Upstream BioUPB

13F holders, Q3 2025 (September 30)
95holders +12
22new positions
9sold out
2famous investors
$18.81avg. 13F price*

At the end of Q3 2025, 95 institutions reported holding Upstream Bio Inc. (UPB) in their 13F filings, up 12 from Q2 2025. 22 opened new positions and 9 sold out. The largest holders were FMR LLC ($152.1M), Orbimed Advisors LLC ($107.1M) and Decheng Capital LLC ($61.8M). 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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions22$26.7M
Exits9$20.8M

All 13F filers, Q2 2025 → Q3 2025: 4,255,263 shares bought and 7,177,305 shares sold, net −2,922,042 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 95 holders

FMR LLC 0.01% Add +1.9% 8,086,413 $152.1M
Orbimed Advisors LLC 2.57% No change 5,693,589 $107.1M
Decheng Capital LLC 10.78% No change 3,285,293 $61.8M
BlackRock, Inc. 0.00% Add +24.2% 2,603,706 $49.0M
Enavate Sciences Gp, LLC 14.13% No change 2,459,703 $46.3M
Vanguard Group Inc. 0.00% Add +12.5% 2,442,551 $45.9M
Bain Capital Life Sciences Investors, LLC 3.05% No change 2,439,538 $45.9M
TCG Crossover Management, LLC 1.96% Reduce -24.4% 2,117,103 $39.8M
Altshuler Shaham Ltd 0.44% Reduce -58.3% 1,416,822 $26.7M
Omega Fund Management, LLC 11.47% Reduce -33.4% 1,356,293 $25.5M
Venrock Adviser, LLC 1.24% Reduce -49.1% 1,169,298 $22.0M
Wellington Management Group LLP 0.00% Reduce -8.2% 1,125,395 $21.2M
State Street Corp. 0.00% Add +131.5% 1,114,581 $21.0M
Samsara Biocapital, LLC 2.36% Reduce -33.3% 962,154 $18.1M
Marshall Wace, LLP 0.02% Add +198.8% 867,999 $16.3M
Parkman Healthcare Partners LLC 1.74% Add +17.9% 843,502 $15.9M
Geode Capital Management, LLC 0.00% Add +26.4% 817,109 $15.4M
Siren, L.L.C. 0.58% No change 788,450 $14.8M
Woodline Partners LP 0.05% Add +7.9% 602,252 $11.3M
Nantahala Capital Management, LLC 0.69% No change 594,971 $11.2M
Integral Health Asset Management, LLC 0.79% New 575,000 $10.8M
Great Point Partners LLC 2.36% No change 300,000 $5.6M
Charles Schwab Investment Management Inc. 0.00% Add +59.8% 284,828 $5.4M
UBS Group AG 0.00% Add +16.9% 272,271 $5.1M
Northern Trust Corp. 0.00% Add +11.1% 254,719 $4.8M
Goldman Sachs Group Inc. 0.00% New 223,214 $4.2M
Schonfeld Strategic Advisors LLC 0.03% Reduce -48.0% 190,244 $3.6M
Ikarian Capital, LLC 0.61% New 161,113 $3.0M
SummitTX Capital, L.P. 0.09% New 112,404 $2.1M
Bank of New York Mellon Corp 0.00% Add +14.7% 91,521 $1.7M
Morgan Stanley 0.00% Reduce -11.9% 87,535 $1.6M
Barclays PLC 0.00% Reduce -12.0% 85,315 $1.6M
Balyasny Asset Management L.P. 0.00% New 73,131 $1.4M
American Century Companies Inc. 0.00% Add +219.9% 71,540 $1.3M
Nuveen, LLC 0.00% Reduce -5.5% 69,882 $1.3M
Boothbay Fund Management, LLC 0.03% New 61,299 $1.2M
Bank of America Corp. 0.00% Add +207.7% 55,473 $1.0M
Exome Asset Management LLC 0.65% New 51,960 $977K
Rhumbline Advisers 0.00% Add +2.8% 49,406 $929K
Verition Fund Management LLC 0.01% Add +40.3% 47,001 $884K
Citigroup Inc. 0.00% Add +259.4% 42,037 $791K
Millennium Management 0.00% New 40,113 $755K
Rafferty Asset Management, LLC 0.00% New 34,521 $649K
AQR Capital Management 0.00% Add +0.7% 29,954 $563K
JPMorgan Chase & Co. 0.00% Add +81.8% 29,947 $563K
Nomura Holdings Inc. 0.00% New 28,290 $532K
Deutsche Bank AG 0.00% Add +14.3% 26,737 $503K
Alps Advisors Inc. 0.00% Reduce -10.4% 25,962 $488K
Wells Fargo & Company 0.00% Add +12.5% 25,160 $473K
MetLife Investment Management, LLC 0.00% No change 21,691 $408K
Alliancebernstein L.P. 0.00% Reduce -19.2% 19,850 $373K
T. Rowe Price Associates Inc. 0.00% Add +6.0% 18,501 $349K
Caption Management, LLC 0.02% New 18,196 $342K
Invesco Ltd. 0.00% Add +5.5% 17,190 $323K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -11.6% 16,863 $315K
Prelude Capital Management, LLC 0.02% New 15,735 $296K
Commonwealth Equity Services, LLC 0.00% Reduce -0.1% 15,503 $292K
Quantinno Capital Management LP 0.00% Add +40.3% 14,889 $280K
Creative Planning 0.00% Add +1.7% 14,266 $268K
Manufacturers Life Insurance Company, The 0.00% Reduce -8.3% 12,092 $227K
Mariner, LLC 0.00% New 10,933 $206K
Two Sigma Investments, LP 0.00% New 10,500 $198K
Intech Investment Management LLC 0.00% Reduce -51.2% 10,396 $196K
Virtus Investment Advisers, LLC 0.05% Add +21.0% 9,843 $185K
Police & Firemen's Retirement System of New Jersey 0.00% Add +20.6% 9,447 $178K
BNP Paribas Financial Markets 0.00% Add +110.8% 6,527 $123K
New York State Common Retirement Fund 0.00% Add +34.0% 6,300 $119K
Cwm, LLC 0.00% Add +0.9% 3,341 $63K
Russell Investments Group, Ltd. 0.00% Add +1964.0% 3,034 $57K
Legal & General Group Plc 0.00% Reduce -7.9% 2,924 $55K
Ameritas Investment Partners, Inc. 0.00% Reduce -23.0% 2,741 $52K
Sterling Capital Management LLC 0.00% Add +140.6% 2,264 $43K
California State Teachers Retirement System 0.00% Add +0.1% 2,176 $41K
Tower Research Capital LLC (TRC) 0.00% Reduce -38.8% 1,868 $35K
Group One Trading LLC 0.00% New 1,305 $25K
Aster Capital Management (DIFC) Ltd 0.01% New 1,141 $21K
GAMMA Investing LLC 0.00% Add +28.4% 890 $17K
Royal Bank of Canada 0.00% Reduce -73.1% 832 $16K
Amalgamated Bank 0.00% No change 594 $11K
Versant Capital Management, Inc 0.00% Reduce -1.8% 548 $10K
US Bancorp \de 0.00% Reduce -19.4% 531 $10K
Global Retirement Partners, LLC 0.00% New 332 $6K
EverSource Wealth Advisors, LLC 0.00% Add +0.3% 310 $6K
Clearstead Advisors, LLC 0.00% No change 163 $3K
Arax Advisory Partners 0.00% New 149 $3K
PNC Financial Services Group, Inc. 0.00% New 130 $2K
J.Safra Asset Management Corp 0.00% New 128 $2K
Essential Partners LLC 0.00% No change 97 $2K
Nisa Investment Advisors, LLC 0.00% No change 96 $2K
Allworth Financial LP 0.00% Add +1.5% 67 $1K
N.E.W. Advisory Services LLC 0.00% New 60 $1K
Signaturefd, LLC 0.00% Add +4.1% 51 $959
Sunbelt Securities, Inc. 0.00% New 19 $357
IFP Advisors, Inc 0.00% Add +100.0% 2 $38
Parallel Advisors, LLC 0.00% No change 2 $38

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