | 3.10% | 63.17% | 1.57% | 100 | -8.26% | 56 | 60.00% |
| 30 Jun, 20 | 177 | 22.07% | 73,943,051 | 15.60% | 63.46% | 2.02% | 109 | 32.93% | 35 | 12.90% |
| 31 Mar, 20 | 145 | -5.84% | 63,963,933 | -1.43% | 56.05% | 1.61% | 82 | -9.89% | 31 | -13.89% |
| 31 Dec, 19 | 154 | 8.45% | 64,889,098 | 8.96% | 59.09% | 2.06% | 91 | 1.11% | 36 | 80.00% |
| 30 Sep, 19 | 142 | 32.71% | 59,550,628 | 20.44% | 53.57% | 2.59% | 90 | 12.50% | 20 | 122.22% |
| 30 Jun, 19 | 107 | 25.88% | 49,444,151 | 30.06% | 45.49% | 3.58% | 80 | 42.86% | 9 | -43.75% |
| 31 Mar, 19 | 85 | 18.06% | 38,015,007 | -0.11% | 35.65% | 2.63% | 56 | -21.13% | 16 | - |
| 31 Dec, 18 | 72 | - | 38,057,071 | - | 36.82% | - | 71 | - | - | - |
Upwork Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Upwork's stock was made by Marie Olivier on Aug 14 2024, selling 366 shares at $9.23 per share (valued at $3.38K).
Upwork Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | 3 | 33.33% |
| Q2 2024 | 31 | 38 | 81.58% |
| Q1 2024 | 14 | 16 | 87.50% |
| Q4 2023 | 11 | 21 | 52.38% |
| Q3 2023 | 14 | 15 | 93.33% |
| Q2 2023 | 24 | 18 | 133.33% |
| Q1 2023 | 20 | 23 | 86.96% |
| Q4 2022 | 21 | 30 | 70.00% |
| Q3 2022 | 12 | 21 | 57.14% |
| Q2 2022 | 18 | 16 | 112.50% |
| Q1 2022 | 16 | 15 | 106.67% |
| Q4 2021 | 9 | 29 | 31.03% |
| Q3 2021 | 8 | 20 | 40.00% |
| Q2 2021 | 30 | 34 | 88.24% |
| Q1 2021 | 12 | 22 | 54.55% |
| Q4 2020 | 10 | 22 | 45.45% |
| Q3 2020 | 10 | 12 | 83.33% |
| Q2 2020 | 26 | 11 | 236.36% |
| Q1 2020 | 13 | 17 | 76.47% |
| Q4 2019 | 7 | 19 | 36.84% |
1 total buy trades, and 3 total sell trades (buy/sell ratio of 0.33%) were made by Upwork's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 2 | - |
| Q2 2024 | - | 17 | - |
| Q1 2024 | - | 6 | - |
| Q4 2023 | - | 10 | - |
| Q3 2023 | - | 7 | - |
| Q2 2023 | - | 6 | - |
| Q1 2023 | - | 6 | - |
| Q4 2022 | - | 9 | - |
| Q3 2022 | - | 9 | - |
| Q2 2022 | 1 | 6 | 16.67% |
| Q1 2022 | - | 5 | - |
| Q4 2021 | - | 20 | - |
| Q3 2021 | - | 12 | - |
| Q2 2021 | - | 16 | - |
| Q1 2021 | - | 14 | - |
| Q4 2020 | - | 13 | - |
| Q3 2020 | 5 | 7 | 71.43% |
| Q2 2020 | 4 | 3 | 133.33% |
| Q1 2020 | 3 | 6 | 50.00% |
| Q4 2019 | - | 5 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of Upwork's stocks.
UPWK Ownership FAQ
Who Owns Upwork?
Upwork is owned by institutional shareholders (46.55%), insiders (7.23%), and public (46.22%). The largest institutional shareholder of Upwork is VANGUARD GROUP INC (11.98% of total shares) and the top mutual fund owner is AGF Investments Trust (4.21% of total shares).
Who are the major institutional shareholders of Upwork?
Upwork's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., ANCIENT ART, L.P., BAILLIE GIFFORD & CO, and DIVISADERO STREET CAPITAL MANAGEMENT, LP. The top five shareholders own together 29.73% of the company's share outstanding.
How many Upwork shareholders are there?
As of Jun 2024, there are 150 institutional shareholders of Upwork.
What percentage of Upwork is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 16.33M shares of Upwork, representing 11.98% of the company's total shares outstanding, valued at $175.56M (as of Jun 2024).
What percentage of Upwork is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 9.93M shares of Upwork (UPWK), compromising 7.28% of the company, valued at $106.72M.
What percentage of Upwork is owned by ANCIENT ART, L.P?
ANCIENT ART, L.P is the third largest holder of Upwork. The company owns 7.34M of the company's shares outstanding (worth $78.9M).