Upstream BioUPB

13F holders, Q1 2026 (March 31)
140holders +7
40new positions
37sold out
6famous investors
$9.01avg. 13F price*

At the end of Q1 2026, 140 institutions reported holding Upstream Bio Inc. (UPB) in their 13F filings, up 7 from Q4 2025. 40 opened new positions and 37 sold out. The largest holders were FMR LLC ($72.9M), Orbimed Advisors LLC ($51.2M) and BlackRock, Inc. ($30.3M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.0% of Point72 Asset 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions40$32.1M
Exits37$202.3M

All 13F filers, Q4 2025 → Q1 2026: 9,105,845 shares bought and 13,854,610 shares sold, net −4,748,765 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 140 holders

FMR LLC 0.00% Add +7.8% 8,101,563 $72.9M
Orbimed Advisors LLC 1.16% No change 5,693,589 $51.2M
BlackRock, Inc. 0.00% Add +0.8% 3,370,689 $30.3M
Decheng Capital LLC 3.71% Reduce -13.3% 2,724,868 $24.5M
Enavate Sciences Gp, LLC 6.30% No change 2,459,703 $22.1M
Vanguard Capital Management LLC 0.00% — 1,873,574 $16.9M
Y-Intercept (Hong Kong) Ltd 0.17% Add +2049.2% 1,000,631 $9.0M
Federated Hermes, Inc. 0.01% Add +203169.3% 979,758 $8.8M
Geode Capital Management, LLC 0.00% Add +11.6% 950,617 $8.6M
Millennium Management 0.01% Add +81.2% 937,323 $8.4M
SEB Asset Management AB 0.03% — 878,473 $7.9M
Bain Capital Life Sciences Investors, LLC 0.71% Reduce -34.8% 867,211 $7.8M
Woodline Partners LP 0.03% Add +9.4% 831,481 $7.5M
D. E. Shaw & Co. 0.01% Add +2928.6% 820,480 $7.4M
Parkman Healthcare Partners LLC 0.73% Reduce -5.7% 786,783 $7.1M
Samsara Biocapital, LLC 0.64% No change 736,047 $6.6M
Pictet Asset Management Holding SA 0.01% Reduce -5.1% 733,431 $6.6M
Vanguard Portfolio Management LLC 0.00% — 727,711 $6.5M
State Street Corp. 0.00% Reduce -46.5% 705,350 $6.3M
HSBC Holdings PLC 0.00% New 640,326 $5.8M
Qube Research & Technologies Ltd 0.01% New 619,321 $5.6M
Morgan Stanley 0.00% Add +352.7% 552,609 $5.0M
JPMorgan Chase & Co. 0.00% Add +319.8% 463,001 $4.1M
Nantahala Capital Management, LLC 0.23% Reduce -19.2% 400,000 $3.6M
Altshuler Shaham Ltd 0.06% Reduce -71.7% 380,061 $3.4M
Sphera Funds Management LTD. 0.55% New 358,000 $3.2M
Propel Bio Management, LLC 1.95% New 341,779 $3.1M
Wellington Management Group LLP 0.00% Reduce -61.7% 342,353 $3.1M
Jump Financial, LLC 0.05% New 319,400 $2.9M
Goldman Sachs Group Inc. 0.00% Reduce -5.1% 316,587 $2.8M
Alyeska Investment Group, L.P. 0.01% No change 298,329 $2.7M
Northern Trust Corp. 0.00% Add +10.2% 260,992 $2.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -9.6% 257,729 $2.3M
Prosight Management, LP 0.36% New 241,123 $2.2M
UBS Group AG 0.00% Reduce -87.2% 231,254 $2.1M
Vanguard Fiduciary Trust Co. 0.00% — 224,157 $2.0M
XTX Topco Ltd 0.03% Add +1286.8% 209,277 $1.9M
Arrowstreet Capital, Limited Partnership 0.00% New 185,087 $1.7M
TCG Crossover Management, LLC 0.05% Reduce -75.7% 181,063 $1.6M
Deutsche Bank AG 0.00% Add +41.5% 180,889 $1.6M
Point72 Asset Management 0.00% New 178,168 $1.6M
Trexquant Investment LP 0.01% Add +469.0% 176,657 $1.6M
Schonfeld Strategic Advisors LLC 0.01% Add +39.3% 161,349 $1.5M
Boxer Capital Management, LLC 0.18% No change 150,000 $1.4M
BNP Paribas Financial Markets 0.00% Add +2432.2% 126,000 $1.1M
Alliancebernstein L.P. 0.00% No change 31,010 $842K
ExodusPoint Capital Management, LP 0.01% Add +21.3% 91,431 $823K
American Century Companies Inc. 0.00% Reduce -0.1% 87,624 $789K
Bank of New York Mellon Corp 0.00% Reduce -4.1% 81,383 $732K
Dimensional Fund Advisors LP 0.00% New 80,002 $719K
Simplify Asset Management Inc. 0.01% New 77,793 $700K
Nuveen, LLC 0.00% Reduce -3.9% 75,536 $680K
EntryPoint Capital, LLC 0.19% New 73,568 $662K
AQR Capital Management 0.00% Add +136.6% 72,171 $650K
Marshall Wace, LLP 0.00% Reduce -80.6% 66,770 $601K
Renaissance Technologies 0.00% Add +278.7% 62,100 $559K
Quantinno Capital Management LP 0.00% Add +220.4% 49,389 $445K
Bank of America Corp. 0.00% Reduce -43.9% 48,460 $436K
Swiss National Bank 0.00% Add +80.8% 48,100 $433K
Squarepoint Ops LLC 0.00% New 44,626 $402K
Alps Advisors Inc. 0.00% Reduce -0.9% 43,992 $396K
State of Wisconsin Investment Board 0.00% New 41,671 $375K
