UPWORK INC shareholder history

Current and past UPWORK INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 20200.00%0.00%0.00%Q4 2018Q3 202357
Citadel Advisors 20200.00%0.00%0.01%Q4 2018Q3 202355
Cutler Group LLC / CA 1510.00%0.01%0.09%Q4 2018Q3 202350
Walleye Trading LLC 1420.00%0.00%0.03%Q2 2019Q3 202345
WOLVERINE TRADING, LLC 1340.00%0.00%0.01%Q1 2019Q3 202345
Parallax Volatility Advisers, L.P. 1060.00%0.00%0.02%Q3 2019Q3 202342
PEAK6 Investments LLC 1010.00%0.01%0.04%Q4 2019Q3 202334
D. E. Shaw & Co., Inc. 18180.00%0.01%0.04%Q2 2019Q3 202333
JANE STREET GROUP, LLC 1410.00%0.00%0.01%Q4 2019Q3 202331
CREDIT SUISSE AG/ 18180.00%0.01%0.04%Q2 2019Q3 202328
HSBC HOLDINGS PLC 12120.00%0.00%0.02%Q4 2020Q3 202328
CITIGROUP INC 20200.00%0.00%0.01%Q4 2018Q3 202325
CAPITAL FUND MANAGEMENT S.A. 1210.00%0.02%0.10%Q1 2020Q3 202325
GOLDMAN SACHS GROUP INC 20200.00%0.00%0.01%Q4 2018Q3 202324
TWO SIGMA INVESTMENTS, LP 16160.00%0.03%0.08%Q4 2019Q3 202323
UBS Group AG 20200.00%0.00%0.00%Q4 2018Q3 202322
DEUTSCHE BANK AG\ 20200.00%0.00%0.01%Q4 2018Q3 202321
BANK OF AMERICA CORP /DE/ 20200.00%0.00%0.01%Q4 2018Q3 202321
Walleye Capital LLC 610.00%0.01%0.07%Q3 2020Q3 202321
FMR LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
AMERICAN INTERNATIONAL GROUP, INC. 20200.00%0.01%0.02%Q4 2018Q3 202320
BARCLAYS PLC 20200.00%0.00%0.00%Q4 2018Q3 202320
BlackRock Inc. 20200.00%0.00%0.01%Q4 2018Q3 202320
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 20200.00%0.00%0.00%Q4 2018Q3 202320
METROPOLITAN LIFE INSURANCE CO/NY 20200.00%0.01%0.03%Q4 2018Q3 202320
ROYAL BANK OF CANADA 20200.00%0.00%0.00%Q4 2018Q3 202320
FEDERATED HERMES, INC. 20200.01%0.08%0.21%Q4 2018Q3 202320
MORGAN STANLEY 20200.00%0.01%0.02%Q4 2018Q3 202320
VANGUARD GROUP INC 20200.00%0.01%0.02%Q4 2018Q3 202320
JPMORGAN CHASE & CO 20200.00%0.00%0.00%Q4 2018Q3 202320
GEODE CAPITAL MANAGEMENT, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
STATE STREET CORP 20200.00%0.00%0.01%Q4 2018Q3 202320
Bank of New York Mellon Corp 20200.00%0.00%0.00%Q4 2018Q3 202320
BENJAMIN F. EDWARDS & COMPANY, INC. 20200.00%0.01%0.03%Q4 2018Q3 202320
UBS ASSET MANAGEMENT AMERICAS INC 20200.00%0.00%0.00%Q4 2018Q3 202320
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 20200.00%0.01%0.01%Q4 2018Q3 202320
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 20200.00%0.00%0.01%Q4 2018Q3 202320
WELLS FARGO & COMPANY/MN 20200.00%0.00%0.00%Q4 2018Q3 202320
PRICE T ROWE ASSOCIATES INC /MD/ 20200.00%0.02%0.05%Q4 2018Q3 202320
MetLife Investment Management, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
RHUMBLINE ADVISERS 20200.00%0.00%0.01%Q4 2018Q3 202320
Ameritas Investment Partners, Inc. 20200.00%0.01%0.02%Q4 2018Q3 202320
NORTHERN TRUST CORP 20200.00%0.00%0.01%Q4 2018Q3 202320
ALLIANCEBERNSTEIN L.P. 19190.00%0.00%0.00%Q1 2019Q3 202319
Teton Capital Partners 19190.86%7.39%14.29%Q1 2019Q3 202319
MILLENNIUM MANAGEMENT LLC 1720.00%0.01%0.02%Q4 2018Q3 202319
WELLINGTON MANAGEMENT GROUP LLP 19190.00%0.00%0.01%Q4 2018Q2 202319
NEW YORK STATE COMMON RETIREMENT FUND 19190.00%0.00%0.01%Q1 2019Q3 202319
SIGNATUREFD, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
BNP PARIBAS FINANCIAL MARKETS 1340.00%0.00%0.00%Q2 2019Q3 202318
Swiss National Bank 18180.00%0.00%0.01%Q2 2019Q3 202318
Zurcher Kantonalbank (Zurich Cantonalbank) 18180.00%0.00%0.00%Q2 2019Q3 202318
Nuveen Asset Management, LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
GREAT WEST LIFE ASSURANCE CO /CAN/ 18180.00%0.00%0.00%Q2 2019Q3 202318
Baillie Gifford 18180.01%0.08%0.16%Q2 2019Q3 202318
Tower Research Capital LLC (TRC) 1440.00%0.01%0.03%Q1 2019Q3 202318
Capital International Investors 18180.01%0.01%0.03%Q2 2019Q3 202318
WOLVERINE ASSET MANAGEMENT LLC 920.00%0.01%0.07%Q3 2020Q3 202318
US BANCORP \DE\ 1350.00%0.00%0.01%Q4 2018Q3 202318
MANUFACTURERS LIFE INSURANCE COMPANY, THE 18180.00%0.00%0.00%Q2 2019Q3 202318
VOYA INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.02%Q2 2019Q3 202318
Russell Investments Group, Ltd. 17170.00%0.00%0.01%Q3 2019Q3 202317
Renaissance Technologies 17170.00%0.02%0.05%Q3 2019Q3 202317
VICTORY CAPITAL MANAGEMENT INC 17170.00%0.00%0.00%Q3 2019Q3 202317
Engineers Gate Manager LP 17170.01%0.08%0.17%Q3 2019Q3 202317
Cubist Systematic Strategies, LLC 1220.00%0.03%0.07%Q1 2019Q3 202317
NORGES BANK 17170.00%0.01%0.01%Q4 2018Q4 202217
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1420.04%0.30%1.39%Q2 2019Q3 202316
AMALGAMATED BANK 16160.00%0.01%0.02%Q4 2019Q3 202316
Tidal Investments LLC 1240.00%0.03%0.09%Q3 2019Q3 202316
VOLORIDGE INVESTMENT MANAGEMENT, LLC 16160.00%0.03%0.14%Q4 2019Q3 202316
Invesco Ltd. 1510.00%0.00%0.01%Q3 2019Q3 202316
IFP Advisors, Inc 16160.00%0.00%0.00%Q4 2019Q3 202316
Advantage Alpha Capital Partners LP 16160.43%0.83%1.18%Q4 2019Q3 202316
TWO SIGMA ADVISERS, LP 1140.00%0.03%0.07%Q4 2019Q3 202315
NISA INVESTMENT ADVISORS, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Arizona State Retirement System 15150.00%0.01%0.01%Q1 2020Q3 202315
