UPB Institutional Ownership & Shareholders
UPSTREAM BIO INC (UPB) is currently held by 148 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $348.45M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of UPB tracked by InsiderSet, reporting ownership valued at approximately $56.49M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $27.35M, representing an estimated loss of -51.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed UPB value among the investors covered in this analysis. Major shareholders include Fmr Llc, Orbimed Advisors Llc, Norges Bank, and several other long-term asset managers with concentrated positions in UPSTREAM BIO INC (UPB).
This page ranks the largest institutional UPB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
148
Total Reported Value
$348.45M
Largest Holder
Fmr Llc
Largest Position
$56.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
103
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.00% | 8,162,897 | $56,487,247 | $27,345,705 | -$29,141,542 | -51.59% | |
| Orbimed Advisors Llc | 0.75% | 5,693,589 | $39,399,636 | $19,073,523 | -$20,326,113 | -51.59% | |
| Norges Bank | 0.00% | 3,768,619 | $26,078,843 | $12,624,874 | -$13,453,969 | -51.59% | |
| Blackrock, Inc. | 0.00% | 3,753,358 | $25,973,237 | $12,573,749 | -$13,399,488 | -51.59% | |
| Decheng Capital Llc | 2.58% | 2,724,868 | $18,856,087 | $9,128,308 | -$9,727,779 | -51.59% | |
| Enavate Sciences Gp, Llc | 4.93% | 2,459,703 | $17,021,145 | $8,240,005 | -$8,781,140 | -51.59% | |
| Vanguard Capital Management Llc | 0.00% | 1,876,734 | $12,986,999 | $6,287,059 | -$6,699,940 | -51.59% | |
| Millennium Management Llc | 0.01% | 1,143,775 | $7,914,923 | $3,831,646 | -$4,083,277 | -51.59% | |
| D. E. Shaw & Co., Inc. | 0.00% | 1,036,044 | $7,169,425 | $3,470,747 | -$3,698,678 | -51.59% | |
| Jpmorgan Chase & Co | 0.00% | 1,012,044 | $7,013,464 | $3,390,347 | -$3,623,117 | -51.66% | |
| Qube Research & Technologies Ltd | 0.01% | 978,500 | $6,771,220 | $3,277,975 | -$3,493,245 | -51.59% | |
| Parkman Healthcare Partners Llc | 0.66% | 935,247 | $6,471,909 | $3,133,077 | -$3,338,832 | -51.59% | |
| Geode Capital Management, Llc | 0.00% | 931,261 | $6,445,888 | $3,119,724 | -$3,326,164 | -51.60% | |
| Seb Asset Management Ab | 0.02% | 878,473 | $6,079,022 | $2,942,885 | -$3,136,137 | -51.59% | |
| Woodline Partners Lp | 0.02% | 831,481 | $5,753,849 | $2,785,461 | -$2,968,388 | -51.59% | |
| State Street Corp | 0.00% | 766,323 | $5,302,955 | $2,567,182 | -$2,735,773 | -51.59% | |
| Vanguard Portfolio Management Llc | 0.00% | 712,667 | $4,931,656 | $2,387,434 | -$2,544,222 | -51.59% | |
| Bain Capital Life Sciences Investors, Llc | 0.25% | 600,949 | $4,158,567 | $2,013,179 | -$2,145,388 | -51.59% | |
| Aqr Capital Management Llc | 0.00% | 544,869 | $3,770,493 | $1,825,311 | -$1,945,182 | -51.59% | |
| Morgan Stanley | 0.00% | 524,632 | $3,630,453 | $1,757,517 | -$1,872,936 | -51.59% | |
| Bnp Paribas Financial Markets | 0.00% | 511,546 | $3,539,898 | $1,713,679 | -$1,826,219 | -51.59% | |
| Walleye Capital Llc | 0.02% | 498,490 | $3,449,551 | $1,669,942 | -$1,779,610 | -51.59% | |
| Y-Intercept (Hong Kong) Ltd | 0.07% | 642,574 | $3,386,365 | $2,152,623 | -$1,233,742 | -36.43% | |
| Trexquant Investment Lp | 0.02% | 466,430 | $3,227,696 | $1,562,541 | -$1,665,156 | -51.59% | |
| Point72 Asset Management, L.P. | 0.00% | 453,011 | $3,134,836 | $1,517,587 | -$1,617,249 | -51.59% | |
| Bank Of America Corp | 0.00% | 391,762 | $2,710,993 | $1,312,403 | -$1,398,590 | -51.59% | |
| Dimensional Fund Advisors Lp | 0.00% | 381,613 | $2,640,811 | $1,278,404 | -$1,362,407 | -51.59% | |
