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Upstream Bio (UPB) Institutional Ownership

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$18.62 +0.06 (+0.32%)
Closing price 08/14/2025 04:00 PM Eastern
Extended Trading
$19.00 +0.38 (+2.04%)
As of 04:41 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Upstream Bio (NASDAQ:UPB)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$635.71M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.21M
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UPB Institutional Buying and Selling by Quarter

Upstream Bio Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.19,084$210K0.0%+85.4%0.035%
8/14/2025The Manufacturers Life Insurance Company 13,190$145K0.0%N/A0.024%
8/13/2025 Marshall Wace LLP290,526$3.19M0.0%-4.7%0.539%
8/13/2025 Invesco Ltd.16,300$179K0.0%+6.4%0.030%
8/13/2025 Virtus Investment Advisers LLC8,134$89K0.0%N/A0.015%
8/13/2025 Norges Bank969,916$10.65M0.0%N/A1.799%
8/12/2025 Ameritas Investment Partners Inc.3,558$39K0.0%+95.3%0.007%
8/12/2025 American Century Companies Inc.22,362$246K0.0%N/A0.041%
8/12/2025 Rhumbline Advisers48,066$528K0.0%+260.7%0.089%
8/12/2025 Legal & General Group Plc3,174$35K0.0%+83.0%0.006%
8/12/2025 JPMorgan Chase & Co.16,469$181K0.0%+8.4%0.031%
8/8/2025 Intech Investment Management LLC21,290$234K0.0%+39.3%0.040%
8/8/2025 Creative Planning14,030$154K0.0%N/A0.026%
8/8/2025 Police & Firemen s Retirement System of New Jersey7,833$86K0.0%+133.8%0.015%
8/8/2025 Geode Capital Management LLC646,635$7.10M0.0%+57.5%1.202%
7/25/2025 CWM LLC3,312$36K0.0%+107.5%0.006%
6/27/2025Goldman Sachs Group Inc.32,955$202K0.0%-25.9%0.061%
5/29/2025 Rhumbline Advisers13,327$82K0.0%-20.3%0.025%
5/23/2025 Siren L.L.C.788,450$4.83M0.3%-1.4%1.466%
5/16/2025Woodline Partners LP557,063$3.41M0.0%+5.8%1.036%
5/16/2025Goldman Sachs Group Inc.32,955$202K0.0%-25.9%0.061%
5/16/2025Parkman Healthcare Partners LLC233,563$1.43M0.2%N/A0.434%
5/16/2025AQR Capital Management LLC18,822$115K0.0%N/A0.035%
5/16/2025ADAR1 Capital Management LLC15,000$92K0.0%N/A0.028%
5/15/2025Nantahala Capital Management LLC594,971$3.64M0.1%-0.8%1.106%
5/15/2025Velan Capital Investment Management LP107,000$655K0.7%N/A0.199%
5/15/2025 Siren L.L.C.788,450$4.83M0.3%-1.4%1.466%
5/14/2025Wellington Management Group LLP1,313,457$8.03M0.0%-17.0%2.442%
5/12/2025 Nuveen LLC22,586$138K0.0%N/A0.042%
5/9/2025 Charles Schwab Investment Management Inc.132,173$809K0.0%-2.3%0.246%
5/8/2025 XTX Topco Ltd12,731$78K0.0%N/A0.024%
5/1/2025 New York State Common Retirement Fund4,700$29K0.0%N/A0.009%
4/30/2025 Alps Advisors Inc.39,079$239K0.0%-9.8%0.073%
4/8/2025 Rhumbline Advisers13,327$82K0.0%-20.3%0.025%
3/24/2025Wellington Management Group LLP1,583,154$25.63M0.0%N/A2.951%
2/17/2025VR Adviser LLC2,295,319$37.74M2.6%N/A4.282%
2/17/2025Woodline Partners LP526,511$8.66M0.1%N/A0.982%
2/17/2025Sandia Investment Management LP10,000$164K0.4%N/A0.019%
2/17/2025Nuveen Asset Management LLC22,586$371K0.0%N/A0.042%
2/17/2025Orbimed Advisors LLC5,693,589$93.60M2.1%N/A10.622%
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2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,828$162K0.0%N/A0.018%
2/17/2025Enavate Sciences GP LLC2,459,703$40.44M29.0%N/A4.589%
2/17/2025 Deutsche Bank AG14,851$244K0.0%N/A0.028%
2/17/2025Deep Track Capital LP1,000,000$16.44M0.6%N/A1.866%
2/17/2025Balyasny Asset Management L.P.301,152$4.95M0.0%N/A0.562%
2/17/2025Bank of America Corp DE13,963$230K0.0%N/A0.026%
2/17/2025BNP Paribas Financial Markets1,511$25K0.0%N/A0.003%
2/17/2025Alyeska Investment Group L.P.85,000$1.40M0.0%N/A0.159%
2/14/2025Jane Street Group LLC45,549$749K0.0%N/A0.085%
2/14/2025Samsara BioCapital LLC2,217,146$36.45M4.9%N/A4.136%
2/14/2025Soros Fund Management LLC46,350$762K0.0%N/A0.086%
2/14/2025TCG Crossover Management LLC2,801,763$44.86M4.4%N/A5.227%
2/14/2025Nantahala Capital Management LLC600,000$9.86M0.4%N/A1.119%
2/14/2025 Northern Trust Corp143,721$2.36M0.0%N/A0.268%
2/14/2025Lynx1 Capital Management LP240,042$3.95M1.5%N/A0.448%
2/14/2025 Decheng Capital LLC3,285,293$54.01M11.6%N/A6.129%
2/14/2025Bain Capital Life Sciences Investors LLC2,295,322$37.74M4.4%N/A4.282%
2/14/2025Tower Research Capital LLC TRC2,846$47K0.0%N/A0.005%
2/14/2025 MetLife Investment Management LLC11,034$181K0.0%N/A0.021%
2/13/2025 Marshall Wace LLP290,734$4.78M0.0%N/A0.542%
2/13/2025 Walleye Capital LLC10,000$164K0.0%N/A0.019%
2/13/2025 Barclays PLC27,017$445K0.0%N/A0.050%
2/13/2025 Summit Investment Advisors Inc.1,822$30K0.0%N/A0.003%
2/13/2025 Legal & General Group Plc1,734$28K0.0%N/A0.003%
2/13/2025 Invesco Ltd.15,602$256K0.0%N/A0.029%
2/13/2025FMR LLC7,176,187$117.98M0.0%N/A13.388%
2/13/2025Wells Fargo & Company MN9,047$149K0.0%N/A0.017%
2/12/2025 Geode Capital Management LLC363,269$5.97M0.0%N/A0.678%
2/12/2025Alliancebernstein L.P.1,111,337$18.27M0.0%N/A2.073%
2/12/2025Wellington Management Group LLP1,583,154$25.63M0.0%N/A2.954%
2/12/2025 Norges Bank1,000,000$16.44M0.0%N/A1.866%
2/12/2025 JPMorgan Chase & Co.47,792$786K0.0%N/A0.089%
2/11/2025 Corebridge Financial Inc.8,660$142K0.0%N/A0.016%
2/6/2025 Charles Schwab Investment Management Inc.135,323$2.23M0.0%N/A0.252%
2/5/2025 US Bancorp DE1,660$27K0.0%N/A0.003%
2/4/2025 Bank of New York Mellon Corp36,913$607K0.0%N/A0.069%
1/30/2025 Rhumbline Advisers16,721$275K0.0%N/A0.031%
1/23/2025 Moody Aldrich Partners LLC74,773$1.23M0.2%N/A0.140%
(Data available from 1/1/2016 forward)

