★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

UPB

Upstream Bio, Inc. · Healthcare · Biotechnology

2.76 -18.1% mkt cap $151.17M quote delayed (FMP) · as of Oct 18 03:59 UTC · separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
62Tracked holders
+3Δ holders
27.51MShares held
$746.80MReported value
+4New positions
−0Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.1% · share flow +1.2% · net new positions +6.5% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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 n/a
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 n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) ✦ 7.52M -7.0% $204.12M 0.0% ▼ Trim 3 SEC ↗ ×5
2 BlackRock ✦ (passive) 3.34M +28.4% $90.80M 0.0% ▲ Add 3 SEC ↗ ×10
3 Norges Bank ✦ (passive) 2.88M New $78.26M 0.0% New 1 SEC ↗
4 The Vanguard Group ✦ (passive) 2.39M -2.2% $64.85M 0.0% ▼ Trim 3 SEC ↗ ×5
5 UBS Group AG 1.81M n/a $49.04M 0.0% n/c 1 SEC ↗ ×2
6 Janus Henderson Group Plc 1.53M n/a $41.42M 0.0% n/c 1 SEC ↗ ×2
7 State Street Global Advisors ✦ (passive) 1.32M +18.4% $35.82M 0.0% ▲ Add 5 SEC ↗
8 Wellington Management ✦ 894.73K -20.5% $24.29M 0.0% ▼ Trim 5 SEC ↗
9 Geode Capital Management ✦ (passive) 851.91K +4.3% $23.13M 0.0% ▲ Add 5 SEC ↗ ×2
10 Pictet Asset Management Holding SA 773.15K n/a $20.99M 0.0% n/c 1 SEC ↗
11 Barclays Plc 524.50K n/a $14.24M 0.0% n/c 1 SEC ↗
12 Millennium Management ✦ 517.26K +1189.5% $14.04M 0.0% ▲ Add 2 SEC ↗
13 Marshall Wace ✦ 343.79K -60.4% $9.33M 0.0% ▼ Trim 5 SEC ↗
14 Goldman Sachs Group ✦ 333.48K +49.4% $9.05M 0.0% ▲ Add 2 SEC ↗
15 Alyeska Investment Group, L.P. 298.33K n/a $8.10M 0.0% n/c 1 SEC ↗
16 Jennison Associates Llc 288.85K n/a $7.84M 0.0% n/c 1 SEC ↗
17 Charles Schwab Investment… 284.93K n/a $7.74M 0.0% n/c 1 SEC ↗
18 Northern Trust Corp 236.80K n/a $6.43M 0.0% n/c 1 SEC ↗ ×3
19 Invesco Ltd. 163.19K n/a $4.43M 0.0% n/c 1 SEC ↗ ×4
20 Deutsche Bank Ag\ 127.81K n/a $3.47M 0.0% n/c 1 SEC ↗ ×2
21 Morgan Stanley ✦ 122.07K +39.5% $3.31M 0.0% ▲ Add 2 SEC ↗ ×5
22 JPMorgan Chase ✦ 110.28K +84.1% $2.99M 0.0% ▲ Add 2 SEC ↗ ×3
23 American Century Companies Inc 87.76K n/a $2.38M 0.0% n/c 1 SEC ↗
24 Bank Of America Corp /De/ 86.38K n/a $2.35M 0.0% n/c 1 SEC ↗ ×3
25 Bank of New York Mellon Corp 84.85K n/a $2.30M 0.0% n/c 1 SEC ↗ ×3
26 Nuveen, LLC 78.57K n/a $2.13M 0.0% n/c 1 SEC ↗ ×2
27 Ameriprise Financial Inc 56.56K n/a $1.54M 0.0% n/c 1 SEC ↗
28 Susquehanna International Group, Llp 55.84K n/a $1.52M 0.0% n/c 1 SEC ↗
29 Rhumbline Advisers 41.52K n/a $1.13M 0.0% n/c 1 SEC ↗
30 Wells Fargo & Company/Mn 36.79K n/a $998,957 0.0% n/c 1 SEC ↗
31 Alliancebernstein L.P. 31.01K n/a $841,922 0.0% n/c 1 SEC ↗
