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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
Grantham, Mayo, Van Otterloo & Co (GMO)
201
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$159K -$714K -45,326 -76%
SCM
202
Sterling Capital Management
North Carolina
$157K -$123K -7,815 -35%
Verition Fund Management
203
Verition Fund Management
Connecticut
$156K -$1.33M -84,766 -86%
MWM
204
Mindset Wealth Management
Indiana
$149K -$4.79K -304 -2%
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$146K
Teacher Retirement System of Texas
206
Teacher Retirement System of Texas
Texas
$144K -$768K -48,788 -79%
BCM
207
Bayesian Capital Management
New York
$138K +$198K +12,600 New
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$137K +$196K +12,478 New
MWM
209
Maridea Wealth Management
New York
$127K +$18.1K +1,152 +11%
X
210
Xponance
Pennsylvania
$124K +$179K +11,353 New
CM
211
Capula Management
Cayman Islands
$121K -$65.7K -4,172 -27%
GSC
212
Ground Swell Capital
South Carolina
$116K +$167K +10,618 New
TRCT
213
Tower Research Capital (TRC)
New York
$115K +$63.3K +4,018 +62%
AIP
214
Ameritas Investment Partners
Nebraska
$113K
SCA
215
Snowden Capital Advisors
New York
$111K -$2.6K -165 -2%
Walleye Trading
216
Walleye Trading
New York
$107K -$392K -24,909 -72%
EWA
217
EverSource Wealth Advisors
Alabama
$98.2K +$15.1K +956 +12%
LHEI
218
Leo H. Evart Inc
California
$89.6K +$129K +8,174 New
SS
219
SBI Securities
Japan
$87.6K +$66.2K +4,203 +111%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$87.4K -$196K -12,451 -61%
PFBT
221
Parkside Financial Bank & Trust
Missouri
$83.9K +$31.9K +2,028 +36%
C
222
Covestor
United Kingdom
$54K +$69.2K +4,395 +853%
VI
223
Vestcor Inc
New Brunswick, Canada
$54K +$77.4K +4,913 New
Osaic Holdings
224
Osaic Holdings
Arizona
$49.6K -$44.3K -2,815 -38%
KBC Group
225
KBC Group
Belgium
$48K