Upwork Inc (UPWK) Ownership

13.39 ↑0.30 (2.29%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

T. Rowe Price Associates, Inc. is the biggest individual institutional holder of Upwork Inc (UPWK), owning a total of 15.5 million shares. Combined, the top 47 institutional holders of UPWK own 111.52% of the company with a total of 150.2 million shares.

In the latest ownership report on December 31st 2024, the top 47 institutional holders increased their combined ownership of UPWK by 11.1 million shares. 16 institutions bought 16,571,511 total additional shares and increased their ownership by an average of 2,125.85%. However 6 institutions sold 5,466,759 total shares and decreased their ownership by an average of 19.15%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Upwork increased by a net total of 11,104,752 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
T. Rowe Price Associates, Inc.11.442%51.811%15,498,6885,289,4932024-12-31
Vanguard Group Inc11.347%-5.693%15,370,419-927,8422024-12-31
BlackRock Inc7.426%-0.884%10,059,167-89,7312024-12-31
Ancient Art, L.P.3.633%-32.953%4,921,007-2,418,6772024-12-31
T. Rowe Price Investment Management,Inc.2.438%86.722%3,303,0351,534,0782024-12-31
State Street Corp2.251%1.333%3,049,29840,1052024-12-31
Dorsey Asset Management, LLC2.248%15.035%3,045,142397,9972024-12-31
Capital Research & Mgmt Co - Division 32.145%-12.817%2,906,124-427,2502024-12-31
Geode Capital Management, LLC2.126%0.242%2,879,1436,9572024-12-31
Baillie Gifford & Co Limited.2.066%-14.981%2,799,071-493,2342024-12-31
Two Sigma Investments LLC1.799%49.238%2,436,680803,9292024-12-31
FMR Inc1.721%31,988.500%2,330,9072,323,6432024-12-31
Nuveen Asset Management, LLC1.685%15.752%2,283,040310,6782024-12-31
Renaissance Technologies Corp1.510%70.143%2,045,115843,1152024-12-31
Dimensional Fund Advisors, Inc.1.441%9.032%1,951,630161,6612024-12-31
Amvescap Plc.1.291%1,673.970%1,748,3201,649,7662024-12-31
Contour Asset Management LLC1.112%0.000%1,506,6101,506,6102024-12-31
Two Sigma Advisers, LLC1.099%40.107%1,488,500426,1002024-12-31
Invenomic Capital Management, LP0.904%-47.546%1,224,587-1,110,0252024-12-31
Northern Trust Corp0.882%5.362%1,194,22360,7792024-12-31
LSV Asset Management0.851%0.000%1,152,1621,152,1622024-12-31
Charles Schwab Investment Management Inc0.794%6.371%1,075,94664,4382024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
T. Rowe Price Associates, Inc.11.442%51.811%15,498,6885,289,4932024-12-31
Vanguard Group Inc11.347%-5.693%15,370,419-927,8422024-12-31
BlackRock Inc7.426%-0.884%10,059,167-89,7312024-12-31
Jackson Square Partners, LLC5.345%-5.787%7,080,973-434,9702022-09-30
Bank of America Corp4.095%1,190.460%5,573,0625,141,1972023-06-30
