UPB · Company research
Upstream Bio, Inc. (UPB): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Voleon Capital Management LP | 1479847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 285234 | 1973819 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 978500 | 6771220 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DIADEMA PARTNERS LP | 2026172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19093 | 132124 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Decheng Capital LLC | 2010850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2724868 | 18856087 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ExodusPoint Capital Management, LP | 1736225 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41045 | 284031 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1800 | 12456 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 778 | 5384 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22385 | 154904 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118630 | 820920 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1604714 | 11104621 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19535 | 135182 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42384 | 293288 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Altshuler Shaham Ltd | 1324290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 380061 | 2630022 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2032 | 14061 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 267347 | 38634 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Graham Capital Management, L.P. | 1315421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22508 | 155755 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28174 | 194964 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Allspring Global Investments Holdings, LLC | 1890906 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43182 | 298819 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23600 | 163312 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ENAVATE SCIENCES GP, LLC | 1953107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2459703 | 17021145 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42325 | 292889 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mirae Asset Global Investments Co., Ltd. | 1569395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2434 | 16843 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12491 | 86438 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12000 | 83040 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 264 | 1827 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Boxer Capital Management, LLC | 2018299 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150000 | 1038000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1061 | 7000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48100 | 332852 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NATIONAL BANK OF CANADA /FI/ | 926171 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 7 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 391762 | 2710993 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALPS ADVISORS INC | 1376113 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55228 | 382178 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Wellington Grp LLC | 2134013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3000 | 27000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 262456 | 1816196 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5200 | 35984 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1771 | 12255 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2741 | 18968 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10017 | 75428 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Quadrature Capital Ltd | 1651424 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17988 | 124477 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76683 | 530646 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16217 | 112222 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4700 | 32524 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Virtus Investment Advisers, LLC | 19481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53638 | 371175 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24669 | 170709 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| N.E.W. Advisory Services LLC | 1803456 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120 | 830 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 242 | 1675 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 246917 | 1708666 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Physician Wealth Advisors, Inc. | 1795173 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160 | 1108 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 194 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73823 | 510855 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Persistent Asset Partners Ltd | 2056052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4855 | 33597 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HSBC HOLDINGS PLC | 873630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10793 | 77602 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1870 | 12940 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 511546 | 3539898 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4278 | 29604 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20338 | 141 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 105 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| ROTHSCHILD INVESTMENT LLC | 85338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 287 | 1986 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 208418 | 1442253 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17372 | 120214 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Point72 Asset Management, L.P. | 1603466 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 453011 | 3134836 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 766323 | 5302955 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11900 | 82348 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GF FUND MANAGEMENT CO. LTD. | 2057060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1145 | 7923 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10100 | 69892 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AXQ CAPITAL, LP | 1916908 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27068 | 187311 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7271423 | 50318247 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 242346 | 1677034 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Brevan Howard Capital Management LP | 1512857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50369 | 348553 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13059 | 90368 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Stonepine Capital Management, LLC | 1440771 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33432 | 231349 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36597 | 253251 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| China Universal Asset Management Co., Ltd. | 1906594 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8661 | 59934 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1164 | 8055 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Freestone Grove Partners LP | 2007591 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 7 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 170590 | 1180 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SEB Asset Management AB | 2127509 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 878473 | 6079022 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| nVerses Capital, LLC | 2011399 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24029 | 166280 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29497 | 204119 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 893 | 6180 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 0 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.