Запись по ценной бумаге · архивный квартал
UPB
Upstream Bio, Inc. · Healthcare · Biotechnology
64Отслеживаемые держатели
+3Δ держателей
24.32MАкций в держании
$219.33MОтчётная стоимость
+14Новые позиции
−12Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +4.9% ·
поток акций +0.9% ·
новые чистые позиции +3.1%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 8.10M | +7.8% | $72.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 8.10M | +7.8% | $72.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 8.10M | +7.8% | $72.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 8.10M | +7.8% | $72.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 3.37M | +0.8% | $30.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 3.37M | +0.8% | $30.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 3.37M | +0.8% | $30.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 3.37M | +0.8% | $30.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 3.37M | +0.8% | $30.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 3.37M | +0.8% | $30.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 3.37M | +0.8% | $30.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 3.37M | +0.8% | $30.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 3.37M | +0.8% | $30.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 3.37M | +0.8% | $30.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 3.37M | +0.8% | $30.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (пассивный) | 3.37M | +0.8% | $30.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | BlackRock ✦ (пассивный) | 3.37M | +0.8% | $30.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Vanguard Capital Management Llc | 1.87M | — | $16.86M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Federated Hermes, Inc. | 979.76K | +203169.3% | $8.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Geode Capital Management ✦ (пассивный) | 950.62K | +11.6% | $8.56M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 21 | Geode Capital Management ✦ (пассивный) | 950.62K | +11.6% | $8.56M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 22 | Millennium Management ✦ | 937.32K | +81.2% | $8.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 820.48K | +2928.6% | $7.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 820.48K | +2928.6% | $7.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Pictet Asset Management Holding SA | 733.43K | -5.1% | $6.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | State Street Global Advisors ✦ (пассивный) | 705.35K | -46.5% | $6.35M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 27 | Hsbc Holdings Plc | 640.33K | Новый | $5.76M | 0.0% | New | 1 | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 619.32K | Новый | $5.57M | 0.0% | New | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 552.61K | +352.7% | $4.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 552.61K | +352.7% | $4.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 552.61K | +352.7% | $4.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 552.61K | +352.7% | $4.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 552.61K | +352.7% | $4.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 552.61K | +352.7% | $4.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 463.00K | +319.8% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 463.00K | +319.8% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 463.00K | +319.8% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 463.00K | +319.8% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Wellington Management ✦ | 342.35K | -61.7% | $3.08M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 316.59K | -5.1% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Alyeska Investment Group, L.P. | 298.33K | 0.0% | $2.68M | 0.0% | Held | 2 | SEC ↗ |
| 42 | Northern Trust Corp | 260.99K | +10.2% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Northern Trust Corp | 260.99K | +10.2% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Northern Trust Corp | 260.99K | +10.2% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Northern Trust Corp | 260.99K | +10.2% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Northern Trust Corp | 260.99K | +10.2% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Charles Schwab Investment… | 257.73K | -9.6% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | UBS Group AG | 231.25K | -87.2% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | UBS Group AG | 231.25K | -87.2% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Arrowstreet Capital ✦ | 185.09K | Новый | $1.67M | 0.0% | New | 1 | SEC ↗ |
| 51 | Deutsche Bank Ag\ | 180.89K | +41.5% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Deutsche Bank Ag\ | 180.89K | +41.5% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Point72 Asset Management ✦ | 178.17K | Новый | $1.60M | 0.0% | New | 1 | SEC ↗ |
| 54 | Bnp Paribas Financial Markets | 126.00K | +2432.2% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Alliancebernstein L.P. | 31.01K | 0.0% | $841,922 | 0.0% | Held | 2 | SEC ↗ |
| 56 | American Century Companies Inc | 87.62K | -0.1% | $788,616 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 81.38K | -4.1% | $732,447 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 81.38K | -4.1% | $732,447 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 81.38K | -4.1% | $732,447 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Dimensional Fund Advisors Lp | 80.00K | Новый | $719,492 | 0.0% | New | 1 | SEC ↗ |
