UPWORK, INC (UPWK) — Institutional Holders, Q2 2026 (page 3)
312 institutional investment managers reported a UPWK position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UPWK 13F holders ranked 201–300 of 312
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Focus Partners Wealth#201 · 18,817 sh | 18,817 | $157.3K | <0.01% | -18.7% |
| 202 | RAYMOND JAMES FINANCIAL#202 · 18,702 sh | 18,702 | $156.3K | 0.00% | -44.1% |
| 203 | Maryland State Retirement & Pension System#203 · 18,050 sh | 18,050 | $150.9K | <0.01% | -5.3% |
| 204 | Cornerstone Investment Partners#204 · 17,905 sh | 17,905 | $149.7K | <0.01% | -4.6% |
| 205 | ProShare Advisors#205 · 17,220 sh | 17,220 | $144.0K | <0.01% | -10.4% |
| 206 | Balboa Wealth Partners#206 · 16,719 sh | 16,719 | $139.8K | — | -0.1% |
| 207 | AXQ CAPITAL#207 · 16,204 sh | 16,204 | $135.5K | 0.01% | -26.9% |
| 208 | Financial Gravity Companies, (FGCO)#208 · 16,184 sh | 16,184 | $135.3K | 0.02% | — |
| 209 | Bayesian Capital Management#209 · 15,900 sh | 15,900 | $132.9K | 0.09% | +26.2% |
| 210 | Sterling Capital Management#210 · 15,446 sh | 15,446 | $129.1K | — | +7.5% |
| 211 | MINDSET WEALTH MANAGEMENT#211 · 15,356 sh | 15,356 | $128.4K | — | +12.9% |
| 212 | Maridea Wealth Management#212 · 14,460 sh | 14,460 | $120.9K | 0.01% | +24.4% |
| 213 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#213 · 14,148 sh | 14,148 | $118.3K | — | -5.4% |
| 214 | Bridgefront Capital#214 · 13,855 sh | 13,855 | $115.8K | 0.03% | New |
| 215 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#215 · 13,354 sh | 13,354 | $112.0K | <0.01% | 0.0% |
| 216 | CHOREO#216 · 13,146 sh | 13,146 | $109.9K | <0.01% | New |
| 217 | SRS Capital Advisors#217 · 12,936 sh | 12,936 | $108.1K | <0.01% | New |
| 218 | TWO SIGMA SECURITIES#218 · 12,721 sh | 12,721 | $106.3K | <0.01% | -40.5% |
| 219 | FIRST ADVISORS#219 · 11,771 sh | 11,771 | $98.4K | <0.01% | -96.8% |
| 220 | BANK OF MONTREAL#220 · 11,665 sh | 11,665 | $97.5K | 0.00% | -6.5% |
| 221 | XPONANCE#221 · 11,657 sh | 11,657 | $97.5K | <0.01% | +2.7% |
| 222 | Walleye Capital#222 · 11,505 sh | 11,505 | $96.2K | <0.01% | +237.4% |
| 223 | Merit Financial Group#223 · 11,325 sh | 11,325 | $94.7K | <0.01% | New |
| 224 | EverSource Wealth Advisors#224 · 11,199 sh | 11,199 | $93.6K | <0.01% | +37.5% |
| 225 | Sanctuary Advisors#225 · 10,988 sh | 10,988 | $91.9K | <0.01% | -92.6% |
| 226 | Integrated Wealth Concepts#226 · 10,880 sh | 10,880 | $91.0K | <0.01% | New |
| 227 | SIMPLEX TRADING#227 · 10,852 sh | 10,852 | $90.7K | <0.01% | New |
| 228 | Tower Research Capital (TRC)#228 · 10,819 sh | 10,819 | $90.4K | <0.01% | +3.5% |
| 229 | Summit Global Investments#229 · 10,662 sh | 10,662 | $89.0K | <0.01% | New |
| 230 | Ameritas Investment Partners#230 · 10,282 sh | 10,282 | $86.0K | <0.01% | 0.0% |
