UPWK · Upwork, Inc · Shareholders & Ownership

$8.75 +0.00 (+0.00%) At close · Oct 21

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.10B

124.90M

Volume · Oct 21 1.59M Avg daily vol (3M) 3.02M

Every disclosed holder of UPWK in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns UPWK

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	294	126,248,629	101.08%	Yes
Insiders (Forms 3, 4, 5)	16	6,540,668	5.24%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	7,885,932	-6.31%	Negative
Registered funds (N-PORT, not summed)	301	59,248,194	47.44%	No

Shares outstanding: 124,903,365, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of UPWK

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	19,259,723	15.42%	+403,601	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	18,796,623	15.05%	+373,255	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	7,443,215	5.96%	-396,607	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,158,028	2.53%	+143,720	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,105,136	0.88%	-24,057	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	811,884	0.65%	—	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,898,745	6.32%	+124,397	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Ancient Art, L.P. 13F CIK 1426749 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,228,530	5.79%	+1,268,621	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Ancient Art, L.P. 13G CIK 1426749 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,744,477	6.20%	+2,307,523	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,381,628	5.11%	-410,900	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	111,200	0.09%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
4.2	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	20,100	0.02%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,313,767	4.25%	-298,931	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,195,259	4.16%	+69,917	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,132,849	0.91%	-68,974	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	690,720	0.55%	+1,436	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	42,424	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.4	State Street(R) SPDR(R) FactSet Innovative Technology ETF Fund S000051577 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	29,740	0.02%	-208	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	26,197	0.02%	+362	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,857,612	3.89%	+134,054	Jun 30, 2026	carried, not yet filed for the newest quarter
8	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,743,484	3.80%	+1,027,868	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	896,234	0.72%	—	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	720,672	0.58%	+166,498	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	661,257	0.53%	+259,195	Jul 31, 2026	Dimensional ETF Trust, not summed
8.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	566,705	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	453,785	0.36%	—	Jul 31, 2026	Dimensional ETF Trust, not summed
9	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	4,723,558	3.78%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
10	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,270,252	3.42%	+1,719,424	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	321,608	0.26%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
10.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	307,887	0.25%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
10.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	65,982	0.05%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
10.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	61,760	0.05%	+10,208	May 31, 2026	Goldman Sachs ETF Trust, not summed
10.5	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	32,864	0.03%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,687,208	2.95%	-252,400	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,253,955	2.61%	+110,675	Jun 30, 2026	carried, not yet filed for the newest quarter
13	RICE HALL JAMES & ASSOCIATES, LLC 13F CIK 1230765 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,776,805	2.22%	+1,468,638	Jun 30, 2026	carried, not yet filed for the newest quarter
14	HARVEY KEVIN Insider CIK 1190213 · Jun 4, 2026 Director, issuer-wide	2,712,523	2.17%	—	Jun 4, 2026	Director, issuer-wide
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,688,737	2.15%	-166,943	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,463,966	1.97%	+1,278,271	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	141	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
17	Invenomic Capital Management LP 13F CIK 1769456 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,406,922	1.93%	+492,421	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Invenomic Fund Fund S000057713 · Registered fund · Jul 31, 2026 NORTHERN LIGHTS FUND TRUST II, not summed	1,569,060	1.26%	+32,930	Jul 31, 2026	NORTHERN LIGHTS FUND TRUST II, not summed
18	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,142,846	1.72%	+586,335	Jun 30, 2026	carried, not yet filed for the newest quarter
19	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,853,448	1.48%	+818,027	Jun 30, 2026	carried, not yet filed for the newest quarter
20	LAYTON THOMAS Insider CIK 1079457 · Jun 4, 2026 Director, issuer-wide	1,691,430	1.35%	+33,859	Jun 4, 2026	Director, issuer-wide
21	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,681,020	1.35%	-359,300	Jun 30, 2026	carried, not yet filed for the newest quarter
22	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,655,618	1.33%	+1,424,134	Jun 30, 2026	carried, not yet filed for the newest quarter
23	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,578,957	1.26%	+150,657	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,543,614	1.24%	-51,250	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,499,477	1.20%	+733,168	Jun 30, 2026	carried, not yet filed for the newest quarter
