Upstream BioUPB

13F holders, Q4 2024 (December 31)
70holders
2famous investors
$16.40avg. 13F price*

At the end of Q4 2024, 70 institutions reported holding Upstream Bio Inc. (UPB) in their 13F filings. The largest holders were FMR LLC ($118.0M), Orbimed Advisors LLC ($93.6M) and Decheng Capital LLC ($54.0M). 2 famous investors held it, including George Soros (0.0% of Soros Fund Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Upstream Bio Inc.
CUSIP
91678A107
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q4 2024: 70Q4 2024Q1 2025: 79Q1 2025Q2 2025: 83Q2 2025Q3 2025: 95Q3 2025Q4 2025: 133Q4 2025Q1 2026: 140Q1 2026Q2 2026: 148Q2 2026

Total Exit/New Position Q4 2024

InstitutionsTotal Value
New Positions68$649.7M
Exits0$0

Ownership 70 holders

FMR LLC 0.01% New 7,176,187 $118.0M
Orbimed Advisors LLC 1.94% New 5,693,589 $93.6M
Decheng Capital LLC 11.59% New 3,285,293 $54.0M
TCG Crossover Management, LLC 4.38% New 2,801,763 $44.9M
Enavate Sciences Gp, LLC 29.04% — 2,459,703 $40.4M
Bain Capital Life Sciences Investors, LLC 4.45% New 2,295,322 $37.7M
Venrock Adviser, LLC 2.59% New 2,295,319 $37.7M
Samsara Biocapital, LLC 5.00% New 2,217,146 $36.4M
Omega Fund Management, LLC 21.71% New 2,036,293 $33.5M
Wellington Management Group LLP 0.00% New 1,583,154 $25.6M
BlackRock, Inc. 0.00% New 1,117,800 $18.4M
Alliancebernstein L.P. 0.01% New 1,111,337 $18.3M
Deep Track Capital, LP 0.62% New 1,000,000 $16.4M
Norges Bank 0.00% New 1,000,000 $16.4M
Vanguard Group Inc. 0.00% New 915,021 $15.0M
Siren, L.L.C. 0.58% New 800,000 $13.2M
Nantahala Capital Management, LLC 0.69% New 600,000 $9.9M
Woodline Partners LP 0.06% New 526,511 $8.7M
Geode Capital Management, LLC 0.00% New 363,269 $6.0M
Balyasny Asset Management L.P. 0.01% New 301,152 $5.0M
Great Point Partners LLC 2.32% New 300,000 $4.9M
Marshall Wace, LLP 0.01% New 290,734 $4.8M
State Street Corp. 0.00% New 247,187 $4.1M
Lynx1 Capital Management LP 1.48% New 240,042 $3.9M
Citadel Advisors 0.00% New 180,000 $3.0M
UBS Group AG 0.00% New 161,512 $2.7M
Northern Trust Corp. 0.00% New 143,721 $2.4M
Charles Schwab Investment Management Inc. 0.00% New 135,323 $2.2M
Alyeska Investment Group, L.P. 0.01% New 85,000 $1.4M
Moody Aldrich Partners LLC 0.23% New 74,773 $1.2M
EcoR1 Capital, LLC 0.04% New 60,000 $986K
JPMorgan Chase & Co. 0.00% New 47,792 $786K
Soros Fund Management 0.02% New 46,350 $762K
Jane Street Group, LLC 0.00% New 45,549 $749K
Goldman Sachs Group Inc. 0.00% New 44,490 $731K
Alps Advisors Inc. 0.00% New 43,340 $713K
Morgan Stanley 0.00% New 43,163 $710K
Verition Fund Management LLC 0.00% New 37,379 $615K
Bank of New York Mellon Corp 0.00% New 36,913 $607K
Barclays PLC 0.00% New 27,017 $444K
Citigroup Inc. 0.00% New 26,504 $436K
Nuveen Asset Management, LLC 0.00% New 22,586 $371K
Rhumbline Advisers 0.00% New 16,721 $275K
Invesco Ltd. 0.00% New 15,602 $256K
Deutsche Bank AG 0.00% New 14,851 $244K
Bank of America Corp. 0.00% New 13,963 $230K
Davidson Kempner Capital Management LP 0.01% New 12,500 $205K
MetLife Investment Management, LLC 0.00% New 11,034 $181K
Sandia Investment Management LP 0.31% New 10,000 $164K
Walleye Capital LLC 0.00% New 10,000 $164K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 9,828 $162K
Wells Fargo & Company 0.00% New 9,047 $149K
Corebridge Financial, Inc. 0.00% New 8,660 $142K
SG Americas Securities, LLC 0.00% New 7,590 $125K
STRS Ohio 0.00% New 3,200 $53K
Tower Research Capital LLC (TRC) 0.00% New 2,846 $47K
Ameritas Investment Partners, Inc. 0.00% New 1,822 $30K
Legal & General Group Plc 0.00% New 1,734 $28K
US Bancorp \de 0.00% New 1,660 $27K
BNP Paribas Financial Markets 0.00% New 1,511 $25K
California State Teachers Retirement System 0.00% New 1,290 $21K
Royal Bank of Canada 0.00% New 1,282 $21K
Amalgamated Bank 0.00% New 594 $10K
Sterling Capital Management LLC 0.00% New 249 $4K
R Squared Ltd 0.00% — 160 $3K
Aster Capital Management (DIFC) Ltd 0.00% New 134 $2K
Caitong International Asset Management Co., Ltd 0.00% — 44 $723
Osaic Holdings, Inc. 0.00% New 17 $279
Principal Securities, Inc. 0.00% New 12 $197
National Bank of Canada 0.00% New 7 $115

"% of holder's portfolio" is UPB's weight in each manager's 13F, not the share of Upstream Bio Inc. the manager owns.