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Upstream Bio (UPB) Institutional Ownership

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$6.69 -0.10 (-1.47%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Upstream Bio (NASDAQ:UPB)

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$393.02M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$111.11M
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UPB Institutional Buying and Selling by Quarter

Upstream Bio Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/24/2026 California State Teachers Retirement System267,347$1.85M0.0%+574.1%0.488%
8/19/2026 Hsbc Holdings PLC10,793$78K0.0%-98.3%0.020%
8/18/2026 Stonepine Capital Management LLC33,432$231.35K0.0%N/A0.061%
8/18/2026 Public Employees Retirement System of Ohio4,700$33K0.0%N/A0.009%
8/17/2026 Bank of America Corp DE391,762$2.71M0.0%N/A0.715%
8/15/2026 Man Group plc73,823$511K0.0%N/A0.135%
8/14/2026 Hsbc Holdings PLC10,793$78K0.0%N/A0.020%
8/14/2026 Canada Pension Plan Investment Board11,500$80K0.0%N/A0.021%
8/14/2026 Parkman Healthcare Partners LLC935,247$6.47M0.7%N/A1.708%
8/14/2026 Legal & General Group Plc12,561$87K0.0%N/A0.023%
8/14/2026 The Manufacturers Life Insurance Company 15,735$109K0.0%N/A0.029%
8/14/2026 Algert Global LLC118,630$821K0.0%N/A0.217%
8/12/2026 Quantbot Technologies LP28,178$195K0.0%N/A0.052%
8/12/2026 Ieq Capital LLC19,535$135K0.0%N/A0.036%
8/7/2026 BlackRock Inc.3,753,358$25.97M0.0%N/A6.897%
8/7/2026 Deutsche Bank AG241,447$1.67M0.0%N/A0.444%
8/7/2026 Persistent Asset Partners Ltd4,855$34K0.0%N/A0.009%
8/6/2026 Bank of New York Mellon Corp85,747$593K0.0%N/A0.158%
8/6/2026 GSA Capital Partners LLP69,348$480K0.0%N/A0.127%
8/3/2026 Walleye Capital LLC498,490$3.45M0.0%N/A0.916%
5/19/2026 Bank of America Corp DE48,460$436K0.0%-43.9%0.089%
5/19/2026 Altshuler Shaham Ltd380,061$3.42M0.1%-71.7%0.698%
5/18/2026 ADAR1 Capital Management LLC35,000$315K0.0%N/A0.064%
5/18/2026 California State Teachers Retirement System39,661$357K0.0%+170.7%0.073%
5/16/2026 The Manufacturers Life Insurance Company15,338$138K0.0%+51.2%0.028%
5/16/2026 Quantinno Capital Management LP49,389$445K0.0%+220.4%0.091%
5/15/2026 Entropy Technologies LP23,336$210K0.0%N/A0.043%
5/14/2026 Renaissance Technologies LLC62,100$559K0.0%+278.7%0.114%
5/14/2026 Arrowstreet Capital Limited Partnership185,087$1.67M0.0%N/A0.340%
5/13/2026 Decheng Capital LLC2,724,868$24.52M3.7%-13.3%5.007%
5/7/2026 Dimensional Fund Advisors LP80,002$719K0.0%N/A0.147%
5/7/2026 SEB Asset Management AB878,473$7.91M0.0%N/A1.614%
5/7/2026 Swiss National Bank48,100$433K0.0%+80.8%0.088%
5/5/2026 Bank of New York Mellon Corp81,383$732K0.0%-4.1%0.150%
5/4/2026 Bleakley Financial Group LLC28,864$260K0.0%N/A0.053%
4/30/2026 Hsbc Holdings PLC640,326$5.76M0.0%N/A1.177%
4/27/2026 Simplify Asset Management Inc.77,793$700K0.0%N/A0.143%
4/27/2026 Y Intercept Hong Kong Ltd1,000,631$9.01M0.2%+2,049.2%1.839%
4/22/2026 Pictet Asset Management Holding SA733,431$6.60M0.0%-5.1%1.348%
2/23/2026 Virtu Financial LLC12,246$332K0.0%N/A0.023%
Someone just dumped the biggest gold fund. (Ad)

