Upstream Bio, Inc.
UPB- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0002022626
In the last 90 days, Upstream Bio, Inc. insiders filed 0 open-market purchases and 5 sales; 148 institutions reported holding it in 13F filings for Q2 2026, worth $350.1M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Upstream Bio, Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 70
- +70 vs. Q3 2024
- Shares held
- 42.1M
- +42.1M vs. Q3 2024
- Total value
- $690.1M
- +$690.1M vs. Q3 2024
- New holders
- 70
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 148 | $350.1M |
| Q1 2026 | 140 | $404.5M |
| Q4 2025 | 133 | $1.39B |
| Q3 2025 | 95 | $836.3M |
| Q2 2025 | 83 | $530.9M |
| Q1 2025 | 79 | $266.9M |
| Q4 2024 | 70 | $690.1M |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Upstream Bio, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 7,176,187 | $118.0M | 0.01% | +7,176,187 | New |
| OrbiMed Advisors LLC | 5,693,589 | $93.6M | 1.94% | +5,693,589 | New |
| Decheng Capital LLC | 3,285,293 | $54.0M | 11.58% | +3,285,293 | New |
| TCG Crossover Management, LLC | 2,801,763 | $44.9M | 4.38% | +2,801,763 | New |
| Enavate Sciences GP, LLC | 2,459,703 | $40.4M | 29.04% | +2,459,703 | New |
| Bain Capital Life Sciences Investors, LLC | 2,295,322 | $37.7M | 4.44% | +2,295,322 | New |
| VR Adviser, LLC | 2,295,319 | $37.7M | 2.59% | +2,295,319 | New |
| Samsara BioCapital, LLC | 2,217,146 | $36.4M | 5.00% | +2,217,146 | New |
| Omega Fund Management, LLC | 2,036,293 | $33.5M | 21.71% | +2,036,293 | New |
| Wellington Management Group LLP | 1,583,154 | $25.6M | 0.00% | +1,583,154 | New |
| BlackRock, Inc. | 1,117,800 | $18.4M | 0.00% | +1,117,800 | New |
| Alliancebernstein L.P. | 1,111,337 | $18.3M | 0.01% | +1,111,337 | New |
| Norges Bank | 1,000,000 | $16.4M | 0.00% | +1,000,000 | New |
| Deep Track Capital, LP | 1,000,000 | $16.4M | 0.62% | +1,000,000 | New |
| Vanguard Group Inc | 915,021 | $15.0M | 0.00% | +915,021 | New |
| Siren, L.L.C. | 800,000 | $13.2M | 0.58% | +800,000 | New |
| Nantahala Capital Management, LLC | 600,000 | $9.86M | 0.69% | +600,000 | New |
| Woodline Partners LP | 526,511 | $8.66M | 0.06% | +526,511 | New |
| Geode Capital Management, LLC | 363,269 | $5.97M | 0.00% | +363,269 | New |
| Balyasny Asset Management LLC | 301,152 | $4.95M | 0.01% | +301,152 | New |
| Great Point Partners LLC | 300,000 | $4.93M | 2.32% | +300,000 | New |
| Marshall Wace, LLP | 290,734 | $4.78M | 0.01% | +290,734 | New |
| State Street Corp | 247,187 | $4.06M | 0.00% | +247,187 | New |
| Lynx1 Capital Management LP | 240,042 | $3.95M | 1.48% | +240,042 | New |
| Citadel Advisors LLC | 180,000 | $2.96M | 0.00% | +180,000 | New |
| UBS Group AG | 161,512 | $2.66M | 0.00% | +161,512 | New |
| Northern Trust Corp | 143,721 | $2.36M | 0.00% | +143,721 | New |
| Charles Schwab Investment Management Inc | 135,323 | $2.22M | 0.00% | +135,323 | New |