Hawk Ridge Management LLC4.064%31.249%5,481,1491,305,0002023-03-31
Ancient Art, L.P.3.633%-32.953%4,921,007-2,418,6772024-12-31
Engine Capital Management LP3.648%0.000%4,875,6194,875,6192024-09-30
Financial Gravity Wealth, Inc.2.937%0.000%3,893,55602023-12-31
Divisadero Street Capital Management, LP2.488%32.922%3,320,912822,5182024-06-30
T. Rowe Price Investment Management,Inc.2.438%86.722%3,303,0351,534,0782024-12-31
State Street Corp2.251%1.333%3,049,29840,1052024-12-31
Dorsey Asset Management, LLC2.248%15.035%3,045,142397,9972024-12-31
State Street Corporation2.257%2.462%2,978,76271,5622024-03-31
Morgan Stanley - Brokerage Accounts2.193%18.811%2,927,536463,5022024-06-30
Capital Research & Mgmt Co - Division 32.145%-12.817%2,906,124-427,2502024-12-31
Geode Capital Management, LLC2.126%0.242%2,879,1436,9572024-12-31
Baillie Gifford & Co Limited.2.066%-14.981%2,799,071-493,2342024-12-31
Citadel Advisors Llc1.969%14.639%2,621,346334,7282023-09-30
D. E. Shaw & Co LP1.851%-8.969%2,519,142-248,2142023-06-30
Goldman Sachs Group Inc1.850%-45.797%2,441,572-2,062,8822024-03-31
Two Sigma Investments LLC1.799%49.238%2,436,680803,9292024-12-31
FMR Inc1.721%31,988.500%2,330,9072,323,6432024-12-31
HHG PLC1.744%-49.684%2,327,477-2,298,2592022-12-31
Nuveen Asset Management, LLC1.685%15.752%2,283,040310,6782024-12-31
Lord, Abbett & Co LLC1.642%45.561%2,176,598681,2792023-12-31
Allianz Asset Management AG1.560%0.000%2,083,1522,083,1522024-06-30
Renaissance Technologies Corp1.510%70.143%2,045,115843,1152024-12-31
Dimensional Fund Advisors, Inc.1.441%9.032%1,951,630161,6612024-12-31
ATOMVEST Ltd1.370%0.000%1,831,51602024-09-30
Amvescap Plc.1.291%1,673.970%1,748,3201,649,7662024-12-31
Federated Hermes Inc1.208%-14.883%1,611,696-281,8042022-12-31
Fuller & Thaler Asset Management Inc1.175%35.743%1,551,375408,5002024-03-31
Macquarie Group Ltd1.122%2.504%1,513,30136,9652023-03-31
Contour Asset Management LLC1.112%0.000%1,506,6101,506,6102024-12-31
Two Sigma Advisers, LLC1.099%40.107%1,488,500426,1002024-12-31
Bares Capital Management Inc1.067%33.178%1,425,000355,0002024-06-30
Mak Capital One LLC1.004%0.000%1,366,9291,366,9292023-09-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.979%98.133%1,326,148656,8272024-09-30
Deutsche Bank AG0.940%-11.642%1,279,356-168,5722023-06-30
GREENOAKS CAPITAL PARTNERS LLC0.964%-33.098%1,277,934-632,2242023-12-31
Invenomic Capital Management, LP0.904%-47.546%1,224,587-1,110,0252024-12-31
SEI Investments Co0.927%-3.811%1,216,953-48,2112022-09-30
Millennium Management LLC0.914%-2.510%1,206,181-31,0482024-06-30
Northern Trust Corp0.882%5.362%1,194,22360,7792024-12-31
LSV Asset Management0.851%0.000%1,152,1621,152,1622024-12-31
Charles Schwab Investment Management Inc0.794%6.371%1,075,94664,4382024-12-31