| 61 | Dimensional Fund Advisors Lp | 80.00K | Новый | $719,492 | 0.0% | New | 1 | SEC ↗ |
| 62 | Dimensional Fund Advisors Lp | 80.00K | Новый | $719,492 | 0.0% | New | 1 | SEC ↗ |
| 63 | Nuveen, LLC | 75.54K | -3.9% | $679,824 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Nuveen, LLC | 75.54K | -3.9% | $679,824 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 72.17K | +136.6% | $649,539 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 72.17K | +136.6% | $649,539 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 72.17K | +136.6% | $649,539 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 68 | AQR Capital Management ✦ | 72.17K | +136.6% | $649,539 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 69 | AQR Capital Management ✦ | 72.17K | +136.6% | $649,539 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 70 | Marshall Wace ✦ | 66.77K | -80.6% | $600,930 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 71 | Marshall Wace ✦ | 66.77K | -80.6% | $600,930 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 72 | Renaissance Technologies ✦ | 62.10K | +278.7% | $558,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Quantinno Capital Management LP | 49.39K | +220.4% | $444,501 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Bank Of America Corp /De/ | 48.46K | -43.9% | $436,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Swiss National Bank | 48.10K | +80.8% | $432,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Squarepoint Ops LLC | 44.63K | Новый | $401,634 | 0.0% | New | 1 | SEC ↗ |
| 77 | State Of Wisconsin Investment Board | 41.67K | Новый | $375,039 | 0.0% | New | 1 | SEC ↗ |
| 78 | Rhumbline Advisers | 41.20K | -0.8% | $370,827 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Invesco Ltd. | 40.51K | -75.2% | $364,590 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Invesco Ltd. | 40.51K | -75.2% | $364,590 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Invesco Ltd. | 40.51K | -75.2% | $364,590 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Invesco Ltd. | 40.51K | -75.2% | $364,590 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | California State Teachers… | 39.66K | +170.7% | $356,949 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Mariner, LLC | 27.31K | +130.9% | $245,834 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | T. Rowe Price ✦ | 26.43K | +34.6% | $238,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 86 | Tudor Investment Corp Et Al | 26.41K | Новый | $237,708 | 0.0% | New | 1 | SEC ↗ |
| 87 | Victory Capital Management Inc | 25.87K | Новый | $232,794 | 0.0% | New | 1 | SEC ↗ |
| 88 | Barclays Plc | 24.72K | -95.3% | $222,480 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Barclays Plc | 24.72K | -95.3% | $222,480 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Man Group plc | 21.15K | Новый | $190,386 | 0.0% | New | 1 | SEC ↗ |
| 91 | Wells Fargo & Company/Mn | 18.40K | -50.0% | $165,618 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Wells Fargo & Company/Mn | 18.40K | -50.0% | $165,618 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Susquehanna International Group, Llp | 15.96K | -71.4% | $143,649 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 15.61K | -10.8% | $140,472 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Manufacturers Life Insurance… | 15.34K | +51.2% | $138,042 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Franklin Resources Inc | 14.59K | Новый | $131,301 | 0.0% | New | 1 | SEC ↗ |
| 97 | Franklin Resources Inc | 14.59K | Новый | $131,301 | 0.0% | New | 1 | SEC ↗ |
| 98 | Corient Private Wealth LP | 12.16K | Новый | $109,413 | 0.0% | New | 1 | SEC ↗ |
| 99 | Creative Planning | 10.85K | -7.7% | $97,650 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Legal & General Group Plc | 9.61K | -29.9% | $86,481 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Hsbc Holdings Plc | $5.76M | 0.0% |
| Qube Research & Technologies… | $5.57M | 0.0% |
| Arrowstreet Capital | $1.67M | 0.0% |
| Point72 Asset Management | $1.60M | 0.0% |
| Dimensional Fund Advisors Lp | $719,492 | 0.0% |
| Dimensional Fund Advisors Lp | $719,492 | 0.0% |
| Dimensional Fund Advisors Lp | $719,492 | 0.0% |
| Squarepoint Ops LLC | $401,634 | 0.0% |
| State Of Wisconsin Investment… | $375,039 | 0.0% |
| Tudor Investment Corp Et Al | $237,708 | 0.0% |
| Victory Capital Management Inc | $232,794 | 0.0% |
| Man Group plc | $190,386 | 0.0% |
Закрыто
| Norges Bank | $78.26M | составлял 0.0% |
| Janus Henderson Group Plc | $41.42M | составлял 0.0% |
| Jennison Associates Llc | $7.84M | составлял 0.0% |
| Ameriprise Financial Inc | $1.54M | составлял 0.0% |
| Citadel Advisors | $364,353 | составлял 0.0% |
| Two Sigma Investments | $285,075 | составлял 0.0% |
| ProShare Advisors LLC | $226,811 | составлял 0.0% |
| Sei Investments Co | $219,562 | составлял 0.0% |
| Royal Bank Of Canada | $26,000 | составлял 0.0% |
| Simplex Trading, Llc | $12,651 | составлял 0.0% |
| Daiwa Securities Group Inc. | $5,000 | составлял 0.0% |
| Pnc Financial Services Group… | $2,877 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 140 держатели, 44.42M акции, $399.81M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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