★
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

2.82 +0.7% mkt cap $154.45M quote delayed (FMP) · as of Oct 20 22:08 UTC · separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
64Tracked holders
+3Δ holders
24.32MShares held
$219.33MReported value
+14New positions
−12Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.9% · share flow +0.9% · net new positions +3.1% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) ✦ 8.10M +7.8% $72.91M 0.0% ▲ Add 4 SEC ↗ ×4
2 BlackRock ✦ (passive) 3.37M +0.8% $30.34M 0.0% ▲ Add 4 SEC ↗ ×13
3 Vanguard Capital Management Llc 1.87M n/a $16.86M 0.0% n/c 1 SEC ↗
4 Federated Hermes, Inc. 979.76K +203169.3% $8.82M 0.0% ▲ Add 2 SEC ↗
5 Geode Capital Management ✦ (passive) 950.62K +11.6% $8.56M 0.0% ▲ Add 6 SEC ↗ ×2
6 Millennium Management ✦ 937.32K +81.2% $8.44M 0.0% ▲ Add 3 SEC ↗
7 D. E. Shaw & Co. ✦ 820.48K +2928.6% $7.38M 0.0% ▲ Add 2 SEC ↗ ×2
8 Pictet Asset Management Holding SA 733.43K -5.1% $6.60M 0.0% ▼ Trim 2 SEC ↗
9 State Street Global Advisors ✦ (passive) 705.35K -46.5% $6.35M 0.0% ▼ Trim 6 SEC ↗
10 Hsbc Holdings Plc 640.33K New $5.76M 0.0% New 1 SEC ↗
11 Qube Research & Technologies Ltd 619.32K New $5.57M 0.0% New 1 SEC ↗
12 Morgan Stanley ✦ 552.61K +352.7% $4.97M 0.0% ▲ Add 3 SEC ↗ ×6
13 JPMorgan Chase ✦ 463.00K +319.8% $4.07M 0.0% ▲ Add 3 SEC ↗ ×4
14 Wellington Management ✦ 342.35K -61.7% $3.08M 0.0% ▼ Trim 6 SEC ↗
15 Goldman Sachs Group ✦ 316.59K -5.1% $2.85M 0.0% ▼ Trim 3 SEC ↗
16 Alyeska Investment Group, L.P. 298.33K 0.0% $2.68M 0.0% Held 2 SEC ↗
17 Northern Trust Corp 260.99K +10.2% $2.35M 0.0% ▲ Add 2 SEC ↗ ×5
18 Charles Schwab Investment… 257.73K -9.6% $2.32M 0.0% ▼ Trim 2 SEC ↗
19 UBS Group AG 231.25K -87.2% $2.08M 0.0% ▼ Trim 2 SEC ↗ ×2
20 Arrowstreet Capital ✦ 185.09K New $1.67M 0.0% New 1 SEC ↗
21 Deutsche Bank Ag\ 180.89K +41.5% $1.63M 0.0% ▲ Add 2 SEC ↗ ×2
22 Point72 Asset Management ✦ 178.17K New $1.60M 0.0% New 1 SEC ↗
23 Bnp Paribas Financial Markets 126.00K +2432.2% $1.13M 0.0% ▲ Add 2 SEC ↗
24 Alliancebernstein L.P. 31.01K 0.0% $841,922 0.0% Held 2 SEC ↗
25 American Century Companies Inc 87.62K -0.1% $788,616 0.0% ▼ Trim 2 SEC ↗
26 Bank of New York Mellon Corp 81.38K -4.1% $732,447 0.0% ▼ Trim 2 SEC ↗ ×3
27 Dimensional Fund Advisors Lp 80.00K New $719,492 0.0% New 1 SEC ↗ ×3
28 Nuveen, LLC 75.54K -3.9% $679,824 0.0% ▼ Trim 2 SEC ↗ ×2
29 AQR Capital Management ✦ 72.17K +136.6% $649,539 0.0% ▲ Add 5 SEC ↗ ×5
30 Marshall Wace ✦ 66.77K -80.6% $600,930 0.0% ▼ Trim 6 SEC ↗ ×2
31 Renaissance Technologies ✦ 62.10K +278.7% $558,900 0.0% ▲ Add 2 SEC ↗
32 Quantinno Capital Management LP 49.39K +220.4% $444,501 0.0% ▲ Add 2 SEC ↗
33 Bank Of America Corp /De/ 48.46K -43.9% $436,140 0.0% ▼ Trim 2 SEC ↗
34 Swiss National Bank 48.10K +80.8% $432,900 0.0% ▲ Add 2 SEC ↗