SEGALL BRYANT & HAMILL, LLC 15150.01%0.05%0.10%Q1 2019Q3 202215
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
TUDOR INVESTMENT CORP ET AL 410.00%0.03%0.09%Q2 2019Q3 202315
Clearstead Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
PNC FINANCIAL SERVICES GROUP, INC. 1310.00%0.00%0.00%Q3 2019Q3 202314
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 14140.00%0.00%0.00%Q2 2020Q3 202314
Dorsey Asset Management 14143.33%6.50%10.24%Q2 2020Q3 202314
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 14140.00%0.00%0.01%Q3 2019Q4 202214
FIRST SABREPOINT CAPITAL MANAGEMENT LP 14142.62%4.17%6.61%Q2 2020Q3 202314
Handelsbanken Fonder AB 14140.00%0.00%0.01%Q2 2020Q3 202314
KING LUTHER CAPITAL MANAGEMENT CORP 14140.01%0.03%0.06%Q2 2020Q3 202314
Glassman Wealth Services 14140.00%0.00%0.00%Q2 2020Q3 202314
PRINCIPAL FINANCIAL GROUP INC 14140.00%0.00%0.00%Q2 2020Q3 202314
STATE OF WISCONSIN INVESTMENT BOARD 1210.00%0.00%0.03%Q1 2019Q3 202314
First Pacific Advisors, LP 14140.02%0.06%0.14%Q2 2020Q3 202314
Migdal Insurance & Financial Holdings Ltd. 14140.00%0.00%0.01%Q2 2020Q3 202314
SG Americas Securities, LLC 1110.00%0.01%0.02%Q3 2019Q3 202314
O'Brien Wealth Partners LLC 14140.11%0.39%0.85%Q2 2020Q3 202314
Parallel Advisors, LLC 14140.00%0.02%0.07%Q2 2020Q3 202314
ProShare Advisors LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
FRONTIER CAPITAL MANAGEMENT CO LLC 14140.04%0.13%0.27%Q2 2020Q3 202314
Financial Advocates Investment Management 760.01%0.02%0.04%Q4 2018Q1 202213
Financial Gravity Asset Management, Inc. 1210.00%0.53%2.38%Q1 2020Q3 202313
ROYCE & ASSOCIATES LP 13130.04%0.11%0.22%Q3 2019Q3 202213
COMMONWEALTH EQUITY SERVICES, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
BANK OF MONTREAL /CAN/ 1030.00%0.00%0.00%Q1 2019Q3 202213
ExodusPoint Capital Management, LP 510.00%0.02%0.06%Q1 2019Q3 202313
Trexquant Investment LP 520.02%0.06%0.13%Q4 2019Q3 202313
EVOKE WEALTH, LLC 13130.00%0.04%0.13%Q3 2019Q3 202213
Dynamic Technology Lab Private Ltd 410.01%0.07%0.13%Q1 2019Q3 202312
Vontobel Holding Ltd. 12120.01%0.03%0.06%Q4 2020Q3 202312
MACQUARIE GROUP LTD 12120.00%0.02%0.04%Q2 2020Q1 202312
WINTON GROUP Ltd 12120.02%0.04%0.08%Q2 2020Q1 202312
ATOMVEST Ltd 121225.74%52.50%80.45%Q4 2020Q3 202312
Legal & General Group Plc 12120.00%0.00%0.00%Q4 2020Q3 202312
Squarepoint Ops LLC 710.00%0.01%0.03%Q2 2019Q2 202312
GREENOAKS CAPITAL PARTNERS LLC 12120.02%2.64%6.46%Q4 2020Q3 202312
PARAMETRIC PORTFOLIO ASSOCIATES LLC 12120.00%0.00%0.01%Q2 2019Q1 202212
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q4 2018Q3 202312
BOOTHBAY FUND MANAGEMENT, LLC 930.00%0.02%0.03%Q4 2019Q1 202312
TRANSCEND CAPITAL ADVISORS, LLC 930.12%0.47%1.08%Q3 2020Q3 202312
TD ASSET MANAGEMENT INC 12120.00%0.01%0.02%Q2 2020Q1 202312
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 12120.00%0.00%0.00%Q4 2020Q3 202312
SkyView Investment Advisors, LLC 12120.12%0.35%0.81%Q4 2020Q3 202312
DIMENSIONAL FUND ADVISORS LP 1020.00%0.00%0.01%Q4 2019Q3 202312
CPWM, LLC 840.05%0.12%0.23%Q3 2019Q3 202212
AMERIPRISE FINANCIAL INC 750.00%0.00%0.00%Q3 2020Q3 202312
AIA Group Ltd 12120.03%0.25%0.80%Q4 2020Q3 202312
RAYMOND JAMES & ASSOCIATES 12120.00%0.00%0.01%Q2 2020Q1 202312
Clal Insurance Enterprises Holdings Ltd 12120.00%0.11%0.35%Q3 2020Q2 202312
Hawk Ridge Capital Management 510.29%4.14%5.82%Q3 2019Q1 202311
PICTET ASSET MANAGEMENT LTD 11110.00%0.00%0.00%Q4 2018Q2 202111
SEI INVESTMENTS CO 830.00%0.02%0.07%Q4 2020Q3 202311
Quantbot Technologies LP 620.01%0.10%0.27%Q2 2019Q4 202211
Rockefeller Capital Management L.P. 11110.00%0.00%0.00%Q4 2020Q2 202311
Schonfeld Strategic Advisors LLC 610.00%0.01%0.03%Q3 2019Q1 202311
STRS OHIO 910.00%0.00%0.01%Q4 2018Q3 202311
Jump Financial, LLC 520.03%0.10%0.24%Q3 2020Q3 202311
FRANKLIN RESOURCES INC 510.00%0.01%0.04%Q4 2018Q3 202311
KB FINANCIAL PARTNERS, LLC 11110.12%0.29%0.45%Q1 2021Q3 202311
KORNITZER CAPITAL MANAGEMENT INC /KS 11110.16%0.45%0.82%Q2 2020Q4 202211
McIlrath & Eck, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Man Group plc 510.00%0.02%0.04%Q3 2019Q2 202311
FinTrust Capital Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Fieldpoint Private Securities, LLC 740.00%0.01%0.01%Q1 2019Q2 202211
Banque Cantonale Vaudoise 910.00%0.00%0.00%Q3 2020Q3 202310
SHELL ASSET MANAGEMENT CO 10100.00%0.00%0.01%Q2 2021Q3 202310
PDT Partners, LLC 910.07%0.24%0.39%Q4 2019Q3 202310
Penserra Capital Management LLC 10100.08%0.19%0.56%Q2 2021Q3 202310
Freestone Capital Holdings, LLC 820.00%0.01%0.03%Q3 2020Q3 202310
ESSEX INVESTMENT MANAGEMENT CO LLC 10100.01%0.30%0.81%Q2 2021Q3 202310
TEACHER RETIREMENT SYSTEM OF TEXAS 10100.00%0.00%0.01%Q4 2020Q1 202310
WEALTHSOURCE PARTNERS, LLC 550.02%0.04%0.06%Q4 2020Q3 202310
Premier Fund Managers Ltd 10100.03%0.31%0.70%Q3 2020Q4 202210
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.00%Q4 2018Q2 202210
Qube Research & Technologies Ltd 510.00%0.01%0.04%Q4 2019Q3 202310
