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 2025
Institutional positions in Upstream Bio, Inc. as of Dec 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
- 133
- +38 vs. Q3 2025
- Shares held
- 51.2M
- +6.71M (+15.1%) vs. Q3 2025
- Total value
- $1.39B
- +$553.1M (+66.1%) vs. Q3 2025
- New holders
- 46
- 42 more added
- Sold out
- 8
- 33 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Upstream Bio, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 7,518,202 | $204.1M | 0.01% | −568,211−7.0% | Reduced |
| OrbiMed Advisors LLC | 5,693,589 | $154.6M | 3.16% | 00.0% | Unchanged |
| BlackRock, Inc. | 3,344,504 | $90.8M | 0.00% | +740,798+28.5% | Added |
| Decheng Capital LLC | 3,143,078 | $85.3M | 11.48% | −142,215−4.3% | Reduced |
| Norges Bank | 2,882,647 | $78.3M | 0.01% | +2,882,647 | New |
| Enavate Sciences GP, LLC | 2,459,703 | $66.8M | 13.18% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,388,439 | $64.8M | 0.00% | −54,112−2.2% | Reduced |
| UBS Group AG | 1,806,243 | $49.0M | 0.01% | +1,533,972+563.4% | Added |
| Janus Henderson Group PLC | 1,527,958 | $41.4M | 0.02% | +1,527,958 | New |
| Altshuler Shaham Ltd | 1,341,540 | $36.4M | 0.56% | −75,282−5.3% | Reduced |
| Bain Capital Life Sciences Investors, LLC | 1,329,544 | $36.1M | 2.76% | −1,109,994−45.5% | Reduced |
| Omega Fund Management, LLC | 1,326,293 | $36.0M | 12.57% | −30,000−2.2% | Reduced |
| State Street Corp | 1,319,226 | $35.8M | 0.00% | +204,645+18.4% | Added |
| VR Adviser, LLC | 1,169,298 | $31.7M | 1.57% | 00.0% | Unchanged |
| Wellington Management Group LLP | 894,733 | $24.3M | 0.00% | −230,662−20.5% | Reduced |
| Geode Capital Management, LLC | 851,908 | $23.1M | 0.00% | +34,799+4.3% | Added |
| Parkman Healthcare Partners LLC | 834,559 | $22.7M | 2.16% | −8,943−1.1% | Reduced |
| Pictet Asset Management Holding SA | 773,148 | $21.0M | 0.02% | +773,148 | New |
| Woodline Partners LP | 760,252 | $20.6M | 0.08% | +158,000+26.2% | Added |
| Integral Health Asset Management, LLC | 750,000 | $20.4M | 1.03% | +175,000+30.4% | Added |
| TCG Crossover Management, LLC | 743,886 | $20.2M | 0.67% | −1,373,217−64.9% | Reduced |
| Samsara BioCapital, LLC | 736,047 | $20.0M | 2.06% | −226,107−23.5% | Reduced |
| Vestal Point Capital, LP | 720,000 | $19.5M | 0.72% | +720,000 | New |
| Siren, L.L.C. | 588,450 | $16.0M | 0.48% | −200,000−25.4% | Reduced |
| Barclays PLC | 524,499 | $14.2M | 0.01% | +439,184+514.8% | Added |
| Millennium Management LLC | 517,264 | $14.0M | 0.01% | +477,151+1,189.5% | Added |
| Nantahala Capital Management, LLC | 494,971 | $13.4M | 0.80% | −100,000−16.8% | Reduced |
| Marshall Wace, LLP | 343,791 | $9.33M | 0.01% | −524,208−60.4% | Reduced |
| Goldman Sachs Group Inc | 333,481 | $9.05M | 0.00% | +110,267+49.4% | Added |
| Great Point Partners LLC | 300,000 | $8.14M | 2.64% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 298,329 | $8.10M | 0.02% | +298,329 | New |
| Jennison Associates LLC | 288,847 | $7.84M | 0.00% | +288,847 | New |
| Charles Schwab Investment Management Inc | 284,931 | $7.74M | 0.00% | +1030.0% | Added |
| Northern Trust Corp | 236,799 | $6.43M | 0.00% | −17,920−7.0% | Reduced |
| Squadron Capital Management LLC | 230,650 | $6.26M | 2.79% | +230,650 | New |
| Invesco Ltd. | 163,186 | $4.43M | 0.00% | +145,996+849.3% | Added |
| Boxer Capital Management, LLC | 150,000 | $4.07M | 0.89% | +150,000 | New |
| Deutsche Bank AG | 127,815 | $3.47M | 0.00% | +101,078+378.0% | Added |
| Morgan Stanley | 122,068 | $3.31M | 0.00% | +34,533+39.5% | Added |
| SummitTX Capital, L.P. | 116,724 | $3.17M | 0.10% | +4,320+3.8% | Added |
| Schonfeld Strategic Advisors LLC | 115,807 | $3.14M | 0.02% | −74,437−39.1% | Reduced |
| JPMorgan Chase & Co | 110,280 | $2.99M | 0.00% | +80,333+268.3% | Added |
| American Century Companies Inc | 87,756 | $2.38M | 0.00% | +16,216+22.7% | Added |
| Bank of America Corp | 86,384 | $2.35M | 0.00% | +30,911+55.7% | Added |
| Bank of New York Mellon Corp | 84,853 | $2.30M | 0.00% | −6,668−7.3% | Reduced |
| Nuveen, LLC | 78,568 | $2.13M | 0.00% | +8,686+12.4% | Added |
| ExodusPoint Capital Management, LP | 75,402 | $2.05M | 0.02% | +75,402 | New |
| Artia Global Partners LP | 68,653 | $1.86M | 0.30% | +68,653 | New |
| Exome Asset Management LLC | 64,845 | $1.76M | 0.87% | +12,885+24.8% | Added |
| Ameriprise Financial Inc | 56,557 | $1.54M | 0.00% | +56,557 | New |
| Susquehanna International Group, LLP | 55,841 | $1.52M | 0.00% | +55,841 | New |
| Seven Grand Managers, LLC | 50,000 | $1.36M | 0.10% | +50,000 | New |
| Y-Intercept (Hong Kong) Ltd | 46,559 | $1.26M | 0.03% | +46,559 | New |
| Alps Advisors Inc | 44,376 | $1.20M | 0.01% | +18,414+70.9% | Added |
| Rhumbline Advisers | 41,523 | $1.13M | 0.00% | −7,883−16.0% | Reduced |
| Rafferty Asset Management, LLC | 38,683 | $1.05M | 0.00% | +4,162+12.1% | Added |
| Wells Fargo & Company | 36,794 | $999.0K | 0.00% | +11,634+46.2% | Added |
| Trexquant Investment LP | 31,049 | $843.0K | 0.01% | +31,049 | New |
| Alliancebernstein L.P. | 31,010 | $841.9K | 0.00% | +11,160+56.2% | Added |
| AQR Capital Management LLC | 30,503 | $828.2K | 0.00% | +549+1.8% | Added |
| D. E. Shaw & Co., Inc. | 27,091 | $735.5K | 0.00% | +27,091 | New |
| Swiss National Bank | 26,600 | $722.2K | 0.00% | +26,600 | New |
| Diadema Partners LP | 20,500 | $556.6K | 0.33% | +20,500 | New |
| MetLife Investment Management | 19,678 | $534.3K | 0.00% | −2,013−9.3% | Reduced |
| Price T Rowe Associates Inc | 19,636 | $534.0K | 0.00% | +1,135+6.1% | Added |
| PSP Research LLC | 17,634 | $478.8K | 0.42% | +17,634 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 17,491 | $475.3K | 0.00% | +628+3.7% | Added |
| Prelude Capital Management, LLC | 16,560 | $449.6K | 0.03% | +825+5.2% | Added |
| Renaissance Technologies LLC | 16,400 | $445.3K | 0.00% | +16,400 | New |
| Quantinno Capital Management LP | 15,415 | $418.5K | 0.00% | +526+3.5% | Added |
| XTX Topco Ltd | 15,091 | $409.7K | 0.01% | +15,091 | New |
| California State Teachers Retirement System | 14,652 | $397.8K | 0.00% | +12,476+573.3% | Added |
| Profund Advisors LLC | 14,582 | $395.9K | 0.01% | +14,582 | New |
| Graham Capital Management, L.P. | 13,712 | $372.3K | 0.01% | +13,712 | New |
| Legal & General Group Plc | 13,709 | $372.2K | 0.00% | +10,785+368.8% | Added |
| Citadel Advisors LLC | 13,420 | $364.4K | 0.00% | +13,420 | New |
| DnB Asset Management AS | 12,793 | $347.3K | 0.00% | +12,793 | New |
| Virtu Financial LLC | 12,246 | $332.0K | 0.01% | +12,246 | New |
| Verition Fund Management LLC | 12,020 | $326.3K | 0.00% | −34,981−74.4% | Reduced |
| Mariner, LLC | 11,830 | $321.2K | 0.00% | +897+8.2% | Added |
| Creative Planning | 11,749 | $319.0K | 0.00% | −2,517−17.6% | Reduced |
| New York State Common Retirement Fund | 11,700 | $317.7K | 0.00% | +5,400+85.7% | Added |
| Two Sigma Investments, LP | 10,500 | $285.1K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 10,396 | $282.3K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 10,147 | $275.5K | 0.00% | −1,945−16.1% | Reduced |
| Virtus Investment Advisers, Inc. | 9,801 | $266.1K | 0.07% | −42−0.4% | Reduced |
| STRS Ohio | 9,800 | $266.1K | 0.00% | +9,800 | New |
| VARCOV Co. | 9,619 | $261.2K | 0.10% | +9,619 | New |
| Police & Firemen's Retirement System of New Jersey | 9,456 | $256.7K | 0.00% | +9+0.1% | Added |
| Persistent Asset Partners Ltd | 8,907 | $241.8K | 0.12% | +8,907 | New |
| China Universal Asset Management Co., Ltd. | 8,806 | $239.1K | 0.02% | +8,806 | New |
| ProShare Advisors LLC | 8,354 | $226.8K | 0.00% | +8,354 | New |
| SEI Investments Co | 8,087 | $219.6K | 0.00% | +8,087 | New |
| Citigroup Inc | 6,949 | $188.7K | 0.00% | −35,088−83.5% | Reduced |
| SG Americas Securities, LLC | 5,518 | $150.0K | 0.00% | +5,518 | New |
| BNP Paribas Arbitrage, SA | 4,976 | $135.1K | 0.00% | −1,551−23.8% | Reduced |
| CWM, LLC | 3,360 | $91.0K | 0.00% | +19+0.6% | Added |
| KLP Kapitalforvaltning AS | 2,900 | $78.7K | 0.00% | +2,900 | New |
| Russell Investments Group, Ltd. | 2,823 | $76.6K | 0.00% | −211−7.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,741 | $74.4K | 0.00% | 00.0% | Unchanged |