Security Snapshot

Upstream Bio, Inc. - COMMON STOCK (UPB) Institutional Ownership

CUSIP: 91678A107

13F Institutional Holders and Ownership History from Q4 2024 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

147

Shares (Excl. Options)

50.57MFull value: 50,571,157 · shares · 30 Jun 2026

Price

$6.92

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+5,282,041
Value change
+$29,894,148
Number of holders
147
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
54,984,855
SEC-reported price per share
$4.17
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • UPB - Upstream Bio, Inc. - COMMON STOCK is tracked under CUSIP 91678A107.
  • 147 institutions reported positions in Q2 2026.
  • 6 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 138 to 147 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $403.62MFull value: $403,623,162 · USD · 31 Mar 2026
    to
    $350.08MFull value: $350,077,265 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 147 institutions filings for Q2 2026.

Open SEC evidence

Security key

91678A107

13F reference period

Q2 2026

13F holders

147

13D/G owners

6

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
6
Security
UPB
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
NORGES BANK 7.7% +49% $33,568,556 +$10,565,033 4,206,586 +46% Norges Bank 30 Jun 2026
FMR LLC 6.9% -53% $15,820,792 -$17,275,997 3,793,955 -52% FMR LLC 30 Oct 2026
BlackRock, Inc. 5.2% $19,477,821 2,814,714 BlackRock, Inc. 30 Jun 2026
Decheng Capital Global Life Sciences Fund IV, L.P. 4.9% -2% $14,360,327 2,724,868 0% Decheng Capital Global Life Sciences Fund IV, L.P. 30 Sep 2026
HBM Healthcare Investments (Cayman) Ltd. 4.1% -20% $41,290,257 -$9,780,217 2,195,111 -19% HBM Healthcare Investments (Cayman) Ltd. 30 Sep 2025
TCG Crossover GP I, LLC 3.9% -26% $39,822,919 -$12,878,523 2,117,103 -24% TCG Crossover GP I, LLC 30 Sep 2025
As of 30 Jun 2026, 147 institutional investors reported holding
50.57MFull value: 50,571,157 · shares · 30 Jun 2026
shares of Upstream Bio, Inc. - COMMON STOCK (UPB). This represents 92% of the company’s total
54.98MFull value: 54,984,855 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
76%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FMR LLC 15% 8,162,897 +0.76% 0% $56,487,247
ORBIMED ADVISORS LLC 10% 5,693,589 0% 0.75% $39,399,636
NORGES BANK 6.9% 3,768,619 0% $26,078,843
BlackRock, Inc. 6.8% 3,753,358 +11% 0% $25,973,237
Decheng Capital LLC 5% 2,724,868 0% 2.6% $18,856,087
ENAVATE SCIENCES GP, LLC 4.5% 2,459,703 0% 4.9% $17,021,145
VANGUARD CAPITAL MANAGEMENT LLC 3.4% 1,876,734 +0.17% 0% $12,986,999
MILLENNIUM MANAGEMENT LLC 2.1% 1,143,775 +22% 0.01% $7,914,923
D. E. Shaw & Co., Inc. 1.9% 1,036,044 +26% 0% $7,169,425
JPMORGAN CHASE & CO 1.8% 1,012,044 +119% 0% $7,013,464
Qube Research & Technologies Ltd 1.8% 978,500 +58% 0.01% $6,771,220
Parkman Healthcare Partners LLC 1.7% 935,247 +19% 0.66% $6,471,909
GEODE CAPITAL MANAGEMENT, LLC 1.7% 931,261 -2% 0% $6,445,888
SEB Asset Management AB 1.6% 878,473 0% 0.02% $6,079,022
Woodline Partners LP 1.5% 831,481 0% 0.02% $5,753,849
STATE STREET CORP 1.4% 766,323 +8.6% 0% $5,302,955
VANGUARD PORTFOLIO MANAGEMENT LLC 1.3% 712,667 -2.1% 0% $4,931,656
Y-Intercept (Hong Kong) Ltd 1.3% 693,555 -31% 0.09% $4,799,401
Bain Capital Life Sciences Investors, LLC 1.1% 600,949 -31% 0.25% $4,158,567
AQR CAPITAL MANAGEMENT LLC 0.99% 544,869 +655% 0% $3,770,493
MORGAN STANLEY 0.95% 524,632 -5.1% 0% $3,630,453
BNP PARIBAS FINANCIAL MARKETS 0.93% 511,546 0% 0% $3,539,898
Walleye Capital LLC 0.91% 498,490 0.02% $3,449,551
Trexquant Investment LP 0.85% 466,430 +164% 0.02% $3,227,696
Point72 Asset Management, L.P. 0.82% 453,011 +154% 0% $3,134,836

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
8
Headline period
Q2 2026
Rows shown
1-8 of 8
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 3,115,974 $16,421,194 -$1,066,202 $5.27 24
2026 Q2 50,571,157 $350,077,265 +$29,894,148 $6.92 147
2026 Q1 44,855,500 $403,623,162 -$257,352,678 $9.00 138
2025 Q4 51,176,304 $1,389,381,175 +$178,186,919 $27.15 133
2025 Q3 44,461,719 $836,327,467 -$50,813,162 $18.81 94
2025 Q2 48,353,677 $530,923,062 +$32,738,813 $10.98 82
2025 Q1 42,073,968 $257,482,324 -$17,702,490 $6.12 76
2024 Q4 42,074,592 $690,108,943 +$649,643,232 $16.44 70
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