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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
Corient Private Wealth
176
Corient Private Wealth
Florida
$263K -$1.45M -92,268 -79%
BIG
177
Brooklyn Investment Group
New York
$255K +$366K +23,247 New
Focus Partners Wealth
178
Focus Partners Wealth
Massachusetts
$254K -$45.3K -2,880 -11%
Canada Pension Plan Investment Board
179
Canada Pension Plan Investment Board
Ontario, Canada
$244K +$150K +9,500 +74%
SLAM
180
Swiss Life Asset Management
$244K +$118K +7,514 +51%
AC
181
AXQ Capital
New Jersey
$243K +$349K +22,174 New
TSS
182
Two Sigma Securities
New York
$234K +$336K +21,365 New
Pictet Asset Management
183
Pictet Asset Management
Switzerland
$226K
BCI
184
Brinker Capital Investments
Pennsylvania
$225K -$187K -11,869 -37%
ProShare Advisors
185
ProShare Advisors
Maryland
$211K -$75.4K -4,786 -20%
MSRPS
186
Maryland State Retirement & Pension System
Maryland
$209K
CIP
187
Cornerstone Investment Partners
Georgia
$206K +$67.8K +4,303 +30%
EPW
188
Evolve Private Wealth
California
$204K +$5.07K +322 +2%
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$203K +$28.8K +1,826 +11%
VF
190
Virtu Financial
New York
$202K +$290K +18,418 New
HT
191
Headlands Technologies
Illinois
$200K +$287K +18,205 New
DTL
192
Dynamic Technology Lab
Singapore
$191K +$274K +17,405 New
BWP
193
Balboa Wealth Partners
Arizona
$183K +$264K +16,739 New
Balyasny Asset Management
194
Balyasny Asset Management
Illinois
$183K +$263K +16,730 New
Truist Financial
195
Truist Financial
North Carolina
$178K +$256K +16,233 New
CIAM
196
Caitong International Asset Management
Hong Kong
$171K +$245K +15,583 +222,614%
William Blair & Company
197
William Blair & Company
Illinois
$165K +$78.7K +4,995 +50%
HighTower Advisors
198
HighTower Advisors
Illinois
$164K +$236K +15,004 New
MOACM
199
Mutual of America Capital Management
New York
$164K +$299 +19 +0.1%
Russell Investments Group
200
Russell Investments Group
United Kingdom
$159K -$2.31K -147 -1%