Security Snapshot

UPWORK INC - NOTE 0.250% 8/1 Institutional Ownership

CUSIP: 91688FAB0

13F Institutional Holders and Ownership History from Q4 2023 to Q1 2026

Latest Period

n/a

Institutions Reporting

Principal

Price (% of par)

98.26%

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SEC-reported market price (% of par)
98.26%
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • 91688FAB0 - UPWORK INC - NOTE 0.250% 8/1 is tracked under CUSIP 91688FAB0.
  • Latest finished 13F holder period is not available.
  • Schedule 13D/13G significant owner rows are not currently available.

Change

  • Holder count moved from 1 to 1 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $7,628,101 to $9,826,200.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Schedule 13D/G

Ownership context comes from Schedule 13D/G and available holder history for this CUSIP.

Open SEC evidence

Security key

91688FAB0

Latest holder period

n/a

13F holders

13D/G owners

0

CIK / CUSIP context first

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
6
Latest
n/a
Rows shown
1-6 of 6
Period Principal Value Change Price (% of par) (Median) Investors
2026 Q1 $10,000,000 $9,826,200 98.26% 1
2025 Q4 $7,825,000 $7,628,101 97.48% 1
2024 Q3 $6,425,000 $5,855,666 +$91,139 91.14% 1
2024 Q2 $10,066,000 $8,935,758 -$1,332,630 88.76% 2
2024 Q1 $11,566,000 $10,108,594 -$5,085,212 87.34% 2
2023 Q4 $17,400,000 $14,796,587 85.06% 2
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