Mutual Fund Ownership

T. Rowe Price US All-Cap Opp Eq SMA is the biggest individual fund holder of Upwork Inc (UPWK), owning a total of 8.6 million shares. Combined, the top 50 mutual fund holders of UPWK own 70.71% of the company with a total of 95.4 million shares.

In the latest ownership report on February 28th 2025, the top 50 fund holders increased their combined ownership of UPWK by 629 thousand shares. 3 funds bought 8,789 total additional shares and increased their ownership by an average of 0.10%. However 4 funds sold 637,534 total shares and decreased their ownership by an average of 2.22%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Upwork decreased by a net total of -628,745 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
T. Rowe Price All-Cap Opportunities Fund5.914%-6.790%8,011,211-583,5622025-02-28
Vanguard Total Stock Mkt Idx Inv2.949%0.085%3,995,1673,4092025-02-28
Vanguard Small Cap Index2.393%0.082%3,242,1562,6462025-02-28
iShares Russell 2000 ETF2.360%-1.162%3,197,229-37,5952025-02-28
Vanguard Institutional Extnd Mkt Idx Tr1.398%0.145%1,893,1932,7342025-02-28
Vanguard Small Cap Growth Index Inv1.343%-0.822%1,818,877-15,0672025-02-28
iShares Russell 2000 Growth ETF0.819%-0.118%1,109,677-1,3102025-02-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
T. Rowe Price US All-Cap Opp Eq SMA6.345%20.427%8,594,7731,457,8542024-12-31
T. Rowe Price US All-Cap Opp Eq Comp6.345%20.427%8,594,7731,457,8542024-12-31
T. Rowe Price All-Cap Opportunities Fund5.914%-6.790%8,011,211-583,5622025-02-28
T. Rowe Price Integrated US SmCapGrEq3.845%0.000%5,207,9345,207,9342024-12-31
Vanguard Total Stock Mkt Idx Inv2.949%0.085%3,995,1673,4092025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr2.688%2.448%3,657,88687,3972023-03-31
Vanguard Small Cap Index2.393%0.082%3,242,1562,6462025-02-28
iShares Russell 2000 ETF2.360%-1.162%3,197,229-37,5952025-02-28
T. Rowe Price Integrated US Sm Gr Eq2.159%12.335%2,925,167321,2002025-01-31
American Funds SMALLCAP World A2.145%-12.817%2,906,124-427,2502024-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.398%0.145%1,893,1932,7342025-02-28
T. Rowe Price Small-Cap Value1.383%-0.073%1,873,335-1,3602025-01-31
Vanguard Small Cap Growth Index Inv1.343%-0.822%1,818,877-15,0672025-02-28
Janus Inst Mid Cap Growth CF1.355%0.000%1,795,39702022-12-31
Janus Henderson Enterprise D1.355%0.000%1,795,39702022-12-31
Vanguard Strategic Equity Inv1.257%-14.281%1,702,887-283,7092024-12-31
Vanguard Extended Market Index Investor1.233%0.426%1,662,9897,0552023-08-31
Fidelity Small Cap Growth1.196%28.713%1,619,533361,2812024-12-31
Invenomic Institutional1.157%-6.202%1,567,054-103,6162024-10-31
Lord Abbett Developing Growth A0.978%0.000%1,296,27602024-02-29
Delaware Small Cap Core I0.947%1.111%1,263,22313,8742023-04-30
Fidelity Small Cap Index0.925%-1.073%1,253,214-13,5902024-12-31
Macquarie US Small Cap Core Equity0.936%3.576%1,249,34943,1352023-03-31
Baillie Gifford Global Discovery A Acc0.929%-0.182%1,239,491-2,2602024-09-30
Edinburgh Worldwide Ord0.881%0.000%1,193,66702024-12-31
Fidelity® Small Cap Index0.877%2.736%1,193,21431,7792023-10-31
iShares Russell 2000 Growth ETF0.819%-0.118%1,109,677-1,3102025-02-28
Federated Hermes Kaufmann Small Cap A0.824%-8.333%1,100,000-100,0002023-03-31
Federated Hermes Kaufmann Small Cap Grow0.824%-8.333%1,100,000-100,0002023-03-31
T. Rowe Price U.S. SC Value Eq Tr-Z0.810%98.612%1,097,263544,7972024-12-31
Jackson Square SMID-Cap Growth IS0.809%-42.841%1,062,623-796,4482022-10-31
Xtrackers S&P 500 Swap ETF 1C0.778%-9.956%1,048,996-115,9822023-07-31
Vanguard Explorer Inv0.772%-28.787%1,045,667-422,6932024-12-31
Jackson Square SMID Cap Growth CIT Fdrs0.784%-4.474%1,029,423-48,2112022-09-30
BBH Partner Fund Small Cap Equity0.738%-20.000%1,000,000-250,0002024-07-31
FullerThaler Behavioral Sm-Cp Gr R60.690%4.754%914,50041,5002024-04-30
FullerThaler Behavioral Small-Cap Growth0.675%28.131%895,015196,5002024-03-31
T. Rowe Price US Small-Cap Core Equity0.647%-0.300%863,675-2,6002023-03-31
T. Rowe Price Small-Cap Stock0.647%-0.300%863,675-2,6002023-03-31
CREF Stock R10.572%0.900%764,9736,8252024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.571%-7.053%763,035-57,9002024-12-31
Nuveen Quant Small Cap Equity R60.559%0.000%747,72002024-11-30
Fidelity Extended Market Index0.560%1.683%739,12912,2322024-08-31
Old Westbury Small & Mid Cap Strategies0.544%0.000%721,34102024-04-30
Fidelity® Extended Market Index0.498%2.440%677,18416,1312023-11-30
Baillie Gifford Sustainable Growth0.495%-9.046%666,956-66,3322023-07-31
Baillie Gifford Sustainable Growth B Acc0.494%-9.118%666,712-66,8872023-07-31
Vanguard Strategic Small-Cap Equity Inv0.442%0.000%595,594595,5942023-06-30
TIAA-CREF Quant Small-Cap Equity Instl0.428%0.000%588,02002024-01-31
Schwab US Small-Cap ETF™0.435%0.043%576,3112462024-06-29

Discussions

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mezzymez27/28/24 08:53pm

$UPWK i am trading for a better future!

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