UPWK UPWORK, INC

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business model: AI-enabled global platform connecting businesses with freelance, agency, fractional, and payrolled talent across broad skill categories
• • NEW emphasis on Lifted subsidiary for enterprise workforce solutions, including Managed Services and diverse contingent labor models (AOR, EOR, outsourcing)
• • Strategic shift: Paused some new client acquisition in 2025 to focus on Lifted launch, operational improvements, and cost reduction in enterprise account management
• • Quantitative metric: $4.0 billion Gross Services Volume (GSV) transacted in 2025 across 180+ countries; ~630 corporate employees plus 1,600 independent internal contractors
• • Noteworthy fact: Integration of AI-driven features throughout platform, including proprietary AI assistant Uma and advanced machine learning models for search, matching, and rate insights

Risk Factors

• • Income tax expense $37.8M in 2025 due to valuation allowance on state deferred tax assets reversing $125.2M benefit in 2024
• • Geopolitical exposure from global client and talent base; active clients declined 6% YoY to Dec 2025 amid macro slowdown
• • Managed Services costs rose $2.9M including $ contract termination charges from reduced client work volume
• • Competitive risk from transition to Lifted platform, causing 2% Enterprise revenue decline and requiring further integration investment
• • Debt maturity of $ Notes due Aug 15, 2026 poses refinancing risk amid tightening credit markets

Management Discussion & Analysis

• • Revenue $787.8M total; Marketplace $682.9M up 3% YoY from $662.1M; Enterprise $104.9M down 2% YoY from $107.2M
• • Marketplace take rate 18.7% vs 18.0% in 2024; net income $115.4M down 46% YoY from $215.6M; adjusted EBITDA $225.6M up 35% from $167.6M
• • Best segment Marketplace revenue $682.9M up 3%; worst Enterprise revenue $104.9M down 2%
• • No cash flow details provided on buybacks, dividends or capex in MDA
• • Management focused on AI capabilities, monetization, and Lifted platform transition; risk due to paused Enterprise client acquisitions

What are the latest UPWK SEC filings in 2026?

UPWORK, INC (UPWK) has filed a 10-K annual report on February 13, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on July 16, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did UPWK file its most recent 10-K annual report?

UPWORK, INC (UPWK) filed its most recent 10-K annual report on February 13, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view UPWK 10-Q quarterly reports?

UPWORK, INC (UPWK)'s most recent 10-Q quarterly report was filed on May 7, 2026. SignalX displays every UPWK 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has UPWK filed recently?

UPWORK, INC (UPWK)'s most recent 8-K was filed on July 16, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find UPWK insider trading activity (Form 4)?

SignalX aggregates every UPWK Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does UPWK file with the SEC?

UPWORK, INC (UPWK) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new UPWK filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for UPWORK, INC (UPWK).

What is UPWK's SEC CIK number?

UPWORK, INC (UPWK)'s SEC CIK (Central Index Key) number is 1627475. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1627475 to look up all UPWK filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find UPWK return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from UPWORK, INC (UPWK) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.