Upstream BioUPB
13F holders, Q2 2025 (June 30)83holders +4
13new positions
10sold out
1famous investor
$10.98avg. 13F price*
At the end of Q2 2025, 83 institutions reported holding Upstream Bio Inc. (UPB) in their 13F filings, up 4 from Q1 2025. 13 opened new positions and 10 sold out. The largest holders were FMR LLC ($87.1M), Orbimed Advisors LLC ($62.5M) and Altshuler Shaham Ltd ($37.3M). One famous investor held it 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $1.4M |
| Exits | 10 | $1.4M |
All 13F filers, Q1 2025 → Q2 2025: 4,969,989 shares bought and 2,895,679 shares sold, net +2,074,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| FMR LLC | 0.00% | Add +9.4% | 7,936,880 | $87.1M |
| Orbimed Advisors LLC | 1.57% | No change | 5,693,589 | $62.5M |
| Altshuler Shaham Ltd | 1.19% | Add +4.9% | 3,394,441 | $37.3M |
| Decheng Capital LLC | 9.11% | No change | 3,285,293 | $36.1M |
| TCG Crossover Management, LLC | 3.51% | No change | 2,801,763 | $30.8M |
| Enavate Sciences Gp, LLC | 15.30% | No change | 2,459,703 | $27.0M |
| Bain Capital Life Sciences Investors, LLC | 3.35% | Add +6.3% | 2,439,538 | $26.8M |
| Venrock Adviser, LLC | 1.89% | No change | 2,295,319 | $25.2M |
| Vanguard Group Inc. | 0.00% | Add +139.3% | 2,170,833 | $23.8M |
| BlackRock, Inc. | 0.00% | Add +76.8% | 2,096,506 | $23.0M |
| Omega Fund Management, LLC | 14.48% | No change | 2,036,293 | $22.4M |
| Samsara Biocapital, LLC | 3.24% | Reduce -30.2% | 1,443,231 | $15.8M |
| Deep Track Capital, LP | 0.51% | Reduce -37.3% | 1,442,767 | $15.8M |
| Wellington Management Group LLP | 0.00% | Reduce -6.7% | 1,225,295 | $13.5M |
| Norges Bank | 0.00% | No change | 969,916 | $10.6M |
| Siren, L.L.C. | 0.45% | No change | 788,450 | $8.7M |
| Parkman Healthcare Partners LLC | 0.91% | Add +206.3% | 715,504 | $7.9M |
| Geode Capital Management, LLC | 0.00% | Add +57.5% | 646,635 | $7.1M |
| Nantahala Capital Management, LLC | 0.46% | No change | 594,971 | $6.5M |
| Woodline Partners LP | 0.03% | Add +0.2% | 558,252 | $6.1M |
| State Street Corp. | 0.00% | Add +62.9% | 481,375 | $5.3M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +105.5% | 365,790 | $4.0M |
| Great Point Partners LLC | 2.14% | No change | 300,000 | $3.3M |
| Marshall Wace, LLP | 0.00% | Reduce -4.7% | 290,526 | $3.2M |
| UBS Group AG | 0.00% | Add +77.0% | 232,887 | $2.6M |
| Northern Trust Corp. | 0.00% | Add +66.4% | 229,303 | $2.5M |
| Lynx1 Capital Management LP | 0.70% | No change | 219,247 | $2.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +34.9% | 178,253 | $2.0M |
| Velan Capital Investment Management LP | 1.18% | No change | 107,000 | $1.2M |
| Morgan Stanley | 0.00% | Add +93.2% | 99,308 | $1.1M |
| Barclays PLC | 0.00% | Add +288.1% | 96,990 | $1.1M |
| Alyeska Investment Group, L.P. | 0.00% | No change | 85,000 | $933K |
| Bank of New York Mellon Corp | 0.00% | Add +116.1% | 79,766 | $876K |
| Nuveen, LLC | 0.00% | Add +227.3% | 73,936 | $812K |
| Rhumbline Advisers | 0.00% | Add +260.7% | 48,066 | $528K |
| Susquehanna International Group, LLP | 0.00% | Add +98.8% | 42,263 | $464K |
| Verition Fund Management LLC | 0.00% | New | 33,505 | $368K |
| AQR Capital Management | 0.00% | Add +58.1% | 29,752 | $327K |
| Alps Advisors Inc. | 0.00% | Reduce -25.9% | 28,976 | $318K |
| Alliancebernstein L.P. | 0.00% | Reduce -97.8% | 24,560 | $270K |
| Deutsche Bank AG | 0.00% | Add +54.0% | 23,403 | $257K |
| Wells Fargo & Company | 0.00% | Add +141.8% | 22,364 | $246K |
| American Century Companies Inc. | 0.00% | New | 22,362 | $246K |
| MetLife Investment Management, LLC | 0.00% | Add +96.6% | 21,691 | $238K |
| Intech Investment Management LLC | 0.00% | Add +39.3% | 21,290 | $234K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +85.3% | 19,084 | $210K |
| Bank of America Corp. | 0.00% | Add +71.2% | 18,031 | $198K |
| T. Rowe Price Associates Inc. | 0.00% | New | 17,448 | $192K |
| JPMorgan Chase & Co. | 0.00% | Add +8.4% | 16,469 | $181K |
| Invesco Ltd. | 0.00% | Add +6.4% | 16,300 | $179K |
| Commonwealth Equity Services, LLC | 0.00% | New | 15,526 | $170K |
| Creative Planning | 0.00% | New | 14,030 | $154K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 13,190 | $145K |
| Citigroup Inc. | 0.00% | Reduce -35.7% | 11,695 | $128K |
| Quantinno Capital Management LP | 0.00% | Reduce -30.3% | 10,614 | $117K |
| Virtus Investment Advisers, LLC | 0.03% | New | 8,134 | $89K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +133.8% | 7,833 | $86K |
| New York State Common Retirement Fund | 0.00% | No change | 4,700 | $52K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +95.3% | 3,558 | $39K |
| Cwm, LLC | 0.00% | Add +107.5% | 3,312 | $36K |
| Legal & General Group Plc | 0.00% | Add +83.0% | 3,174 | $35K |
| BNP Paribas Financial Markets | 0.00% | Add +229.8% | 3,097 | $34K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +92.9% | 3,051 | $34K |
| Royal Bank of Canada | 0.00% | Add +271.4% | 3,090 | $33K |
| California State Teachers Retirement System | 0.00% | Add +68.5% | 2,174 | $24K |
| STRS Ohio | 0.00% | Reduce -43.8% | 1,800 | $20K |
| Sterling Capital Management LLC | 0.00% | Add +586.9% | 941 | $10K |
| GAMMA Investing LLC | 0.00% | Add +16.9% | 693 | $8K |
| US Bancorp \de | 0.00% | Add +17.3% | 659 | $7K |
| Amalgamated Bank | 0.00% | No change | 594 | $7K |
| Versant Capital Management, Inc | 0.00% | Reduce -9.3% | 558 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +128.9% | 309 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 224 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 163 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 147 | $2K |
| Essential Partners LLC | 0.00% | — | 97 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -29.4% | 96 | $1K |
| Allworth Financial LP | 0.00% | Reduce -64.3% | 66 | $725 |
| Signaturefd, LLC | 0.00% | Reduce -45.6% | 49 | $538 |
| True Wealth Design, LLC | 0.00% | Add +93.8% | 31 | $341 |
| Osaic Holdings, Inc. | 0.00% | New | 42 | $257 |
| Parallel Advisors, LLC | 0.00% | New | 2 | $22 |
| IFP Advisors, Inc | 0.00% | New | 1 | $11 |
"% of holder's portfolio" is UPB's weight in each manager's 13F, not the share of Upstream Bio Inc. the manager owns.