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 |
|---|---|---|---|---|---|
| Boxer Capital Management, LLC | 150,000 | $1.04M | 0.08% | 00.0% | Unchanged |
| HRT Financial LP | 170,590 | $1.18M | 0.00% | +170,590 | New |
| Acadian Asset Management LLC | 175,110 | $1.21M | 0.00% | +175,110 | New |
| Sphera Funds Management Ltd. | 219,700 | $1.52M | 0.22% | −138,300−38.6% | Reduced |
| Jump Financial, LLC | 223,223 | $1.54M | 0.01% | −96,177−30.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 225,760 | $1.56M | 0.01% | +64,411+39.9% | Added |
| UBS Group AG | 234,714 | $1.62M | 0.00% | +3,460+1.5% | Added |
| Vanguard Fiduciary Trust Co | 239,616 | $1.66M | 0.00% | +15,459+6.9% | Added |
| Deutsche Bank AG | 241,447 | $1.67M | 0.00% | +60,558+33.5% | Added |
| XTX Topco Ltd | 242,346 | $1.68M | 0.02% | +33,069+15.8% | Added |
| Goldman Sachs Group Inc | 246,917 | $1.71M | 0.00% | −69,670−22.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 253,092 | $1.75M | 0.01% | +253,092 | New |
| Charles Schwab Investment Management Inc | 262,456 | $1.82M | 0.00% | +4,727+1.8% | Added |
| Voleon Capital Management LP | 285,234 | $1.97M | 0.04% | +285,234 | New |
| Squarepoint Ops LLC | 290,904 | $2.01M | 0.00% | +246,278+551.9% | Added |
| Northern Trust Corp | 297,346 | $2.06M | 0.00% | +36,354+13.9% | Added |
| Wellington Management Group LLP | 342,353 | $2.37M | 0.00% | 00.0% | Unchanged |
| Propel Bio Management, LLC | 350,389 | $2.42M | 1.27% | +8,610+2.5% | Added |
| Samsara BioCapital, LLC | 353,717 | $2.45M | 0.20% | −382,330−51.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 357,756 | $2.48M | 0.00% | +172,669+93.3% | Added |
| Altshuler Shaham Ltd | 380,061 | $2.63M | 0.03% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 381,613 | $2.64M | 0.00% | +301,611+377.0% | Added |
| Bank of America Corp | 391,762 | $2.71M | 0.00% | +343,302+708.4% | Added |
| Point72 Asset Management, L.P. | 453,011 | $3.13M | 0.00% | +274,843+154.3% | Added |
| Trexquant Investment LP | 466,430 | $3.23M | 0.02% | +289,773+164.0% | Added |
| Walleye Capital LLC | 498,490 | $3.45M | 0.02% | +498,490 | New |
| BNP Paribas Arbitrage, SA | 511,546 | $3.54M | 0.00% | +385,546+306.0% | Added |
| Morgan Stanley | 524,632 | $3.63M | 0.00% | −27,977−5.1% | Reduced |
| AQR Capital Management LLC | 544,869 | $3.77M | 0.00% | +472,698+655.0% | Added |
| Bain Capital Life Sciences Investors, LLC | 600,949 | $4.16M | 0.25% | −266,262−30.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 693,555 | $4.80M | 0.09% | −307,076−30.7% | Reduced |
| Vanguard Portfolio Management LLC | 712,667 | $4.93M | 0.00% | −15,044−2.1% | Reduced |
| State Street Corp | 766,323 | $5.30M | 0.00% | +60,973+8.6% | Added |
| Woodline Partners LP | 831,481 | $5.75M | 0.02% | 00.0% | Unchanged |
| SEB Asset Management AB | 878,473 | $6.08M | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 931,261 | $6.45M | 0.00% | −19,356−2.0% | Reduced |
| Parkman Healthcare Partners LLC | 935,247 | $6.47M | 0.66% | +148,464+18.9% | Added |
| Qube Research & Technologies Ltd | 978,500 | $6.77M | 0.01% | +359,179+58.0% | Added |
| JPMorgan Chase & Co | 1,012,044 | $7.01M | 0.00% | +549,043+118.6% | Added |
| D. E. Shaw & Co., Inc. | 1,036,044 | $7.17M | 0.00% | +215,564+26.3% | Added |
| Millennium Management LLC | 1,143,775 | $7.91M | 0.01% | +206,452+22.0% | Added |
| Vanguard Capital Management LLC | 1,876,734 | $13.0M | 0.00% | +3,160+0.2% | Added |
| Enavate Sciences GP, LLC | 2,459,703 | $17.0M | 4.93% | 00.0% | Unchanged |
| Decheng Capital LLC | 2,724,868 | $18.9M | 2.58% | 00.0% | Unchanged |
| BlackRock, Inc. | 3,753,358 | $26.0M | 0.00% | +382,669+11.4% | Added |
| Norges Bank | 3,768,619 | $26.1M | 0.00% | +3,768,619 | New |
| OrbiMed Advisors LLC | 5,693,589 | $39.4M | 0.75% | 00.0% | Unchanged |
| FMR LLC | 8,162,897 | $56.5M | 0.00% | +61,334+0.8% | Added |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −979,758−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −733,431−100.0% | Sold out |
| Nantahala Capital Management, LLC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −298,329−100.0% | Sold out |
| Prosight Management, LP | 0 | $0 | 0.00% | −241,123−100.0% | Sold out |
| TCG Crossover Management, LLC | 0 | $0 | 0.00% | −181,063−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −66,770−100.0% | Sold out |
| ADAR1 Capital Management, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −31,484−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −28,864−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −26,412−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −26,223−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −25,866−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,961−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −14,589−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −12,157−100.0% | Sold out |
| Wellington Grp LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −1,107−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |