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, Q1 2025
Institutional positions in Upstream Bio, Inc. as of Mar 31, 2025. 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
- 79
- +10 vs. Q4 2024
- Shares held
- 46.3M
- +4.23M (+10.1%) vs. Q4 2024
- Total value
- $266.9M
- −$422.8M (−61.3%) vs. Q4 2024
- New holders
- 24
- 11 more added
- Sold out
- 14
- 26 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Upstream Bio, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 7,255,859 | $44.4M | 0.00% | +79,672+1.1% | Added |
| OrbiMed Advisors LLC | 5,693,589 | $34.8M | 0.84% | 00.0% | Unchanged |
| Decheng Capital LLC | 3,285,293 | $20.1M | 5.64% | 00.0% | Unchanged |
| TCG Crossover Management, LLC | 2,801,763 | $17.1M | 2.34% | 00.0% | Unchanged |
| Enavate Sciences GP, LLC | 2,459,703 | $15.1M | 11.34% | 00.0% | Unchanged |
| Deep Track Capital, LP | 2,299,567 | $14.1M | 0.46% | +1,299,567+130.0% | Added |
| Bain Capital Life Sciences Investors, LLC | 2,295,322 | $14.0M | 2.08% | 00.0% | Unchanged |
| VR Adviser, LLC | 2,295,319 | $14.0M | 1.20% | 00.0% | Unchanged |
| Samsara BioCapital, LLC | 2,067,146 | $12.7M | 2.26% | −150,000−6.8% | Reduced |
| Omega Fund Management, LLC | 2,036,293 | $12.5M | 7.35% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,313,457 | $8.03M | 0.00% | −269,697−17.0% | Reduced |
| BlackRock, Inc. | 1,185,768 | $7.26M | 0.00% | +67,968+6.1% | Added |
| Alliancebernstein L.P. | 1,091,186 | $6.68M | 0.00% | −20,151−1.8% | Reduced |
| Norges Bank | 969,916 | $5.94M | 0.00% | −30,084−3.0% | Reduced |
| Vanguard Group Inc | 907,026 | $5.55M | 0.00% | −7,995−0.9% | Reduced |
| Siren, L.L.C. | 788,450 | $4.83M | 0.27% | −11,550−1.4% | Reduced |
| Nantahala Capital Management, LLC | 594,971 | $3.64M | 0.30% | −5,029−0.8% | Reduced |
| Altshuler Shaham Ltd | 3,235,293 | $3.52M | 0.09% | +3,235,293 | New |
| Woodline Partners LP | 557,063 | $3.41M | 0.02% | +30,552+5.8% | Added |
| Geode Capital Management, LLC | 410,677 | $2.51M | 0.00% | +47,408+13.1% | Added |
| Marshall Wace, LLP | 304,963 | $1.87M | 0.00% | +14,229+4.9% | Added |
| Great Point Partners LLC | 300,000 | $1.84M | 1.00% | 00.0% | Unchanged |
| State Street Corp | 295,587 | $1.81M | 0.00% | +48,400+19.6% | Added |
| Parkman Healthcare Partners LLC | 233,563 | $1.43M | 0.17% | +233,563 | New |
| Lynx1 Capital Management LP | 219,247 | $1.34M | 0.48% | −20,795−8.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 177,984 | $1.09M | 0.01% | +177,984 | New |
| Northern Trust Corp | 137,771 | $843.2K | 0.00% | −5,950−4.1% | Reduced |
| Charles Schwab Investment Management Inc | 132,173 | $808.9K | 0.00% | −3,150−2.3% | Reduced |
| UBS Group AG | 131,551 | $805.1K | 0.00% | −29,961−18.6% | Reduced |
| Velan Capital Investment Management LP | 107,000 | $654.8K | 0.67% | +107,000 | New |
| Alyeska Investment Group, L.P. | 85,000 | $520.2K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 61,796 | $378.2K | 0.00% | +61,796 | New |
| EcoR1 Capital, LLC | 60,000 | $367.2K | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 51,391 | $314.5K | 0.00% | +8,228+19.1% | Added |
| Alps Advisors Inc | 39,079 | $239.2K | 0.00% | −4,261−9.8% | Reduced |
| Bank of New York Mellon Corp | 36,912 | $225.9K | 0.00% | −10.0% | Reduced |
| Goldman Sachs Group Inc | 32,955 | $201.7K | 0.00% | −11,535−25.9% | Reduced |
| Barclays PLC | 24,993 | $153.0K | 0.00% | −2,024−7.5% | Reduced |
| Nuveen, LLC | 22,586 | $138.2K | 0.00% | +22,586 | New |
| Two Sigma Investments, LP | 21,789 | $133.3K | 0.00% | +21,789 | New |
| Susquehanna International Group, LLP | 21,264 | $130.1K | 0.00% | +21,264 | New |
| AQR Capital Management LLC | 18,822 | $115.2K | 0.00% | +18,822 | New |
| Citigroup Inc | 18,178 | $111.2K | 0.00% | −8,326−31.4% | Reduced |
| Invesco Ltd. | 15,315 | $93.7K | 0.00% | −287−1.8% | Reduced |
| Intech Investment Management LLC | 15,285 | $93.5K | 0.00% | +15,285 | New |
| Quantinno Capital Management LP | 15,225 | $93.2K | 0.00% | +15,225 | New |
| JPMorgan Chase & Co | 15,194 | $93.0K | 0.00% | −32,598−68.2% | Reduced |
| Deutsche Bank AG | 15,192 | $93.0K | 0.00% | +341+2.3% | Added |
| ADAR1 Capital Management, LLC | 15,000 | $91.8K | 0.02% | +15,000 | New |
| Rhumbline Advisers | 13,327 | $81.6K | 0.00% | −3,394−20.3% | Reduced |
| XTX Topco Ltd | 12,731 | $77.9K | 0.00% | +12,731 | New |
| MetLife Investment Management | 11,034 | $67.5K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 10,531 | $64.5K | 0.00% | −3,432−24.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,296 | $63.0K | 0.00% | +468+4.8% | Added |
| Walleye Capital LLC | 10,000 | $61.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,250 | $56.6K | 0.00% | +203+2.2% | Added |
| Corebridge Financial, Inc. | 8,533 | $52.2K | 0.00% | −127−1.5% | Reduced |
| New York State Common Retirement Fund | 4,700 | $28.8K | 0.00% | +4,700 | New |
| Police & Firemen's Retirement System of New Jersey | 3,350 | $20.5K | 0.00% | +3,350 | New |
| STRS Ohio | 3,200 | $19.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,822 | $11.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,734 | $10.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,596 | $10.0K | 0.00% | +1,596 | New |
| Tower Research Capital LLC (TRC) | 1,582 | $9.68K | 0.00% | −1,264−44.4% | Reduced |
| California State Teachers Retirement System | 1,290 | $7.89K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 939 | $5.75K | 0.00% | −572−37.9% | Reduced |
| Royal Bank of Canada | 832 | $5.00K | 0.00% | −450−35.1% | Reduced |
| Amalgamated Bank | 594 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 615 | $3.76K | 0.00% | +615 | New |
| GAMMA Investing LLC | 593 | $3.63K | 0.00% | +593 | New |
| US Bancorp | 562 | $3.44K | 0.00% | −1,098−66.1% | Reduced |
| Allworth Financial LP | 185 | $1.66K | 0.00% | +185 | New |
| Sterling Capital Management LLC | 137 | $838 | 0.00% | −112−45.0% | Reduced |
| Nisa Investment Advisors, LLC | 136 | $832 | 0.00% | +136 | New |
| EverSource Wealth Advisors, LLC | 135 | $826 | 0.00% | +135 | New |
| Signaturefd, LLC | 90 | $551 | 0.00% | +90 | New |
| UMA Financial Services, Inc. | 69 | $423 | 0.00% | +69 | New |
| Principal Securities, Inc. | 12 | $197 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $98 | 0.00% | +16 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −301,152−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −74,773−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −46,350−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −45,549−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −37,379−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,590−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |