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