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292 hedge funds and large institutions have $1.48B invested in Upwork in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 90

0.21% more ownership

Funds ownership: 103.39%103.6% (+0.21%)

10% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 61

4% less funds holding

Funds holding: 305292 (-13)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less call options, than puts

Call options by funds: $15.9M | Put options by funds: $23.9M

45% less capital invested

Capital invested by funds: $2.68B → $1.48B (-$1.19B)

Holders
292
Holders Change
-13
Holders Change %
-4.26%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
55
Increased
115
Reduced
90
Closed
61
Calls
$15.9M
Puts
$23.9M
Net Calls
-$8.01M
Net Calls Change
-$8M
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
276
Pacific Center for Financial Services
California
$1.05K +$1.51K +96 New
BGAI
277
Bruce G. Allen Investments
Colorado
$789 +$220 +14 +24%
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$745
FMII
279
Farmers & Merchants Investments Inc
Nebraska
$548 +$787 +50 New
WA
280
WPG Advisers
Maryland
$504
MCM
281
Manchester Capital Management
Vermont
$494
PPC
282
Park Place Capital
Alabama
$482
RFP
283
Root Financial Partners
California
$449 +$646 +41 New
CA
284
CoreCap Advisors
Michigan
$384
HI
285
Harbour Investments
Wisconsin
$285 +$409 +26 New
TM
286
Torren Management
California
$241
NA
287
NewEdge Advisors
Louisiana
$164
SIC
288
SJS Investment Consulting
Ohio
$132 -$362 -23 -66%
AWM
289
Abound Wealth Management
Tennessee
$77
HFS
290
Hughes Financial Services
Virginia
$66 +$94 +6 New
DF
291
Dunhill Financial
United Kingdom
$25
GIA
292
GHP Investment Advisors
Colorado
$22 +$31 +2 New
SPPAM
293
Summit Partners Public Asset Management
Massachusetts
-$40.1M -2,025,000 Closed
Baillie Gifford & Co
294
Baillie Gifford & Co
United Kingdom
-$20.4M -1,030,754 Closed
JGC
295
J. Goldman & Co
New York
-$8.52M -541,259 Closed
BA
296
Bridgewater Associates
Connecticut
-$10.7M -541,073 Closed
DB
297
Danske Bank
Denmark
-$5.98M -301,573 Closed
GC
298
Globeflex Capital
California
-$5.34M -269,640 Closed
BC
299
Burney Company
Virginia
-$3.34M -168,627 Closed
Group One Trading
300
Group One Trading
Illinois
-$1.84M -117,168 Closed