Company · Ownership research

UPWORK, INC UPWK

CIK 0001627475 · CUSIP 91688F104

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 91688F104 (UPWK), not CUSIP 91688F904 (UPWK), CUSIP 91688F954 (UPWK), CUSIP 91688FAB0 (UPWK), and does not merge CUSIPs.

This page lists the top 20 of 114 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	LSV ASSET MANAGEMENT CIK 1050470 · View history	$51.91M 6,361,475 shares	0.10%	-20.15K(-0.30%)Reduced	SEC filing ↗ Nov 6, 2026	▾
02	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$49.51M 6,067,915 shares	0.01%	+1.32M(+27.90%)Added	SEC filing ↗ Nov 4, 2026	▾
03	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$26.28M 3,219,825 shares	0.00%	-34.13K(-1.00%)Reduced	SEC filing ↗ Nov 6, 2026	▾
04	PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history	$10.00M 1,225,122 shares	0.01%	+105.77K(+9.40%)Added	SEC filing ↗ Nov 2, 2026	▾
05	Dana Investment Advisors, Inc. CIK 1427514 · View history	$7.16M 876,897 shares	0.19%	+876.90KNew	SEC filing ↗ Nov 6, 2026	▾
06	Bank of New York Mellon Corp CIK 1390777 · View history	$5.96M 729,920 shares	0.00%	-6.48K(-0.90%)Reduced	SEC filing ↗ Nov 5, 2026	▾
07	OP Asset Management Ltd CIK 2097005 · View history	$5.08M 622,662 shares	0.04%	-357.80K(-36.50%)Reduced	SEC filing ↗ Nov 5, 2026	▾
08	Robeco Institutional Asset Management B.V. CIK 1418773 · View history	$3.85M 471,637 shares	0.00%	+6.19K(+1.30%)Added	SEC filing ↗ Oct 20, 2026	▾
09	KESTREL INVESTMENT MANAGEMENT CORP CIK 917579 · View history	$3.32M 407,400 shares	1.92%	-25.60K(-5.90%)Reduced	SEC filing ↗ Nov 2, 2026	▾
10	Jefferies Financial Group Inc. CIK 96223 · View history	$2.72M 332,962 shares	0.04%	+332.96KNew	SEC filing ↗ Nov 5, 2026	▾
11	Russell Investments Group, Ltd. CIK 1692234 · View history	$1.97M 243,076 shares	0.00%	+71.67K(+41.80%)Added	SEC filing ↗ Nov 6, 2026	▾
12	State of Wyoming CIK 1821626 · View history	$1.72M 210,507 shares	0.13%	-24.54K(-10.40%)Reduced	SEC filing ↗ Oct 28, 2026	▾
13	Creative Planning CIK 1540235 · View history	$1.71M 210,131 shares	0.00%	+20.65K(+10.90%)Added	SEC filing ↗ Nov 2, 2026	▾
14	HUSSMAN STRATEGIC ADVISORS, INC. CIK 1179475 · View history	$1.71M 210,000 shares	0.37%	+210.00KNew	SEC filing ↗ Nov 2, 2026	▾
15	Avestar Capital, LLC CIK 1704404 · View history	$1.70M 208,154 shares	0.15%	0(0.00%)Unchanged	SEC filing ↗ Oct 28, 2026	▾
16	CITIGROUP INC CIK 831001 · View history	$1.50M 184,369 shares	0.00%	+70.34K(+61.70%)Added	SEC filing ↗ Nov 4, 2026	▾
17	LPL Financial LLC CIK 1403438 · View history	$1.40M 170,978 shares	0.00%	+26.92K(+18.70%)Added	SEC filing ↗ Nov 6, 2026	▾
18	Aviance Capital Partners, LLC CIK 1542383 · View history	$1.33M 162,938 shares	0.14%	-383(-0.20%)Reduced	SEC filing ↗ Oct 29, 2026	▾
19	DEUTSCHE BANK AG\ CIK 948046 · View history	$1.06M 129,711 shares	0.00%	-12.71K(-8.90%)Reduced	SEC filing ↗ Nov 6, 2026	▾
20	Amundi CIK 1330387 · View history	$1.01M 123,733 shares	0.00%	+16.59K(+15.50%)Added	SEC filing ↗ Nov 6, 2026	▾

Showing 20 / 114 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

114

Cancelled or null records excluded

Disclosed shares

23,840,472

Not deduplicated across managers

Disclosed value

$194.54M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

UPWORK, INC · Q3 2026

Explore all 114 reporting institutions.

This page includes 20 of 114 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.