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The company

Upwork Inc.

UPWK · Nasdaq

FinancialsPayments & ProcessorsSetting upAI

UPWK stood above a rising 150-day average in 15 of the last 52 weekly readings, and has been out of that trend for the last 37 weeks. It is 5.1% below that average now. Payments & Processors: 39% of its 67 stocks in an uptrend (−7 points in four weeks); Financials: 49% (−7 points in four weeks).

SEC filings

Statistics

Rotation: Setting up
Weeks in an uptrend: out for 37
Industry in uptrend: 39% -8 in 4 wk
Insider buys, 12 months: $0
Insider sales, 12 months: $21.6M
Officials’ trades on record: 5
Institutions holding: 275 (+10)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 15 of 52 weeks.

21 Apr – 20 Oct

Payments & Processors: A minority of its stocks are in an uptrend and the share has been slipping. Financials: About half its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

5 disclosed lines: House 1, Senate 0, executive 4; 2 people.

Who	Did	Amount	Traded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Office	sold	$15k–$50k	15 May 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Office	sold	$1k–$15k	30 Apr 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Office	bought	$15k–$50k	30 Mar 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Office	sold	$15k–$50k	26 Feb 2026filed 14 May 2026
Charles J. "Chuck" Fleischmann House: U.S. House ClerkTN03	sold	$1k–$15k	10 Apr 2023filed 9 May 2023

Insiders

Buy orders, 12 months0

Sale orders, 12 months37

Buyers · sellers0 · 6

Who	Did	Shares	Traded
Anthony Ray KappusGM & Chief Operating Officer	sold	559at $8.43	19 Oct 2026filed 20 Oct 2026
Hayden BrownPresident & CEO	sold	23,893at $8.45	18 Sep 2026filed 22 Sep 2026
Anthony Ray KappusGM & Chief Operating Officer	sold	45,732at $8.45	18 Sep 2026filed 22 Sep 2026
Sabrina MekhalfaChief Accounting Officer	sold	1,299at $8.45	18 Sep 2026filed 22 Sep 2026
Erica GessertChief Financial Officer	sold	9,336at $8.45	18 Sep 2026filed 22 Sep 2026
Hayden BrownPresident & CEO	sold	23,241at $8.43	18 Aug 2026filed 20 Aug 2026
Hayden BrownPresident & CEO	sold	50,000at $8.43	18 Aug 2026filed 20 Aug 2026
Anthony Ray KappusGM & Chief Operating Officer	sold	1,964at $8.43	18 Aug 2026filed 20 Aug 2026
Erica GessertChief Financial Officer	sold	22,844at $8.43	18 Aug 2026filed 20 Aug 2026
Anthony Ray KappusGM & Chief Operating Officer	sold	558at $9.06	18 Jul 2026filed 21 Jul 2026
Hayden BrownPresident & CEO	sold	23,468at $8.15	18 Jun 2026filed 23 Jun 2026
Sabrina MekhalfaChief Accounting Officer	sold	1,276at $8.15	18 Jun 2026filed 23 Jun 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders275+10 on the quarter

New · exited59 · 49

Reported value$986.6M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
BlackRock, Inc.added · filed 7 Aug 2026	19,259,723$161.0M	+403,601+2.1%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026	7,898,745$66.0M	+124,397+1.6%
Ancient Art, L.P.added · filed 14 Aug 2026	7,228,530$60.4M	+1,268,621+21.3%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026	5,313,767$44.4M	-298,931−5.3%
STATE STREET CORPadded · filed 7 Aug 2026	5,195,259$43.4M	+69,917+1.4%
Capital International Investorsadded · filed 12 Aug 2026	4,857,612$40.6M	+134,054+2.8%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026	4,743,484$39.7M	+1,027,868+27.7%
GOLDMAN SACHS GROUP INCadded · filed 14 Aug 2026	4,270,252$35.7M	+1,719,424+67.4%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026	3,253,955$27.2M	+110,675+3.5%
RICE HALL JAMES & ASSOCIATES, LLCadded · filed 7 Aug 2026	2,776,805$23.2M	+1,468,638+112.3%

31 Mar 2023 – 30 Jun 2026

News

No headline names it lately.

Everyone who traded it

Anthony Ray Kappus GM & Chief Operating Officer · last 19 Oct 20260 · 5

Erica Gessert Chief Financial Officer · last 18 Sep 20260 · 20

Hayden Brown President & CEO · last 18 Sep 20260 · 91

Sabrina Mekhalfa Chief Accounting Officer · last 18 Sep 20260 · 3

Claire Bramley Director · last 4 Jun 20260 · 0

Dana L. Evan Director · last 4 Jun 20260 · 0

David H. Lissy Director · last 4 Jun 20260 · 0

Gary Steele Director · last 4 Jun 20260 · 3

Glenn Kelman Director · last 4 Jun 20260 · 0

Kevin Harvey Director · last 4 Jun 20261 · 0

Thomas Layton Director · last 4 Jun 20262 · 8

Donald J. Trump White House Office · last 15 May 20261 · 3

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Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202577.8%

Operating profit marginFY 2025 · to 31 Dec 202516.4%

Free cash flow marginFY 2025 · to 31 Dec 202530.8%

Return on capital employedFY 2025 · to 31 Dec 202519.9%

Cash conversionFY 2025 · to 31 Dec 2025215%

Debt to equityFY 2025 · to 31 Dec 20251.14×

Research spendFY 2025 · to 31 Dec 202523.6%

Share count trendFY 2025 · to 30 Jan 2026-0.1%

Cash and equivalentsFY 2025 · to 31 Dec 2025$294.4M

Free cash flowFY 2025 · to 31 Dec 2025$242.5M

Analyst forecasts

No analyst forecasts yet.