Investors pulled 2.9 billion dollars from the world's largest gold fund in a single day this March, pushing total outflows to 14 billion. At the same time, the World Gold Council recorded the highest quarterly central bank gold buying on record, with buyers taking physical delivery instead of paper shares.tc pixel

Discover the company on the buying side before the September 30th delivery date.
2/19/2026 Invesco Ltd.163,186$4.43M0.0%+849.3%0.302%
2/18/2026 Empowered Funds LLC1,647$45K0.0%N/A0.003%
2/18/2026 XTX Topco Ltd15,091$410K0.0%N/A0.028%
2/18/2026 VARCOV Co.9,619$261K0.1%N/A0.018%
2/18/2026 Vestal Point Capital LP720,000$19.55M0.7%N/A1.332%
2/18/2026 Wellington Management Group LLP894,733$24.29M0.0%-20.5%1.656%
2/18/2026 Squadron Capital Management LLC230,650$6.26M2.7%N/A0.427%
2/18/2026 SummitTX Capital L.P.116,724$3.17M0.1%+3.8%0.216%
2/18/2026 Millennium 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%
2/18/2026 Artia Global Partners LP68,653$1.86M0.3%N/A0.127%
2/18/2026 Altshuler Shaham Ltd1,341,540$36.42M0.5%-5.3%2.482%
2/17/2026 Schonfeld Strategic Advisors LLC115,807$3.14M0.0%-39.1%0.214%
2/17/2026 Bain Capital Life Sciences Investors LLC1,329,544$36.10M2.8%-45.5%2.460%
2/17/2026 Trexquant Investment LP31,049$843K0.0%N/A0.057%
2/17/2026 Integral Health Asset Management LLC750,000$20.36M1.0%+30.4%1.388%
2/17/2026 California State Teachers Retirement System14,652$398K0.0%+573.3%0.027%
2/17/2026 Diadema Partners LP20,500$557K0.1%-89.8%0.038%
2/17/2026 Omega Fund Management LLC1,326,293$36.01M12.6%-2.2%2.454%
2/17/2026 ExodusPoint Capital Management LP75,402$2.05M0.0%N/A0.140%
2/17/2026 Graham Capital Management L.P.13,712$372K0.0%N/A0.025%
2/17/2026 Persistent Asset Partners Ltd8,907$242K0.1%N/A0.016%
2/16/2026 Verition Fund Management LLC12,020$326K0.0%-74.4%0.022%
2/16/2026 Barclays PLC524,499$14.24M0.0%+514.8%0.971%
2/13/2026 Nantahala Capital Management LLC494,971$13.44M0.4%-16.8%0.916%
2/13/2026 Marshall Wace LLP343,791$9.33M0.0%-60.4%0.636%
2/13/2026 The Manufacturers Life Insurance Company 10,147$275K0.0%-16.1%0.019%
2/13/2026 Exome Asset Management LLC64,845$1.76M0.8%+24.8%0.120%
2/13/2026 Rafferty Asset Management LLC38,683$1.05M0.0%+12.1%0.072%
2/13/2026 Alyeska Investment Group L.P.298,329$8.10M0.0%N/A0.552%
2/13/2026 Siren L.L.C.588,450$15.98M0.5%-25.4%1.089%
2/13/2026 State Street Corp1,319,226$35.82M0.0%+18.4%2.441%
2/13/2026 Wells Fargo & Company MN36,794$999K0.0%+46.2%0.068%
2/12/2026 MetLife Investment Management LLC19,678$534K0.0%-9.3%0.036%
2/12/2026 Renaissance Technologies LLC16,400$445K0.0%N/A0.030%
2/12/2026 Decheng Capital LLC3,143,078$85.34M11.5%-4.3%5.816%
2/12/2026 New York State Common Retirement Fund11,700$318K0.0%+85.7%0.022%
2/12/2026 Alps Advisors Inc.44,376$1.21M0.0%+70.9%0.082%
2/12/2026 Swiss National Bank26,600$722K0.0%N/A0.049%
2/12/2026 Nuveen LLC78,568$2.13M0.0%+12.4%0.145%
2/11/2026 Empowered Funds LLC1,647$45K0.0%N/A0.003%
2/11/2026 Deutsche Bank AG127,815$3.47M0.0%+378.0%0.237%
2/10/2026 Goldman Sachs Group Inc.333,481$9.05M0.0%+49.4%0.617%
2/10/2026 Norges Bank2,882,647$78.26M0.0%N/A5.334%
2/10/2026 Seven Grand Managers LLC50,000$1.36M0.1%N/A0.093%
2/9/2026 Geode Capital Management LLC851,908$23.13M0.0%+4.3%1.576%
2/6/2026 PSP Research LLC17,634$479K0.4%N/A0.033%
2/6/2026 ProShare Advisors LLC8,354$227K0.0%N/A0.015%
2/5/2026 DNB Asset Management AS12,793$347K0.0%N/A0.024%
2/2/2026 Strs Ohio9,800$266K0.0%N/A0.018%
Someone just dumped the biggest gold fund. (Ad)

