UPWK Institutional Ownership
Upwork Inc.
1W: +3.7%
1M: +12.4%
3M: -4.8%
YTD: -54.3%
1Y: -43.3%
3Y: -16.9%
5Y: -84.6%
$9.07
-0.44 (-4.63%)
Weekly Expected Move ±5.6%
$8
$9
$9
$10
$11
Credit Risk of going bust: higher than 78% of companies Debt: 24.9% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the third-riskiest tenth, about 1 in 140 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.60 (down 93%), Upwork Inc. would be worth roughly what it owes.
Total debt $375.1M against a stock market value of $1.13B.
Distance to default 2.82 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $367.9M (short-term plus half of long-term), stock volatility 61.7%; Altman Z'' 3.34. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.60 (down 93%), Upwork Inc. would be worth roughly what it owes.
Total debt $375.1M against a stock market value of $1.13B.
Distance to default 2.82 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $367.9M (short-term plus half of long-term), stock volatility 61.7%; Altman Z'' 3.34. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — UPWK
349
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
$999M
Total Invested
59
New Positions
118
Increased
134
Reduced
48
Closed
1.78
Put/Call Ratio
Ownership Trends
Top Institutional Holders (393 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 19,259,723 | $175M | +403,601 | +2.1% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7,898,745 | $72M | +124,397 | +1.6% | 2Q | SEC ↗ |
| 3 | Ancient Art, L.P. | 7,228,530 | $66M | +1,268,621 | +21.3% | 30Q | SEC ↗ |
| 4 | LSV ASSET MANAGEMENT | 6,381,628 | $58M | -410,900 | -6.0% | 7Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 5,313,767 | $48M | -298,931 | -5.3% | 2Q | SEC ↗ |
| 6 | STATE STREET CORP | 5,195,259 | $47M | +69,917 | +1.4% | 31Q | SEC ↗ |
| 7 | Capital International Investors | 4,857,612 | $44M | +134,054 | +2.8% | 29Q | SEC ↗ |
| 8 | DIMENSIONAL FUND ADVISORS LP | 4,743,484 | $43M | +1,027,868 | +27.7% | 13Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 4,270,252 | $39M | +1,719,424 | +67.4% | 15Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 3,253,955 | $30M | +110,675 | +3.5% | 31Q | SEC ↗ |
| 11 | RICE HALL JAMES & ASSOCIATES, LLC | 2,776,805 | $25M | +1,468,638 | +112.3% | 2Q | SEC ↗ |
| 12 | MORGAN STANLEY | 2,463,966 | $22M | +1,278,271 | +107.8% | 31Q | SEC ↗ |
| 13 | Invenomic Capital Management LP | 2,406,922 | $22M | +492,421 | +25.7% | 4Q | SEC ↗ |
| 14 | UBS Group AG | 2,142,846 | $19M | +586,335 | +37.7% | 31Q | SEC ↗ |
| 15 | MILLENNIUM MANAGEMENT LLC | 1,853,448 | $17M | +818,027 | +79.0% | 28Q | SEC ↗ |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 1,681,020 | $15M | -359,300 | -17.6% | 28Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC | 1,655,618 | $15M | +1,424,134 | +615.2% | 31Q | SEC ↗ |
| 18 | JUPITER ASSET MANAGEMENT LTD | 1,578,957 | $14M | +150,657 | +10.5% | 6Q | SEC ↗ |
| 19 | TWO SIGMA INVESTMENTS, LP | 1,499,477 | $14M | +733,168 | +95.7% | 27Q | SEC ↗ |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 1,481,789 | $13M | +1,250,959 | +541.9% | 11Q | SEC ↗ |
| 21 | AMERICAN CENTURY COMPANIES INC | 1,307,824 | $12M | +1,951 | +0.1% | 8Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 1,270,108 | $12M | +27,526 | +2.2% | 31Q | SEC ↗ |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 1,119,357 | $10M | +21,676 | +2.0% | 5Q | SEC ↗ |
