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
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 ↗ ×3 |
| 2 | Norges Bank ✦ (passive) | 3.77M | New | $26.08M | 0.0% | New | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 3.75M | +11.3% | $25.97M | 0.0% | ▲ Add | 5 | SEC ↗ ×12 |
| 4 | Vanguard Capital Management Llc | 1.88M | +0.2% | $12.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Millennium Management ✦ | 1.14M | +22.0% | $7.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 1.04M | +26.3% | $7.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | JPMorgan Chase ✦ | 1.01M | +118.6% | $7.01M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 8 | Qube Research & Technologies Ltd | 978.50K | +58.0% | $6.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 931.26K | -2.0% | $6.45M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 10 | State Street Global Advisors ✦ (passive) | 766.32K | +8.6% | $5.30M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 544.87K | +655.0% | $3.77M | 0.0% | ▲ Add | 6 | SEC ↗ ×6 |
| 12 | Morgan Stanley ✦ | 524.63K | -5.1% | $3.63M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 13 | Bnp Paribas Financial Markets | 511.55K | +306.0% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Point72 Asset Management ✦ | 453.01K | +154.3% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 391.76K | +708.4% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 381.61K | +377.0% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Arrowstreet Capital ✦ | 357.76K | +93.3% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wellington Management ✦ | 342.35K | 0.0% | $2.37M | 0.0% | Held | 7 | SEC ↗ |
| 19 | Northern Trust Corp | 297.35K | +13.9% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 20 | Squarepoint Ops LLC | 290.90K | +551.9% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Charles Schwab Investment… | 262.46K | +1.8% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 246.92K | -22.0% | $1.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Deutsche Bank Ag\ | 241.45K | +33.5% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | UBS Group AG | 234.71K | +1.5% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Hrt Financial Lp | 170.59K | New | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 131.30K | +111.4% | $908,596 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 85.75K | +5.4% | $593,369 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 28 | Nuveen, LLC | 84.77K | +12.2% | $586,608 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | American Century Companies Inc | 78.19K | -10.8% | $541,102 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Man Group plc | 73.82K | +249.0% | $510,855 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Alliancebernstein L.P. | 51.68K | +66.7% | $465,120 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 54.84K | +11.0% | $379,479 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Invesco Ltd. | 53.40K | +31.8% | $369,508 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 34 | Swiss National Bank | 48.10K | 0.0% | $332,852 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 47.54K | +1203.6% | $329,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 36 | Allspring Global Investments… | 43.18K | New | $298,819 | 0.0% | New | 1 | SEC ↗ |
| 37 | Rhumbline Advisers | 42.38K | +2.9% | $293,288 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Two Sigma Investments ✦ | 42.33K | New | $292,889 | 0.0% | New | 1 | SEC ↗ |
| 39 | Citigroup Inc | 40.34K | +698.0% | $279,145 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | Mariner, LLC | 33.14K | +21.3% | $229,337 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 29.50K | +60.3% | $204,119 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Barclays Plc | 29.21K | +18.2% | $202,120 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 43 | Creative Planning | 28.48K | +162.5% | $197,102 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 44 | T. Rowe Price ✦ | 28.06K | +6.1% | $195,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | Sei Investments Co | 20.03K | New | $138,580 | 0.0% | New | 1 | SEC ↗ |
| 46 | State Of Wisconsin Investment Board | 17.07K | -59.0% | $118,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 16.22K | +3.9% | $112,222 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Manufacturers Life Insurance… | 15.73K | +2.6% | $108,886 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Jane Street Group, Llc | 15.59K | New | $107,910 | 0.0% | New | 1 | SEC ↗ ×2 |
| 50 | Mercer Global Advisors Inc /Adv | 13.35K | New | $92,396 | 0.0% | New | 1 | SEC ↗ |
| 51 | Legal & General Group Plc | 12.56K | +30.7% | $86,922 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 52 | Canada Pension Plan Investment Board | 11.50K | New | $79,580 | 0.0% | New | 1 | SEC ↗ |
| 53 | Hsbc Holdings Plc | 10.79K | -98.3% | $77,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Wealth Enhancement Advisory… | 10.02K | New | $75,428 | 0.0% | New | 1 | SEC ↗ |
| 55 | Ameriprise Financial Inc | 10.49K | New | $72,570 | 0.0% | New | 1 | SEC ↗ |
| 56 | New York State Common Retirement… | 5.20K | +5100.0% | $35,984 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Mirae Asset Global Investments Co.… | 2.43K | -13.7% | $16,843 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Royal Bank Of Canada | 1.09K | New | $7,000 | 0.0% | New | 1 | SEC ↗ ×3 |
| 59 | Zurcher Kantonalbank (Zurich… | 965 | +102.3% | $6,678 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Rockefeller Capital Management L.P. | 738 | 0.0% | $5,107 | 0.0% | Held | 2 | SEC ↗ |
| 61 | UBS AM, a distinct business unit of… | 588 | 0.0% | $4,069 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 387 | New | $2,678 | 0.0% | New | 1 | SEC ↗ |
| 63 | Us Bancorp \De\ | 264 | -55.2% | $1,827 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Simplex Trading, Llc | 20 | New | $138 | 0.0% | New | 1 | SEC ↗ |
| 65 | Osaic Holdings, Inc. | 19 | -95.1% | $131 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | National Bank Of Canada /Fi/ | 1 | New | $7 | 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
| 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% |
| Jane Street Group, Llc | $107,910 | 0.0% |
| Mercer Global Advisors Inc… | $92,396 | 0.0% |
| Canada Pension Plan… | $79,580 | 0.0% |
| Wealth Enhancement Advisory… | $75,428 | 0.0% |
| Ameriprise Financial Inc | $72,570 | 0.0% |
| Royal Bank Of Canada | $7,000 | 0.0% |
| Pnc Financial Services Group… | $2,678 | 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.
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
Aug 12
SC 13G/A — NORGES BANK
Jul 30
SC 13G — BlackRock, Inc.
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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