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277 hedge funds and large institutions have $1.53B invested in Upwork in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 46

9% more funds holding

Funds holding: 253277 (+24)

4.21% more ownership

Funds ownership: 82.32%86.53% (+4.2%)

9% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 86

15% less capital invested

Capital invested by funds: $1.8B → $1.53B (-$269M)

35% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $22.8M

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
277
Holders Change
+24
Holders Change %
+9.49%
% of All Funds
3.71%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
72
Increased
78
Reduced
86
Closed
46
Calls
$14.8M
Puts
$22.8M
Net Calls
-$7.95M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$10.6M +$10M +658,358 +433%
Pacer Advisors
27
Pacer Advisors
Pennsylvania
$10.5M +$12.3M +805,603 New
Millennium Management
28
Millennium Management
New York
$10.3M +$9.44M +619,459 +364%
Voloridge Investment Management
29
Voloridge Investment Management
Florida
$9.65M -$2.39M -156,865 -18%
PCM
30
Portolan Capital Management
Massachusetts
$8.41M +$9.82M +644,548 New
Bank of America
31
Bank of America
North Carolina
$7.48M +$7.68M +503,931 +729%
CSS
32
Cubist Systematic Strategies
Connecticut
$7.08M +$7.73M +507,715 +1,448%
CG
33
Circumference Group
Arkansas
$6.2M -$990K -65,000 -12%
KIM
34
Kestrel Investment Management
California
$6.16M
ICM
35
Invenomic Capital Management
Massachusetts
$6.06M -$11.6M -760,023 -62%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$5.66M
Lazard Asset Management
37
Lazard Asset Management
New York
$5.46M +$4.63M +303,734 +265%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$5.38M -$13.8K -904 -0.2%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$5.23M +$1.09M +71,639 +22%
PM
40
Plustick Management
Virginia
$5.22M
UBS Group
41
UBS Group
Switzerland
$5.19M -$1.15M -75,515 -16%
SIA
42
SkyView Investment Advisors
New Jersey
$5.04M +$271K +17,763 +5%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$5M +$5.83M +383,023 New
AllianceBernstein
44
AllianceBernstein
Tennessee
$4.94M -$57K -3,740 -1%
GPGA
45
Grandeur Peak Global Advisors
Utah
$4.76M +$2.15M +140,933 +63%
HIM
46
Hillsdale Investment Management
Ontario, Canada
$4.72M +$177K +11,600 +3%
FGAM
47
Financial Gravity Asset Management
Texas
$4.61M +$5.39M +353,546 New
UBS AM
48
UBS AM
Illinois
$4.42M +$478K +31,378 +10%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$3.89M +$4M +262,840 +748%
PCM
50
Penserra Capital Management
California
$3.74M -$343K -22,484 -7%

UPWK Hedge Fund Activity: Q1 2025 in Review

277 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Upwork (UPWK) for Q1 2025, worth a combined $1.53B — down 15% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new UPWK positions and 46 closed out — a net gain of 26 holders — while 78 added to existing stakes and 86 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $64M. The largest seller was Dorsey Asset Management, exiting entirely with an estimated $49.8M sold.

  • 277 institutional investors held Upwork (UPWK) as of Q1 2025, up from 253 in Q4 2024.
  • Funds reported $1.53B of Upwork stock for Q1 2025, down 15% quarter-over-quarter.
  • 72 funds opened new Upwork positions in Q1 2025 and 46 closed out, a net change of +26 holders.
  • The largest Upwork buyer in Q1 2025 was LSV Asset Management, an estimated $64M added.
  • The largest Upwork seller in Q1 2025 was Dorsey Asset Management, an estimated $49.8M sold.

Based on aggregated 13F filings for Q1 2025.