35 Squarepoint Ops LLC 44.63K New $401,634 0.0% New 1 SEC ↗
36 State Of Wisconsin Investment Board 41.67K New $375,039 0.0% New 1 SEC ↗
37 Rhumbline Advisers 41.20K -0.8% $370,827 0.0% ▼ Trim 2 SEC ↗
38 Invesco Ltd. 40.51K -75.2% $364,590 0.0% ▼ Trim 2 SEC ↗ ×4
39 California State Teachers… 39.66K +170.7% $356,949 0.0% ▲ Add 2 SEC ↗
40 Mariner, LLC 27.31K +130.9% $245,834 0.0% ▲ Add 2 SEC ↗
41 T. Rowe Price ✦ 26.43K +34.6% $238,000 0.0% ▲ Add 4 SEC ↗
42 Tudor Investment Corp Et Al 26.41K New $237,708 0.0% New 1 SEC ↗
43 Victory Capital Management Inc 25.87K New $232,794 0.0% New 1 SEC ↗
44 Barclays Plc 24.72K -95.3% $222,480 0.0% ▼ Trim 2 SEC ↗ ×2
45 Man Group plc 21.15K New $190,386 0.0% New 1 SEC ↗
46 Wells Fargo & Company/Mn 18.40K -50.0% $165,618 0.0% ▼ Trim 2 SEC ↗ ×2
47 Susquehanna International Group, Llp 15.96K -71.4% $143,649 0.0% ▼ Trim 2 SEC ↗
48 MIRAE ASSET GLOBAL ETFS HOLDINGS… 15.61K -10.8% $140,472 0.0% ▼ Trim 2 SEC ↗
49 Manufacturers Life Insurance… 15.34K +51.2% $138,042 0.0% ▲ Add 2 SEC ↗
50 Franklin Resources Inc 14.59K New $131,301 0.0% New 1 SEC ↗ ×2
51 Corient Private Wealth LP 12.16K New $109,413 0.0% New 1 SEC ↗
52 Creative Planning 10.85K -7.7% $97,650 0.0% ▼ Trim 2 SEC ↗
53 Legal & General Group Plc 9.61K -29.9% $86,481 0.0% ▼ Trim 2 SEC ↗ ×3
54 Citigroup Inc 5.05K -27.3% $45,495 0.0% ▼ Trim 2 SEC ↗ ×2
55 Cwm, Llc 3.88K +15.6% $34,947 0.0% ▲ Add 2 SEC ↗
56 Russell Investments Group, Ltd. 3.65K +29.2% $32,823 0.0% ▲ Add 2 SEC ↗ ×2
57 Mirae Asset Global Investments Co.… 2.82K +7.3% $25,371 0.0% ▲ Add 2 SEC ↗
58 Rockefeller Capital Management L.P. 738 New $6,642 0.0% New 1 SEC ↗
59 Us Bancorp \De\ 590 +8.1% $5,310 0.0% ▲ Add 2 SEC ↗
60 UBS AM, a distinct business unit of… 588 +143.0% $5,292 0.0% ▲ Add 2 SEC ↗
61 Zurcher Kantonalbank (Zurich… 477 New $4,293 0.0% New 1 SEC ↗
62 Osaic Holdings, Inc. 389 +7680.0% $3,501 0.0% ▲ Add 2 SEC ↗
63 New York State Common Retirement… 100 -99.2% $900 0.0% ▼ Trim 2 SEC ↗
64 Nomura Asset Management Co Ltd 0 n/a $0 0.0% Held 2 SEC ↗

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

New buyers

Exited

Norges Bank $78.26M was 0.0%
Janus Henderson Group Plc $41.42M was 0.0%
Jennison Associates Llc $7.84M was 0.0%
Ameriprise Financial Inc $1.54M was 0.0%
Citadel Advisors $364,353 was 0.0%
Two Sigma Investments $285,075 was 0.0%
ProShare Advisors LLC $226,811 was 0.0%
Sei Investments Co $219,562 was 0.0%
Royal Bank Of Canada $26,000 was 0.0%
Simplex Trading, Llc $12,651 was 0.0%
Daiwa Securities Group Inc. $5,000 was 0.0%
Pnc Financial Services Group… $2,877 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.

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: Q1 2026 · Methodology · Get this via the API