302 hedge funds and large institutions have $2.68B invested in Upwork in 2025 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 116 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

10% more funds holding

Funds holding: 274302 (+28)

0% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $40.9M

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
302
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.9M
Puts
$40.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
201
Canada Pension Plan Investment Board
Ontario, Canada
$254K
CM
202
Caption Management
Oklahoma
$250K
OAM
203
Oppenheimer Asset Management
New York
$249K
EI
204
Ethic Inc
New York
$244K
NAMI
205
Nomura Asset Management International
Pennsylvania
$235K
SSA
206
Schonfeld Strategic Advisors
New York
$234K
LIP
207
Lighthouse Investment Partners
Florida
$227K
AHL
208
Abel Hall LLC
Louisiana
$210K
MWM
209
Maridea Wealth Management
New York
$207K
SCA
210
Snowden Capital Advisors
New York
$205K
AIP
211
Ameritas Investment Partners
Nebraska
$204K
M1FG
212
Mach-1 Financial Group
Arkansas
$202K
SWM
213
SeaCrest Wealth Management
New York
$201K
Vontobel Holding
214
Vontobel Holding
Switzerland
$201K
Pacer Advisors
215
Pacer Advisors
Pennsylvania
$201K
SA
216
Sanctuary Advisors
Indiana
$200K
William Blair & Company
217
William Blair & Company
Illinois
$199K
NS
218
NBC Securities
Alabama
$183K
LSA
219
Leonteq Securities AG
Switzerland
$179K
EWA
220
EverSource Wealth Advisors
Alabama
$159K
Osaic Holdings
221
Osaic Holdings
Arizona
$145K
TRCT
222
Tower Research Capital (TRC)
New York
$128K
PFBT
223
Parkside Financial Bank & Trust
Missouri
$112K
QT
224
Quantbot Technologies
New York
$94.6K
CA
225
Clearstead Advisors
Ohio
$91K