Amundi 10100.00%0.00%0.00%Q2 2021Q3 202310
MIZUHO MARKETS AMERICAS LLC 990.03%0.26%0.82%Q3 2021Q3 20239
AIGEN INVESTMENT MANAGEMENT, LP 310.03%0.10%0.22%Q4 2019Q3 20239
Kent Lake Capital LLC 721.31%6.40%9.82%Q4 2020Q3 20239
CANADA PENSION PLAN INVESTMENT BOARD 630.00%0.00%0.02%Q1 2021Q3 20239
FIRST TRUST ADVISORS LP 810.00%0.00%0.01%Q1 2019Q3 20229
Edge Wealth Management LLC 720.05%0.14%0.42%Q4 2018Q1 20219
EATON VANCE MANAGEMENT 990.00%0.01%0.01%Q3 2020Q3 20229
Twin Tree Management, LP 440.00%0.01%0.03%Q1 2021Q4 20219
LPL Financial LLC 610.00%0.00%0.00%Q2 2019Q3 20239
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 410.00%0.01%0.02%Q4 2019Q3 20239
Covestor Ltd 880.00%0.01%0.02%Q4 2021Q3 20239
Penn Capital Management Company, LLC 990.38%0.68%0.88%Q2 2020Q2 20229
HARBOR INVESTMENT ADVISORY, LLC 990.00%0.00%0.00%Q1 2021Q1 20239
Ellevest, Inc. 630.00%0.00%0.00%Q4 2020Q1 20239
FRED ALGER MANAGEMENT, LLC 990.00%0.07%0.28%Q1 2021Q1 20239
State of New Jersey Common Pension Fund D 810.01%0.01%0.01%Q4 2020Q3 20239
AMI ASSET MANAGEMENT CORP 990.12%0.28%0.46%Q1 2021Q1 20239
JANUS HENDERSON GROUP PLC 990.00%0.01%0.03%Q3 2021Q3 20239
Kistler-Tiffany Companies, LLC 990.00%0.00%0.00%Q2 2021Q2 20239
Pier Capital, LLC 990.00%0.73%1.35%Q3 2020Q3 20229
BALYASNY ASSET MANAGEMENT L.P. 410.00%0.01%0.04%Q3 2020Q3 20239
Crossmark Global Holdings, Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
IvyRock Asset Management (HK) Ltd 882.03%8.34%15.26%Q1 2021Q4 20228
Durable Capital Partners LP 880.02%0.32%0.80%Q2 2021Q1 20238
HAP Trading, LLC 210.00%0.01%0.03%Q2 2019Q3 20218
Synergy Financial Group, LTD 880.45%0.85%1.30%Q4 2021Q3 20238
Lindbrook Capital, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
ACADIAN ASSET MANAGEMENT LLC 410.00%0.01%0.03%Q4 2020Q3 20238
ENVESTNET ASSET MANAGEMENT INC 880.00%0.00%0.00%Q4 2020Q3 20228
Harvest Fund Management Co., Ltd 880.00%0.00%0.01%Q4 2020Q3 20228
NewEdge Advisors, LLC 440.00%0.00%0.01%Q4 2020Q3 20238
VIRGINIA RETIREMENT SYSTEMS ET AL 530.00%0.00%0.01%Q3 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
HUNTINGTON NATIONAL BANK 710.00%0.00%0.00%Q4 2020Q3 20238
STIFEL FINANCIAL CORP 410.00%0.00%0.00%Q4 2018Q3 20238
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 710.00%0.06%0.12%Q4 2020Q1 20238
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 530.00%0.00%0.00%Q1 2021Q3 20238
Harspring Capital Management, LLC 710.19%0.80%1.68%Q3 2020Q1 20238
Hudock, Inc. 710.00%0.00%0.01%Q4 2018Q1 20218
Bell Investment Advisors, Inc 620.00%0.00%0.01%Q3 2021Q3 20238
ALGERT GLOBAL LLC 620.03%0.09%0.14%Q3 2021Q3 20238
Holloway Wealth Management, LLC 880.00%0.01%0.01%Q2 2020Q1 20228
OCCUDO QUANTITATIVE STRATEGIES LP 440.07%0.16%0.30%Q4 2020Q4 20228
TOWNSQUARE CAPITAL LLC 880.01%0.01%0.02%Q1 2020Q4 20218
AdvisorNet Financial, Inc 880.00%0.00%0.00%Q4 2018Q3 20208
CIM INVESTMENT MANAGEMENT INC 880.04%0.08%0.15%Q4 2019Q3 20218
RAYMOND JAMES TRUST N.A. 880.01%0.01%0.01%Q2 2021Q1 20238
GROUP ONE TRADING, L.P. 620.00%0.01%0.02%Q1 2019Q3 20218
OPPENHEIMER & CO INC 770.00%0.01%0.02%Q2 2020Q4 20217
QUADRANT CAPITAL GROUP LLC 410.00%0.00%0.00%Q3 2021Q3 20237
Empire Life Investments Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
Connor, Clark & Lunn Investment Management Ltd. 770.00%0.01%0.03%Q1 2022Q3 20237
WADE G W & INC 770.00%0.01%0.01%Q1 2022Q3 20237
Versant Capital Management, Inc 520.00%0.00%0.00%Q1 2022Q4 20237
LOS ANGELES CAPITAL MANAGEMENT LLC 410.00%0.00%0.01%Q4 2020Q3 20237
OBERWEIS ASSET MANAGEMENT INC/ 610.14%1.34%3.64%Q3 2020Q3 20237
Rosenberg Matthew Hamilton 770.00%0.00%0.01%Q3 2021Q1 20237
Caption Management, LLC 310.00%0.03%0.10%Q2 2020Q3 20237
PRUDENTIAL FINANCIAL INC 610.00%0.00%0.01%Q4 2020Q3 20237
Goldfarb Andrew P 7785.09%95.11%100.00%Q4 2018Q2 20207
Firsthand Capital Management, Inc. 772.42%2.74%3.57%Q1 2021Q3 20227
MARSHALL WACE, LLP 210.00%0.01%0.02%Q1 2019Q2 20237
WASHINGTON TRUST Co 770.00%0.00%0.00%Q1 2022Q3 20237
LORD, ABBETT & CO. LLC 410.02%0.09%0.16%Q4 2018Q3 20237
IMC-Chicago, LLC 410.00%0.00%0.00%Q1 2021Q2 20237
J. Goldman & Co LP 210.01%0.13%0.65%Q1 2020Q3 20237
FIRST QUADRANT LLC/CA 770.04%0.06%0.10%Q2 2020Q4 20217
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.02%Q2 2021Q3 20237
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 770.02%0.05%0.07%Q3 2020Q1 20227
Holocene Advisors, LP 320.00%0.01%0.02%Q3 2019Q2 20237
Manchester Capital Management LLC 770.00%0.00%0.00%Q3 2021Q1 20237
TCI Wealth Advisors, Inc. 510.00%0.01%0.02%Q4 2020Q4 20227
Steward Partners Investment Advisory, LLC 770.00%0.00%0.00%Q2 2020Q4 20217
KELLEHER FINANCIAL ADVISORS 660.18%0.21%0.26%Q3 2020Q4 20216
PINNACLE FINANCIAL PARTNERS INC 510.00%0.00%0.00%Q1 2019Q4 20206
CSat Investment Advisory, L.P. 660.04%0.05%0.06%Q2 2019Q3 20206
Spearhead Capital Advisors, LLC 660.03%0.05%0.08%Q1 2021Q2 20226
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.02%0.04%Q2 2019Q4 20226
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 660.00%0.02%0.06%Q2 2020Q3 20216
