Upwork Ownership | Who Owns Upwork?
Upwork Ownership Summary
Upwork is owned by 5.03% institutional investors, 7.66% insiders, and 87.31% retail investors. Price t rowe associates inc /md/ is the largest institutional shareholder, holding 11.69% of UPWK shares. T. Rowe Price US All-Cap Opp Eq SMA is the top mutual fund, with 6.43% of its assets in Upwork shares.
UPWK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Upwork | 5.03% | 7.66% | 87.31% |
| Sector | Industrials Stocks | 39.05% | 12.85% | 48.10% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Price t rowe associates inc /md/ | 15.50M | 11.69% | $253.41M |
| Vanguard group | 15.37M | 11.59% | $251.31M |
| Blackrock funding, inc. /de | 10.06M | 7.59% | $164.47M |
| Blackrock | 9.93M | 7.28% | $106.72M |
| Ancient art | 3.78M | 2.80% | $49.36M |
| T. rowe price investment management | 3.30M | 2.49% | $54.01M |
| State street | 3.28M | 2.41% | $35.30M |
| Capital investors | 2.91M | 2.19% | $47.52M |
| Geode capital management | 2.88M | 2.17% | $47.08M |
| Baillie gifford | 2.80M | 2.11% | $45.76M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ancient art | 3.78M | 14.64% | $49.36M |
| Circumference group | 475.00K | 7.60% | $6.20M |
| Kestrel investment management | 471.90K | 4.26% | $7.72M |
| Plustick management | 400.00K | 4.12% | $6.54M |
| Kent lake capital | 300.00K | 1.45% | $3.23M |
| Financial gravity companies | 331.00K | 1.24% | $5.41M |
| Financial gravity asset management | 330.95K | 0.89% | $3.56M |
| Advantage alpha capital partners lp | 191.32K | 0.74% | $3.13M |
| Bares capital management | 1.43M | 0.74% | $15.32M |
| Grandeur peak global advisors | 365.12K | 0.53% | $4.76M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 15.50M | 0.03% | 5.29M |
| Fmr | 2.33M | 0.00% | 2.32M |
| Invesco | 1.75M | 0.01% | 1.65M |
| T. rowe price investment management | 3.30M | 0.03% | 1.53M |
| Lsv asset management | 1.15M | 0.04% | 1.15M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Divisadero street capital management, lp | - | - | -3.32M |
| Dorsey asset management | - | - | -3.05M |
| Fuller & thaler asset management | - | - | -1.55M |
| Contour asset management | - | - | -1.51M |
| Ancient art | 3.78M | 14.64% | -1.14M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Lsv asset management | 1.15M | 0.04% | 1.15M | $18.84M |
| Plustick management | 400.00K | 4.12% | 400.00K | $6.54M |
| Norges bank | 364.00K | 0.00% | 364.00K | $5.95M |
| Cary street partners financial | 108.67K | 0.06% | 108.67K | $1.78M |
| Schroder investment management group | 65.93K | 0.00% | 65.93K | $1.10M |
Sold Out
| Holder | Change |
|---|---|
| Elequin securities | -10.00 |
| Smartleaf asset management | -16.00 |
| Nelson, van denburg & campbell wealth management group | -25.00 |
| Stephens consulting | -30.00 |
| Founders capital management | -39.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 16 | -94.20% | 6,797,443 | -93.82% | 5 | 0.07% | 8 | -94.56% | 6 | -92.41% |
| Dec 31, 2024 | 262 | 8.26% | 105,877,091 | 2.12% | 79 | 1.31% | 139 | 27.52% | 75 | -11.76% |
| 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 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price US All-Cap Opp Eq SMA | 8.59M | 6.43% | 1.46M |
| T. Rowe Price US All-Cap Opp Eq Comp | 6.34M | 4.82% | -1.64M |
| T. Rowe Price All-Cap Opportunities Fund | 6.34M | 4.82% | -1.64M |
| Vanguard Total Stock Mkt Idx Inv | 4.03M | 3.06% | 3.08K |
| American Funds SMALLCAP World A | 3.99M | 3.03% | 88.16K |
| Vanguard US Total Market Shares ETF | 3.92M | 2.89% | - |
| iShares Russell 2000 ETF | 3.12M | 2.37% | 21.65K |
| T. Rowe Price Integrated US Sm Gr Eq | 3.10M | 2.36% | - |
| T. Rowe Price Integrated US SmCapGrEq | 3.10M | 2.36% | 88.10K |
| Vanguard Small Cap Index | 3.07M | 2.33% | 11.30K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 23, 2025 | Marie Olivier | Chief Accounting Officer | Sell | $24.39K |
| Jun 20, 2025 | Marie Olivier | Chief Accounting Officer | Sell | $9.91K |
| Jun 18, 2025 | Marie Olivier | Chief Accounting Officer | Sell | $25.38K |
| Jun 18, 2025 | Gessert Erica | Chief Financial Officer | Sell | $125.15K |
| Jun 18, 2025 | Brown Hayden | President & CEO | Sell | $320.29K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 26 |
| 2025 Q1 | - | 17 |
| 2024 Q4 | - | 20 |
| 2024 Q3 | - | 16 |
| 2024 Q2 | - | 17 |
UPWK Ownership FAQ
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