Upwork公司
DE ˙ DB ˙ US91688F1049
€7.26 ↓ -0.38 (-4.97%)
2026-06-04
分享價格
SecurityDE:UP2 / Upwork Inc.
InstitutionSofos Investments, Inc.
Latest Disclosed Ownership424,762 shares
Latest Disclosed Value $ 4,655,392
Sofos Investments, Inc. reports 5.75% increase in ownership of UP2 / Upwork Inc.

On May 8, 2026 - Sofos Investments, Inc. filed a 13F-HR form disclosing ownership of 424,762 shares of Upwork Inc. (DE:UP2) valued at $3,920,553 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 401,665 shares of Upwork Inc.. This represents a change in shares of 5.75% during the quarter. The current value of the position is $3,085,471 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)
2026-05-08 2026-03-31 13F UPWORK COMMON STOCK 91688F104 424,762 23,097 5.75 4,655 -41.53 0.8284
2026-02-13 2025-12-31 13F UPWORK COMMON STOCK 91688F104 401,665 10,355 2.65 7,961 9.57 1.5324
2025-11-14 2025-09-30 13F UPWORK COMMON STOCK 91688F104 391,310 37,764 10.68 7,267 57.51 1.4363
2025-04-30 2025-03-31 13F UPWORK COMMON STOCK 91688F104 353,546 22,597 6.83 4,614 29.76 1.0061
2024-08-06 2024-06-30 13F UPWORK COMMON STOCK 91688F104 330,949 35,498 12.01 3,556 -19.08 0.8880
2024-06-26 2024-03-31 13F/A-1 UPWORK COMMON STOCK 91688F104 295,451 0 0.00 4,393 0.00 1.2360
2024-05-13 2024-03-31 13F UPWORK COMMON STOCK 91688F104 304,876 9,425 3,738 0.9579
2024-06-26 2023-12-31 13F/A-1 UPWORK COMMON STOCK 91688F104 295,451 -3,598,105 -92.41 4,393 -94.87 1.2343
2024-02-15 2023-12-31 13F UPWORK COMMON STOCK 91688F104 3,893,556 0 85,691 0.9442
2023-11-16 2023-09-30 13F UPWORK COMMON STOCK 91688F104 3,893,556 3,725,442 2,216.02 85,691 8,568,900.00 0.9443
2023-08-09 2023-06-30 13F UPWORK COM 91688F104 168,114 26,963 19.10 2 0.00 0.0043
2023-05-12 2023-03-31 13F UPWORK COM 91688F104 141,151 106,698 309.69 2 0.0491
2023-02-15 2022-12-31 13F UPWORK COM 91688F104 34,453 2,676 8.42 0 0.0019
2022-11-03 2022-09-30 13F UPWORK COM 91688F104 31,777 -44,664 -58.43 0 -100.00 0.0146
2022-08-05 2022-06-30 13F UPWORK INC COM COM 91688F104 76,441 45,782 149.33 2 0.0490
2022-05-13 2022-03-31 13F UPWORK COM 91688F104 30,659 -26,912 -46.75 1 -100.00 0.0200
2022-02-11 2021-12-31 13F UPWORK INC COM COM 91688F104 57,571 1,670 2.99 1 -50.00 0.0322
2021-11-12 2021-09-30 13F UPWORK INC COM COM 91688F104 55,901 -48,024 -46.21 3 -66.67 1.1873
2021-08-11 2021-06-30 13F UPWORK INC COM COM 91688F104 103,925 78 0.08 6 50.00 2.1701
2021-05-17 2021-03-31 13F UPWORK INC COM COM 91688F104 103,847 28,470 37.77 5 -99.85 0.0951
2021-02-16 2020-12-31 13F UPWORK INC COM COM 91688F104 75,377 75,377 2,599 2.3798
2020-08-13 2020-06-30 13F UPWORK INC COM COM 91688F104 0 -27,854 -100.00 0 0.0000
2020-05-12 2020-03-31 13F UPWORK INC COM COM 91688F104 27,854 27,854 0 0.0006
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.