Bares Capital Management 660.10%0.34%0.71%Q2 2022Q3 20236
Mirae Asset Global Investments Co., Ltd. 660.00%0.00%0.00%Q2 2022Q3 20236
Capital Bank & Trust Co 330.00%0.00%0.01%Q3 2019Q1 20216
Advisory Services Network, LLC 420.00%0.02%0.03%Q4 2020Q1 20236
TWINBEECH CAPITAL LP 310.01%0.13%0.36%Q1 2021Q3 20236
Kerrisdale Advisers, LLC 660.08%1.15%3.47%Q3 2019Q4 20206
Allworth Financial LP 220.00%0.00%0.00%Q3 2021Q3 20236
Must Asset Management Inc. 660.12%0.36%0.66%Q4 2020Q1 20226
AQR Capital Management 510.00%0.00%0.01%Q4 2020Q3 20236
KINGS POINT CAPITAL MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
Spire Wealth Management 660.00%0.00%0.00%Q1 2021Q2 20226
Arkadios Wealth Advisors 660.00%0.00%0.01%Q4 2019Q1 20216
SeaCrest Wealth Management, LLC 660.01%0.02%0.03%Q2 2022Q3 20236
GSA CAPITAL PARTNERS LLP 110.03%0.09%0.28%Q2 2019Q3 20236
Waypoint Wealth Partners Inc. 660.05%0.07%0.12%Q2 2022Q3 20236
LAZARD ASSET MANAGEMENT LLC 410.00%0.00%0.00%Q1 2020Q1 20236
OXFORD ASSET MANAGEMENT LLP 410.01%0.14%0.36%Q4 2018Q1 20205
Mudita Advisors LLP 551.16%1.64%2.26%Q4 2021Q4 20225
JACOBS LEVY EQUITY MANAGEMENT, INC 320.00%0.02%0.03%Q1 2020Q3 20235
CREDIT AGRICOLE S A 550.00%0.00%0.00%Q4 2020Q4 20215
AMERICAN CENTURY COMPANIES INC 320.00%0.00%0.00%Q1 2021Q3 20235
Paloma Partners Management Co 550.01%0.03%0.06%Q4 2020Q4 20215
Rheos Capital Works Inc. 550.18%0.59%0.82%Q4 2020Q4 20215
Hillsdale Investment Management Inc. 410.06%0.19%0.44%Q4 2020Q3 20235
AlphaCrest Capital Management LLC 210.03%0.06%0.10%Q1 2020Q3 20225
PICTET ASSET MANAGEMENT SA 320.00%0.00%0.00%Q3 2021Q2 20235
First Capital Advisors Group, LLC. 410.07%0.14%0.24%Q4 2021Q2 20235
Blueshift Asset Management, LLC 210.03%0.16%0.45%Q3 2019Q2 20225
Kestra Advisory Services, LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Aquatic Capital Management LLC 550.02%0.06%0.10%Q3 2022Q3 20235
Inspire Investing, LLC 550.04%0.10%0.16%Q1 2021Q1 20225
Virtu Financial LLC 210.03%0.05%0.07%Q2 2020Q3 20235
XTX Topco Ltd 550.03%0.06%0.10%Q3 2022Q3 20235
LADENBURG THALMANN FINANCIAL SERVICES INC. 550.00%0.00%0.00%Q4 2018Q4 20195
EDMOND DE ROTHSCHILD HOLDING S.A. 410.00%0.18%0.36%Q1 2020Q2 20215
Zullo Investment Group, Inc. 550.00%0.01%0.01%Q4 2021Q4 20225
State of Wyoming 550.02%0.06%0.16%Q2 2021Q2 20225
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 550.03%0.09%0.14%Q2 2020Q2 20215
Accel Wealth Management 550.00%0.00%0.00%Q1 2022Q1 20235
Dragoneer Investment Group 550.71%1.67%2.14%Q4 2018Q4 20195
DRIEHAUS CAPITAL MANAGEMENT LLC 310.11%0.37%0.50%Q2 2020Q3 20235
Tuscan Ridge Asset Management LLC 330.06%0.25%0.46%Q1 2019Q3 20195
HighTower Advisors, LLC 320.00%0.00%0.00%Q2 2021Q1 20235
GLENMEDE TRUST CO NA 410.00%0.01%0.01%Q3 2019Q3 20215
Hudson Bay Capital Management LP 320.01%0.03%0.10%Q4 2018Q4 20205
Graham Capital Management, L.P. 550.01%0.04%0.07%Q3 2022Q3 20235
Daiwa Securities Group Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Athanor Capital, LP 410.01%0.02%0.04%Q4 2019Q1 20215
Woodline Partners LP 410.00%0.00%0.01%Q2 2022Q3 20235
ADVISORY RESEARCH INC 310.04%0.08%0.13%Q2 2020Q3 20235
BOGLE INVESTMENT MANAGEMENT L P /DE/ 550.07%0.29%0.59%Q4 2019Q4 20205
Liontrust Investment Partners LLP 550.00%0.01%0.04%Q3 2021Q3 20225
Triasima Portfolio Management inc. 440.05%0.09%0.12%Q4 2020Q3 20214
Cambridge Investment Research Advisors, Inc. 440.00%0.00%0.00%Q1 2021Q4 20214
LAKEWOOD CAPITAL MANAGEMENT, LP 440.18%0.22%0.31%Q3 2020Q2 20214
IndexIQ Advisors LLC 440.01%0.01%0.02%Q1 2021Q4 20214
BAILARD, INC. 440.03%0.04%0.05%Q4 2022Q3 20234
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 441.05%1.25%1.46%Q4 2020Q3 20214
Diversified Trust Co 440.01%0.01%0.01%Q1 2023Q4 20234
Sowell Financial Services LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
CYPRESS GROWTH FUND III LP 441.49%1.78%2.19%Q4 2020Q3 20214
Ibex Investors LLC 330.33%0.55%1.01%Q2 2020Q4 20204
Capital World Investors 440.00%0.00%0.00%Q4 2018Q3 20194
Petrus Trust Company, LTA 310.03%0.04%0.04%Q4 2021Q1 20234
Ensign Peak Advisors, Inc 440.00%0.00%0.00%Q4 2021Q3 20224
Verition Fund Management LLC 210.00%0.01%0.04%Q3 2019Q3 20234
Elequin Capital, LP 310.00%0.00%0.00%Q1 2022Q2 20234
Polar Asset Management Partners Inc. 440.03%0.08%0.13%Q2 2022Q1 20234
HAMILTON LANE ADVISORS LLC 310.15%0.66%1.06%Q3 2019Q3 20204
Stanley-Laman Group, Ltd. 440.08%0.17%0.24%Q3 2021Q2 20224
JACKSON SQUARE CAPITAL, LLC 440.01%0.03%0.05%Q4 2019Q3 20204
HARBOUR INVESTMENTS, INC. 310.00%0.00%0.00%Q1 2021Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 330.08%0.51%1.28%Q1 2019Q3 20194
Invenomic Capital Management LP 440.36%0.66%1.06%Q4 2022Q3 20234
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 440.00%0.01%0.01%Q4 2020Q3 20214
Concord Wealth Partners 440.00%0.00%0.00%Q1 2021Q4 20214
DLD Asset Management, LP 220.02%0.05%0.07%Q2 2022Q3 20224
Berman Capital Advisors, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Alpha Square Group S LLC 441.04%1.41%1.88%Q1 2022Q4 20224