Rhumbline Advisers 0.00% Reduce -0.8% 41,203 $371K
Invesco Ltd. 0.00% Reduce -75.2% 40,510 $365K
California State Teachers Retirement System 0.00% Add +170.7% 39,661 $357K
Gsa Capital Partners LLP 0.02% New 39,232 $353K
Stonepine Capital Management, LLC 0.28% New 35,000 $315K
ADAR1 Capital Management, LLC 0.02% New 35,000 $315K
Aquatic Capital Management LLC 0.01% New 31,484 $283K
Bleakley Financial Group, LLC 0.00% New 28,864 $260K
Axq Capital, LP 0.03% New 27,503 $248K
Mariner, LLC 0.00% Add +130.9% 27,314 $246K
T. Rowe Price Associates Inc. 0.00% Add +34.6% 26,434 $238K
Tudor Investment Corporation 0.00% New 26,412 $238K
Martingale Asset Management L P 0.01% New 26,223 $236K
Victory Capital Management Inc. 0.00% New 25,866 $233K
Barclays PLC 0.00% Reduce -95.3% 24,720 $222K
DNB Asset Management AS 0.00% Add +83.8% 23,515 $212K
Entropy Technologies, LP 0.01% New 23,336 $210K
Diadema Partners LP 0.08% Add +5.4% 21,609 $194K
Man Group plc 0.00% New 21,154 $190K
Nisa Investment Advisors, LLC 0.00% Add +4789.5% 19,558 $176K
MetLife Investment Management, LLC 0.00% Reduce -1.5% 19,380 $174K
Wells Fargo & Company 0.00% Reduce -50.0% 18,402 $166K
Susquehanna International Group, LLP 0.00% Reduce -71.4% 15,961 $144K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -10.8% 15,608 $140K
Manufacturers Life Insurance Company, The 0.00% Add +51.2% 15,338 $138K
Franklin Resources Inc. 0.00% New 14,589 $131K
Vanguard Global Advisers, LLC 0.00% — 13,059 $118K
Corient Private Wealth LP 0.00% New 12,157 $109K
Creative Planning 0.00% Reduce -7.7% 10,850 $98K
Virtus Investment Advisers, LLC 0.02% Add +2.5% 10,046 $90K
Shay Capital LLC 0.01% New 10,000 $90K
STRS Ohio 0.00% No change 9,800 $88K
Legal & General Group Plc 0.00% Reduce -29.9% 9,609 $86K
China Universal Asset Management Co., Ltd. 0.01% Add +8.9% 9,590 $86K
Police & Firemen's Retirement System of New Jersey 0.00% No change 9,456 $85K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 9,250 $83K
KLP Kapitalforvaltning As 0.00% Add +103.5% 5,900 $53K
Persistent Asset Partners Ltd 0.02% Reduce -38.3% 5,495 $49K
Citigroup Inc. 0.00% Reduce -27.3% 5,055 $45K
Vanguard Investments Australia, Ltd. 0.00% — 4,096 $37K
Cwm, LLC 0.00% Add +15.6% 3,883 $35K
Russell Investments Group, Ltd. 0.00% Add +29.2% 3,647 $33K
Wellington Grp LLC 0.01% Add +50.0% 3,000 $27K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +7.3% 2,819 $25K
Ameritas Investment Partners, Inc. 0.00% No change 2,741 $25K
Tower Research Capital LLC (TRC) 0.00% Add +113.0% 1,425 $13K
GF Fund Management Co. LTD. 0.00% Add +13.4% 1,203 $11K
Larson Financial Group LLC 0.00% Add +7807.1% 1,107 $10K
Sterling Capital Management LLC 0.00% Reduce -43.0% 1,094 $10K
Versant Capital Management, Inc 0.00% Add +36.6% 762 $7K
Rockefeller Capital Management L.P. 0.00% New 738 $7K
GAMMA Investing LLC 0.00% Reduce -20.6% 715 $6K
Quantbot Technologies LP 0.00% New 663 $6K
US Bancorp \de 0.00% Add +8.1% 590 $5K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +143.0% 588 $5K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% New 477 $4K
Essential Partners LLC 0.00% Add +314.4% 402 $4K
Osaic Holdings, Inc. 0.00% Add +7680.0% 389 $4K
Allworth Financial LP 0.00% Add +286.8% 263 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -21.3% 222 $2K
MAI Capital Management 0.00% New 171 $2K
Torren Management, LLC 0.00% Reduce -85.3% 162 $1K
N.E.W. Advisory Services LLC 0.00% Add +100.0% 120 $1K
Natixis 0.00% New 120 $1K
New York State Common Retirement Fund 0.00% Reduce -99.2% 100 $900
Wealth Preservation Advisors, LLC 0.00% New 86 $774
Farther Finance Advisors, LLC 0.00% New 81 $754
Arax Advisory Partners 0.00% Add +3750.0% 77 $693
Signaturefd, LLC 0.00% Reduce -43.6% 66 $594
Rothschild Investment LLC 0.00% Add +6000.0% 61 $549
Ameritas Advisory Services, LLC 0.00% New 31 $279
Caitong International Asset Management Co., Ltd 0.00% New 23 $207
Root Financial Partners, LLC 0.00% New 20 $180
Parallel Advisors, LLC 0.00% No change 2 $18
SJS Investment Consulting Inc. 0.00% New 2 $18
IFP Advisors, Inc 0.00% No change 1 $9
Freestone Grove Partners LP 0.00% New 1 $9
Covestor Ltd 0.00% New 4 $0

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