Upstream Bio UPB Institutional Ownership

NASDAQ UPB

$6.09 +0.01 (+0.16%)

As of: Sep 4, 2026 · 11:49 AM EDT

Institutions by Trading Activity

150 Institutions

Increased 103 68.7%

Unchanged 19 12.7%

Reduced 28 18.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

93.17%

▲+11.00 pp QoQ

Shares Held by Institutions

50.84Mn

of 54.57Mn outstanding

▲+21.73% QoQ

Shares Outstanding

54.57Mn

3.73Mn held outside 13F filers

Institutional Investors

150

filed 13F for Jun 2026

▲+10 vs prior quarter

Net Shares Added (QoQ)

+9.08Mn

accumulated since last quarter

Value of Holdings

$309.10Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Upstream Bio, Inc. (NASDAQ:UPB) is held by 150 institutional investors per 13F filings through June 2026.

These investors held 93.2% of outstanding shares in June 2026, up from 82.2% in March 2026.
They increased total shares held in Upstream Bio by 21.73% from last quarter, and the number of investors in UPB increased 82.93% annually.
Of these 150 funds, 103 grew their exposure to Upstream Bio, 28 cut back, and 19 maintained positions.
Altogether, these fund groups held 50.84Mn shares in UPB by June 2026, up by 9.08Mn shares quarter on quarter, and up 2.38Mn shares year over year.
FMR LLC is the top holder of Upstream Bio as of June 30, 2026, with 8.16Mn shares representing 14.96% of outstanding stock.
The largest buyers of Upstream Bio for the quarter ending June 2026 were NORGES BANK (3.77Mn), Jpmorgan Chase & Co (549.04K), Walleye Capital LLC (498.49K), AQR CAPITAL MANAGEMENT LLC (472.7K), BNP PARIBAS FINANCIAL MARKETS (385.55K).
The largest sales of UPB for the quarter ending June 2026 came from HSBC HOLDINGS PLC (629.53K), Samsara BioCapital, LLC (382.33K), Y-Intercept (Hong Kong) Ltd (307.08K), Bain Capital Life Sciences Investors, LLC (266.26K), SPHERA FUNDS MANAGEMENT LTD. (138.3K).
Upstream Bio's 10 largest shareholders as of June 2026 include FMR LLC (8.16Mn), ORBIMED ADVISORS LLC (5.69Mn), NORGES BANK (3.77Mn), BlackRock, Inc. (3.75Mn), Decheng Capital LLC (2.72Mn), Enavate Sciences GP, LLC (2.46Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.88Mn), MILLENNIUM MANAGEMENT LLC (1.14Mn), D. E. Shaw & Co., Inc. (1.04Mn), Jpmorgan Chase & Co (1.01Mn) per Business Quant data.

Form 13F Holdings

150 Institutional Holders

Report period 30 Jun, 2026

Total shares held 50.84Mn

Of outstanding 93.17%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	FMR LLC	0000315066	8,162,897	14.96%	▲61,334	+0.76%	$56.49Mn
2	ORBIMED ADVISORS LLC	0001055951	5,693,589	10.43%	0	0.00%	$39.40Mn
3	NORGES BANK	0001374170	3,768,619	6.91%	▲3,768,619	0.00%	$26.08Mn
4	BlackRock, Inc.	0002012383	3,753,358	6.88%	▲382,669	+11.35%	$25.97Mn
5	Decheng Capital LLC	0002010850	2,724,868	4.99%	0	0.00%	$18.86Mn
6	Enavate Sciences GP, LLC	0001953107	2,459,703	4.51%	0	0.00%	$17.02Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,876,734	3.44%	▲3,160	+0.17%	$12.99Mn
8	MILLENNIUM MANAGEMENT LLC	0001273087	1,143,775	2.10%	▲206,452	+22.03%	$7.91Mn
9	D. E. Shaw & Co., Inc.	0001009207	1,036,044	1.90%	▲215,564	+26.27%	$7.17Mn
10	Jpmorgan Chase & Co	0000019617	1,012,044	1.85%	▲549,043	+118.58%	$7.01Mn
11	Qube Research & Technologies Ltd	0001729829	978,500	1.79%	▲359,179	+58.00%	$6.77Mn
12	Parkman Healthcare Partners LLC	0001777015	935,247	1.71%	▲148,464	+18.87%	$6.47Mn
13	GEODE CAPITAL MANAGEMENT, LLC	0001214717	931,261	1.71%	▼19,356	-2.04%	$6.45Mn
14	SEB Asset Management AB	0002127509	878,473	1.61%	0	0.00%	$6.08Mn
15	Woodline Partners LP	0001784547	831,481	1.52%	0	0.00%	$5.75Mn
16	State Street Corp	0000093751	766,323	1.40%	▲60,973	+8.64%	$5.30Mn
17	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	712,667	1.31%	▼15,044	-2.07%	$4.93Mn
18	Y-Intercept (Hong Kong) Ltd	0001772875	693,555	1.27%	▼307,076	-30.69%	$4.80Mn
19	Bain Capital Life Sciences Investors, LLC	0001703031	600,949	1.10%	▼266,262	-30.70%	$4.16Mn
20	AQR CAPITAL MANAGEMENT LLC	0001167557	544,869	1.00%	▲472,698	+654.97%	$3.77Mn

Showing 1 to 20 of 150 holders