Upwork Ownership | Who Owns Upwork?
Upwork Ownership Summary
Upwork is owned by 99.36% institutional investors, 5.18% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.03% 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 | 99.36% | 5.18% | -4.54% |
| Sector | Industrials Stocks | 68.68% | 16.25% | 15.07% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 19.26M | 15.03% | $161.01M |
| Vanguard group | 14.99M | 10.94% | $297.09M |
| Blackrock | 9.93M | 7.28% | $106.72M |
| Ancient art | 7.23M | 5.64% | $60.43M |
| Lsv asset management | 6.38M | 4.98% | $53.35M |
| Dimensional fund advisors lp | 6.07M | 4.90% | $49.51M |
| Vanguard capital management | 5.31M | 4.15% | $44.42M |
| State street | 5.20M | 4.06% | $43.43M |
| Capital investors | 4.86M | 3.79% | $40.61M |
| Goldman sachs group | 4.27M | 3.33% | $35.70M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ancient art | 7.23M | 12.35% | $60.43M |
| Circumference group | 382.00K | 6.93% | $3.19M |
| Kent lake pr | 500.00K | 4.69% | $9.29M |
| Kestrel investment management | 407.40K | 1.92% | $3.32M |
| Kent lake capital | 300.00K | 1.45% | $3.23M |
| Invenomic capital management lp | 2.41M | 1.20% | $20.12M |
| Rice hall james & associates | 2.78M | 1.13% | $23.21M |
| Financial gravity asset management | 424.76K | 0.83% | $4.66M |
| Bares capital management | 1.43M | 0.74% | $15.32M |
| Skyview investment advisors | 389.20K | 0.57% | $4.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 4.27M | 0.00% | 1.72M |
| Rice hall james & associates | 2.78M | 1.13% | 1.47M |
| Citadel advisors | 1.66M | 0.00% | 1.42M |
| Dimensional fund advisors lp | 6.07M | 0.01% | 1.32M |
| Morgan stanley | 2.46M | 0.00% | 1.28M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 238.85K | 0.00% | -17.20M |
| Dorsey asset management | - | - | -3.05M |
| Boston partners | 228.88K | 0.00% | -2.93M |
| Fmr | 687.43K | 0.00% | -2.38M |
| Summit partners public asset management | - | - | -2.02M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Royce & associates lp | 1.08M | 0.07% | 1.08M | $9.00M |
| Sixth street partners management company | 942.04K | 0.00% | 942.04K | $7.88M |
| J. goldman & co lp | 769.75K | 0.36% | 769.75K | $14.29M |
| Kent lake pr | 500.00K | 4.69% | 500.00K | $9.29M |
| Point72 asset management | 389.88K | 0.00% | 389.88K | $3.26M |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -2.00 |
| Elequin securities | -10.00 |
| Washington trust | -20.00 |
| Mcf advisors | -25.00 |
| Nelson, van denburg & campbell wealth management group | -25.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 311 | -1.27% | 127,278,534 | -5.77% | 99 | 0.93% | 170 | -0.58% | 90 | -2.17% |
| Mar 31, 2026 | 245 | -25.08% | 109,140,994 | -19.14% | 83 | 0.78% | 128 | -34.36% | 76 | -11.63% |
| Dec 31, 2025 | 265 | -11.37% | 103,486,293 | -15.96% | 75 | 0.87% | 163 | 11.64% | 68 | -29.17% |
| Sep 30, 2025 | 84 | -70.11% | 32,149,299 | -72.74% | 24 | 0.31% | 38 | -74.32% | 35 | -58.82% |
| Jun 30, 2025 | 275 | -6.46% | 117,802,148 | 0.18% | 89 | 1.18% | 147 | -1.34% | 82 | -4.65% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price US All-Cap Opp Eq SMA | 8.59M | 6.43% | 1.46M |
| iShares Core S&P Small-Cap ETF | 7.43M | 5.95% | 1.92K |
| American Funds SMALLCAP World A | 4.72M | 3.82% | - |
| T. Rowe Price US All-Cap Opp Eq Comp | 4.68M | 3.79% | 1.50M |
| T. Rowe Price All-Cap Opportunities Fund | 3.78M | 3.06% | -897.91K |
| Vanguard Total Stock Mkt Idx Inv | 3.69M | 2.99% | -252.40K |
| Vanguard Morn Total Stk Mkt Idx Investor | 3.69M | 2.99% | -252.40K |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.69M | 2.95% | - |
| Vanguard US Total Market Shares ETF | 3.92M | 2.89% | - |
| T. Rowe Price Integrated US SmCapGrEq | 3.51M | 2.84% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 19, 2026 | Kappus Anthony Ray | GM & Chief Operating Officer | Sell | $4.71K |
| Sep 18, 2026 | Mekhalfa Sabrina | Chief Accounting Officer | Sell | $10.98K |
| Sep 18, 2026 | Kappus Anthony Ray | GM & Chief Operating Officer | Sell | $386.47K |
| Sep 18, 2026 | Gessert Erica | Chief Financial Officer | Sell | $78.90K |
| Sep 18, 2026 | Brown Hayden | President & CEO | Sell | $201.92K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q4 | - | 1 |
| 2026 Q3 | - | 9 |
| 2026 Q2 | - | 7 |
| 2026 Q1 | - | 10 |
| 2025 Q4 | - | 17 |
UPWK Ownership FAQ
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