32 AQR Capital Management ✦ 30.50K +1.8% $828,158 0.0% ▲ Add 4 SEC ↗ ×6
33 D. E. Shaw & Co. ✦ 27.09K New $735,521 0.0% New 1 SEC ↗
34 Swiss National Bank 26.60K n/a $722,190 0.0% n/c 1 SEC ↗
35 T. Rowe Price ✦ 19.64K +6.1% $534,000 0.0% ▲ Add 3 SEC ↗
36 MIRAE ASSET GLOBAL ETFS HOLDINGS… 17.49K n/a $475,264 0.0% n/c 1 SEC ↗ ×2
37 Renaissance Technologies ✦ 16.40K New $445,260 0.0% New 1 SEC ↗
38 Quantinno Capital Management LP 15.41K n/a $418,517 0.0% n/c 1 SEC ↗
39 California State Teachers… 14.65K n/a $397,802 0.0% n/c 1 SEC ↗
40 Legal & General Group Plc 13.71K n/a $372,199 0.0% n/c 1 SEC ↗ ×3
41 Citadel Advisors ✦ 13.42K New $364,353 0.0% New 1 SEC ↗
42 Mariner, LLC 11.83K n/a $321,174 0.0% n/c 1 SEC ↗
43 Creative Planning 11.75K n/a $318,985 0.0% n/c 1 SEC ↗
44 New York State Common Retirement… 11.70K n/a $317,655 0.0% n/c 1 SEC ↗
45 Two Sigma Investments ✦ 10.50K 0.0% $285,075 0.0% Held 2 SEC ↗
46 Manufacturers Life Insurance… 10.15K n/a $275,491 0.0% n/c 1 SEC ↗
47 ProShare Advisors LLC 8.35K n/a $226,811 0.0% n/c 1 SEC ↗
48 Sei Investments Co 8.09K n/a $219,562 0.0% n/c 1 SEC ↗
49 Citigroup Inc 6.95K n/a $188,665 0.0% n/c 1 SEC ↗ ×2
50 Bnp Paribas Financial Markets 4.98K n/a $135,098 0.0% n/c 1 SEC ↗
51 Cwm, Llc 3.36K n/a $91,000 0.0% n/c 1 SEC ↗
52 Russell Investments Group, Ltd. 2.82K n/a $76,644 0.0% n/c 1 SEC ↗ ×2
53 Mirae Asset Global Investments Co.… 2.63K n/a $71,296 0.0% n/c 1 SEC ↗
54 Royal Bank Of Canada 969 n/a $26,000 0.0% n/c 1 SEC ↗ ×3
55 Us Bancorp \De\ 546 n/a $14,824 0.0% n/c 1 SEC ↗
56 Federated Hermes, Inc. 482 n/a $13,086 0.0% n/c 1 SEC ↗
57 Simplex Trading, Llc 466 n/a $12,651 0.0% n/c 1 SEC ↗
58 UBS AM, a distinct business unit of… 242 n/a $6,570 0.0% n/c 1 SEC ↗
59 Daiwa Securities Group Inc. 180 n/a $5,000 0.0% n/c 1 SEC ↗
60 Pnc Financial Services Group, Inc. 106 n/a $2,877 0.0% n/c 1 SEC ↗ ×3
61 Osaic Holdings, Inc. 5 n/a $136 0.0% n/c 1 SEC ↗
62 Nomura Asset Management Co Ltd 0 n/a $0 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $78.26M 0.0%
D. E. Shaw & Co. $735,521 0.0%
Renaissance Technologies $445,260 0.0%
Citadel Advisors $364,353 0.0%

Exited

No tracked exits this quarter.

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.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 16 Ambrose Allison

Officer · 485 sh · $2,663

Sep 16 Deykin Aaron

Officer · 895 sh · $4,914

Sep 16 GRAY MICHAEL

Officer · 853 sh · $4,683

Sep 16 Houghton Adam

Officer · 700 sh · $3,843

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 12 SC 13G/A: NORGES BANK

View original SEC filing ↗

Jul 30 SC 13G: BlackRock, Inc.

View original SEC filing ↗

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: Q4 2025 · Methodology · Get this via the API