Security record
UPB
Upstream Bio, Inc. · Healthcare · Biotechnology
66Tracked holders
+3Δ holders
29.87MShares held
$206.85MReported value
+14New positions
−10Exits
Momentum inputs (comparable managers):
holder breadth +4.8% ·
share flow +6.5% ·
net new positions +6.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 66 | +3 | 29.87M | $206.85M | +14 | −10 |
| Q1 2026 | 64 | +3 | 24.32M | $219.33M | +14 | −12 |
| Q4 2025 | 62 | +3 | 27.51M | $746.80M | +4 | — |
| Q3 2025 | 14 | +2 | 17.53M | $329.70M | +2 | −1 |
| Q2 2025 | 10 | -1 | 15.87M | $174.20M | +1 | −2 |
| Q1 2025 | 8 | +1 | 3.40M | $20.78M | +3 | −2 |
| Q4 2024 | 7 | +6 | 3.71M | $60.61M | +6 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 8.16M | +0.8% | $56.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 8.16M | +0.8% | $56.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 8.16M | +0.8% | $56.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 3.77M | New | $26.08M | 0.0% | New | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 3.75M | +11.3% | $25.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.75M | +11.3% | $25.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.75M | +11.3% | $25.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 3.75M | +11.3% | $25.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.75M | +11.3% | $25.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.75M | +11.3% | $25.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.75M | +11.3% | $25.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 3.75M | +11.3% | $25.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 3.75M | +11.3% | $25.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 3.75M | +11.3% | $25.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 3.75M | +11.3% | $25.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 3.75M | +11.3% | $25.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Vanguard Capital Management Llc | 1.88M | +0.2% | $12.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Millennium Management ✦ | 1.14M | +22.0% | $7.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 1.04M | +26.3% | $7.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 1.04M | +26.3% | $7.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 1.01M | +118.6% | $7.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 1.01M | +118.6% | $7.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.01M | +118.6% | $7.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 1.01M | +118.6% | $7.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Qube Research & Technologies Ltd | 978.50K | +58.0% | $6.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Geode Capital Management ✦ (passive) | 931.26K | -2.0% | $6.45M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 27 | Geode Capital Management ✦ (passive) | 931.26K | -2.0% | $6.45M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 28 | State Street Global Advisors ✦ (passive) | 766.32K | +8.6% | $5.30M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 544.87K | +655.0% | $3.77M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 544.87K | +655.0% | $3.77M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 544.87K | +655.0% | $3.77M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 544.87K | +655.0% | $3.77M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 544.87K | +655.0% | $3.77M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 544.87K | +655.0% | $3.77M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 524.63K | -5.1% | $3.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 524.63K | -5.1% | $3.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 524.63K | -5.1% | $3.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 524.63K | -5.1% | $3.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 524.63K | -5.1% | $3.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 524.63K | -5.1% | $3.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Bnp Paribas Financial Markets | 511.55K | +306.0% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Point72 Asset Management ✦ | 453.01K | +154.3% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bank Of America Corp /De/ | 391.76K | +708.4% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Dimensional Fund Advisors Lp | 381.61K | +377.0% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Dimensional Fund Advisors Lp | 381.61K | +377.0% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Dimensional Fund Advisors Lp | 381.61K | +377.0% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Dimensional Fund Advisors Lp | 381.61K | +377.0% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Arrowstreet Capital ✦ | 357.76K | +93.3% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Wellington Management ✦ | 342.35K | 0.0% | $2.37M | 0.0% | Held | 7 | SEC ↗ |