| Alyeska Investment Group, L.P. | 85,000 | $1.40M | 0.01% | +85,000 | New |
| Moody Aldrich Partners LLC | 74,773 | $1.23M | 0.23% | +74,773 | New |
| EcoR1 Capital, LLC | 60,000 | $986.4K | 0.04% | +60,000 | New |
| JPMorgan Chase & Co | 47,792 | $785.7K | 0.00% | +47,792 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 46,350 | $762.0K | 0.01% | +46,350 | New |
| Jane Street Group, LLC | 45,549 | $748.8K | 0.00% | +45,549 | New |
| Goldman Sachs Group Inc | 44,490 | $731.4K | 0.00% | +44,490 | New |
| Alps Advisors Inc | 43,340 | $712.5K | 0.00% | +43,340 | New |
| Morgan Stanley | 43,163 | $709.6K | 0.00% | +43,163 | New |
| Verition Fund Management LLC | 37,379 | $614.5K | 0.00% | +37,379 | New |
| Bank of New York Mellon Corp | 36,913 | $606.8K | 0.00% | +36,913 | New |
| Barclays PLC | 27,017 | $444.2K | 0.00% | +27,017 | New |
| Citigroup Inc | 26,504 | $435.7K | 0.00% | +26,504 | New |
| Nuveen Asset Management, LLC | 22,586 | $371.3K | 0.00% | +22,586 | New |
| Rhumbline Advisers | 16,721 | $274.9K | 0.00% | +16,721 | New |
| Invesco Ltd. | 15,602 | $256.5K | 0.00% | +15,602 | New |
| Deutsche Bank AG | 14,851 | $244.2K | 0.00% | +14,851 | New |
| Bank of America Corp | 13,963 | $229.6K | 0.00% | +13,963 | New |
| Davidson Kempner Capital Management LP | 12,500 | $205.3K | 0.00% | +12,500 | New |
| MetLife Investment Management | 11,034 | $181.4K | 0.00% | +11,034 | New |
| Walleye Capital LLC | 10,000 | $164.4K | 0.00% | +10,000 | New |
| Sandia Investment Management LP | 10,000 | $164.4K | 0.31% | +10,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 9,828 | $161.6K | 0.00% | +9,828 | New |
| Wells Fargo & Company | 9,047 | $148.7K | 0.00% | +9,047 | New |
| Corebridge Financial, Inc. | 8,660 | $142.4K | 0.00% | +8,660 | New |
| SG Americas Securities, LLC | 7,590 | $125.0K | 0.00% | +7,590 | New |
| STRS Ohio | 3,200 | $52.6K | 0.00% | +3,200 | New |
| Tower Research Capital LLC (TRC) | 2,846 | $46.8K | 0.00% | +2,846 | New |
| Ameritas Investment Partners, Inc. | 1,822 | $30.0K | 0.00% | +1,822 | New |
| Legal & General Group Plc | 1,734 | $28.5K | 0.00% | +1,734 | New |
| US Bancorp | 1,660 | $27.3K | 0.00% | +1,660 | New |
| BNP Paribas Arbitrage, SA | 1,511 | $24.8K | 0.00% | +1,511 | New |
| California State Teachers Retirement System | 1,290 | $21.2K | 0.00% | +1,290 | New |
| Royal Bank of Canada | 1,282 | $21.0K | 0.00% | +1,282 | New |
| Amalgamated Bank | 594 | $10.0K | 0.00% | +594 | New |
| Sterling Capital Management LLC | 249 | $4.09K | 0.00% | +249 | New |
| R Squared Ltd | 160 | $2.63K | 0.00% | +160 | New |
| Aster Capital Management (DIFC) Ltd | 134 | $2.20K | 0.00% | +134 | New |
| Caitong International Asset Management Co., Ltd | 44 | $723 | 0.00% | +44 | New |
| Advisor Group Holdings, Inc. | 17 | $279 | 0.00% | +17 | New |
| Principal Securities, Inc. | 12 | $197 | 0.00% | +12 | New |
| National Bank of Canada | 7 | $115 | 0.00% | +7 | New |