Upwork Ownership | Who Owns Upwork?
Upwork Ownership Summary
Upwork is owned by 24.32% institutional investors, 7.80% insiders, and 67.88% retail investors. Vanguard group is the largest institutional shareholder, holding 11.10% 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 | 24.32% | 7.80% | 67.88% |
| Sector | Industrials Stocks | 46.77% | 12.62% | 40.60% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 14.67M | 11.10% | $272.36M |
| Price t rowe associates inc /md/ | 13.34M | 10.09% | $247.68M |
| Blackrock funding, inc. /de | 11.54M | 8.73% | $214.39M |
| Blackrock | 9.93M | 7.28% | $106.72M |
| Lsv asset management | 6.51M | 4.93% | $120.95M |
| Morgan stanley | 4.77M | 3.61% | $88.56M |
| Ancient art | 4.27M | 3.23% | $79.27M |
| Goldman sachs group | 3.62M | 2.74% | $67.27M |
| Geode capital management | 3.09M | 2.33% | $57.30M |
| Invesco | 3.01M | 2.28% | $55.88M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ancient art | 4.27M | 19.05% | $79.27M |
| Circumference group | 375.00K | 7.78% | $6.96M |
| Kestrel investment management | 451.00K | 4.72% | $8.38M |
| Kent lake pr | 500.00K | 4.69% | $9.29M |
| Kent lake capital | 300.00K | 1.45% | $3.23M |
| Financial gravity asset management | 391.31K | 1.44% | $7.27M |
| Grandeur peak global advisors | 503.66K | 1.25% | $9.35M |
| Invenomic capital management lp | 1.33M | 1.20% | $24.78M |
| Financial gravity companies | 380.84K | 1.00% | $5.12M |
| Globeflex capital l p | 269.64K | 0.77% | $5.01M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston partners | 2.32M | 0.04% | 2.06M |
| Blackrock funding, inc. /de | 11.54M | 0.00% | 1.80M |
| Invenomic capital management lp | 1.33M | 1.20% | 1.33M |
| Allianz asset management gmbh | 1.86M | 0.04% | 900.52K |
| Balyasny asset management | 889.52K | 0.02% | 889.52K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dorsey asset management | - | - | -3.05M |
| T. rowe price investment management | 726.00 | - | -1.76M |
| Capital investors | 2.39M | 0.01% | -1.60M |
| Fuller & thaler asset management | - | - | -1.55M |
| Contour asset management | - | - | -1.51M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| J. goldman & co lp | 769.75K | 0.36% | 769.75K | $14.29M |
| Wellington management group llp | 639.01K | 0.00% | 639.01K | $11.87M |
| Kent lake pr | 500.00K | 4.69% | 500.00K | $9.29M |
| Polar asset management partners | 481.77K | 0.10% | 481.77K | $8.95M |
| Financial gravity asset management | 391.31K | 1.44% | 391.31K | $7.27M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
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 | 4.68M | 3.53% | -1.66M |
| 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 | 2.34% | - |
| Vanguard Small Cap Index | 3.03M | 2.29% | -21.13K |
| iShares Russell 2000 ETF | 3.00M | 2.26% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 26, 2025 | Brown Hayden | President & CEO | Sell | $1.94M |
| Nov 26, 2025 | Brown Hayden | President & CEO | Sell | $3.40M |
| Nov 25, 2025 | Brown Hayden | President & CEO | Sell | $1.48M |
| Nov 21, 2025 | Brown Hayden | President & CEO | Sell | $1.09M |
| Nov 21, 2025 | Steele Gary | - | Sell | $218.85K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 13 |
| 2025 Q3 | - | 16 |
| 2025 Q2 | - | 26 |
| 2025 Q1 | - | 17 |
| 2024 Q4 | - | 20 |
UPWK Ownership FAQ
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