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 |
|---|---|---|---|---|---|
| National Bank of Canada | 7 | $115 | 0.00% | +7 | New |
| Principal Securities, Inc. | 12 | $197 | 0.00% | +12 | New |
| Advisor Group Holdings, Inc. | 17 | $279 | 0.00% | +17 | New |
| Caitong International Asset Management Co., Ltd | 44 | $723 | 0.00% | +44 | New |
| Aster Capital Management (DIFC) Ltd | 134 | $2.20K | 0.00% | +134 | New |
| R Squared Ltd | 160 | $2.63K | 0.00% | +160 | New |
| Sterling Capital Management LLC | 249 | $4.09K | 0.00% | +249 | New |
| Amalgamated Bank | 594 | $10.0K | 0.00% | +594 | New |
| Royal Bank of Canada | 1,282 | $21.0K | 0.00% | +1,282 | New |
| California State Teachers Retirement System | 1,290 | $21.2K | 0.00% | +1,290 | New |
| BNP Paribas Arbitrage, SA | 1,511 | $24.8K | 0.00% | +1,511 | New |
| US Bancorp | 1,660 | $27.3K | 0.00% | +1,660 | New |
| Legal & General Group Plc | 1,734 | $28.5K | 0.00% | +1,734 | New |
| Ameritas Investment Partners, Inc. | 1,822 | $30.0K | 0.00% | +1,822 | New |
| Tower Research Capital LLC (TRC) | 2,846 | $46.8K | 0.00% | +2,846 | New |
| STRS Ohio | 3,200 | $52.6K | 0.00% | +3,200 | New |
| SG Americas Securities, LLC | 7,590 | $125.0K | 0.00% | +7,590 | New |
| Corebridge Financial, Inc. | 8,660 | $142.4K | 0.00% | +8,660 | New |
| Wells Fargo & Company | 9,047 | $148.7K | 0.00% | +9,047 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 9,828 | $161.6K | 0.00% | +9,828 | 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 |
| MetLife Investment Management | 11,034 | $181.4K | 0.00% | +11,034 | New |
| Davidson Kempner Capital Management LP | 12,500 | $205.3K | 0.00% | +12,500 | New |
| Bank of America Corp | 13,963 | $229.6K | 0.00% | +13,963 | New |
| Deutsche Bank AG | 14,851 | $244.2K | 0.00% | +14,851 | New |
| Invesco Ltd. | 15,602 | $256.5K | 0.00% | +15,602 | New |
| Rhumbline Advisers | 16,721 | $274.9K | 0.00% | +16,721 | New |
| Nuveen Asset Management, LLC | 22,586 | $371.3K | 0.00% | +22,586 | New |
| Citigroup Inc | 26,504 | $435.7K | 0.00% | +26,504 | New |
| Barclays PLC | 27,017 | $444.2K | 0.00% | +27,017 | New |
| Bank of New York Mellon Corp | 36,913 | $606.8K | 0.00% | +36,913 | New |
| Verition Fund Management LLC | 37,379 | $614.5K | 0.00% | +37,379 | New |
| Morgan Stanley | 43,163 | $709.6K | 0.00% | +43,163 | New |
| Alps Advisors Inc | 43,340 | $712.5K | 0.00% | +43,340 | New |
| Goldman Sachs Group Inc | 44,490 | $731.4K | 0.00% | +44,490 | New |
| Jane Street Group, LLC | 45,549 | $748.8K | 0.00% | +45,549 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 46,350 | $762.0K | 0.01% | +46,350 | New |
| JPMorgan Chase & Co | 47,792 | $785.7K | 0.00% | +47,792 | New |
| EcoR1 Capital, LLC | 60,000 | $986.4K | 0.04% | +60,000 | New |
| Moody Aldrich Partners LLC | 74,773 | $1.23M | 0.23% | +74,773 | New |
| Alyeska Investment Group, L.P. | 85,000 | $1.40M | 0.01% | +85,000 | New |
| Charles Schwab Investment Management Inc | 135,323 | $2.22M | 0.00% | +135,323 | New |
| Northern Trust Corp | 143,721 | $2.36M | 0.00% | +143,721 | New |
| UBS Group AG | 161,512 | $2.66M | 0.00% | +161,512 | New |
| Citadel Advisors LLC | 180,000 | $2.96M | 0.00% | +180,000 | New |
| Lynx1 Capital Management LP | 240,042 | $3.95M | 1.48% | +240,042 | New |
| State Street Corp | 247,187 | $4.06M | 0.00% | +247,187 | New |
| Marshall Wace, LLP | 290,734 | $4.78M | 0.01% | +290,734 | New |
| Great Point Partners LLC | 300,000 | $4.93M | 2.32% | +300,000 | New |
| Balyasny Asset Management LLC | 301,152 | $4.95M | 0.01% | +301,152 | New |
| Geode Capital Management, LLC | 363,269 | $5.97M | 0.00% | +363,269 | New |
| Woodline Partners LP | 526,511 | $8.66M | 0.06% | +526,511 | New |
| Nantahala Capital Management, LLC | 600,000 | $9.86M | 0.69% | +600,000 | New |
| Siren, L.L.C. | 800,000 | $13.2M | 0.58% | +800,000 | New |
| Vanguard Group Inc | 915,021 | $15.0M | 0.00% | +915,021 | 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 |
| Alliancebernstein L.P. | 1,111,337 | $18.3M | 0.01% | +1,111,337 | New |
| BlackRock, Inc. | 1,117,800 | $18.4M | 0.00% | +1,117,800 | New |
| Wellington Management Group LLP | 1,583,154 | $25.6M | 0.00% | +1,583,154 | New |
| Omega Fund Management, LLC | 2,036,293 | $33.5M | 21.71% | +2,036,293 | New |
| Samsara BioCapital, LLC | 2,217,146 | $36.4M | 5.00% | +2,217,146 | New |
| VR Adviser, LLC | 2,295,319 | $37.7M | 2.59% | +2,295,319 | New |
| Bain Capital Life Sciences Investors, LLC | 2,295,322 | $37.7M | 4.44% | +2,295,322 | New |
| Enavate Sciences GP, LLC | 2,459,703 | $40.4M | 29.04% | +2,459,703 | New |
| TCG Crossover Management, LLC | 2,801,763 | $44.9M | 4.38% | +2,801,763 | New |
| Decheng Capital LLC | 3,285,293 | $54.0M | 11.58% | +3,285,293 | New |
| OrbiMed Advisors LLC | 5,693,589 | $93.6M | 1.94% | +5,693,589 | New |
| FMR LLC | 7,176,187 | $118.0M | 0.01% | +7,176,187 | New |