| 231 | WealthPlan Investment Management#231 · 10,103 sh | 10,103 | $84.5K | — | New |
| 232 | CAPTRUST FINANCIAL ADVISORS#232 · 10,035 sh | 10,035 | $83.9K | <0.01% | New |
| 233 | Leo H. Evart#233 · 8,164 sh | 8,164 | $68.3K | 0.05% | -0.1% |
| 234 | Walleye Trading#234 · 7,231 sh | 7,231 | $60.5K | <0.01% | -25.6% |
| 235 | PNC FINANCIAL SERVICES GROUP#235 · 6,965 sh | 6,965 | $58.2K | 0.00% | +78.5% |
| 236 | Aster Capital Management (DIFC) Ltd#236 · 6,388 sh | 6,388 | $53.4K | 0.01% | New |
| 237 | LRI Investments#237 · 5,797 sh | 5,797 | $48.5K | <0.01% | +93.6% |
| 238 | Vestcor#238 · 4,913 sh | 4,913 | $41.0K | <0.01% | 0.0% |
| 239 | GAMMA Investing#239 · 4,575 sh | 4,575 | $38.2K | — | +43.7% |
| 240 | KBC Group NV#240 · 4,424 sh | 4,424 | $37.0K | — | 0.0% |
| 241 | HSBC PLC#241 · 4,069 sh | 4,069 | $34.0K | 0.00% | New |
| 242 | IFP Advisors#242 · 4,011 sh | 4,011 | $33.5K | — | -6.6% |
| 243 | Covestor Ltd#243 · 3,806 sh | 3,806 | $32.0K | 0.02% | -22.5% |
| 244 | OSAIC#244 · 3,777 sh | 3,777 | $31.6K | 0.00% | -16.5% |
| 245 | SBI Securities , Ltd.#245 · 3,599 sh | 3,599 | $30.1K | — | -55.0% |
| 246 | CARY STREET PARTNERS INVESTMENT ADVISORY#246 · 3,167 sh | 3,167 | $26.5K | <0.01% | -13.6% |
| 247 | Pinnacle Wealth Planning Services#247 · 2,627 sh | 2,627 | $22.0K | — | -7.3% |
| 248 | JONES FINANCIAL COMPANIES LLLP#248 · 2,224 sh | 2,224 | $18.5K | 0.00% | -30.0% |
| 249 | HANTZ FINANCIAL SERVICES#249 · 1,937 sh | 1,937 | $16.0K | <0.01% | +50.3% |
| 250 | Nykredit A/S#250 · 1,848 sh | 1,848 | $15.4K | 0.00% | — |
| 251 | Allworth Financial#251 · 1,657 sh | 1,657 | $13.9K | <0.01% | +248.1% |
| 252 | Kilter Group#252 · 1,588 sh | 1,588 | $13.3K | <0.01% | +106.2% |
| 253 | NISA INVESTMENT ADVISORS#253 · 1,484 sh | 1,484 | $12.4K | — | -21.2% |
| 254 | Salomon & Ludwin#254 · 1,257 sh | 1,257 | $11.3K | <0.01% | +404.8% |
| 255 | Truvestments Capital#255 · 1,348 sh | 1,348 | $11.3K | <0.01% | -29.2% |
| 256 | Private Wealth Asset Management#256 · 1,200 sh | 1,200 | $10.0K | <0.01% | New |
| 257 | Bell Investment Advisors#257 · 1,180 sh | 1,180 | $9.9K | <0.01% | -6.6% |
| 258 | SIGNATUREFD#258 · 1,057 sh | 1,057 | $8.8K | — | +51.2% |
| 259 | Farther Finance Advisors#259 · 1,012 sh | 1,012 | $8.4K | — | +5.3% |
| 260 | True Wealth Design#260 · 889 sh | 889 | $7.4K | — | +553.7% |
| 261 | BESSEMER GROUP#261 · 697 sh | 697 | $6.0K | 0.00% | -9.5% |
| 262 | UMB Bank, n.a.#262 · 690 sh | 690 | $5.8K | <0.01% | +176.0% |
| 263 | Larson Financial Group#263 · 621 sh | 621 | $5.2K | <0.01% | +210.5% |
| 264 | Optiver Holding B.V.#264 · 593 sh | 593 | $5.0K | 0.00% | New |
| 265 | ROTHSCHILD INVESTMENT#265 · 517 sh | 517 | $4.3K | <0.01% | +217.2% |