| Altshuler Shaham Ltd | 0.03% | 380,061 | $2,630,022 | $1,273,204 | -$1,356,818 | -51.59% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 357,756 | $2,475,672 | $1,198,483 | -$1,277,189 | -51.59% | |
| Samsara Biocapital, Llc | 0.20% | 353,717 | $2,447,722 | $1,184,952 | -$1,262,770 | -51.59% | |
| Propel Bio Management, Llc | 1.27% | 350,389 | $2,424,692 | $1,173,803 | -$1,250,889 | -51.59% | |
| Wellington Management Group Llp | 0.00% | 342,353 | $2,369,083 | $1,146,883 | -$1,222,200 | -51.59% | |
| Northern Trust Corp | 0.00% | 297,346 | $2,057,634 | $996,109 | -$1,061,525 | -51.59% | |
| Squarepoint Ops Llc | 0.00% | 290,904 | $2,013,056 | $974,528 | -$1,038,528 | -51.59% | |
| Voleon Capital Management Lp | 0.04% | 285,234 | $1,973,819 | $955,534 | -$1,018,285 | -51.59% | |
| Charles Schwab Investment Management Inc | 0.00% | 262,456 | $1,816,196 | $879,228 | -$936,968 | -51.59% | |
| Jacobs Levy Equity Management, Inc | 0.01% | 253,092 | $1,751,397 | $847,858 | -$903,539 | -51.59% | |
| Goldman Sachs Group Inc | 0.00% | 246,917 | $1,708,666 | $827,172 | -$881,494 | -51.59% | |
| Xtx Topco Ltd | 0.02% | 242,346 | $1,677,034 | $811,859 | -$865,175 | -51.59% | |
| Deutsche Bank Ag\ | 0.00% | 241,447 | $1,670,814 | $808,847 | -$861,967 | -51.59% | |
| Vanguard Fiduciary Trust Co | 0.00% | 239,616 | $1,658,143 | $802,714 | -$855,429 | -51.59% | |
| Ubs Group Ag | 0.00% | 234,714 | $1,624,221 | $786,292 | -$837,929 | -51.59% | |
| Schonfeld Strategic Advisors Llc | 0.01% | 225,760 | $1,562,258 | $756,296 | -$805,962 | -51.59% | |
| Jump Financial, Llc | 0.01% | 223,223 | $1,544,703 | $747,797 | -$796,906 | -51.59% | |
| Sphera Funds Management Ltd. | 0.22% | 219,700 | $1,520,324 | $735,995 | -$784,329 | -51.59% | |
| Acadian Asset Management Llc | 0.00% | 175,110 | $1,208,000 | $586,619 | -$621,382 | -51.44% | |
| Hrt Financial Lp | 0.00% | 170,590 | $1,180,000 | $571,477 | -$608,524 | -51.57% | |
| Boxer Capital Management, Llc | 0.08% | 150,000 | $1,038,000 | $502,500 | -$535,500 | -51.59% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 131,300 | $908,596 | $439,855 | -$468,741 | -51.59% |
| Entrypoint Capital, Llc | 0.22% | 129,446 | $895,766 | $433,644 | -$462,122 | -51.59% |
Frequently asked questions about UPB
Who are the largest institutional holders of UPB?
The largest institutional holders of UPB reported in the latest SEC Form 13F filings include Fmr Llc, Orbimed Advisors Llc, Norges Bank, Blackrock, Inc., and Decheng Capital Llc. InsiderSet ranks institutional holders by their latest reported UPB position.
What is UPB institutional ownership?
This page tracks UPB positions reported by institutional investment managers through SEC Form 13F. UPSTREAM BIO INC (UPB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UPB?
InsiderSet currently tracks 148 institutional managers reporting UPB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UPB shareholders.
How much UPB stock do institutions own?
Institutional investment managers disclosed approximately $348.45M in UPB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UPB institutional ownership last updated?
The latest UPB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UPB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UPB position after the reporting date.
Are institutions buying or selling UPB?
Institutional buying and selling can be analyzed by comparing UPB positions across consecutive 13F reporting periods. InsiderSet's UPB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UPB ownership changes.
How has UPB institutional ownership changed over time?
InsiderSet tracks UPB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.