Filing Research | UPWK - UPWORK INC Institutional Holdings

Snapshot holdings

43 / 43 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	465.4KSH	$3.9M
2	Y-Intercept (Hong Kong) Ltd	Shares	263.9KSH	$2.2M
3	Baader Bank Aktiengesellschaft	Shares	200.0KSH	$1.7M
4	CARY STREET PARTNERS FINANCIAL LLC	Shares	85.2KSH	$712.4K
5	Louisiana State Employees Retirement System	Shares	54.1KSH	$452.3K
6	Police & Firemen's Retirement System of New Jersey	Shares	34.1KSH	$284.7K
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	33.6KSH	$280.6K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	31.2KSH	$275.5K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	29.3KSH	$244.9K
10	Abacus Wealth Partners, LLC	Shares	28.6KSH	$239.1K
11	Gallacher Capital Management LLC	Shares	25.7KSH	$214.9K
12	Merit Financial Group, LLC	Shares	11.3KSH	$94.7K
13	EverSource Wealth Advisors, LLC	Shares	11.2KSH	$93.6K
14	LRI Investments, LLC	Shares	5.8KSH	$48.5K
15	GAMMA Investing LLC	Shares	4.6KSH	$38.2K
16	IFP Advisors, Inc	Shares	4.0KSH	$33.5K
17	SBI Securities Co., Ltd.	Shares	3.6KSH	$30.1K
18	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	3.2KSH	$26.5K
19	SIGNATUREFD, LLC	Shares	1.1KSH	$8.8K
20	Farther Finance Advisors, LLC	Shares	1.0KSH	$8.4K
21	True Wealth Design, LLC	Shares	889SH	$7.4K
22	Triumph Capital Management	Shares	500SH	$4.2K
23	Versant Capital Management, Inc	Shares	470SH	$3.9K
24	Sachetta, LLC	Shares	303SH	$2.5K
25	SJS Investment Consulting Inc.	Shares	250SH	$2.1K
26	Ares Financial Consulting, LLC	Shares	181SH	$1.5K
27	MassMutual Private Wealth & Trust, FSB	Shares	149SH	$1.2K
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	131SH	$1.2K
29	EASTERN BANK	Shares	100SH	$836
30	State of Alaska, Department of Revenue	Shares	94.4KSH	$788
31	Cape Investment Advisory, Inc.	Shares	76SH	$635
32	Cedar Mountain Advisors, LLC	Shares	74SH	$619
33	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	66.3KSH	$554
34	FARMERS & MERCHANTS INVESTMENTS INC	Shares	50SH	$418
35	Handelsbanken Fonder AB	Shares	38.5KSH	$322
36	CoreCap Advisors, LLC	Shares	35SH	$293
37	AMALGAMATED BANK	Shares	33.1KSH	$277
38	Torren Management, LLC	Shares	22SH	$184
39	GILPIN WEALTH MANAGEMENT, LLC	Shares	13SH	$109
40	Abound Wealth Management	Shares	7SH	$59
41	Davis Capital Management	Shares	7SH	$59
42	GHP Investment Advisors, Inc.	Shares	2SH	$17
43	Hughes Financial Services, LLC	Shares	1SH	$8

Manager changes2026-06-30 vs 2026-03-31

44 / 44 loaded

#		Instrument
1	Baader Bank Aktiengesellschaft new	Shares	+200.0K	+$1.7M	$1.7M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+193.4K	+$1.4M	$2.2M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+31.2K	+$275.5K	$275.5K
4	Gallacher Capital Management LLC new	Shares	+25.7K	+$214.9K	$214.9K
5	Merit Financial Group, LLC new	Shares	+11.3K	+$94.7K	$94.7K
6	LRI Investments, LLC added	Shares	+2.8K	+$15.6K	$48.5K
7	True Wealth Design, LLC added	Shares	+753	+$5.9K	$7.4K
8	GAMMA Investing LLC added	Shares	+1.4K	+$3.4K	$38.2K
9	Sachetta, LLC new	Shares	+303	+$2.5K	$2.5K
10	SJS Investment Consulting Inc. added	Shares	+238	+$2.0K	$2.1K
11	SIGNATUREFD, LLC added	Shares	+358	+$1.2K	$8.8K
12	Cape Investment Advisory, Inc. new	Shares	+76	+$635	$635
13	Cedar Mountain Advisors, LLC new	Shares	+74	+$619	$619
14	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+13	+$109	$109
15	Davis Capital Management new	Shares	+7	+$59	$59
16	GHP Investment Advisors, Inc. unchanged	Shares	0	-$5	$17
17	Abound Wealth Management unchanged	Shares	0	-$18	$59
18	Handelsbanken Fonder AB added	Shares	+6.3K	-$31	$322
19	Torren Management, LLC unchanged	Shares	0	-$57	$184
20	Hughes Financial Services, LLC trimmed	Shares	-5	-$58	$8
21	CoreCap Advisors, LLC unchanged	Shares	0	-$91	$293
22	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$130	$418
23	AMALGAMATED BANK trimmed	Shares	-4.3K	-$133	$277
24	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-2.6K	-$201	$554
25	EASTERN BANK unchanged	Shares	0	-$260	$836
26	State of Alaska, Department of Revenue trimmed	Shares	-11.3K	-$370	$788
27	Ares Financial Consulting, LLC unchanged	Shares	0	-$511	$1.5K
28	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-61	-$1.1K	$1.2K
29	Triumph Capital Management unchanged	Shares	0	-$1.3K	$4.2K
30	Farther Finance Advisors, LLC added	Shares	+51	-$2.3K	$8.4K
31	EverSource Wealth Advisors, LLC added	Shares	+2.2K	-$4.6K	$93.6K
32	Versant Capital Management, Inc trimmed	Shares	-623	-$8.1K	$3.9K
33	IFP Advisors, Inc trimmed	Shares	-282	-$13.5K	$33.5K
34	CARY STREET PARTNERS INVESTMENT ADVISORY LLC trimmed	Shares	-499	-$13.7K	$26.5K
35	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-2.0K	-$22.6K	$1.2K
36	Robeco Institutional Asset Management B.V. added	Shares	+106.1K	-$47.8K	$3.9M
37	Abacus Wealth Partners, LLC added	Shares	+2.4K	-$48.2K	$239.1K
38	SBI Securities Co., Ltd. trimmed	Shares	-4.4K	-$57.5K	$30.1K
39	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$88.6K	$284.7K
40	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.4K	-$102.8K	$280.6K
41	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-3.0K	-$109.3K	$244.9K
42	Louisiana State Employees Retirement System trimmed	Shares	-3.8K	-$182.3K	$452.3K
43	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-14.0K	-$375.1K	$712.4K
44	ARDSLEY ADVISORY PARTNERS LP exited	Shares	-190.0K	-$2.1M	$0