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UPWK · Upwork, Inc
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UPWK Upwork (UPWK) Insider Trading, Ownership & Congress Trades

Software & IT · Services-computer processing & data preparation · CIK 0001627475
Quote by TradingView
Form 144 · 7
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
175
13F, latest reported quarter
Conversions, 180 days
25
Codes C/M, not in net · no price filed

What the filings say about UPWK

Insiders, 180 days
-$2.6M net sold
4 sellers · 12% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$1.5M
7 notices

Upwork insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, UPWORK, INC insiders sold a net $2.6M of stock across 254 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Kappus Anthony Ray
GM & Chief Operating Officer
SELL
2026-10-20 SECtraded 2026-10-19
559
$4.7K
+3.7%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Sep 18, 2026.
  • The trade is 0.7% of the 77,196 shares held after it.
  • No other insider sold within 30 days.
  • 175 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: GM & Chief Operating Officer Kappus Anthony Ray sold about $4.7K of UPWK on Oct 19, 2026; 175 funds added in the latest 13F quarter.
Brown Hayden
President & CEO
SELL
2026-09-22 SECtraded 2026-09-18
23,893
$201.9K
+10.9%
Context
  • 78 earlier Form 4 trades (code P or S) here by this insider (78 sales), the last on Aug 18, 2026.
  • The trade is 3.0% of the 793,593 shares held after it.
  • 3 other insiders sold within 30 days.
  • 175 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President & CEO Brown Hayden sold about $201.9K of UPWK on Sep 18, 2026; 3 other insiders sold within 30 days and 175 funds added in the latest 13F quarter.
Kappus Anthony Ray
GM & Chief Operating Officer
SELL
2026-09-22 SECtraded 2026-09-18
45,732
$386.5K
+10.9%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Aug 18, 2026.
  • The trade is 59.9% of the 76,342 shares held after it.
  • 3 other insiders sold within 30 days.
  • 175 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: GM & Chief Operating Officer Kappus Anthony Ray sold about $386.5K of UPWK on Sep 18, 2026; 3 other insiders sold within 30 days and 175 funds added in the latest 13F quarter.
Gessert Erica
Chief Financial Officer
SELL
2026-09-22 SECtraded 2026-09-18
9,336
$78.9K
+10.9%
Context
  • 20 earlier Form 4 trades (code P or S) here by this insider (20 sales), the last on Aug 18, 2026.
  • The trade is 2.5% of the 373,586 shares held after it.
  • 3 other insiders sold within 30 days.
  • 175 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Gessert Erica sold about $78.9K of UPWK on Sep 18, 2026; 3 other insiders sold within 30 days and 175 funds added in the latest 13F quarter.
Mekhalfa Sabrina
Chief Accounting Officer
SELL
2026-09-22 SECtraded 2026-09-18
1,299
$11.0K
+10.9%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Jun 18, 2026.
  • The trade is 19.5% of the 6,675 shares held after it.
  • 3 other insiders sold within 30 days.
  • 175 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Accounting Officer Mekhalfa Sabrina sold about $11.0K of UPWK on Sep 18, 2026; 3 other insiders sold within 30 days and 175 funds added in the latest 13F quarter.
254 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 249 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$2.6M over 180 days
-$1.5M over 90 days
below 52% of Software & IT
Congress
no House purchase disclosed in the last 12 months
Funds
175 funds bought in last quarter
more than 69% of Software & IT
Revenue
+2.4% year over year
below 65% of Software & IT
Margin
14.7% net margin
more than 79% of Software & IT
Buybacks
$109.7M repurchased, FY to 2026-06-30
more than 57% of Software & IT
Short interest
15.8% of the float short (float per yahoo 2026-10-26) · 6.8 days to cover · settled 2026-09-30
more than 93% of Software & IT
What changed in the last 30 days
Oct 20GM & Chief Operating Officer Kappus Anthony Ray sold $4.7K (Oct 19)
Oct 19Officer ANTHONY KAPPUS filed to sell $4.7K by Oct 19 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.

