Upwork Inc.
DE ˙ DB ˙ US91688F1049
7,40 € ↑0,13 (1,82%)
2026-06-05
DEL PRIS
SecurityDE:UP2 / Upwork Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership364,344 shares
Latest Disclosed Value $ 3,993,210
First Trust Advisors Lp reports 5.92% increase in ownership of UP2 / Upwork Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 364,344 shares of Upwork Inc. (DE:UP2) valued at $3,362,895 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 343,978 shares of Upwork Inc.. This represents a change in shares of 5.92% during the quarter. The current value of the position is $2,694,688 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F UPWORK COM 91688F104 364,344 20,366 5.92 3,993 -41.43 0.0028
2026-02-13 2025-12-31 13F UPWORK COM 91688F104 343,978 160,085 87.05 6,818 99.68 0.0050
2025-11-12 2025-09-30 13F UPWORK COM 91688F104 183,893 -127,206 -40.89 3,415 -18.34 0.0025
2025-08-13 2025-06-30 13F UPWORK COM 91688F104 311,099 242,516 353.61 4,181 367.15 0.0034
2025-05-14 2025-03-31 13F UPWORK COM 91688F104 68,583 -175,184 -71.87 895 -77.54 0.0008
2025-02-13 2024-12-31 13F UPWORK COM 91688F104 243,767 204,596 522.31 3,986 874.33 0.0035
2024-11-13 2024-09-30 13F UPWORK COM 91688F104 39,171 6,950 21.57 409 18.21 0.0004
2024-08-13 2024-06-30 13F UPWORK COM 91688F104 32,221 32,221 346 0.0004
2023-02-09 2022-12-31 13F UPWORK COM 91688F104 0 -50,949 -100.00 0 -100.00
2022-11-14 2022-09-30 13F UPWORK COM 91688F104 50,949 36,353 249.06 694 129.80 0.0009
2022-08-12 2022-06-30 13F UPWORK COM 91688F104 14,596 -4,129 -22.05 302 -30.57 0.0004
2022-05-13 2022-03-31 13F UPWORK COM 91688F104 18,725 -32,207 -63.24 435 -75.00 0.0004
2022-02-08 2021-12-31 13F UPWORK COM 91688F104 50,932 -84,697 -62.45 1,740 -71.51 0.0017
2021-11-15 2021-09-30 13F UPWORK COM 91688F104 135,629 -21,920 -13.91 6,107 -33.50 0.0066
2021-10-12 2021-06-30 13F/A-1 UPWORK COM 91688F104 157,549 6,840 4.54 9,184 36.12 0.0099
2021-08-16 2021-06-30 13F UPWORK COM 91688F104 157,549 6,840 9,184 0.0095
2021-05-14 2021-03-31 13F UPWORK COM 91688F104 150,709 20,044 15.34 6,747 49.57 0.0082
2021-02-02 2020-12-31 13F UPWORK COM 91688F104 130,665 130,665 4,511 0.0060
2019-07-30 2019-06-30 13F UPWORK COM 91688F104 0 -89,421 -100.00 0 -100.00
2019-06-19 2019-03-31 13F/A-1 UPWORK COM 91688F104 89,421 89,421 1,712 0.0034
2019-05-09 2019-03-31 13F UPWORK COM 91688F104 89,421 1,712 0.0034
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.