| 24 | AQR CAPITAL MANAGEMENT LLC | 1,083,475 | $10M | +926,910 | +592.0% | 12Q | SEC ↗ |
| 25 | ROYCE & ASSOCIATES LP NEW | 1,076,689 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 26 | OP Asset Management Ltd NEW | 980,461 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 27 | ACADIAN ASSET MANAGEMENT LLC | 947,962 | $9M | +888,937 | +1506.0% | 14Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 942,041 | $9M | -290,438 | -23.6% | 15Q | SEC ↗ |
| 29 | Sixth Street Partners Management Compa NEW | 942,041 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Pacer Advisors, Inc. | 870,291 | $8M | +143,511 | +19.7% | 6Q | SEC ↗ |
| 31 | VANGUARD FIDUCIARY TRUST CO | 835,671 | $8M | -61,211 | -6.8% | 2Q | SEC ↗ |
| 32 | Squarepoint Ops LLC | 737,234 | $7M | +470,448 | +176.3% | 5Q | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 736,397 | $7M | +11,121 | +1.5% | 31Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO | 726,095 | $7M | +315,268 | +76.7% | 31Q | SEC ↗ |
| 35 | VICTORY CAPITAL MANAGEMENT INC | 721,562 | $7M | +277,403 | +62.5% | 28Q | SEC ↗ |
| 36 | BANK OF AMERICA CORP /DE | 704,083 | $6M | -224,627 | -24.2% | 15Q | SEC ↗ |
| 37 | Fiera Capital Corp | 703,931 | $6M | -528,322 | -42.9% | 6Q | SEC ↗ |
| 38 | FMR LLC | 687,435 | $6M | -2,382,836 | -77.6% | 31Q | SEC ↗ |
| 39 | Man Group plc | 629,184 | $6M | +413,763 | +192.1% | 6Q | SEC ↗ |
| 40 | Public Sector Pension Investment Board | 591,572 | $5M | +38,199 | +6.9% | 3Q | SEC ↗ |
| 41 | AMERIPRISE FINANCIAL INC | 574,206 | $5M | +88,084 | +18.1% | 16Q | SEC ↗ |
| 42 | FRANKLIN RESOURCES INC | 564,530 | $5M | +190,994 | +51.1% | 16Q | SEC ↗ |
| 43 | BNP PARIBAS FINANCIAL MARKETS | 559,868 | $5M | +183,768 | +48.9% | 15Q | SEC ↗ |
| 44 | Hillsdale Investment Management Inc. | 541,900 | $5M | +39,400 | +7.8% | 12Q | SEC ↗ |
| 45 | Invesco Ltd. | 539,222 | $5M | -273,305 | -33.6% | 26Q | SEC ↗ |
| 46 | OneDigital Investment Advisors LLC | 496,544 | $5M | +241,453 | +94.7% | 14Q | SEC ↗ |
| 47 | Robeco Institutional Asset Management | 465,443 | $4M | +106,052 | +29.5% | 6Q | SEC ↗ |
| 48 | ALLIANCEBERNSTEIN L.P. | 462,346 | $4M | +38,090 | +9.0% | 30Q | SEC ↗ |
| 49 | KESTREL INVESTMENT MANAGEMENT CORP | 433,000 | $4M | — | +0.0% | 8Q | SEC ↗ |
| 50 | Financial Gravity Asset Management, In | 424,762 | $4M | +23,097 | +5.8% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ROYCE & ASSOCIATES LP | 1,076,689 | $10M |
| OP Asset Management Ltd | 980,461 | $9M |
| Sixth Street Partners Management Co | 942,041 | $9M |
| Point72 Asset Management, L.P. | 389,875 | $4M |
| Jump Financial, LLC | 352,600 | $3M |
| Sparta 24 Ltd. | 296,628 | $3M |
| FEDERATED HERMES, INC. | 286,072 | $3M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 258,172 | $2M |
| Avestar Capital, LLC | 208,154 | $2M |
| Baader Bank Aktiengesellschaft | 200,000 | $2M |
| SEGALL BRYANT & HAMILL, LLC | 192,880 | $2M |
| CAXTON ASSOCIATES LLP | 126,729 | $1M |
| Vident Advisory, LLC | 79,378 | $720K |
| Entropy Technologies, LP | 78,801 | $715K |
| Mitsubishi UFJ Trust & Banking Corp | 76,635 | $695K |
| ExodusPoint Capital Management, LP | 70,308 | $638K |
| Dauntless Investment Group, LLC | 67,680 | $614K |
| Tidal Investments LLC | 63,256 | $574K |
| IEQ CAPITAL, LLC | 61,078 | $554K |
| Jupiter Topco LLC | 59,070 | $536K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUMMIT PARTNERS PUBLIC ASSET MANAGE | 2,025,000 | $18M |
