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Upstream Bio (UPB) Institutional Ownership

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$7.14 -0.14 (-1.92%)
Closing price 07/14/2026 04:00 PM Eastern
Extended Trading
$7.16 +0.02 (+0.28%)
As of 07/14/2026 05:48 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Upstream Bio (NASDAQ:UPB)

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$364.02M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$106.91M
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UPB Institutional Buying and Selling by Quarter

Upstream Bio Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE48,460$436K0.0%-43.9%0.089%
5/19/2026Altshuler Shaham Ltd380,061$3.42M0.1%-71.7%0.698%
5/18/2026ADAR1 Capital Management LLC35,000$315K0.0%N/A0.064%
5/18/2026California State Teachers Retirement System39,661$357K0.0%+170.7%0.073%
5/16/2026The Manufacturers Life Insurance Company 15,338$138K0.0%+51.2%0.028%
5/16/2026Quantinno Capital Management LP49,389$445K0.0%+220.4%0.091%
5/15/2026Entropy Technologies LP23,336$210K0.0%N/A0.043%
5/14/2026Renaissance Technologies LLC62,100$559K0.0%+278.7%0.114%
5/14/2026Arrowstreet Capital Limited Partnership185,087$1.67M0.0%N/A0.340%
5/13/2026Decheng Capital LLC2,724,868$24.52M3.7%-13.3%5.007%
5/7/2026Dimensional Fund Advisors LP80,002$719K0.0%N/A0.147%
5/7/2026SEB Asset Management AB878,473$7.91M0.0%N/A1.614%
5/7/2026Swiss National Bank48,100$433K0.0%+80.8%0.088%
5/5/2026Bank of New York Mellon Corp81,383$732K0.0%-4.1%0.150%
5/4/2026Bleakley Financial Group LLC28,864$260K0.0%N/A0.053%
4/30/2026Hsbc Holdings PLC640,326$5.76M0.0%N/A1.177%
4/27/2026Simplify Asset Management Inc.77,793$700K0.0%N/A0.143%
4/27/2026Y Intercept Hong Kong Ltd1,000,631$9.01M0.2%+2,049.2%1.839%
4/22/2026Pictet Asset Management Holding SA733,431$6.60M0.0%-5.1%1.348%
2/23/2026Virtu Financial LLC12,246$332K0.0%N/A0.023%
2/19/2026Invesco Ltd.163,186$4.43M0.0%+849.3%0.302%
2/18/2026Empowered Funds LLC1,647$45K0.0%N/A0.003%
2/18/2026XTX Topco Ltd15,091$410K0.0%N/A0.028%
2/18/2026VARCOV Co.9,619$261K0.1%N/A0.018%
2/18/2026Vestal Point Capital LP720,000$19.55M0.7%N/A1.332%
2/18/2026Wellington Management Group LLP894,733$24.29M0.0%-20.5%1.656%
2/18/2026Squadron Capital Management LLC230,650$6.26M2.7%N/A0.427%
2/18/2026SummitTX Capital L.P.116,724$3.17M0.1%+3.8%0.216%
2/18/2026Millennium Management LLC517,264$14.04M0.0%+1,189.5%0.957%
2/18/2026Janus Henderson Group PLC1,527,958$41.42M0.0%N/A2.827%
2/18/2026Artia Global Partners LP68,653$1.86M0.3%N/A0.127%
2/18/2026Altshuler Shaham Ltd1,341,540$36.42M0.5%-5.3%2.482%
2/17/2026Schonfeld Strategic Advisors LLC115,807$3.14M0.0%-39.1%0.214%
2/17/2026Bain Capital Life Sciences Investors LLC1,329,544$36.10M2.8%-45.5%2.460%
2/17/2026Trexquant Investment LP31,049$843K0.0%N/A0.057%
2/17/2026Integral Health Asset Management LLC750,000$20.36M1.0%+30.4%1.388%
2/17/2026California State Teachers Retirement System14,652$398K0.0%+573.3%0.027%
2/17/2026Diadema Partners LP20,500$557K0.1%-89.8%0.038%
2/17/2026Omega Fund Management LLC1,326,293$36.01M12.6%-2.2%2.454%
2/17/2026ExodusPoint Capital Management LP75,402$2.05M0.0%N/A0.140%
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2/17/2026Graham Capital Management L.P.13,712$372K0.0%N/A0.025%
2/17/2026Persistent Asset Partners Ltd8,907$242K0.1%N/A0.016%
2/16/2026Verition Fund Management LLC12,020$326K0.0%-74.4%0.022%
2/16/2026Barclays PLC524,499$14.24M0.0%+514.8%0.971%
2/13/2026Nantahala Capital Management LLC494,971$13.44M0.4%-16.8%0.916%
2/13/2026Marshall Wace LLP343,791$9.33M0.0%-60.4%0.636%
2/13/2026The Manufacturers Life Insurance Company 10,147$275K0.0%-16.1%0.019%
2/13/2026Exome Asset Management LLC64,845$1.76M0.8%+24.8%0.120%
2/13/2026Rafferty Asset Management LLC38,683$1.05M0.0%+12.1%0.072%
2/13/2026Alyeska Investment Group L.P.298,329$8.10M0.0%N/A0.552%
2/13/2026Siren L.L.C.588,450$15.98M0.5%-25.4%1.089%
2/13/2026State Street Corp1,319,226$35.82M0.0%+18.4%2.441%
2/13/2026Wells Fargo & Company MN36,794$999K0.0%+46.2%0.068%
2/12/2026MetLife Investment Management LLC19,678$534K0.0%-9.3%0.036%
2/12/2026Renaissance Technologies LLC16,400$445K0.0%N/A0.030%
2/12/2026Decheng Capital LLC3,143,078$85.34M11.5%-4.3%5.816%
2/12/2026New York State Common Retirement Fund11,700$318K0.0%+85.7%0.022%
2/12/2026Alps Advisors Inc.44,376$1.21M0.0%+70.9%0.082%
2/12/2026Swiss National Bank26,600$722K0.0%N/A0.049%
2/12/2026Nuveen LLC78,568$2.13M0.0%+12.4%0.145%
2/11/2026Empowered Funds LLC1,647$45K0.0%N/A0.003%
2/11/2026Deutsche Bank AG127,815$3.47M0.0%+378.0%0.237%
2/10/2026Goldman Sachs Group Inc.333,481$9.05M0.0%+49.4%0.617%
2/10/2026Norges Bank2,882,647$78.26M0.0%N/A5.334%
2/10/2026Seven Grand Managers LLC50,000$1.36M0.1%N/A0.093%
2/9/2026Geode Capital Management LLC851,908$23.13M0.0%+4.3%1.576%
2/6/2026 PSP Research LLC17,634$479K0.4%N/A0.033%
2/6/2026ProShare Advisors LLC8,354$227K0.0%N/A0.015%
2/5/2026DNB Asset Management AS12,793$347K0.0%N/A0.024%
2/2/2026Strs Ohio9,800$266K0.0%N/A0.018%
1/30/2026Jennison Associates LLC288,847$7.84M0.0%N/A0.535%
1/30/2026 Torren Management LLC1,099$30K0.0%N/A0.002%
1/29/2026Pictet Asset Management Holding SA773,148$20.99M0.0%N/A1.431%
1/29/2026UBS Group AG1,806,243$49.04M0.0%+563.4%3.342%
1/29/2026Vanguard Group Inc.2,388,439$64.85M0.0%-2.2%4.420%
1/29/2026China Universal Asset Management Co. Ltd.8,806$239K0.0%N/A0.016%
1/27/2026GF Fund Management CO. LTD.1,061$29K0.0%N/A0.002%
1/26/2026Mirae Asset Global Investments Co. Ltd.2,626$71K0.0%N/A0.005%
1/9/2026SG Americas Securities LLC5,518$150K0.0%N/A0.010%
1/1/2026JPMorgan Chase & Co.29,947$563K0.0%+81.8%0.055%
11/17/2025Woodline Partners LP602,252$11.33M0.1%+7.9%1.114%
11/17/2025TCG Crossover Management LLC2,117,103$39.82M2.0%-24.4%3.918%
11/17/2025Verition Fund Management LLC47,001$884K0.0%+40.3%0.087%
11/17/2025Prelude Capital Management LLC15,735$296K0.0%N/A0.029%
11/17/2025Parkman Healthcare Partners LLC843,502$15.87M1.7%+17.9%1.561%
11/17/2025Millennium Management LLC40,113$755K0.0%N/A0.074%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.16,863$315K0.0%-11.6%0.031%
11/17/2025Bank of America Corp DE55,473$1.04M0.0%+207.7%0.103%
11/17/2025Boothbay Fund Management LLC61,299$1.15M0.0%N/A0.113%
11/17/2025Alliancebernstein L.P.19,850$373K0.0%-19.2%0.037%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
11/14/2025Schonfeld Strategic Advisors LLC190,244$3.58M0.0%-48.0%0.352%
11/14/2025SummitTX Capital L.P.112,404$2.11M0.1%N/A0.208%
11/14/2025Two Sigma Investments LP10,500$198K0.0%N/A0.019%
11/14/2025Integral Health Asset Management LLC575,000$10.82M0.7%N/A1.064%
11/14/2025Wellington Management Group LLP1,125,395$21.17M0.0%-8.2%2.083%
11/13/2025Marshall Wace LLP867,999$16.33M0.0%+198.8%1.606%
11/13/2025UBS Group AG272,271$5.12M0.0%+16.9%0.504%
11/13/2025BNP Paribas Financial Markets6,527$123K0.0%+110.8%0.012%
11/13/2025Russell Investments Group Ltd.3,034$57K0.0%+1,963.9%0.006%
11/12/2025Barclays PLC85,315$1.61M0.0%-12.0%0.158%


