업워크(주)
MX ˙ BMV ˙ US91688F1049
SecurityMX:UPWK / Upwork Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership107,562 shares
Latest Disclosed Value $ 1,178,875
Stifel Financial Corp reports 54.60% increase in ownership of UPWK / Upwork Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 107,562 shares of Upwork Inc. (MX:UPWK) valued at $1,178,875 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 69,576 shares of Upwork Inc.. This represents a change in shares of 54.60% 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)
2026-05-12 2026-03-31 13F UPWORK COM 91688F104 107,562 37,986 54.60 1,179 -14.51 0.0003
2026-02-13 2025-12-31 13F UPWORK COM 91688F104 69,576 -9,725 -12.26 1,379 -6.39 0.0012
2025-11-12 2025-09-30 13F UPWORK COM 91688F104 79,301 -1,173 -1.46 1,473 36.17 0.0013
2025-08-14 2025-06-30 13F UPWORK COM 91688F104 80,474 -16,396 -16.93 1,082 -14.48 0.0011
2025-05-14 2025-03-31 13F UPWORK COM 91688F104 96,870 -416,435 -81.13 1,264 -84.94 0.0013
2025-02-13 2024-12-31 13F UPWORK COM 91688F104 513,305 301,736 142.62 8,393 279.73 0.0087
2024-11-14 2024-09-30 13F UPWORK COM 91688F104 211,569 147,059 227.96 2,211 218.90 0.0023
2024-08-13 2024-06-30 13F UPWORK COM 91688F104 64,510 29,392 83.69 693 61.16 0.0008
2024-05-14 2024-03-31 13F UPWORK COM 91688F104 35,118 10,184 40.84 431 16.22 0.0005
2024-02-12 2023-12-31 13F UPWORK COM 91688F104 24,934 6,635 36.26 371 78.74 0.0005
2023-11-13 2023-09-30 13F UPWORK COM 91688F104 18,299 -14,341 -43.94 208 -31.91 0.0003
2023-08-14 2023-06-30 13F UPWORK COM 91688F104 32,640 5,050 18.30 305 -2.56 0.0004
2023-05-12 2023-03-31 13F UPWORK COM 91688F104 27,590 5,169 23.05 312 33.33 0.0004
2023-02-13 2022-12-31 13F UPWORK COM 91688F104 22,421 22,421 234 0.0004
2021-02-12 2020-12-31 13F UPWORK COM 91688F104 0 -15,412 -100.00 0 -100.00
2020-11-16 2020-09-30 13F UPWORK COM 91688F104 15,412 15,412 269 0.0006
2019-11-19 2019-09-30 13F/A-1 UPWORK COM 91688F104 0 -13,346 -100.00 0 -100.00
2019-08-14 2019-06-30 13F UPWORK COM 91688F104 13,346 -1,989 -12.97 220 -25.93 0.0006
2019-05-14 2019-03-31 13F UPWORK COM 91688F104 15,335 -25,382 -62.34 297 -59.76 0.0008
2019-02-13 2018-12-31 13F UPWORK COM 91688F104 40,717 40,717 738 0.0024
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.