Upwork Ownership | Who Owns Upwork?

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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 6.43% 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	64.16%	10.53%	25.31%

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
International assets investment management	-63.00
Eversource wealth advisors	-66.00
Innealta capital	-94.00

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	8.59M	6.43%	1.46M
T. Rowe Price US All-Cap Opp Eq SMA	8.59M	6.43%	1.46M
T. Rowe Price All-Cap Opportunities Fund	8.59M	6.43%	-
T. Rowe Price Integrated US SmCapGrEq	5.21M	3.90%	5.21M
Vanguard Total Stock Mkt Idx Inv	3.93M	2.94%	1.57K
iShares Russell 2000 ETF	3.34M	2.50%	-12.82K
Vanguard Small Cap Index	3.23M	2.42%	65.45K
American Funds SMALLCAP World A	2.91M	2.17%	-427.25K
T. Rowe Price Integrated US Sm Gr Eq	2.60M	1.95%	495.48K
Vanguard Strategic Equity Inv	1.99M	1.50%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 21, 2025	Marie Olivier	Chief Accounting Officer	Sell	$4.11K
Dec 18, 2024	NELSON ELIZABETH A	-	Sell	$1.30M
Dec 18, 2024	Marie Olivier	Chief Accounting Officer	Sell	$24.77K
Dec 19, 2024	Marie Olivier	Chief Accounting Officer	Sell	$42.21K
Dec 18, 2024	Gessert Erica	Chief Financial Officer	Sell	$73.20K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	20
2024 Q3	-	16
2024 Q2	-	17
2024 Q1	-	6
2023 Q4	-	10

UPWK Ownership FAQ

Who owns the most shares of Upwork?

Upwork’s largest shareholders are Vanguard group (16.33M shares, 11.98%), Blackrock (9.93M shares, 7.28%), and Ancient art (7.34M shares, 5.38%). Together, they hold 24.64% of Upwork’s total shares outstanding.

Does Blackrock own Upwork?

Yes, BlackRock owns 7.28% of Upwork, totaling 9.93M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 106.72M$. In the last quarter, BlackRock increased its holdings by 500.99K shares, a 5.31% change.

Who is Upwork’s biggest shareholder by percentage of total assets invested?

Atomvest is Upwork’s biggest shareholder by percentage of total assets invested, with 31.72% of its assets in 1.83M Upwork shares, valued at 19.69M$.

Who is the top mutual fund holder of Upwork shares?

T. Rowe Price US All-Cap Opp Eq Comp is the top mutual fund holder of Upwork shares, with 6.43% of its total shares outstanding invested in 8.59M Upwork shares.

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