Upstream BioUPB

13F holders, Q4 2025 (December 31)
133holders +38
41new positions
8sold out
5famous investors
$27.15avg. 13F price*

At the end of Q4 2025, 133 institutions reported holding Upstream Bio Inc. (UPB) in their 13F filings, up 38 from Q3 2025. 41 opened new positions and 8 sold out. The largest holders were FMR LLC ($204.1M), Orbimed Advisors LLC ($154.6M) and BlackRock, Inc. ($90.8M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions41$118.6M
Exits8$6.8M

All 13F filers, Q3 2025 → Q4 2025: 8,760,733 shares bought and 5,189,880 shares sold, net +3,570,853 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 133 holders

FMR LLC 0.01% Reduce -7.0% 7,518,202 $204.1M
Orbimed Advisors LLC 3.16% No change 5,693,589 $154.6M
BlackRock, Inc. 0.00% Add +28.4% 3,344,504 $90.8M
Decheng Capital LLC 11.48% Reduce -4.3% 3,143,078 $85.3M
Norges Bank 0.01% — 2,882,647 $78.3M
Enavate Sciences Gp, LLC 13.18% No change 2,459,703 $66.8M
Vanguard Group Inc. 0.00% Reduce -2.2% 2,388,439 $64.8M
UBS Group AG 0.01% Add +563.4% 1,806,243 $49.0M
Janus Henderson Group PLC 0.02% New 1,527,958 $41.4M
Altshuler Shaham Ltd 0.56% Reduce -5.3% 1,341,540 $36.4M
Bain Capital Life Sciences Investors, LLC 2.77% Reduce -45.5% 1,329,544 $36.1M
Omega Fund Management, LLC 12.57% Reduce -2.2% 1,326,293 $36.0M
State Street Corp. 0.00% Add +18.4% 1,319,226 $35.8M
Venrock Adviser, LLC 1.57% No change 1,169,298 $31.7M
Wellington Management Group LLP 0.00% Reduce -20.5% 894,733 $24.3M
Geode Capital Management, LLC 0.00% Add +4.3% 851,908 $23.1M
Parkman Healthcare Partners LLC 2.16% Reduce -1.1% 834,559 $22.7M
Pictet Asset Management Holding SA 0.02% New 773,148 $21.0M
Woodline Partners LP 0.08% Add +26.2% 760,252 $20.6M
Integral Health Asset Management, LLC 1.03% Add +30.4% 750,000 $20.4M
TCG Crossover Management, LLC 0.67% Reduce -64.9% 743,886 $20.2M
Samsara Biocapital, LLC 2.06% Reduce -23.5% 736,047 $20.0M
Vestal Point Capital, LP 0.72% New 720,000 $19.5M
Siren, L.L.C. 0.48% Reduce -25.4% 588,450 $16.0M
Barclays PLC 0.01% Add +514.8% 524,499 $14.2M
Millennium Management 0.01% Add +1189.5% 517,264 $14.0M
Nantahala Capital Management, LLC 0.80% Reduce -16.8% 494,971 $13.4M
Marshall Wace, LLP 0.01% Reduce -60.4% 343,791 $9.3M
Goldman Sachs Group Inc. 0.00% Add +49.4% 333,481 $9.1M
Great Point Partners LLC 2.64% No change 300,000 $8.1M
Alyeska Investment Group, L.P. 0.02% New 298,329 $8.1M
Jennison Associates LLC 0.00% New 288,847 $7.8M
Charles Schwab Investment Management Inc. 0.00% Add +0.0% 284,931 $7.7M
Northern Trust Corp. 0.00% Reduce -7.0% 236,799 $6.4M
Squadron Capital Management LLC 2.79% — 230,650 $6.3M
Invesco Ltd. 0.00% Add +849.3% 163,186 $4.4M
Boxer Capital Management, LLC 0.89% New 150,000 $4.1M
Deutsche Bank AG 0.00% Add +378.1% 127,815 $3.5M
Morgan Stanley 0.00% Add +39.5% 122,068 $3.3M
SummitTX Capital, L.P. 0.10% Add +3.8% 116,724 $3.2M
Schonfeld Strategic Advisors LLC 0.02% Reduce -39.1% 115,807 $3.1M
JPMorgan Chase & Co. 0.00% Add +268.3% 110,280 $3.0M
American Century Companies Inc. 0.00% Add +22.7% 87,756 $2.4M
