Upstream BioUPB
13F holders, Q1 2025 (March 31)79holders +9
23new positions
14sold out
2famous investors
$5.77avg. 13F price*
At the end of Q1 2025, 79 institutions reported holding Upstream Bio Inc. (UPB) in their 13F filings, up 9 from Q4 2024. 23 opened new positions and 14 sold out. The largest holders were FMR LLC ($44.4M), Orbimed Advisors LLC ($34.8M) and Decheng Capital LLC ($20.1M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Upstream Bio Inc.
- CUSIP
- 91678A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $7.9M |
| Exits | 14 | $11.8M |
All 13F filers, Q4 2024 → Q1 2025: 5,544,273 shares bought and 1,339,498 shares sold, net +4,204,775 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| FMR LLC | 0.00% | Add +1.1% | 7,255,859 | $44.4M |
| Orbimed Advisors LLC | 0.84% | No change | 5,693,589 | $34.8M |
| Decheng Capital LLC | 5.64% | No change | 3,285,293 | $20.1M |
| TCG Crossover Management, LLC | 2.34% | No change | 2,801,763 | $17.1M |
| Enavate Sciences Gp, LLC | 11.34% | No change | 2,459,703 | $15.1M |
| Deep Track Capital, LP | 0.46% | Add +130.0% | 2,299,567 | $14.1M |
| Bain Capital Life Sciences Investors, LLC | 2.08% | No change | 2,295,322 | $14.0M |
| Venrock Adviser, LLC | 1.20% | No change | 2,295,319 | $14.0M |
| Samsara Biocapital, LLC | 2.26% | Reduce -6.8% | 2,067,146 | $12.7M |
| Omega Fund Management, LLC | 7.35% | No change | 2,036,293 | $12.5M |
| Wellington Management Group LLP | 0.00% | Reduce -17.0% | 1,313,457 | $8.0M |
| BlackRock, Inc. | 0.00% | Add +6.1% | 1,185,768 | $7.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.8% | 1,091,186 | $6.7M |
| Norges Bank | 0.00% | Reduce -3.0% | 969,916 | $5.9M |
| Vanguard Group Inc. | 0.00% | Reduce -0.9% | 907,026 | $5.6M |
| Siren, L.L.C. | 0.27% | Reduce -1.4% | 788,450 | $4.8M |
| Nantahala Capital Management, LLC | 0.30% | Reduce -0.8% | 594,971 | $3.6M |
| Altshuler Shaham Ltd | 0.09% | New | 3,235,293 | $3.5M |
| Woodline Partners LP | 0.02% | Add +5.8% | 557,063 | $3.4M |
| Geode Capital Management, LLC | 0.00% | Add +13.1% | 410,677 | $2.5M |
| Marshall Wace, LLP | 0.00% | Add +4.9% | 304,963 | $1.9M |
| Great Point Partners LLC | 1.00% | No change | 300,000 | $1.8M |
| State Street Corp. | 0.00% | Add +19.6% | 295,587 | $1.8M |
| Parkman Healthcare Partners LLC | 0.17% | New | 233,563 | $1.4M |
| Lynx1 Capital Management LP | 0.48% | Reduce -8.7% | 219,247 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 177,984 | $1.1M |
| Northern Trust Corp. | 0.00% | Reduce -4.1% | 137,771 | $843K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.3% | 132,173 | $809K |
| UBS Group AG | 0.00% | Reduce -18.6% | 131,551 | $805K |
| Velan Capital Investment Management LP | 0.67% | New | 107,000 | $655K |
| Alyeska Investment Group, L.P. | 0.00% | No change | 85,000 | $520K |
| Millennium Management | 0.00% | New | 61,796 | $378K |
| EcoR1 Capital, LLC | 0.02% | No change | 60,000 | $367K |
| Morgan Stanley | 0.00% | Add +19.1% | 51,391 | $315K |
| Alps Advisors Inc. | 0.00% | Reduce -9.8% | 39,079 | $239K |
| Bank of New York Mellon Corp | 0.00% | Reduce 0.0% | 36,912 | $226K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.9% | 32,955 | $202K |
| Barclays PLC | 0.00% | Reduce -7.5% | 24,993 | $153K |
| Nuveen, LLC | 0.00% | — | 22,586 | $138K |
| Two Sigma Investments, LP | 0.00% | New | 21,789 | $133K |
| Susquehanna International Group, LLP | 0.00% | New | 21,264 | $130K |
| AQR Capital Management | 0.00% | New | 18,822 | $115K |
| Citigroup Inc. | 0.00% | Reduce -31.4% | 18,178 | $111K |
| Invesco Ltd. | 0.00% | Reduce -1.8% | 15,315 | $94K |
| Intech Investment Management LLC | 0.00% | New | 15,285 | $94K |
| Quantinno Capital Management LP | 0.00% | New | 15,225 | $93K |
| JPMorgan Chase & Co. | 0.00% | Reduce -68.2% | 15,194 | $93K |
| Deutsche Bank AG | 0.00% | Add +2.3% | 15,192 | $93K |
| ADAR1 Capital Management, LLC | 0.02% | New | 15,000 | $92K |
| Rhumbline Advisers | 0.00% | Reduce -20.3% | 13,327 | $82K |
| XTX Topco Ltd | 0.00% | New | 12,731 | $78K |
| MetLife Investment Management, LLC | 0.00% | No change | 11,034 | $68K |
| Bank of America Corp. | 0.00% | Reduce -24.6% | 10,531 | $64K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.8% | 10,296 | $63K |
| Walleye Capital LLC | 0.00% | No change | 10,000 | $61K |
| Wells Fargo & Company | 0.00% | Add +2.2% | 9,250 | $57K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 8,533 | $52K |
| New York State Common Retirement Fund | 0.00% | New | 4,700 | $29K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 3,350 | $21K |
| STRS Ohio | 0.00% | No change | 3,200 | $20K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,822 | $11K |
| Legal & General Group Plc | 0.00% | No change | 1,734 | $11K |
| Cwm, LLC | 0.00% | New | 1,596 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -44.4% | 1,582 | $10K |
| California State Teachers Retirement System | 0.00% | No change | 1,290 | $8K |
| BNP Paribas Financial Markets | 0.00% | Reduce -37.9% | 939 | $6K |
| Royal Bank of Canada | 0.00% | Reduce -35.1% | 832 | $5K |
| Amalgamated Bank | 0.00% | No change | 594 | $4K |
| Versant Capital Management, Inc | 0.00% | New | 615 | $4K |
| GAMMA Investing LLC | 0.00% | New | 593 | $4K |
| US Bancorp \de | 0.00% | Reduce -66.1% | 562 | $3K |
| Allworth Financial LP | 0.00% | New | 185 | $2K |
| Sterling Capital Management LLC | 0.00% | Reduce -45.0% | 137 | $838 |
| Nisa Investment Advisors, LLC | 0.00% | New | 136 | $832 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 135 | $826 |
| Signaturefd, LLC | 0.00% | New | 90 | $551 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 69 | $423 |
| Principal Securities, Inc. | 0.00% | No change | 12 | $197 |
| True Wealth Design, LLC | 0.00% | New | 16 | $98 |
"% of holder's portfolio" is UPB's weight in each manager's 13F, not the share of Upstream Bio Inc. the manager owns.