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, Q2 2025
Institutional positions in Upstream Bio, Inc. as of Jun 30, 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
- 83
- +4 vs. Q1 2025
- Shares held
- 48.4M
- +2.07M (+4.5%) vs. Q1 2025
- Total value
- $530.9M
- +$264.0M (+98.9%) vs. Q1 2025
- New holders
- 14
- 41 more added
- Sold out
- 10
- 13 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Upstream Bio, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 7,936,880 | $87.1M | 0.00% | +681,021+9.4% | Added |
| OrbiMed Advisors LLC | 5,693,589 | $62.5M | 1.57% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,394,441 | $37.3M | 1.18% | +159,148+4.9% | Added |
| Decheng Capital LLC | 3,285,293 | $36.1M | 9.11% | 00.0% | Unchanged |
| TCG Crossover Management, LLC | 2,801,763 | $30.8M | 3.51% | 00.0% | Unchanged |
| Enavate Sciences GP, LLC | 2,459,703 | $27.0M | 15.30% | 00.0% | Unchanged |
| Bain Capital Life Sciences Investors, LLC | 2,439,538 | $26.8M | 3.35% | +144,216+6.3% | Added |
| VR Adviser, LLC | 2,295,319 | $25.2M | 1.89% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,170,833 | $23.8M | 0.00% | +1,263,807+139.3% | Added |
| BlackRock, Inc. | 2,096,506 | $23.0M | 0.00% | +910,738+76.8% | Added |
| Omega Fund Management, LLC | 2,036,293 | $22.4M | 14.48% | 00.0% | Unchanged |
| Samsara BioCapital, LLC | 1,443,231 | $15.8M | 3.24% | −623,915−30.2% | Reduced |
| Deep Track Capital, LP | 1,442,767 | $15.8M | 0.51% | −856,800−37.3% | Reduced |
| Wellington Management Group LLP | 1,225,295 | $13.5M | 0.00% | −88,162−6.7% | Reduced |
| Norges Bank | 969,916 | $10.6M | 0.00% | 00.0% | Unchanged |
| Siren, L.L.C. | 788,450 | $8.66M | 0.45% | 00.0% | Unchanged |
| Parkman Healthcare Partners LLC | 715,504 | $7.86M | 0.91% | +481,941+206.3% | Added |
| Geode Capital Management, LLC | 646,635 | $7.10M | 0.00% | +235,958+57.5% | Added |
| Nantahala Capital Management, LLC | 594,971 | $6.53M | 0.46% | 00.0% | Unchanged |
| Woodline Partners LP | 558,252 | $6.13M | 0.03% | +1,189+0.2% | Added |
| State Street Corp | 481,375 | $5.29M | 0.00% | +185,788+62.9% | Added |
| Schonfeld Strategic Advisors LLC | 365,790 | $4.02M | 0.03% | +187,806+105.5% | Added |
| Great Point Partners LLC | 300,000 | $3.29M | 2.14% | 00.0% | Unchanged |
| Marshall Wace, LLP | 290,526 | $3.19M | 0.00% | −14,437−4.7% | Reduced |
| UBS Group AG | 232,887 | $2.56M | 0.00% | +101,336+77.0% | Added |
| Northern Trust Corp | 229,303 | $2.52M | 0.00% | +91,532+66.4% | Added |
| Lynx1 Capital Management LP | 219,247 | $2.41M | 0.70% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 178,253 | $1.96M | 0.00% | +46,080+34.9% | Added |
| Velan Capital Investment Management LP | 107,000 | $1.17M | 1.18% | 00.0% | Unchanged |
| Morgan Stanley | 99,308 | $1.09M | 0.00% | +47,917+93.2% | Added |
| Barclays PLC | 96,990 | $1.06M | 0.00% | +71,997+288.1% | Added |
| Alyeska Investment Group, L.P. | 85,000 | $933.3K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 79,766 | $875.8K | 0.00% | +42,854+116.1% | Added |
| Nuveen, LLC | 73,936 | $811.8K | 0.00% | +51,350+227.4% | Added |
| Rhumbline Advisers | 48,066 | $527.8K | 0.00% | +34,739+260.7% | Added |
| Susquehanna International Group, LLP | 42,263 | $464.0K | 0.00% | +20,999+98.8% | Added |
| Verition Fund Management LLC | 33,505 | $367.9K | 0.00% | +33,505 | New |
| AQR Capital Management LLC | 29,752 | $326.7K | 0.00% | +10,930+58.1% | Added |
| Alps Advisors Inc | 28,976 | $318.2K | 0.00% | −10,103−25.9% | Reduced |
| Alliancebernstein L.P. | 24,560 | $269.7K | 0.00% | −1,066,626−97.7% | Reduced |