Investors pulled 2.9 billion dollars from the world's largest gold fund in a single day this March, pushing total outflows to 14 billion. At the same time, the World Gold Council recorded the highest quarterly central bank gold buying on record, with buyers taking physical delivery instead of paper shares.tc pixel

Discover the company on the buying side before the September 30th delivery date.
1/30/2026 Jennison Associates LLC288,847$7.84M0.0%N/A0.535%
1/30/2026 Torren Management LLC1,099$30K0.0%N/A0.002%
1/29/2026 Pictet Asset Management Holding SA773,148$20.99M0.0%N/A1.431%
1/29/2026 UBS 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%
1/29/2026 China Universal Asset Management Co. Ltd.8,806$239K0.0%N/A0.016%
1/27/2026 GF Fund Management CO. LTD.1,061$29K0.0%N/A0.002%
1/26/2026 Mirae Asset Global Investments Co. Ltd.2,626$71K0.0%N/A0.005%
1/9/2026 SG Americas Securities LLC5,518$150K0.0%N/A0.010%
1/1/2026 JPMorgan Chase & Co.29,947$563K0.0%+81.8%0.055%


UPB Institutional Ownership - Frequently Asked Questions

During the previous two years, 122 institutional investors and hedge funds held shares of Upstream Bio. The most heavily invested institutionals were Stonepine Capital Management LLC ($231.35M), FMR LLC ($117.98M), Orbimed Advisors LLC ($93.60M), Norges Bank ($78.26M), Vanguard Group Inc. ($64.85M), UBS Group AG ($49.04M), and Janus Henderson Group PLC ($41.42M).Learn more on Upstream Bio's institutional investors.

Of the 117 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), BlackRock Inc. ($3.75M), Decheng Capital LLC ($3.29M), Wellington Management Group LLP ($3.17M), and TCG Crossover Management LLC ($2.80M).

Institutional investors have bought a total of 21,988,762 shares in the last 24 months. This purchase volume represents approximately $393.02M in transactions.

Of the 25 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), Hsbc Holdings PLC ($629.53K), Decheng Capital LLC ($560.43K), Marshall Wace LLP ($524.21K), and Wellington Management Group LLP ($330.56K).

Institutional investors have sold a total of 5,843,119 shares in the last 24 months. This volume of shares sold represents approximately $111.11M in transactions.



Institutional ownership data for NASDAQ:UPB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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