UPB Institutional Ownership - Frequently Asked Questions

During the previous two years, 113 institutional investors and hedge funds held shares of Upstream Bio. The most heavily invested institutionals were FMR LLC ($117.98M), Orbimed Advisors LLC ($93.60M), Norges Bank ($78.26M), Vanguard Group Inc. ($64.85M), UBS Group AG ($49.04M), Janus Henderson Group PLC ($41.42M), and Enavate Sciences GP LLC ($40.44M).Learn more on Upstream Bio's institutional investors.

Of the 108 institutional investors that purchased Upstream Bio's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($7.18M), Orbimed Advisors LLC ($5.69M), Norges Bank ($4.85M), Decheng Capital LLC ($3.29M), Wellington Management Group LLP ($3.17M), TCG Crossover Management LLC ($2.80M), and Enavate Sciences GP LLC ($2.46M).

Institutional investors have bought a total of 16,930,566 shares in the last 24 months. This purchase volume represents approximately $364.02M in transactions.

Of the 24 institutional investors that sold Upstream Bio's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bain Capital Life Sciences Investors LLC ($1.11M), Altshuler Shaham Ltd ($1.04M), TCG Crossover Management LLC ($684.66K), Decheng Capital LLC ($560.43K), Marshall Wace LLP ($538.65K), Wellington Management Group LLP ($330.56K), and Schonfeld Strategic Advisors LLC ($249.98K).

Institutional investors have sold a total of 5,228,023 shares in the last 24 months. This volume of shares sold represents approximately $106.91M in transactions.


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This page (NASDAQ:UPB) was last updated on 7/15/2026 by MarketBeat.com Staff.
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