Across its top 20 institutional holders, UPWK's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 31/100).

Quarterly Activity

Recent Activity

+$754.4M

Total Buy Value

$1.5B

Total Sell Value

New buy46

Trim94

Add117

Sold out61

163

Net Buyers

155

Net Sellers

Smart Money Convergence

UPWK does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

Filings (90d)

$266K

Total Est. Value

33K shares

Planned Shares

Last Filed 2026-06-18

Filer	Title/Relationship	Filing Date	Planned Shares	Est. Value
Brown Hayden	Officer, Director	2026-06-18	23K shares	$191K
Gessert Erica	Officer	2026-06-18	9K shares	$75K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-16

2026-07-16

Upwork CFO Erica Gessert is taking temporary medical leave starting July 14, 2026, and is expected to return in the fourth quarter of 2026. During her leave, CEO Hayden Brown will serve as interim principal financial officer without additional compensation.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

91688F104

FAQ

Who are the top institutional investors holding UPWORK INC (UPWK)?

Major stakeholders currently include BlackRock, Inc. ($206.7M), Price T Rowe Associates INC /md/ ($191.1M), Vanguard Portfolio Management LLC ($85.2M). Based on the latest 13F filings, there are a total of 294 tracked investment funds and institutions maintaining positions in UPWK.

What is the overall institutional sentiment toward UPWK recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.2B, driven by 163 managers accumulating shares while 155 reduced their exposure.

Which institutions have been selling or reducing their UPWK positions?

In the latest period, 94 funds trimmed their holdings, and 61 managers completely exited their positions. The aggregate reported sell value was $1.5B.

Are there any notable investors adding UPWK to their portfolios?

Yes, buying activity remains notable. 46 institutions opened new positions in {ticker}, and 117 existing holders added to their shares. The total reported buy value for the quarter amounted to $754.4M.