Upstream Bio, Inc. - Common Stock (UPB)

CUSIP: 91678A107

Q4 2024 13F Holders as of 31 Dec 2024

Holder snapshot 5 signals
Share change
+39,613,174
SEC-reported price per share
$16.44
Number of holders
70
Value change
+$649,643,232
Number of buys
66
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
54,419,669

Security key

91678A107

Report period

Q4 2024

Institutions

70

Top holders

10

Ownership snapshot

Top reported holders of UPB - Upstream Bio, Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
AI Upstream LLC
Disclosed value leader
Comparable rows
0/3
Latest evidence
15 Oct 2024
3/4/5 Some rows are evidence-backed but not safely comparable across classes. 3 rows are not safely comparable across share classes.

Quick read

SEC ownership evidence is available, but the rows are not safely comparable across share classes.

0 of 3 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens AI Upstream LLC's linked filing trail.
Detailed SEC evidence table Showing 1-3 of 3 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
AI Upstream LLC
3/4/5
10%+ Owner
class O/S missing
5,494,410 shares
15 Oct 2024
ORBIMED ADVISORS LLC
3/4/5
Director, 10%+ Owner
class O/S missing
4,554,873 shares
15 Oct 2024
Wellington Biomedical Innovation Master Investors (Cayman) II L.P.
3/4/5
10%+ Owner
class O/S missing
894,733 shares
15 Oct 2024
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
70
Shares
42,074,592
Rows available
70
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2024 vs Q3 2024 Across Filers

Q3 2024 holders
0
Q4 2024 holders
70
Holder diff
70
Investor Q3 2024 Shares Q4 2024 Shares Share Diff Share Chg % Q3 2024 value Q4 2024 value Value change Value Chg %
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