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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
N
326
Numerai
California
-$273K -13,762 Closed
OAM
327
Oppenheimer Asset Management
New York
-$249K -12,579 Closed
EI
328
Ethic Inc
New York
-$244K -12,306 Closed
NAMI
329
Nomura Asset Management International
Pennsylvania
-$235K -11,874 Closed
LIP
330
Lighthouse Investment Partners
Florida
-$227K -11,435 Closed
AHL
331
Abel Hall LLC
Louisiana
-$210K -10,612 Closed
M1FG
332
Mach-1 Financial Group
Arkansas
-$202K -10,187 Closed
Vontobel Holding
333
Vontobel Holding
Switzerland
-$201K -10,151 Closed
SWM
334
SeaCrest Wealth Management
New York
-$201K -9,647 Closed
NS
335
NBC Securities
Alabama
-$183K -9,212 Closed
CA
336
Clearstead Advisors
Ohio
-$91K -4,590 Closed
SO
337
STRS Ohio
Ohio
-$49.5K -2,500 Closed
FMP
338
Financial Management Professionals
Texas
-$31.3K -1,580 Closed
SWM
339
Spire Wealth Management
Virginia
-$14.5K -734 Closed
T. Rowe Price Investment Management
340
T. Rowe Price Investment Management
Maryland
-$11K -537 Closed
CMBA
341
C.M. Bidwell & Associates
Hawaii
-$4.97K -251 Closed
CIA
342
Cape Investment Advisory
Georgia
-$1.55K -78 Closed
W
343
WealthCollab
Washington
-$1.05K -53 Closed
Toronto Dominion Bank
344
Toronto Dominion Bank
Ontario, Canada
-$991 -50 Closed
QL
345
Quarry LP
New York
-$813 -41 Closed
TPCW
346
TD Private Client Wealth
New York
-$654 -33 Closed
BFS
347
Bare Financial Services
Pennsylvania
-$535 -27 Closed
CMA
348
Cedar Mountain Advisors
Oregon
-$456 -23 Closed
AW
349
Ankerstar Wealth
Texas
-$436 -22 Closed
SS
350
Sunbelt Securities
Texas
-$416 -21 Closed