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Bayesian Capital Management, LP 310.03%0.11%0.26%Q1 2021Q3 20234
SRS Investment Management, LLC 440.62%1.29%1.74%Q4 2020Q3 20214
Aperio Group, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Global Retirement Partners, LLC 310.00%0.00%0.00%Q3 2020Q3 20234
COMERICA BANK 310.01%0.01%0.01%Q1 2021Q3 20234
Williams Jones Wealth Management, LLC. 310.00%0.01%0.01%Q2 2020Q2 20214
Sigma Planning Corp 440.01%0.02%0.03%Q3 2020Q2 20214
Jackson Square Partners, LLC 441.73%2.41%3.63%Q4 2021Q3 20224
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
Quarry LP 440.00%0.01%0.01%Q4 2022Q3 20234
Raymond James Financial Services Advisors, Inc. 310.00%0.00%0.00%Q2 2020Q3 20214
Convergence Investment Partners, LLC 440.05%0.07%0.12%Q3 2020Q2 20214
First Bank & Trust 440.00%0.00%0.00%Q3 2021Q2 20224
THRIVENT FINANCIAL FOR LUTHERANS 440.02%0.02%0.03%Q4 2021Q3 20224
PANAGORA ASSET MANAGEMENT INC 110.00%0.01%0.01%Q4 2021Q3 20233
Y-Intercept (Hong Kong) Ltd 110.04%0.06%0.06%Q1 2021Q3 20233
Centiva Capital, LP 210.00%0.01%0.02%Q1 2020Q3 20233
CAPITAL ONE FINANCIAL CORP 330.05%0.07%0.08%Q1 2020Q3 20203
EAM Investors, LLC 210.23%0.32%0.38%Q4 2020Q3 20233
CIBC Asset Management Inc 330.00%0.00%0.00%Q1 2021Q3 20213
Standard Family Office LLC 330.00%0.01%0.01%Q4 2020Q2 20213
SILVERCREST ASSET MANAGEMENT GROUP LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Numerai GP LLC 330.18%1.68%3.10%Q4 2022Q2 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Baird Financial Group, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
Marshall Wace North America L.P. 210.00%0.00%0.00%Q1 2019Q1 20203
OneDigital Investment Advisors LLC 330.02%0.03%0.03%Q1 2023Q3 20233
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 210.56%0.77%0.89%Q1 2019Q3 20203
Ergoteles LLC 330.02%0.02%0.02%Q4 2021Q2 20223
Leucadia National 210.00%0.00%0.00%Q4 2022Q3 20233
Robeco Institutional Asset Management B.V. 330.00%0.00%0.00%Q4 2020Q2 20213
NumerixS Investment Technologies Inc 330.00%0.03%0.06%Q2 2019Q4 20193
Selective Wealth Management, Inc. 330.00%0.01%0.01%Q4 2021Q2 20223
ETF MANAGERS GROUP, LLC 110.01%0.02%0.03%Q3 2021Q1 20233
Sumitomo Mitsui Trust Holdings, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
Divisadero Street Capital Management, LP 210.25%2.22%3.40%Q2 2022Q3 20233
Compass Wealth Management LLC 330.00%0.00%0.00%Q4 2022Q2 20233
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 330.00%0.01%0.01%Q4 2019Q2 20203
Bluefin Trading, LLC 330.00%0.01%0.02%Q4 2019Q2 20203
Altai Capital Management 330.47%0.48%0.48%Q4 2021Q2 20223
FOX RUN MANAGEMENT, L.L.C. 110.05%0.07%0.10%Q3 2022Q3 20233
Altshuler Shaham Ltd 330.00%0.00%0.00%Q3 2020Q1 20213
FULLER & THALER ASSET MANAGEMENT, INC. 210.07%0.09%0.11%Q1 2021Q3 20233
Engine Capital Management, LP 330.03%0.04%0.05%Q1 2023Q3 20233
Paradigm Financial Partners, LLC 330.40%0.43%0.48%Q1 2021Q3 20213
Main Street Financial Solutions, LLC 330.03%0.05%0.07%Q1 2021Q3 20213
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 330.07%0.09%0.11%Q2 2021Q4 20213
Point72 Hong Kong Ltd 110.00%0.01%0.01%Q2 2019Q3 20223
MACKENZIE FINANCIAL CORP 330.00%0.00%0.00%Q2 2021Q4 20213
Parisi Gray Wealth Management 210.00%0.00%0.00%Q4 2018Q2 20213
Shannon River Fund Management LLC 330.04%0.05%0.07%Q2 2020Q4 20203
Versor Investments LP 210.04%0.06%0.08%Q3 2022Q3 20233
Skandinaviska Enskilda Banken AB (publ) 210.00%0.00%0.00%Q3 2020Q2 20223
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q1 2021Q4 20213
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 330.00%0.00%0.00%Q4 2022Q2 20233
T. Rowe Price Investment Management, Inc. 330.02%0.02%0.03%Q3 2022Q1 20233
FIRST MERCANTILE TRUST CO 210.01%0.02%0.03%Q4 2018Q4 20203
SEVEN EIGHT CAPITAL, LP 210.03%0.08%0.16%Q4 2021Q2 20233
Grantham, Mayo, Van Otterloo & Co. LLC 210.00%0.05%0.10%Q4 2018Q2 20233
Parkwood LLC 110.05%0.06%0.08%Q3 2019Q3 20223
SHAKER INVESTMENTS LLC/OH 330.23%0.35%0.41%Q1 2023Q3 20233
Engrave Wealth Partners LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Quadrature Capital Ltd 110.01%0.04%0.06%Q1 2020Q1 20233
HARBOURVEST PARTNERS LLC 330.18%0.20%0.25%Q3 2019Q1 20203
J.P. Morgan Private Wealth Advisors LLC 210.00%0.00%0.00%Q4 2019Q3 20213
JENNISON ASSOCIATES LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Advisor Group, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
HARBOR CAPITAL ADVISORS, INC. 330.14%0.16%0.16%Q2 2023Q4 20233
Teza Capital Management LLC 220.02%0.04%0.05%Q2 2023Q3 20232
Rehmann Capital Advisory Group 220.04%0.04%0.04%Q2 2021Q3 20212
A.R.T. Advisors, LLC 220.06%0.07%0.08%Q3 2019Q4 20192
SYMMETRY PEAK MANAGEMENT LLC 110.18%0.26%0.35%Q2 2020Q2 20202
Point72 Middle East FZE 220.00%0.00%0.00%Q4 2022Q1 20232
Plante Moran Financial Advisors, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Candlestick Capital Management LP 110.03%0.36%0.69%Q1 2021Q3 20212
Provenire Capital, LLC 110.83%0.85%0.86%Q1 2021Q3 20212
Leap Investments LP 110.16%0.21%0.27%Q3 2019Q1 20202
Dynamic Advisor Solutions LLC 220.02%0.02%0.03%Q2 2021Q3 20212
Calamos Advisors LLC 220.00%0.01%0.01%Q2 2021Q3 20212
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Candriam S.C.A. 220.05%0.06%0.06%Q3 2022Q4 20222
Greenline Partners, LLC 220.03%0.04%0.04%Q3 2019Q4 20192
SOA Wealth Advisors, LLC. 220.00%0.00%0.00%Q4 2021Q1 20222
BAMCO INC /NY/ 220.00%0.00%0.00%Q4 2018Q1 20192
HRT FINANCIAL LP 110.01%0.02%0.03%Q4 2021Q1 20232
Catalyst Capital Advisors LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Janney Montgomery Scott LLC 220.00%0.00%0.00%Q4 2020Q1 20212
MOODY ALDRICH PARTNERS LLC 220.19%0.24%0.28%Q3 2021Q4 20212
Bellwether Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Corton Capital Inc. 220.09%0.10%0.11%Q4 2022Q1 20232
Lyon Street Capital, LLC 221.30%1.54%1.78%Q2 2020Q3 20202
GUARDIAN POINT CAPITAL, LP 223.37%4.15%4.93%Q4 2020Q1 20212
VAN ECK ASSOCIATES CORP 220.00%0.00%0.00%Q1 2022Q2 20222
Raleigh Capital Management Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Pentwater Capital Management LP 220.01%0.01%0.01%Q4 2018Q1 20192
TIEDEMANN ADVISORS, LLC 220.15%0.16%0.18%Q4 2020Q1 20212
Allianz Asset Management GmbH 220.00%0.00%0.00%Q1 2019Q2 20192
MACKAY SHIELDS LLC 220.02%0.02%0.03%Q4 2020Q1 20212
EAGLE ASSET MANAGEMENT INC 220.07%0.08%0.09%Q3 2021Q4 20212
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 110.06%0.11%0.15%Q3 2020Q4 20222
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
OPTIMUM INVESTMENT ADVISORS 110.00%0.01%0.01%Q1 2021Q2 20222
CI INVESTMENTS INC. 220.00%0.00%0.00%Q3 2021Q4 20212
Pacer Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q4 20212
Horrell Capital Management, Inc. 221.04%1.17%1.29%Q2 2023Q3 20232
FRIESS ASSOCIATES LLC 220.27%0.27%0.27%Q4 2018Q1 20192
XN LP 221.61%2.00%2.39%Q1 2022Q2 20222
STONNINGTON GROUP, LLC 220.16%0.20%0.24%Q2 2021Q3 20212
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2019Q3 20202
State of Tennessee, Treasury Department 110.00%0.00%0.00%Q3 2019Q2 20232
NATIXIS 220.00%0.03%0.05%Q3 2021Q4 20212
CAXTON ASSOCIATES LP 110.03%0.04%0.04%Q3 2021Q1 20222
WESTFIELD CAPITAL MANAGEMENT CO LP 220.06%0.06%0.07%Q2 2021Q3 20212
WELD CAPITAL MANAGEMENT LLC 220.10%0.22%0.34%Q1 2019Q2 20192
FourThought Financial, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
OSTERWEIS CAPITAL MANAGEMENT INC 220.28%0.31%0.34%Q3 2021Q4 20212
TIAA CREF INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Illinois Municipal Retirement Fund 220.01%0.01%0.01%Q3 2021Q4 20212
Aristides Capital LLC 110.11%0.12%0.14%Q4 2019Q4 20222
Allspring Global Investments Holdings, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
AMUNDI ASSET MANAGEMENT US, INC. 110.00%0.01%0.01%Q1 2019Q1 20212
Cornerstone Investment Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
William Marsh Rice University 220.22%0.43%0.63%Q3 2019Q4 20192
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Wishbone Management, LP 224.72%5.31%5.89%Q2 2020Q3 20202
DUPONT CAPITAL MANAGEMENT CORP 220.02%0.02%0.02%Q2 2021Q3 20212
MAVERICK CAPITAL LTD 220.01%0.01%0.01%Q1 2023Q2 20232
Xact Kapitalforvaltning AB 220.00%0.00%0.00%Q4 2019Q1 20202
Alpha DNA Investment Management LLC 220.00%0.00%0.01%Q4 2020Q1 20212
SeaBridge Investment Advisors LLC 220.00%0.00%0.00%Q2 2020Q3 20202
ADAMS STREET PARTNERS LLC 220.13%0.41%0.69%Q3 2019Q4 20192
COWBIRD CAPITAL LP 225.48%6.73%7.98%Q3 2019Q4 20192
Kula Investments, LLC 220.04%0.07%0.10%Q4 2022Q1 20232
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Foundry Partners, LLC 220.05%0.05%0.05%Q4 2020Q1 20212
CORNERCAP INVESTMENT COUNSEL INC 220.09%0.10%0.10%Q2 2023Q3 20232
TEACHERS ADVISORS, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
XPONANCE, INC. 220.01%0.01%0.01%Q2 2021Q3 20212
Nokota Management, LP 220.67%1.98%3.28%Q3 2021Q4 20212
Shamrock Asset Management LLC 220.59%0.64%0.69%Q2 2019Q3 20192
Atlas Private Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
CADENCE CAPITAL MANAGEMENT LLC 220.11%0.21%0.31%Q2 2020Q3 20202
Jefferies Group LLC 110.00%0.00%0.01%Q2 2019Q3 20222
SYMONS CAPITAL MANAGEMENT INC 220.06%0.08%0.09%Q4 2019Q1 20202
Adero Partners, LLC 221.49%1.58%1.67%Q4 2019Q1 20202
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20232
Lombard Odier Asset Management (USA) Corp 110.00%0.00%0.00%Q1 2023Q3 20232
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Capula Management Ltd 110.01%0.02%0.02%Q2 2021Q3 20232
REGENTS OF THE UNIVERSITY OF CALIFORNIA 220.08%1.16%2.23%Q3 2019Q4 20192
ASSETMARK, INC 220.00%0.00%0.00%Q4 2021Q1 20222
SCOPIA CAPITAL MANAGEMENT LP 223.14%3.27%3.41%Q3 2019Q4 20192
Ameritas Investment Company, LLC 220.00%0.04%0.08%Q1 2021Q2 20212
Investors Research Corp 220.00%0.00%0.00%Q4 2021Q1 20222
BERYLSON CAPITAL PARTNERS, LLC 221.51%4.23%6.96%Q1 2019Q2 20192
Alyeska Investment Group, L.P. 110.02%0.02%0.03%Q2 2019Q4 20192
Penn Mutual Asset Management, LLC 220.32%0.43%0.53%Q3 2019Q4 20192
IPG Investment Advisors LLC 220.04%0.07%0.09%Q1 2021Q2 20212
