Upwork Ownership | Who Owns Upwork?
Upwork Ownership Summary
Upwork is owned by 89.12% institutional investors, 7.72% insiders, and 3.16% 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 | 89.12% | 7.72% | 3.16% |
| Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
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 | 9.74M | 7.37% | $130.95M |
| Blackrock | 9.93M | 7.28% | $106.72M |
| Lsv asset management | 6.53M | 4.94% | $87.83M |
| Capital investors | 3.99M | 3.02% | $53.58M |
| Ancient art | 3.77M | 2.86% | $50.72M |
| State street | 3.28M | 2.41% | $35.30M |
| 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 | 3.77M | 16.38% | $50.72M |
| Circumference group | 475.00K | 7.60% | $6.20M |
| Kestrel investment management | 471.90K | 4.26% | $7.72M |
| Kent lake capital | 300.00K | 1.45% | $3.23M |
| Plustick management | 170.00K | 1.35% | $2.28M |
| Financial gravity companies | 380.84K | 1.00% | $5.12M |
| Financial gravity asset management | 330.95K | 0.89% | $3.56M |
| Grandeur peak global advisors | 463.93K | 0.75% | $6.24M |
| Bares capital management | 1.43M | 0.74% | $15.32M |
| Synergy financial group | 33.81K | 0.46% | $552.88K |
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 |
| Lsv asset management | 6.53M | 0.21% | 1.18M |
| Verition fund management | 1.00M | 0.06% | 965.08K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dorsey asset management | - | - | -3.05M |
| T. rowe price investment management | 1.76M | 0.01% | -2.90M |
| Fuller & thaler asset management | - | - | -1.55M |
| Contour asset management | - | - | -1.51M |
| Greenoaks capital partners | - | - | -1.06M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Financial gravity companies | 380.84K | 1.00% | 380.84K | $5.12M |
| Norges bank | 364.00K | 0.00% | 364.00K | $5.95M |
| Edgestream partners | 176.32K | 0.07% | 176.32K | $2.37M |
| Divisadero street capital management, lp | 158.13K | 0.14% | 158.13K | $2.13M |
| Quantbot technologies lp | 84.52K | 0.03% | 84.52K | $1.14M |
Sold Out
| Holder | Change |
|---|---|
| Northwestern mutual wealth management | -1.00 |
| Elequin securities | -10.00 |
| Washington trust | -20.00 |
| Nelson, van denburg & campbell wealth management group | -25.00 |
| Stephens consulting | -30.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 275 | -6.46% | 117,802,148 | 0.18% | 89 | 1.18% | 147 | -1.34% | 82 | -4.65% |
| 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% |
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 |
| American Funds SMALLCAP World A | 3.99M | 3.03% | 88.16K |
| Vanguard Total Stock Mkt Idx Inv | 3.96M | 2.99% | -84.56K |
| Vanguard US Total Market Shares ETF | 3.92M | 2.89% | - |
| T. Rowe Price Integrated US SmCapGrEq | 3.10M | 2.36% | 88.10K |
| T. Rowe Price Integrated US Sm Gr Eq | 3.10M | 2.36% | - |
| Vanguard Small Cap Index | 3.03M | 2.29% | -21.13K |
| iShares Russell 2000 ETF | 2.94M | 2.21% | -55.86K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 29, 2025 | Bottoms Dave | GM, Marketplace | Sell | $25.27K |
| Aug 19, 2025 | Marie Olivier | Chief Accounting Officer | Sell | $23.41K |
| Aug 18, 2025 | Gessert Erica | Chief Financial Officer | Sell | $263.37K |
| Aug 18, 2025 | Bottoms Dave | GM, Marketplace | Sell | $28.50K |
| Aug 18, 2025 | Brown Hayden | President & CEO | Sell | $353.86K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 8 |
| 2025 Q2 | - | 26 |
| 2025 Q1 | - | 17 |
| 2024 Q4 | - | 20 |
| 2024 Q3 | - | 16 |
UPWK Ownership FAQ
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