| Portolan Capital Management, LLC | 1,570,560 | $14M |
| BAILLIE GIFFORD & CO | 1,030,754 | $9M |
| WELLINGTON MANAGEMENT GROUP LLP | 871,228 | $8M |
| Bridgewater Associates, LP | 541,073 | $5M |
| Clearbridge Investments, LLC | 387,912 | $4M |
| WINTON GROUP Ltd | 318,267 | $3M |
| KING LUTHER CAPITAL MANAGEMENT CORP | 317,542 | $3M |
| DANSKE BANK A/S | 301,573 | $3M |
| GLOBEFLEX CAPITAL L P | 269,640 | $2M |
| NATIXIS | 258,400 | $2M |
| HUSSMAN STRATEGIC ADVISORS, INC. | 210,000 | $2M |
| ARDSLEY ADVISORY PARTNERS LP | 190,000 | $2M |
| BURNEY CO | 168,627 | $2M |
| Elo Mutual Pension Insurance Co | 155,811 | $1M |
| PICTON MAHONEY ASSET MANAGEMENT | 141,771 | $1M |
| SCHRODER INVESTMENT MANAGEMENT GROU | 122,948 | $1M |
| G2 Investment Partners Management L | 120,000 | $1M |
| GROUP ONE TRADING LLC | 117,168 | $1M |
| Polar Asset Management Partners Inc | 114,741 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +1,719,424 | +67.4% | 4,270,252 |
| RICE HALL JAMES & ASSOCIATES, LLC | +1,468,638 | +112.3% | 2,776,805 |
| CITADEL ADVISORS LLC | +1,424,134 | +615.2% | 1,655,618 |
| MORGAN STANLEY | +1,278,271 | +107.8% | 2,463,966 |
| Ancient Art, L.P. | +1,268,621 | +21.3% | 7,228,530 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +1,250,959 | +541.9% | 1,481,789 |
| DIMENSIONAL FUND ADVISORS LP | +1,027,868 | +27.7% | 4,743,484 |
| AQR CAPITAL MANAGEMENT LLC | +926,910 | +592.0% | 1,083,475 |
| ACADIAN ASSET MANAGEMENT LLC | +888,937 | +1506.0% | 947,962 |
| MILLENNIUM MANAGEMENT LLC | +818,027 | +79.0% | 1,853,448 |
| TWO SIGMA INVESTMENTS, LP | +733,168 | +95.7% | 1,499,477 |
| UBS Group AG | +586,335 | +37.7% | 2,142,846 |
| Invenomic Capital Management LP | +492,421 | +25.7% | 2,406,922 |
| Squarepoint Ops LLC | +470,448 | +176.3% | 737,234 |
| Man Group plc | +413,763 | +192.1% | 629,184 |
| BlackRock, Inc. | +403,601 | +2.1% | 19,259,723 |
| JPMORGAN CHASE & CO | +315,268 | +76.7% | 726,095 |
| VICTORY CAPITAL MANAGEMENT INC | +277,403 | +62.5% | 721,562 |
| OneDigital Investment Advisors LLC | +241,453 | +94.7% | 496,544 |
| SG Americas Securities, LLC | +200,700 | +582.3% | 235,168 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD | -17,196,610 | -98.6% | 238,853 |
| Boston Partners | -2,925,054 | -92.7% | 228,883 |
| FMR LLC | -2,382,836 | -77.6% | 687,435 |
| DEUTSCHE BANK AG | -1,550,303 | -91.6% | 142,419 |
| Fiera Capital Corp | -528,322 | -42.9% | 703,931 |
| XTX Topco Ltd | -419,606 | -74.3% | 144,890 |
| LSV ASSET MANAGEMENT | -410,900 | -6.0% | 6,381,628 |
| JANUS HENDERSON GROUP PLC | -389,330 | -86.8% | 59,070 |
| RENAISSANCE TECHNOLOGIES LLC | -359,300 | -17.6% | 1,681,020 |
| FIRST TRUST ADVISORS LP | -352,573 | -96.8% | 11,771 |
| SkyView Investment Advisors, LLC | -308,205 | -79.2% | 81,000 |
| VANGUARD CAPITAL MANAGEMENT LLC | -298,931 | -5.3% | 5,313,767 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -290,438 | -23.6% | 942,041 |
| Invesco Ltd. | -273,305 | -33.6% | 539,222 |
| PEAK6 LLC | -265,437 | -77.5% | 77,231 |
| BANK OF AMERICA CORP /DE | -224,627 | -24.2% | 704,083 |
| Sanctuary Advisors, LLC | -137,676 | -92.6% | 10,988 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | -86,914 | -51.8% | 80,752 |
| TEACHERS RETIREMENT SYSTEM OF THE S | -85,079 | -72.4% | 32,500 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | -73,104 | -61.6% | 45,496 |