| 266 | Fulcrum Asset Management LLP#266 · 510 sh | 510 | $4.2K | <0.01% | New |
| 267 | Triumph Capital Management#267 · 500 sh | 500 | $4.2K | — | 0.0% |
| 268 | LOS ANGELES CAPITAL MANAGEMENT#268 · 481 sh | 481 | $4.0K | 0.00% | -5.9% |
| 269 | Versant Capital Management#269 · 470 sh | 470 | $3.9K | — | -57.0% |
| 270 | Parallel Advisors#270 · 451 sh | 451 | $3.8K | <0.01% | -77.1% |
| 271 | Smartleaf Asset Management#271 · 393 sh | 393 | $3.3K | <0.01% | 0.0% |
| 272 | Quarry#272 · 345 sh | 345 | $2.9K | <0.01% | New |
| 273 | Sachetta#273 · 303 sh | 303 | $2.5K | <0.01% | New |
| 274 | Federation des caisses Desjardins du Quebec#274 · 300 sh | 300 | $2.5K | 0.00% | -12.3% |
| 275 | Steward Partners Investment Advisory#275 · 295 sh | 295 | $2.5K | 0.00% | 0.0% |
| 276 | Essential Partners#276 · 288 sh | 288 | $2.4K | — | -71.0% |
| 277 | Rockefeller Capital Management L.P.#277 · 265 sh | 265 | $2.2K | 0.00% | 0.0% |
| 278 | SJS Investment Consulting#278 · 250 sh | 250 | $2.1K | — | +1983.3% |
| 279 | Keating Financial Advisory Services#279 · 235 sh | 235 | $2.0K | <0.01% | New |
| 280 | Ameritas Advisory Services#280 · 218 sh | 218 | $1.8K | 0.00% | New |
| 281 | Global Retirement Partners#281 · 214 sh | 214 | $1.8K | 0.00% | — |
| 282 | HUNTINGTON NATIONAL BANK#282 · 200 sh | 200 | $1.7K | 0.00% | 0.0% |
| 283 | Ares Financial Consulting#283 · 181 sh | 181 | $1.5K | — | 0.0% |
| 284 | WHITTIER OF NEVADA#284 · 156 sh | 156 | $1.4K | 0.00% | 0.0% |
| 285 | MassMutual Private Wealth & , FSB#285 · 149 sh | 149 | $1.2K | — | -29.0% |
| 286 | Private Wealth Management Group#286 · 149 sh | 149 | $1.2K | — | 0.0% |
| 287 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#287 · 131 sh | 131 | $1.2K | <0.01% | -93.9% |
| 288 | EASTERN BANK#288 · 100 sh | 100 | $836.00 | — | 0.0% |
| 289 | Cassaday & Wealth Management#289 · 100 sh | 100 | $836.00 | — | 0.0% |
| 290 | Wilmington Savings Fund Society, FSB#290 · 100 sh | 100 | $836.00 | — | 0.0% |
| 291 | Medallion Wealth Advisors#291 · 99 sh | 99 | $828.00 | <0.01% | 0.0% |
| 292 | Continuum Advisory#292 · 93 sh | 93 | $777.00 | <0.01% | New |
| 293 | Silver Grove Financial Group#293 · 85 sh | 85 | $711.00 | <0.01% | New |
| 294 | Cape Investment Advisory#294 · 76 sh | 76 | $635.00 | — | New |
| 295 | Cedar Mountain Advisors#295 · 74 sh | 74 | $619.00 | — | New |
| 296 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#296 · 68 sh | 68 | $568.00 | 0.00% | 0.0% |
| 297 | Leonteq Securities AG#297 · 64 sh | 64 | $535.00 | 0.00% | -99.7% |
| 298 | FARMERS & MERCHANTS INVESTMENTS#298 · 50 sh | 50 | $418.00 | — | 0.0% |
| 299 | Manchester Capital Management#299 · 45 sh | 45 | $377.00 | — | 0.0% |
| 300 | Park Place Capital#300 · 44 sh | 44 | $368.00 | <0.01% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.