UPB — UPSTREAM BIO INC
As of Q2 2026, 30 SEC-registered investment managers reported holding UPB (UPSTREAM BIO INC) in their latest 13F filings, with a combined reported value of $167.08M across 24.17M shares. That is +40.2% by share count (+6.93M shares) versus the previous quarter, while reported value moved +7.9%. Ownership is concentrated: the five largest holders account for 74.0% of reported value and the top ten for 88.4%.
Compared with the prior quarter, 4 opened new positions, 21 added to existing stakes, 4 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
UPB is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 2.39M | $64.85M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 8.16M | $56.49M | 0.00% | Add |
| Janus Henderson Group history | Q4 2025 | 1.53M | $41.42M | 0.02% | New |
| Norges Bank Investment Management history | Q2 2026 | 3.77M | $26.08M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 3.75M | $25.97M | 0.00% | Add |
| Millennium Management history | Q2 2026 | 1.14M | $7.91M | 0.00% | Add |
| D. E. Shaw & Co history | Q2 2026 | 1.04M | $7.17M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 1.01M | $7.01M | 0.00% | New |
| Geode Capital Management history | Q2 2026 | 931.26K | $6.45M | 0.00% | Reduce |
| AQR Capital Management history | Q2 2026 | 544.87K | $3.77M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 524.63K | $3.63M | 0.00% | Reduce |
| Point72 Asset Management history | Q2 2026 | 453.01K | $3.13M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 391.76K | $2.71M | 0.00% | Add |
| Arrowstreet Capital history | Q2 2026 | 357.76K | $2.48M | 0.00% | Add |
| Wellington Management Group history | Q2 2026 | 342.35K | $2.37M | 0.00% | Hold |
| Northern Trust Corp history | Q2 2026 | 297.35K | $2.06M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 262.46K | $1.82M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 246.92K | $1.71M | 0.00% | Reduce |
| Deutsche Bank AG history | Q2 2026 | 241.45K | $1.67M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 234.71K | $1.62M | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.01M sh · $7.01M
- Two Sigma Investments 42.33K sh · $292.89K
- CPP Investments 11.50K sh · $79.58K
- PNC Financial Services 387 sh · $2.68K
Fully Exited (vs previous quarter)
- Marshall Wace sold 66.77K sh · $600.93K
- Franklin Resources sold 14.59K sh · $131.30K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 7.18M | 7.26M | 7.94M | 8.09M | 7.52M | 8.10M | 8.16M |
| Norges Bank Investment Management | 1.00M | — | 969.92K | — | 2.88M | — | 3.77M |
| BlackRock Inc | 1.12M | 1.19M | 2.10M | 2.60M | 3.34M | 3.37M | 3.75M |
| Millennium Management | — | 61.80K | — | 40.11K | 517.26K | 937.32K | 1.14M |
| D. E. Shaw & Co | — | — | — | — | 27.09K | 820.48K | 1.04M |
| JPMorgan Chase & Co | 47.79K | 15.19K | 16.47K | 29.95K | 110.28K | — | 1.01M |
| Geode Capital Management | 363.27K | 410.68K | 646.63K | 817.11K | 851.91K | 950.62K | 931.26K |
| AQR Capital Management | — | 18.82K | 29.75K | 29.95K | 30.50K | 72.17K | 544.87K |
| Morgan Stanley | 43.16K | 51.39K | 99.31K | 87.53K | 122.07K | 552.61K | 524.63K |
| Point72 Asset Management | — | — | — | — | 9.70K | 189.67K | 453.01K |
| Bank of America Corp | 13.96K | 10.53K | 18.03K | 55.47K | 86.38K | 48.46K | 391.76K |
| Arrowstreet Capital | — | — | — | — | — | 185.09K | 357.76K |
| Wellington Management Group | 1.58M | 1.31M | 1.23M | 1.13M | 894.73K | 342.35K | 342.35K |
| Northern Trust Corp | 143.72K | 137.77K | 229.30K | 254.72K | 236.80K | 260.99K | 297.35K |
| Charles Schwab Investment Management | 135.32K | 132.17K | 178.25K | 284.83K | 284.93K | 257.73K | 262.46K |
| Goldman Sachs Group | 44.49K | 32.95K | — | 223.21K | 333.48K | 316.59K | 246.92K |
| Deutsche Bank AG | 14.85K | 15.19K | 23.40K | 26.74K | 127.81K | 180.89K | 241.45K |
| UBS Group AG | 161.51K | 131.55K | 232.89K | 272.27K | 1.81M | 231.25K | 234.71K |
| Renaissance Technologies | — | — | — | — | 16.40K | 62.10K | 131.30K |
| BNY Mellon | 36.91K | 36.91K | 79.77K | 91.52K | 84.85K | 81.38K | 85.75K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details