| Deutsche Bank AG | 23,403 | $257.0K | 0.00% | +8,211+54.0% | Added |
| Wells Fargo & Company | 22,364 | $245.6K | 0.00% | +13,114+141.8% | Added |
| American Century Companies Inc | 22,362 | $245.5K | 0.00% | +22,362 | New |
| MetLife Investment Management | 21,691 | $238.2K | 0.00% | +10,657+96.6% | Added |
| Intech Investment Management LLC | 21,290 | $233.8K | 0.00% | +6,005+39.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 19,084 | $209.5K | 0.00% | +8,788+85.4% | Added |
| Bank of America Corp | 18,031 | $198.0K | 0.00% | +7,500+71.2% | Added |
| Price T Rowe Associates Inc | 17,448 | $192.0K | 0.00% | +17,448 | New |
| JPMorgan Chase & Co | 16,469 | $180.8K | 0.00% | +1,275+8.4% | Added |
| Invesco Ltd. | 16,300 | $179.0K | 0.00% | +985+6.4% | Added |
| Commonwealth Equity Services, LLC | 15,526 | $170.0K | 0.00% | +15,526 | New |
| Creative Planning | 14,030 | $154.1K | 0.00% | +14,030 | New |
| Manufacturers Life Insurance Company, The | 13,190 | $144.8K | 0.00% | +13,190 | New |
| Citigroup Inc | 11,695 | $128.4K | 0.00% | −6,483−35.7% | Reduced |
| Quantinno Capital Management LP | 10,614 | $116.5K | 0.00% | −4,611−30.3% | Reduced |
| Virtus Investment Advisers, Inc. | 8,134 | $89.3K | 0.03% | +8,134 | New |
| Police & Firemen's Retirement System of New Jersey | 7,833 | $86.0K | 0.00% | +4,483+133.8% | Added |
| New York State Common Retirement Fund | 4,700 | $51.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,558 | $39.1K | 0.00% | +1,736+95.3% | Added |
| CWM, LLC | 3,312 | $36.0K | 0.00% | +1,716+107.5% | Added |
| Legal & General Group Plc | 3,174 | $34.9K | 0.00% | +1,440+83.0% | Added |
| BNP Paribas Arbitrage, SA | 3,097 | $34.0K | 0.00% | +2,158+229.8% | Added |
| Tower Research Capital LLC (TRC) | 3,051 | $33.5K | 0.00% | +1,469+92.9% | Added |
| Royal Bank of Canada | 3,090 | $33.0K | 0.00% | +2,258+271.4% | Added |
| California State Teachers Retirement System | 2,174 | $23.9K | 0.00% | +884+68.5% | Added |
| STRS Ohio | 1,800 | $19.8K | 0.00% | −1,400−43.8% | Reduced |
| Sterling Capital Management LLC | 941 | $10.3K | 0.00% | +804+586.9% | Added |
| GAMMA Investing LLC | 693 | $7.61K | 0.00% | +100+16.9% | Added |
| US Bancorp | 659 | $7.24K | 0.00% | +97+17.3% | Added |
| Amalgamated Bank | 594 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 558 | $6.13K | 0.00% | −57−9.3% | Reduced |
| EverSource Wealth Advisors, LLC | 309 | $3.39K | 0.00% | +174+128.9% | Added |
| Caitong International Asset Management Co., Ltd | 224 | $2.46K | 0.00% | +224 | New |
| Clearstead Advisors, LLC | 163 | $1.79K | 0.00% | +163 | New |
| Russell Investments Group, Ltd. | 147 | $1.61K | 0.00% | +147 | New |
| Essential Partners LLC | 97 | $1.06K | 0.00% | +97 | New |
| Nisa Investment Advisors, LLC | 96 | $1.05K | 0.00% | −40−29.4% | Reduced |
| Allworth Financial LP | 66 | $725 | 0.00% | −119−64.3% | Reduced |
| Signaturefd, LLC | 49 | $538 | 0.00% | −41−45.6% | Reduced |
| True Wealth Design, LLC | 31 | $341 | 0.00% | +15+93.8% | Added |
| Advisor Group Holdings, Inc. | 42 | $257 | 0.00% | +42 | New |
| Parallel Advisors, LLC | 2 | $22 | 0.00% | +2 | New |
| IFP Advisors, Inc | 1 | $11 | 0.00% | +1 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −61,796−100.0% | Sold out |
| EcoR1 Capital, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −32,955−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −21,789−100.0% | Sold out |
| ADAR1 Capital Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,731−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −8,533−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |