Upwork Ownership | Who Owns Upwork?
Upwork Ownership Summary
Upwork is owned by 83.56% institutional investors, 5.02% insiders, and 11.43% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.44% of UPWK shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.45% of its assets in Upwork shares.
UPWK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Upwork | 83.56% | 5.02% | 11.43% |
| Sector | Industrials Stocks | 48.69% | 15.99% | 35.32% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 18.86M | 14.44% | $206.66M |
| Price t rowe associates inc /md/ | 17.44M | 13.35% | $191.09M |
| Vanguard group | 14.99M | 10.94% | $297.09M |
| Blackrock | 9.93M | 7.28% | $106.72M |
| Lsv asset management | 6.79M | 5.20% | $74.45M |
| Ancient art | 5.96M | 4.56% | $65.32M |
| State street | 5.13M | 3.92% | $56.17M |
| Capital investors | 4.72M | 3.62% | $51.77M |
| Dimensional fund advisors lp | 3.72M | 2.84% | $40.72M |
| Boston partners | 3.15M | 2.41% | $34.56M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ancient art | 5.96M | 14.24% | $65.32M |
| Circumference group | 300.00K | 7.37% | $3.29M |
| Kent lake pr | 500.00K | 4.69% | $9.29M |
| Kestrel investment management | 433.00K | 2.83% | $4.75M |
| Kent lake capital | 300.00K | 1.45% | $3.23M |
| Financial gravity companies | 380.84K | 1.00% | $5.12M |
| Invenomic capital management lp | 1.91M | 0.96% | $20.98M |
| Portolan capital management | 1.57M | 0.92% | $17.21M |
| Financial gravity asset management | 424.76K | 0.83% | $4.66M |
| Rice hall james & associates | 1.31M | 0.80% | $14.34M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 4.72M | 0.01% | 1.43M |
| Ancient art | 5.96M | 14.24% | 1.32M |
| Rice hall james & associates | 1.31M | 0.80% | 1.31M |
| Invenomic capital management lp | 1.91M | 0.96% | 1.18M |
| Jupiter asset management | 1.43M | 0.08% | 1.15M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dorsey asset management | - | - | -3.05M |
| Invesco | 812.53K | 0.00% | -2.77M |
| Summit partners public asset management | - | - | -2.02M |
| Price t rowe associates inc /md/ | 17.44M | 0.02% | -1.80M |
| Morgan stanley | 1.19M | 0.00% | -1.58M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Rice hall james & associates | 1.31M | 0.80% | 1.31M | $14.34M |
| Vanguard fiduciary trust | 896.88K | 0.00% | 896.88K | $9.83M |
| J. goldman & co lp | 769.75K | 0.36% | 769.75K | $14.29M |
| Kent lake pr | 500.00K | 4.69% | 500.00K | $9.29M |
| Financial gravity companies | 380.84K | 1.00% | 380.84K | $5.12M |
Sold Out
| Holder | Change |
|---|---|
| Elequin securities | -10.00 |
| Srs capital advisors | -16.00 |
| Washington trust | -20.00 |
| Cedar mountain advisors | -23.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 16 | -94.20% | 6,797,443 | -93.82% | 5 | 0.07% | 8 | -94.56% | 6 | -92.41% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 7.97M | 6.45% | 1.95K |
| T. Rowe Price US All-Cap Opp Eq SMA | 8.59M | 6.43% | 1.46M |
| T. Rowe Price US All-Cap Opp Eq Comp | 4.68M | 3.79% | 1.50M |
| American Funds SMALLCAP World A | 4.72M | 3.62% | 1.43M |
| T. Rowe Price All-Cap Opportunities Fund | 4.68M | 3.59% | 718.70K |
| Vanguard Total Stock Mkt Idx Inv | 3.94M | 3.19% | - |
| Vanguard US Total Market Shares ETF | 3.92M | 2.89% | - |
| T. Rowe Price Integrated US SmCapGrEq | 3.51M | 2.84% | - |
| US Small-Cap Growth II Equity Comp | 3.34M | 2.71% | -2.44M |
| T. Rowe Price Integrated US Sm Gr Eq | 3.51M | 2.69% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 18, 2026 | Gessert Erica | Chief Financial Officer | Sell | $74.73K |
| Jun 18, 2026 | Mekhalfa Sabrina | Chief Accounting Officer | Sell | $10.40K |
| Jun 18, 2026 | Brown Hayden | President & CEO | Sell | $191.28K |
| May 18, 2026 | Kappus Anthony Ray | GM & Chief Operating Officer | Sell | $16.50K |
| May 18, 2026 | Gessert Erica | Chief Financial Officer | Sell | $192.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 4 |
| 2026 Q1 | - | 10 |
| 2025 Q4 | - | 17 |
| 2025 Q3 | - | 16 |
| 2025 Q2 | - | 26 |
UPWK Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools