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 2026
Institutional positions in Upstream Bio, Inc. as of Jun 30, 2026. 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
- 148
- +9 vs. Q1 2026
- Shares held
- 50.6M
- +5.69M (+12.7%) vs. Q1 2026
- Total value
- $350.1M
- −$54.4M (−13.4%) vs. Q1 2026
- New holders
- 37
- 65 more added
- Sold out
- 28
- 28 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Upstream Bio, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 39 | $0 | 0.00% | +35+875.0% | Added |
| Freestone Grove Partners LP | 1 | $7 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $7 | 0.00% | +1 | New |
| JPL Wealth Management, LLC | 14 | $97 | 0.00% | +14 | New |
| Clearstead Advisors, LLC | 15 | $105 | 0.00% | +15 | New |
| Advisor Group Holdings, Inc. | 19 | $131 | 0.00% | −370−95.1% | Reduced |
| Simplex Trading, LLC | 20 | $138 | 0.00% | +20 | New |
| Silver Grove Financial Group, Inc. | 28 | $194 | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 76 | $526 | 0.00% | +74+3,700.0% | Added |
| N.E.W. Advisory Services LLC | 120 | $830 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 146 | $1.01K | 0.00% | −256−63.7% | Reduced |
| UMA Financial Services, Inc. | 160 | $1.11K | 0.00% | +160 | New |
| IFP Advisors, Inc | 242 | $1.68K | 0.00% | +241+24,100.0% | Added |
| US Bancorp | 264 | $1.83K | 0.00% | −326−55.3% | Reduced |
| EverSource Wealth Advisors, LLC | 272 | $1.88K | 0.00% | +50+22.5% | Added |
| Rothschild Investment LLC | 287 | $1.99K | 0.00% | +226+370.5% | Added |
| Farther Finance Advisors, LLC | 353 | $2.44K | 0.00% | +272+335.8% | Added |
| The PNC Financial Services Group, Inc. | 387 | $2.68K | 0.00% | +387 | New |
| UBS Asset Management Americas Inc | 588 | $4.07K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 710 | $4.91K | 0.00% | −384−35.1% | Reduced |
| Rockefeller Capital Management L.P. | 738 | $5.11K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 778 | $5.38K | 0.00% | +515+195.8% | Added |
| Quarry LP | 893 | $6.18K | 0.00% | +893 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 965 | $6.68K | 0.00% | +488+102.3% | Added |
| Royal Bank of Canada | 1,091 | $7.00K | 0.00% | +1,091 | New |
| GF Fund Management Co. Ltd. | 1,145 | $7.92K | 0.00% | −58−4.8% | Reduced |
| GAMMA Investing LLC | 1,164 | $8.05K | 0.00% | +449+62.8% | Added |
| SRS Capital Advisors, Inc. | 1,771 | $12.3K | 0.00% | +1,694+2,200.0% | Added |
| Global Retirement Partners, LLC | 1,870 | $12.9K | 0.00% | +1,870 | New |
| Mirae Asset Global Investments Co., Ltd. | 2,434 | $16.8K | 0.00% | −385−13.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,741 | $19.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 4,096 | $28.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,278 | $29.6K | 0.00% | −15,280−78.1% | Reduced |
| Public Employees Retirement System of Ohio | 4,700 | $32.5K | 0.00% | +4,700 | New |
| Tower Research Capital LLC (TRC) | 4,788 | $33.1K | 0.00% | +3,363+236.0% | Added |
| Persistent Asset Partners Ltd | 4,855 | $33.6K | 0.01% | −640−11.6% | Reduced |
| New York State Common Retirement Fund | 5,200 | $36.0K | 0.00% | +5,100+5,100.0% | Added |
| KLP Kapitalforvaltning AS | 5,900 | $40.8K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 8,661 | $59.9K | 0.00% | −929−9.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 9,456 | $65.4K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 10,487 | $72.6K | 0.00% | +10,487 | New |
| Prelude Capital Management, LLC | 10,550 | $73.0K | 0.01% | +10,550 | New |
| Wealth Enhancement Advisory Services, LLC | 10,017 | $75.4K | 0.00% | +10,017 | New |
| HSBC Holdings PLC | 10,793 | $77.6K | 0.00% | −629,533−98.3% | Reduced |
| Canada Pension Plan Investment Board | 11,500 | $79.6K | 0.00% | +11,500 | New |
| STRS Ohio | 12,000 | $83.0K | 0.00% | +2,200+22.4% | Added |
| Engineers Gate Manager LP | 12,491 | $86.4K | 0.00% | +12,491 | New |
| Legal & General Group Plc | 12,561 | $86.9K | 0.00% | +2,952+30.7% | Added |
| Vanguard Global Advisers, LLC | 13,059 | $90.4K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 13,352 | $92.4K | 0.00% | +13,352 | New |
| Jane Street Group, LLC | 15,594 | $107.9K | 0.00% | +15,594 | New |
| Manufacturers Life Insurance Company, The | 15,735 | $108.9K | 0.00% | +397+2.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 16,217 | $112.2K | 0.00% | +609+3.9% | Added |
| State of Wisconsin Investment Board | 17,065 | $118.1K | 0.00% | −24,606−59.0% | Reduced |
| Entropy Technologies, LP | 17,542 | $121.4K | 0.00% | −5,794−24.8% | Reduced |
| Quadrature Capital Ltd | 17,988 | $124.5K | 0.00% | +17,988 | New |
| Shay Capital LLC | 18,000 | $124.6K | 0.01% | +8,000+80.0% | Added |
| Diadema Partners LP | 19,093 | $132.1K | 0.05% | −2,516−11.6% | Reduced |
| Ieq Capital, LLC | 19,535 | $135.2K | 0.00% | +19,535 | New |
| Winton Group Ltd | 19,800 | $137.0K | 0.00% | +19,800 | New |
| SEI Investments Co | 20,026 | $138.6K | 0.00% | +20,026 | New |
| SG Americas Securities, LLC | 20,338 | $141.0K | 0.00% | +20,338 | New |
| MetLife Investment Management | 20,852 | $144.3K | 0.00% | +1,472+7.6% | Added |
| Verdad Advisers, LP | 21,810 | $150.9K | 0.14% | +21,810 | New |
| Los Angeles Capital Management LLC | 22,385 | $154.9K | 0.00% | +22,385 | New |
| Graham Capital Management, L.P. | 22,508 | $155.8K | 0.00% | +22,508 | New |
| Vanguard Asset Management, Ltd | 22,724 | $157.3K | 0.00% | +13,474+145.7% | Added |
| DnB Asset Management AS | 23,600 | $163.3K | 0.00% | +85+0.4% | Added |
| nVerses Capital, LLC | 24,029 | $166.3K | 0.26% | +24,029 | New |
| Axq Capital, LP | 27,068 | $187.3K | 0.02% | −435−1.6% | Reduced |
| Quantbot Technologies LP | 28,178 | $195.0K | 0.01% | +27,515+4,150.1% | Added |
| Price T Rowe Associates Inc | 28,058 | $195.0K | 0.00% | +1,624+6.1% | Added |
| Creative Planning | 28,483 | $197.1K | 0.00% | +17,633+162.5% | Added |
| Barclays PLC | 29,208 | $202.1K | 0.00% | +4,488+18.2% | Added |
| Wells Fargo & Company | 29,497 | $204.1K | 0.00% | +11,095+60.3% | Added |
| Mariner, LLC | 33,141 | $229.3K | 0.00% | +5,827+21.3% | Added |
| Stonepine Capital Management, LLC | 33,432 | $231.3K | 0.18% | −1,568−4.5% | Reduced |
| California State Teachers Retirement System | 38,634 | $267.3K | 0.00% | −1,027−2.6% | Reduced |
| Citigroup Inc | 40,339 | $279.1K | 0.00% | +35,284+698.0% | Added |
| ExodusPoint Capital Management, LP | 41,045 | $284.0K | 0.00% | −50,386−55.1% | Reduced |
| Two Sigma Investments, LP | 42,325 | $292.9K | 0.00% | +42,325 | New |
| Rhumbline Advisers | 42,384 | $293.3K | 0.00% | +1,181+2.9% | Added |
| Allspring Global Investments Holdings, LLC | 43,182 | $298.8K | 0.00% | +43,182 | New |
| Russell Investments Group, Ltd. | 47,543 | $329.0K | 0.00% | +43,896+1,203.6% | Added |
| Swiss National Bank | 48,100 | $332.9K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 50,369 | $348.6K | 0.00% | +50,369 | New |
| Invesco Ltd. | 53,397 | $369.5K | 0.00% | +12,887+31.8% | Added |
| Virtus Investment Advisers, Inc. | 53,638 | $371.2K | 0.09% | +43,592+433.9% | Added |
| Quantinno Capital Management LP | 54,838 | $379.5K | 0.00% | +5,449+11.0% | Added |
| Alps Advisors Inc | 55,228 | $382.2K | 0.00% | +11,236+25.5% | Added |
| Simplify Asset Management Inc. | 62,113 | $429.8K | 0.01% | −15,680−20.2% | Reduced |
| Alliancebernstein L.P. | 51,680 | $465.1K | 0.00% | +20,670+66.7% | Added |
| Gsa Capital Partners LLP | 69,348 | $480.0K | 0.03% | +30,116+76.8% | Added |
| Man Group plc | 73,823 | $510.9K | 0.00% | +52,669+249.0% | Added |
| American Century Companies Inc | 78,194 | $541.1K | 0.00% | −9,430−10.8% | Reduced |
| Nuveen, LLC | 84,770 | $586.6K | 0.00% | +9,234+12.2% | Added |
| Bank of New York Mellon Corp | 85,747 | $593.4K | 0.00% | +4,364+5.4% | Added |
| Algert Global LLC | 118,630 | $820.9K | 0.01% | +118,630 | New |
| EntryPoint Capital, LLC | 129,446 | $895.8K | 0.22% | +55,878+76.0% | Added |
| Renaissance Technologies LLC | 131,300 | $908.6K | 0.00% | +69,200+111.4% | Added |