MADDEN SECURITIES Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Juniper Hill Capital Management LP 110.13%0.13%0.13%Q2 2020Q2 20201
Campbell & CO Investment Adviser LLC 110.05%0.05%0.05%Q1 2023Q1 20231
PUTNAM INVESTMENTS LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Shellback Capital, LP 110.04%0.04%0.04%Q4 2018Q4 20181
CenterStar Asset Management, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Enlightenment Research, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2022Q1 20221
West Branch Capital LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Larson Financial Group LLC 110.00%0.00%0.00%Q4 2018Q4 20181
LYELL WEALTH MANAGEMENT, LP 110.18%0.18%0.18%Q2 2019Q2 20191
WADDELL & REED FINANCIAL INC 110.06%0.06%0.06%Q4 2018Q4 20181
NATIXIS ADVISORS, L.P. 110.00%0.00%0.00%Q2 2021Q2 20211
Haafor (Singapore) Pte. Ltd. 110.08%0.08%0.08%Q4 2019Q4 20191
Creative Planning 110.00%0.00%0.00%Q3 2023Q3 20231
PFS INVESTMENTS INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Skye Global Management LP 110.01%0.01%0.01%Q1 2020Q1 20201
Vident Investment Advisory, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
HBW ADVISORY SERVICES LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Greenspring Associates, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.08%0.08%0.08%Q4 2019Q4 20191
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q2 2023Q2 20231
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MYDA Advisors LLC 110.19%0.19%0.19%Q1 2019Q1 20191
IronBridge Private Wealth, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Fortis Group Advisors, LLC 110.21%0.21%0.21%Q2 2023Q2 20231
Level Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Tenzing Global Management, LLC 110.71%0.71%0.71%Q1 2020Q1 20201
Gotham Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Sciencast Management LP 110.13%0.13%0.13%Q1 2021Q1 20211
Ancora Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
RBF Capital, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
SHERBROOKE PARK ADVISERS LLC 110.04%0.04%0.04%Q3 2023Q3 20231
BREWIN DOLPHIN LTD 110.00%0.00%0.00%Q4 2020Q4 20201
Headlands Technologies LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Coatue Management 110.00%0.00%0.00%Q2 2020Q2 20201
Brandywine Global Investment Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Tuttle Capital Management, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
Delphia (USA) Inc. 110.14%0.14%0.14%Q4 2022Q4 20221
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
FORA Capital, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
Vanguard Personalized Indexing Management, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Full Sail Capital, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
CAAS CAPITAL MANAGEMENT LP 110.03%0.03%0.03%Q4 2022Q4 20221
Monashee Investment Management LLC 110.15%0.15%0.15%Q2 2019Q2 20191
WESBANCO BANK INC 110.02%0.02%0.02%Q3 2021Q3 20211
Signition LP 110.74%0.74%0.74%Q4 2019Q4 20191
XN Exponent Advisors LLC 113.56%3.56%3.56%Q3 2021Q3 20211
G2 Investment Partners Management LLC 110.34%0.34%0.34%Q3 2019Q3 20191
Murchinson Ltd. 110.01%0.01%0.01%Q2 2023Q2 20231
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.05%0.05%0.05%Q4 2019Q4 20191
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 110.00%0.00%0.00%Q3 2021Q3 20211
SPRINGS CAPITAL (HONG KONG) Ltd 111.42%1.42%1.42%Q4 2021Q4 20211
Whetstone Capital Advisors, LLC 110.54%0.54%0.54%Q2 2019Q2 20191
Gunderson Capital Management Inc. 110.89%0.89%0.89%Q4 2020Q4 20201
Sandy Spring Bank 110.00%0.00%0.00%Q3 2022Q3 20221
FALCON POINT CAPITAL, LLC 111.28%1.28%1.28%Q2 2020Q2 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BELLEVUE ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
YHB Investment Advisors, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
MAK CAPITAL ONE LLC 112.88%2.88%2.88%Q3 2023Q3 20231
Private Capital Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
ASTURIAS CAPITAL LLC 111.96%1.96%1.96%Q4 2019Q4 20191
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Bridgefront Capital, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q3 2020Q3 20201
Bleichroeder LP 110.09%0.09%0.09%Q4 2021Q4 20211
SPHERA FUNDS MANAGEMENT LTD. 110.04%0.04%0.04%Q3 2021Q3 20211
BANK OF NOVA SCOTIA 110.01%0.01%0.01%Q3 2021Q3 20211
HighPoint Advisor Group LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Chimera Capital Management LLC 110.11%0.11%0.11%Q3 2022Q3 20221
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Weiss Multi-Strategy Advisers LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Minot Wealth Management LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Harvest Investment Services, LLC 110.09%0.09%0.09%Q3 2021Q3 20211
COOPER CREEK PARTNERS MANAGEMENT LLC 110.47%0.47%0.47%Q1 2022Q1 20221
Cohen Capital Management, Inc. 110.59%0.59%0.59%Q1 2021Q1 20211
MASSACHUSETTS INSTITUTE OF TECHNOLOGY 118.31%8.31%8.31%Q2 2020Q2 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