26	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,481,789	1.19%	+1,250,959	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,419,700	1.14%	-34,653	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,307,824	1.05%	+1,951	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	59,804	0.05%	0	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,270,108	1.02%	+27,526	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	61,146	0.05%	+5,109	Jun 30, 2026	Northern Funds, not summed
29.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,954	0.01%	-341	Jun 30, 2026	Northern Funds, not summed
29.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	9,322	0.01%	-17,454	Jul 31, 2026	FlexShares Trust, not summed
30	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,119,357	0.90%	+21,676	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	514,743	0.41%	+56,114	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
30.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	91,005	0.07%	-11,694	Jul 31, 2026	Principal Funds, Inc, not summed
30.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	5,768	0.00%	—	Jul 31, 2026	Principal Funds, Inc, not summed
30.4	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,857	0.00%	-4,990	Jul 31, 2026	Principal Funds, Inc, not summed
31	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,083,475	0.87%	+926,910	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	168,015	0.13%	—	Jun 30, 2026	AQR Funds, not summed
31.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	7,837	0.01%	—	Mar 31, 2026	AQR Funds, not summed
32	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,076,689	0.86%	+1,076,689	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	604,429	0.48%	—	Jun 30, 2026	ROYCE FUND, not summed
32.2	Royce Capital Fund - Small-Cap Portfolio Fund S000009497 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	180,409	0.14%	—	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
32.3	Royce Small-Cap Value Fund Fund S000009516 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	106,694	0.09%	—	Jun 30, 2026	ROYCE FUND, not summed
33	OP Asset Management Ltd 13F CIK 2097005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	980,461	0.79%	+980,461	Jun 30, 2026	carried, not yet filed for the newest quarter
34	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	947,962	0.76%	+888,937	Jun 30, 2026	carried, not yet filed for the newest quarter
35	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	942,041	0.75%	-290,438	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	624,845	0.50%	-10,028	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	291,238	0.23%	+20,946	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	77,903	0.06%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	75,000	0.06%	-3,067	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
36	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	870,291	0.70%	+143,511	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Pacer US Small Cap Cash Cows 100 ETF Fund S000055468 · Registered fund · Jul 31, 2026 Pacer Funds Trust, not summed	851,117	0.68%	+136,730	Jul 31, 2026	Pacer Funds Trust, not summed
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	835,671	0.67%	-61,211	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Brown Hayden Insider CIK 1753662 · Sep 18, 2026 Director, President & CEO, issuer-wide	793,593	0.64%	+22,517	Sep 18, 2026	Director, President & CEO, issuer-wide
40	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	737,234	0.59%	+470,448	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	736,397	0.59%	+11,121	Jun 30, 2026	carried, not yet filed for the newest quarter
42	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	726,095	0.58%	+315,268	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	721,562	0.58%	+277,403	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	VictoryShares Small Cap Free Cash Flow ETF Fund S000080690 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	530,067	0.42%	+132,938	Jun 30, 2026	Victory Portfolios II, not summed
43.2	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	165,309	0.13%	—	Jul 31, 2026	Victory Portfolios III, not summed
43.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	13,618	0.01%	-222	Jul 31, 2026	Victory Portfolios III, not summed
43.4	Victory Cornerstone Aggressive Fund Fund S000037226 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	6,945	0.01%	—	May 31, 2026	Victory Portfolios III, not summed
44	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	718,111	0.57%	+288,324	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
45	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	704,083	0.56%	-224,627	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Fiera Capital Corp 13F CIK 1505817 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	703,931	0.56%	-528,322	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	695,119	0.56%	-96,535	May 31, 2026	American Century ETF Trust, not summed
48	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	687,435	0.55%	-2,382,836	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	2,184,832	1.75%	+596,745	May 31, 2026	Fidelity Rutland Square Trust II, not summed
48.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,317,326	1.05%	+99,185	Jul 31, 2026	Fidelity Salem Street Trust, not summed
48.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	682,196	0.55%	-1,243	May 31, 2026	Fidelity Concord Street Trust, not summed
48.4	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	679,905	0.54%	+562,506	Jun 30, 2026	Fidelity Covington Trust, not summed
48.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	245,853	0.20%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
49	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	631,643	0.51%	+21,952	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
50	Man Group plc 13F CIK 1637460 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	629,184	0.50%	+413,763	Jun 30, 2026	carried, not yet filed for the newest quarter

47 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1627475 CUSIP 91688F104 13F (30d) 28 filings 28 filers Visit website Investor relations