UPB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPB shares?

During the previous two years, 61 institutional investors and hedge funds held shares of Upstream Bio. The most heavily invested institutionals were FMR LLC ($117.98M), Orbimed Advisors LLC ($93.60M), Decheng Capital LLC ($54.01M), TCG Crossover Management LLC ($44.86M), Enavate Sciences GP LLC ($40.44M), VR Adviser LLC ($37.74M), and Bain Capital Life Sciences Investors LLC ($37.74M).Learn more on Upstream Bio's institutional investors.

Which institutional investors have been buying Upstream Bio's stock?

Of the 58 institutional investors that purchased Upstream Bio's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($7.18M), Orbimed Advisors LLC ($5.69M), Decheng Capital LLC ($3.29M), Wellington Management Group LLP ($3.17M), TCG Crossover Management LLC ($2.80M), Enavate Sciences GP LLC ($2.46M), and Bain Capital Life Sciences Investors LLC ($2.30M).

How much institutional buying is happening at Upstream Bio?

Institutional investors have bought a total of 39,387,689 shares in the last 24 months. This purchase volume represents approximately $635.71M in transactions.

Which of Upstream Bio's major shareholders have been selling company stock?

The following institutional investors have sold Upstream Bio stock in the last 24 months: Wellington Management Group LLP ($269.70K), Siren L.L.C. ($23.10K), Goldman Sachs Group Inc. ($23.07K), Marshall Wace LLP ($14.44K), Rhumbline Advisers ($6.79K), Nantahala Capital Management LLC ($5.03K), and Alps Advisors Inc. ($4.26K).

How much institutional selling is happening at Upstream Bio?

Institutional investors have sold a total of 349,532 shares in the last 24 months. This volume of shares sold represents approximately $2.21M in transactions.


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This page (NASDAQ:UPB) was last updated on 8/15/2025 by MarketBeat.com Staff
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