Watch UPWK

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-43.7%12M
-51%-22%+8%+37%2025-102025-122026-022026-042026-062026-082026-10 2025-11-26 · Brown Hayden sold $3.4M2025-11-26 · Brown Hayden sold $1.9M2025-11-25 · Brown Hayden sold $1.5M2025-11-21 · Brown Hayden sold $1.1M2026-02-18 · Brown Hayden sold $1.0M2026-02-18 · Brown Hayden sold $689.5K2025-12-18 · Brown Hayden sold $476.6K2026-05-18 · Brown Hayden sold $428.5K2026-08-18 · Brown Hayden sold $421.4K2026-09-18 · Kappus Anthony Ray sold $386.5K2026-02-18 · Gessert Erica sold $362.8K2026-03-18 · Brown Hayden sold $292.3K2026-02-18 · Bottoms Dave sold $234.8K2025-12-18 · Bottoms Dave sold $232.4K2025-11-18 · Brown Hayden sold $219.5K2025-11-21 · Steele Gary sold $218.9K2026-02-19 · Bottoms Dave sold $211.4K2026-09-18 · Brown Hayden sold $201.9K2025-12-19 · Bottoms Dave sold $198.8K2026-08-18 · Brown Hayden sold $195.8K2025-11-18 · Brown Hayden sold $195.5K2026-05-18 · Brown Hayden sold $195.2K2026-08-18 · Gessert Erica sold $192.5K2026-05-18 · Gessert Erica sold $191.9K2026-06-18 · Brown Hayden sold $191.3K2025-12-18 · Gessert Erica sold $186.2K2025-11-18 · Gessert Erica sold $162.6K2025-11-18 · Gessert Erica sold $146.2K2026-03-18 · Bottoms Dave sold $142.5K2026-03-18 · Gessert Erica sold $114.2K2026-03-19 · Bottoms Dave sold $80.4K2026-09-18 · Gessert Erica sold $78.9K2026-06-18 · Gessert Erica sold $74.7K2025-11-19 · Bottoms Dave sold $31.7K2026-03-18 · Mekhalfa Sabrina sold $18.2K2025-11-18 · Bottoms Dave sold $18.1K2026-08-18 · Kappus Anthony Ray sold $16.5K2026-05-18 · Kappus Anthony Ray sold $16.5K2025-11-18 · Bottoms Dave sold $15.4K2026-09-18 · Mekhalfa Sabrina sold $11.0K2026-06-18 · Mekhalfa Sabrina sold $10.4K2025-11-17 · Bottoms Dave sold $9.2K2026-10-19 · ANTHONY KAPPUS filed to sell $4.7K2026-09-18 · HAYDEN BROWN filed to sell $201.9K2026-09-18 · ERICA GESSERT filed to sell $78.9K2026-09-18 · ANTHONY KAPPUS filed to sell $386.5K2026-08-18 · HAYDEN BROWN filed to sell $409.5K2026-08-18 · HAYDEN BROWN filed to sell $195.8K2026-08-18 · ERICA GESSERT filed to sell $192.5K2026-06-18 · HAYDEN BROWN filed to sell $191.3K2026-06-18 · ERICA GESSERT filed to sell $74.7K
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns UPWK: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
19,259,723 sh
$161.0M
VANGUARD PORTFOLIO MANAGEMENT LLC
7,898,745 sh
$66.0M
Ancient Art, L.P.
7,228,530 sh
$60.4M
VANGUARD CAPITAL MANAGEMENT LLC
5,313,767 sh
$44.4M
STATE STREET CORP
5,195,259 sh
$43.4M

Congress trades in UPWK

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

UPWK planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
ANTHONY KAPPUS
Filed 2026-10-19
$4.7K
HAYDEN BROWN
Filed 2026-09-18
$201.9K
ERICA GESSERT
Filed 2026-09-18
$78.9K
ANTHONY KAPPUS
Filed 2026-09-18
$386.5K
HAYDEN BROWN
Filed 2026-08-18
$409.5K

UPWK mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Amplify Online Retail ETF
$2.1M position · as of 2026-06-30
2.0%
Invenomic Fund
$14.4M position · as of 2026-07-31
1.7%
Bushido Capital US SMID Cap Equity ETF
$2.2M position · as of 2026-07-31
1.2%
Royce Capital Fund - Small-Cap Portfolio
$1.5M position · as of 2026-06-30
0.8%
Royce Small-Cap Value Fund
$892.0K position · as of 2026-06-30
0.8%
VictoryShares Small Cap Free Cash Flow ETF
$4.4M position · as of 2026-06-30
0.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Ms. Brown
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$17.1M
$41.2M
$4.6M
+86%
+130%
2024
$9.9M
$7.7M
$3.8M
+53%
+88%
2023
$9.5M
$10.0M
$3.5M
+39%
+76%
2022
$8.5M
-$27.3M
$4.6M
-2%
+8%
2021
$34.9M
$31.1M
$2.1M
+220%
+78%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $2.6M sold by insiders over 180 days, 175 funds added last quarter, $1.5M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
TEAMMETACRWVCRMCRWDNETDDOGAPPIOTPCTYDUOLMDB

UPWK financials

Revenue growth
+2.4%
XBRL, annual
Net margin
14.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$787.3M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+12.9%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$204.4M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
0.59x
LongTermDebt as filed 2026-06-30 (includes the current portion); equity 2026-06-30
Cash flow to debt
0.58x
TTM operating cash flow over LongTermDebt as filed 2026-06-30 (includes the current portion)
Return on equity
+16.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+8.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
+14.8%
operating income after a 27.0% effective tax rate, over LongTermDebt as filed 2026-06-30 (includes the current portion) plus average of 2025-06-30 and 2026-06-30 minus cash
Return on capital employed
+14.7%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
11.78x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
$1.0B
market value at close 2026-10-27 on 2026-07-31 shares, plus LongTermDebt as filed 2026-06-30 (includes the current portion), minus cash 2026-06-30
FCF yield
+18.0%
TTM free cash flow over market value at close 2026-10-27
PEG, trailing
n/a
trailing EPS growth -55%, PEG needs growth
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$787.8M$769.3M$689.1M$618.3M
Gross profit$613.0M$595.2M$518.7M$457.9M
Operating income$129.3M$65.2M-$11.3M-$92.6M
Net income$115.4M$215.6M$46.9M-$89.9M
EPS (diluted)0.841.520.06-0.69
Operating cash flow$248.3M$153.6M$52.7M$11.5M
Cash$294.4M$305.8M$79.6M$129.4M
Long-term debt$0$357.9M$356.1M$564.3M
Buybacks$136.0M$100.0M$0$0
SEC XBRL, fiscal years, as known on 2026-10-28

UPWK Stock Sonar score 6/7 axes

Find similar shapesCompare

UPWK ranks highest on profitability (72nd percentile) and institutional and government (69th), and lowest on growth (18th), among Software & IT peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
72
Inputs
  • Return on equity+16.7% · 76 pct, sector of 286
  • Return on assets+8.0% · 77 pct, sector of 381
  • Return on invested capital+14.8% · 51 pct, sector of 78
  • Return on capital employed+14.7% · 82 pct, sector of 294
Financial health
51
Inputs
  • Debt to equity0.59x · 30 pct, sector of 288
  • Cash flow to debt0.58x · 71 pct, sector of 241
Growth
18
Inputs
  • Revenue growth, YoY+2.4% · 35 pct, sector of 480
  • Backlog growth, YoY-89.5% · 1 pct, sector of 182
Insider conviction
24
Inputs
  • Net Form 4 buying (codes P and S), 180d-$2.0M · 47 pct, sector of 285
  • Insider buyers, 180d0 · 0 pct, sector of 290
Institutional and government
69
Inputs
  • Funds adding, latest quarter175 · 69 pct, sector of 415
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
27
Inputs
  • Short interest, % of float+15.8% · 12 pct, sector of 530
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+12.6% · 42 pct, sector of 316
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

UPWK filings, in plain words

Are Upwork insiders buying or selling UPWK?

In the 180 days to 2026-10-28, Upwork insiders were net sellers, a net $2.6M across purchases and sales reported on Form 4, by 4 sellers.

Are there planned insider sales of UPWK?

Yes. 7 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $1.5M of stock; the latest, by ANTHONY KAPPUS, was filed 2026-10-19.

Read the full summary

In the 180 days to 2026-10-28, Upwork insiders were net sellers of UPWK, a net $2.6M across purchases and sales reported on Form 4 by 4 sellers. 12% of the 17 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 7 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $1.5M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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