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UPWK Smart Money

Upwork Inc.
1W: +11.6% 1M: +16.7% 3M: -3.1% YTD: -52.1% 1Y: -41.0% 3Y: -14.0% 5Y: -83.4%
$9.07
-0.44 (-4.63%)
After Hours: $9.09 (+0.02, +0.22%)
Weekly Expected Move ±5.6%
$8 $9 $9 $10 $11
NASDAQ · Industrials · Staffing & Employment Services · Tech Score Buy · Power 71 · $1.2B mcap · 111M float · 2.83% daily turnover · Short 60% of daily vol
Credit Risk of going bust: higher than 77% of companies Debt: 24.0% 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 $0.61 (down 94%), Upwork Inc. would be worth roughly what it owes.
Total debt $375.1M against a stock market value of $1.19B.
Distance to default 2.87 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $367.9M (short-term plus half of long-term), stock volatility 61.6%; 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.

🏦 Institutional Activity

Latest: Q2 2026
349
Institutions Holding
-4 vs prior
84.1%
Ownership
-24.41%
59 New
118 Increased
134 Reduced
48 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-10-19 Kappus Anthony Ray officer: gm & chief operating officer S-Sale 559 $8.43 $5K Filing
2026-09-18 Gessert Erica officer: chief financial officer S-Sale 9,336 $8.45 $79K Filing
2026-09-18 Kappus Anthony Ray officer: gm & chief operating officer S-Sale 45,732 $8.45 $386K Filing
2026-09-18 Mekhalfa Sabrina officer: chief accounting officer S-Sale 1,299 $8.45 $11K Filing
2026-08-18 Gessert Erica officer: chief financial officer S-Sale 22,844 $8.43 $192K Filing
2026-08-18 Kappus Anthony Ray officer: gm & chief operating officer S-Sale 1,964 $8.43 $17K Filing
2026-08-18 Brown Hayden officer: president & ceo S-Sale 50,000 $8.43 $421K Filing
2026-08-18 Brown Hayden officer: president & ceo S-Sale 23,241 $8.43 $196K Filing
2026-07-18 Kappus Anthony Ray officer: gm & chief operating officer S-Sale 558 $9.06 $5K Filing
2026-06-18 Brown Hayden officer: president & ceo S-Sale 23,468 $8.15 $191K Filing
2026-06-18 Mekhalfa Sabrina officer: chief accounting officer S-Sale 1,276 $8.15 $10K Filing
2026-06-18 Gessert Erica officer: chief financial officer S-Sale 9,169 $8.15 $75K Filing
2026-06-04 HARVEY KEVIN director A-Grant/Award 20,880 $— $0 Filing
2026-06-04 LISSY DAVID H director A-Grant/Award 20,880 $— $0 Filing
2026-06-04 HARVEY KEVIN director A-Grant/Award 6,207 $— $0 Filing
2026-06-04 EVAN DANA L director A-Grant/Award 20,880 $— $0 Filing
2026-06-04 Steele Gary director A-Grant/Award 20,880 $— $0 Filing
2026-06-04 Steele Gary director A-Grant/Award 6,207 $— $0 Filing
2026-06-04 KELMAN GLENN director A-Grant/Award 20,880 $— $0 Filing
2026-06-04 KELMAN GLENN director A-Grant/Award 6,207 $— $0 Filing
2026-06-04 LAYTON THOMAS director A-Grant/Award 20,880 $— $0 Filing
2026-06-04 LAYTON THOMAS director A-Grant/Award 6,772 $— $0 Filing
2026-06-04 LAYTON THOMAS director A-Grant/Award 6,207 $— $0 Filing
2026-06-04 LISSY DAVID H director A-Grant/Award 45,146 $— $0 Filing
2026-06-04 BRAMLEY CLAIRE director A-Grant/Award 45,146 $— $0 Filing

🏛️ Congressional Trades

1 records
Date Politician Chamber Type Amount Filing
2023-04-10 Charles J. "Chuck" Fleischmann House Sell $1,001 - $15,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 19,259,723 $161M +403,601 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 7,898,745 $66M +124,397 2026-06-30 Filing
Ancient Art, L.P. 7,228,530 $60M +1,268,621 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 5,313,767 $44M -298,931 2026-06-30 Filing
STATE STREET CORP 5,195,259 $43M +69,917 2026-06-30 Filing
Capital International Investors 4,857,612 $41M +134,054 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 4,743,484 $40M +1,027,868 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 4,270,252 $36M +1,719,424 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 3,253,955 $27M +110,675 2026-06-30 Filing
RICE HALL JAMES & ASSOCIATES, LLC 2,776,805 $23M +1,468,638 2026-06-30 Filing
MORGAN STANLEY 2,463,966 $21M +1,278,271 2026-06-30 Filing
Invenomic Capital Management LP 2,406,922 $20M +492,421 2026-06-30 Filing
UBS Group AG 2,142,846 $18M +586,335 2026-06-30 Filing
MILLENNIUM MANAGEMENT LLC 1,853,448 $15M +818,027 2026-06-30 Filing
RENAISSANCE TECHNOLOGIES LLC 1,681,020 $14M -359,300 2026-06-30 Filing
CITADEL ADVISORS LLC 1,655,618 $14M +1,424,134 2026-06-30 Filing
JUPITER ASSET MANAGEMENT LTD 1,578,957 $13M +150,657 2026-06-30 Filing
TWO SIGMA INVESTMENTS, LP 1,499,477 $13M +733,168 2026-06-30 Filing
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1,481,789 $12M +1,250,959 2026-06-30 Filing
AMERICAN CENTURY COMPANIES INC 1,307,824 $11M +1,951 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms