Upstream BioUPB
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $26.7M |
| Exits | 9 | $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.