Upwork Inc.
DE ˙ DB ˙ US91688F1049
7,40 € ↑0,13 (1,82%)
2026-06-05
DEL PRIS
SecurityDE:UP2 / Upwork Inc.
InstitutionSmith Group Asset Management, LLC
Latest Disclosed Ownership52,661 shares
Latest Disclosed Value $ 577,165
Smith Group Asset Management, LLC reports 35.12% increase in ownership of UP2 / Upwork Inc.

On May 16, 2026 - Smith Group Asset Management, LLC filed a 13F-HR form disclosing ownership of 52,661 shares of Upwork Inc. (DE:UP2) valued at $486,061 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 38,973 shares of Upwork Inc.. This represents a change in shares of 35.12% during the quarter. The current value of the position is $389,481 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)
2026-05-16 2026-03-31 13F UPWORK COM 91688F104 52,661 13,688 35.12 577 -25.26 0.0294
2026-02-10 2025-12-31 13F UPWORK COM 91688F104 38,973 943 2.48 772 9.35 0.0410
2025-11-13 2025-09-30 13F UPWORK COM 91688F104 38,030 1,145 3.10 706 42.63 0.0406
2025-07-31 2025-06-30 13F UPWORK COM 91688F104 36,885 0 0.00 496 2.91 0.0325
2025-04-28 2025-03-31 13F UPWORK COM 91688F104 36,885 13 0.04 481 -20.10 0.0361
2025-01-23 2024-12-31 13F UPWORK COM 91688F104 36,872 474 1.30 603 58.42 0.0444
2024-10-25 2024-09-30 13F UPWORK COM 91688F104 36,398 7,252 24.88 380 21.41 0.0316
2024-07-31 2024-06-30 13F UPWORK COM 91688F104 29,146 174 0.60 313 -11.83 0.0278
2024-04-30 2024-03-31 13F UPWORK COM 91688F104 28,972 28,972 355 0.0203
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.