Upwork Inc.
MX ˙ BMV ˙ US91688F1049
SecurityMX:UPWK / Upwork Inc.
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership111,735 shares
Latest Disclosed Value $ 1,224,616
Envestnet Asset Management Inc reports 13.57% increase in ownership of UPWK / Upwork Inc.

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 111,735 shares of Upwork Inc. (MX:UPWK) valued at $1,224,616 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 98,381 shares of Upwork Inc.. This represents a change in shares of 13.57% during the quarter.

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)
2026-05-04 2026-03-31 13F UPWORK COM 91688F104 111,735 13,354 13.57 1,225 -37.20 0.0003
2026-02-10 2025-12-31 13F UPWORK COM 91688F104 98,381 5,382 5.79 1,950 12.92 0.0006
2025-11-05 2025-09-30 13F UPWORK COM 91688F104 92,999 -2,826 -2.95 1,727 34.11 0.0005
2025-08-01 2025-06-30 13F UPWORK COM 91688F104 95,825 -551 -0.57 1,288 2.39 0.0004
2025-04-29 2025-03-31 13F UPWORK COM 91688F104 96,376 96,376 1,258 0.0004
2023-02-07 2022-12-31 13F UPWORK COM 91688F104 0 -23,572 -100.00 0 -100.00
2022-11-10 2022-09-30 13F UPWORK COM 91688F104 23,572 1,920 8.87 321 -28.35 0.0002
2022-08-03 2022-06-30 13F UPWORK COM 91688F104 21,652 61 0.28 448 -10.76 0.0003
2022-05-04 2022-03-31 13F UPWORK COM 91688F104 21,591 -1,459 -6.33 502 -36.21 0.0003
2022-02-04 2021-12-31 13F UPWORK COM 91688F104 23,050 5,757 33.29 787 1.03 0.0004
2021-10-07 2021-09-30 13F UPWORK COM 91688F104 17,293 -1,618 -8.56 779 -29.31 0.0004
2021-08-04 2021-06-30 13F UPWORK COM 91688F104 18,911 10,518 125.32 1,102 193.09 0.0006
2021-05-04 2021-03-31 13F UPWORK COM 91688F104 8,393 2,072 32.78 376 72.48 0.0002
2021-02-02 2020-12-31 13F UPWORK COM 91688F104 6,321 6,321 218 0.0002
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.