| 50 | Northern Trust Corp | 297.35K | +13.9% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Northern Trust Corp | 297.35K | +13.9% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Northern Trust Corp | 297.35K | +13.9% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Northern Trust Corp | 297.35K | +13.9% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Northern Trust Corp | 297.35K | +13.9% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Squarepoint Ops LLC | 290.90K | +551.9% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Charles Schwab Investment… | 262.46K | +1.8% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Goldman Sachs Group ✦ | 246.92K | -22.0% | $1.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Deutsche Bank Ag\ | 241.45K | +33.5% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Deutsche Bank Ag\ | 241.45K | +33.5% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | UBS Group AG | 234.71K | +1.5% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | UBS Group AG | 234.71K | +1.5% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Hrt Financial Lp | 170.59K | New | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 63 | Renaissance Technologies ✦ | 131.30K | +111.4% | $908,596 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 85.75K | +5.4% | $593,369 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 85.75K | +5.4% | $593,369 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 85.75K | +5.4% | $593,369 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Nuveen, LLC | 84.77K | +12.2% | $586,608 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Nuveen, LLC | 84.77K | +12.2% | $586,608 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | American Century Companies Inc | 78.19K | -10.8% | $541,102 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Man Group plc | 73.82K | +249.0% | $510,855 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Alliancebernstein L.P. | 51.68K | +66.7% | $465,120 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Quantinno Capital Management LP | 54.84K | +11.0% | $379,479 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Invesco Ltd. | 53.40K | +31.8% | $369,508 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Invesco Ltd. | 53.40K | +31.8% | $369,508 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Invesco Ltd. | 53.40K | +31.8% | $369,508 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Invesco Ltd. | 53.40K | +31.8% | $369,508 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Invesco Ltd. | 53.40K | +31.8% | $369,508 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Swiss National Bank | 48.10K | 0.0% | $332,852 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Russell Investments Group, Ltd. | 47.54K | +1203.6% | $329,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Russell Investments Group, Ltd. | 47.54K | +1203.6% | $329,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Russell Investments Group, Ltd. | 47.54K | +1203.6% | $329,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Russell Investments Group, Ltd. | 47.54K | +1203.6% | $329,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Russell Investments Group, Ltd. | 47.54K | +1203.6% | $329,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Russell Investments Group, Ltd. | 47.54K | +1203.6% | $329,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Allspring Global Investments… | 43.18K | New | $298,819 | 0.0% | New | 1 | SEC ↗ |
| 86 | Rhumbline Advisers | 42.38K | +2.9% | $293,288 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Two Sigma Investments ✦ | 42.33K | New | $292,889 | 0.0% | New | 1 | SEC ↗ |
| 88 | Citigroup Inc | 40.34K | +698.0% | $279,145 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Citigroup Inc | 40.34K | +698.0% | $279,145 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Mariner, LLC | 33.14K | +21.3% | $229,337 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Wells Fargo & Company/Mn | 29.50K | +60.3% | $204,119 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Barclays Plc | 29.21K | +18.2% | $202,120 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Barclays Plc | 29.21K | +18.2% | $202,120 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Creative Planning | 28.48K | +162.5% | $197,102 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Creative Planning | 28.48K | +162.5% | $197,102 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | T. Rowe Price ✦ | 28.06K | +6.1% | $195,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 97 | Sei Investments Co | 20.03K | New | $138,580 | 0.0% | New | 1 | SEC ↗ |
| 98 | State Of Wisconsin Investment Board | 17.07K | -59.0% | $118,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 16.22K | +3.9% | $112,222 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Manufacturers Life Insurance… | 15.73K | +2.6% | $108,886 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $26.08M | 0.0% |
| Hrt Financial Lp | $1.18M | 0.0% |
| Allspring Global Investments… | $298,819 | 0.0% |
| Two Sigma Investments | $292,889 | 0.0% |
| Sei Investments Co | $138,580 | 0.0% |
Exited
| Federated Hermes, Inc. | $8.82M | was 0.0% |
| Pictet Asset Management… | $6.60M | was 0.0% |
| Alyeska Investment Group, L.P. | $2.68M | was 0.0% |
| Marshall Wace | $600,930 | was 0.0% |
| Tudor Investment Corp Et Al | $237,708 | was 0.0% |
| Victory Capital Management Inc | $232,794 | was 0.0% |
| Susquehanna International… | $143,649 | was 0.0% |
| Franklin Resources Inc | $131,301 | was 0.0% |
| Corient Private Wealth LP | $109,413 | was 0.0% |
| Nomura Asset Management Co Ltd | $0 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 140 holders, 44.42M shares, $399.81M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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