Bank of America Corp. 0.00% Add +55.7% 86,384 $2.3M
Bank of New York Mellon Corp 0.00% Reduce -7.3% 84,853 $2.3M
Nuveen, LLC 0.00% Add +12.4% 78,568 $2.1M
ExodusPoint Capital Management, LP 0.02% New 75,402 $2.0M
Artia Global Partners LP 0.30% New 68,653 $1.9M
Exome Asset Management LLC 0.87% Add +24.8% 64,845 $1.8M
Ameriprise Financial Inc. 0.00% New 56,557 $1.5M
Susquehanna International Group, LLP 0.00% New 55,841 $1.5M
Seven Grand Managers, LLC 0.10% New 50,000 $1.4M
Y-Intercept (Hong Kong) Ltd 0.03% New 46,559 $1.3M
Alps Advisors Inc. 0.01% Add +70.9% 44,376 $1.2M
Rhumbline Advisers 0.00% Reduce -16.0% 41,523 $1.1M
Rafferty Asset Management, LLC 0.00% Add +12.1% 38,683 $1.1M
Wells Fargo & Company 0.00% Add +46.2% 36,794 $999K
Trexquant Investment LP 0.01% New 31,049 $843K
Alliancebernstein L.P. 0.00% Add +56.2% 31,010 $842K
AQR Capital Management 0.00% Add +1.8% 30,503 $828K
D. E. Shaw & Co. 0.00% New 27,091 $736K
Swiss National Bank 0.00% New 26,600 $722K
Diadema Partners LP 0.33% New 20,500 $557K
MetLife Investment Management, LLC 0.00% Reduce -9.3% 19,678 $534K
T. Rowe Price Associates Inc. 0.00% Add +6.1% 19,636 $534K
PSP Research LLC 0.42% — 17,634 $479K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.7% 17,491 $475K
Prelude Capital Management, LLC 0.03% Add +5.2% 16,560 $450K
Renaissance Technologies 0.00% New 16,400 $445K
Quantinno Capital Management LP 0.00% Add +3.5% 15,415 $419K
XTX Topco Ltd 0.01% New 15,091 $410K
California State Teachers Retirement System 0.00% Add +573.4% 14,652 $398K
Profund Advisors LLC 0.01% New 14,582 $396K
Graham Capital Management, L.P. 0.02% New 13,712 $372K
Legal & General Group Plc 0.00% Add +368.8% 13,709 $372K
Citadel Advisors 0.00% New 13,420 $364K
DNB Asset Management AS 0.00% New 12,793 $347K
Virtu Financial LLC 0.01% New 12,246 $332K
Verition Fund Management LLC 0.00% Reduce -74.4% 12,020 $326K
Mariner, LLC 0.00% Add +8.2% 11,830 $321K
Creative Planning 0.00% Reduce -17.6% 11,749 $319K
New York State Common Retirement Fund 0.00% Add +85.7% 11,700 $318K
Two Sigma Investments, LP 0.00% No change 10,500 $285K
Intech Investment Management LLC 0.00% No change 10,396 $282K
Manufacturers Life Insurance Company, The 0.00% Reduce -16.1% 10,147 $275K
Virtus Investment Advisers, LLC 0.07% Reduce -0.4% 9,801 $266K
STRS Ohio 0.00% New 9,800 $266K
VARCOV Co. 0.10% — 9,619 $261K
Police & Firemen's Retirement System of New Jersey 0.00% Add +0.1% 9,456 $257K
Persistent Asset Partners Ltd 0.12% New 8,907 $242K
China Universal Asset Management Co., Ltd. 0.02% New 8,806 $239K
ProShare Advisors LLC 0.00% New 8,354 $227K
Sei Investments Co. 0.00% New 8,087 $220K
Citigroup Inc. 0.00% Reduce -83.5% 6,949 $189K
SG Americas Securities, LLC 0.00% New 5,518 $150K
BNP Paribas Financial Markets 0.00% Reduce -23.8% 4,976 $135K
Cwm, LLC 0.00% Add +0.6% 3,360 $91K
KLP Kapitalforvaltning As 0.00% New 2,900 $79K
Russell Investments Group, Ltd. 0.00% Reduce -7.0% 2,823 $77K
Ameritas Investment Partners, Inc. 0.00% No change 2,741 $74K

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

Show all 133 holders