ALPHASIMPLEX GROUP, LLC 110.20%0.20%0.20%Q3 2021Q3 20211
STATE OF MICHIGAN RETIREMENT SYSTEM 110.02%0.02%0.02%Q3 2019Q3 20191
Cresset Asset Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MIK Capital, LP 111.22%1.22%1.22%Q4 2020Q4 20201
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Stockbridge Partners LLC 112.06%2.06%2.06%Q4 2019Q4 20191
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Capital Research Global Investors 110.00%0.00%0.00%Q4 2018Q4 20181
Black Swift Group, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2018Q4 20181
ARMOR ADVISORS, L.L.C. 112.31%2.31%2.31%Q1 2020Q1 20201
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Motley Fool Asset Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Southpoint Capital Advisors LP 110.72%0.72%0.72%Q4 2021Q4 20211
Crestwood Capital Management, L.P. 111.24%1.24%1.24%Q4 2020Q4 20201
Crawford Lake Capital Management, LLC 111.55%1.55%1.55%Q2 2021Q2 20211
Ardmore Road Asset Management LP 111.34%1.34%1.34%Q2 2022Q2 20221
OMERS ADMINISTRATION Corp 110.02%0.02%0.02%Q1 2020Q1 20201
Leo H. Evart, Inc. 110.27%0.27%0.27%Q4 2021Q4 20211
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q1 2021Q1 20211
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q1 2022Q1 20221
Summit Global Investments 110.01%0.01%0.01%Q4 2021Q4 20211
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
HIGHLINE CAPITAL MANAGEMENT, L.P. 110.47%0.47%0.47%Q1 2020Q1 20201
Quantinno Capital Management LP 110.36%0.36%0.36%Q1 2020Q1 20201
Oak Thistle LLC 110.05%0.05%0.05%Q3 2023Q3 20231
BEACONLIGHT CAPITAL, LLC 110.29%0.29%0.29%Q3 2019Q3 20191
Ballew Advisors, Inc 110.69%0.69%0.69%Q1 2021Q1 20211
Contour Asset Management LLC 111.96%1.96%1.96%Q2 2021Q2 20211
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q1 2021Q1 20211
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2023Q3 20231
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NOMURA ASSET MANAGEMENT CO LTD 110.00%0.00%0.00%Q1 2021Q1 20211
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Financial Architects, Inc 110.00%0.00%0.00%Q4 2018Q4 20181
Sculptor Capital LP 110.03%0.03%0.03%Q3 2019Q3 20191
Comprehensive Financial Management LLC 110.01%0.01%0.01%Q2 2020Q2 20201
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q2 2021Q2 20211
PA Capital LLC 110.15%0.15%0.15%Q2 2019Q2 20191
Quantamental Technologies LLC 110.13%0.13%0.13%Q1 2023Q1 20231
Clear Creek Financial Management, LLC 110.20%0.20%0.20%Q4 2020Q4 20201
EMFO, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
Laurion Capital Management LP 110.04%0.04%0.04%Q4 2018Q4 20181
AXQ CAPITAL, LP 110.07%0.07%0.07%Q3 2023Q3 20231
AIA Investment Management Private Ltd 110.16%0.16%0.16%Q3 2020Q3 20201
CNB Bank 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Wealth Partners, Ltd. 110.14%0.14%0.14%Q3 2021Q3 20211
COLUMBUS CIRCLE INVESTORS 110.05%0.05%0.05%Q4 2018Q4 20181
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q2 2021Q2 20211
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
J.W. COLE ADVISORS, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q3 20201
SG3 Management, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
Capital Investment Advisory Services, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Gyon Technologies Capital Management, LP 110.18%0.18%0.18%Q1 2021Q1 20211
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SCOTIA CAPITAL INC. 110.00%0.00%0.00%Q3 2021Q3 20211
MONTAG A & ASSOCIATES INC 110.00%0.00%0.00%Q4 2020Q4 20201
Bogart Wealth, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Parametrica Management Ltd 110.22%0.22%0.22%Q3 2021Q3 20211
NEXT Financial Group, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
IEQ CAPITAL, LLC 110.46%0.46%0.46%Q3 2021Q3 20211
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q3 2022Q3 20221
TORONTO DOMINION BANK 110.00%0.00%0.00%Q4 2019Q4 20191
Mizuho Markets Cayman LP 110.06%0.06%0.06%Q1 2023Q1 20231
Global Endowment Management, LP 110.07%0.07%0.07%Q3 2023Q3 20231
AGF INVESTMENTS INC. 110.02%0.02%0.02%Q4 2021Q4 20211
Intrinsic Edge Capital Management LLC 110.15%0.15%0.15%Q4 2018Q4 20181
NN Investment Partners Holdings N.V. 110.00%0.00%0.00%Q4 2021Q4 20211
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q4 2021Q4 20211
ELLINGTON MANAGEMENT GROUP LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Golden State Equity Partners 110.03%0.03%0.03%Q2 2023Q2 20231
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Polar Capital LLP 110.02%0.02%0.02%Q3 2019Q3 20191
EVERGREEN CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Eagle Bay Advisors LLC 110.00%0.00%0.00%Q3 2021Q3 20211
DARK FOREST CAPITAL MANAGEMENT LP 110.00%0.00%0.00%Q3 2022Q3 20221
Strategic Blueprint, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
DeDora Capital, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
External links

This page lists all the filers that currently own UPWORK INC or have owned UPWORK INC in the past.