Security record · archived quarter
UPB
Upstream Bio, Inc. · Healthcare · Biotechnology
14Tracked holders
+2Δ holders
17.53MShares held
$329.70MReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +14.8% ·
net new positions +7.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
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 · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 8.09M | +1.9% | $152.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 8.09M | +1.9% | $152.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 8.09M | +1.9% | $152.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 8.09M | +1.9% | $152.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 8.09M | +1.9% | $152.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 2.60M | +24.2% | $48.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 2.60M | +24.2% | $48.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 2.60M | +24.2% | $48.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 2.60M | +24.2% | $48.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 2.60M | +24.2% | $48.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 2.60M | +24.2% | $48.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 2.60M | +24.2% | $48.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 2.60M | +24.2% | $48.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 2.60M | +24.2% | $48.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passive) | 2.44M | +12.5% | $45.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passive) | 2.44M | +12.5% | $45.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passive) | 2.44M | +12.5% | $45.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wellington Management ✦ | 1.13M | -8.2% | $21.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Wellington Management ✦ | 1.13M | -8.2% | $21.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (passive) | 1.11M | +131.5% | $20.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Marshall Wace ✦ | 868.00K | +198.8% | $16.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passive) | 817.11K | +26.4% | $15.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passive) | 817.11K | +26.4% | $15.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 223.21K | — | $4.20M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 87.53K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 87.53K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 87.53K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 87.53K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 59.89K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 59.89K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 59.89K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 59.89K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Millennium Management ✦ | 40.11K | New | $754,526 | 0.0% | New | 1 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 29.95K | +0.7% | $563,434 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 29.95K | +0.7% | $563,434 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 29.95K | +0.7% | $563,434 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 29.95K | +0.7% | $563,434 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 29.95K | +0.7% | $563,434 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | T. Rowe Price ✦ | 18.50K | +6.0% | $349,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Two Sigma Investments ✦ | 10.50K | New | $197,505 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $754,526 | 0.0% |
| Two Sigma Investments | $197,505 | 0.0% |
Exited
| Norges Bank | $10.65M | 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: Q3 2025 ·
Methodology ·
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