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Disclosery

UPB UPSTREAM BIO INC

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COMMON STOCK (common), issuer CIK 2022626

84 managers (84 13F filers) reported a position in UPB shares at 2025-06-30, 48,353,774 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
84
13F filers
84
New
13
Added
41
Reduced
13
Sold out
10
Shares held by filers
48,353,774

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC7,936,880$87.1M<0.01%+681,02113F-HRTimelineGroup
ORBIMED ADVISORS LLCin group ORBIMED ADVISORS LLC5,693,589$62.5M1.57%013F-HRTimelineGroup
Altshuler Shaham Ltd3,394,441$37.3M1.18%+159,14813F-HRTimeline
Decheng Capital LLC3,285,293$36.1M9.11%013F-HRTimeline
TCG Crossover Management, LLC2,801,763$30.8M3.51%013F-HRTimeline
ENAVATE SCIENCES GP, LLC2,459,703$27M15.3%013F-HRTimeline
Bain Capital Life Sciences Investors, L…in group Bain Capital Life Sciences In…2,439,538$26.8M3.35%+144,21613F-HRTimelineGroup
Venrock Adviser, LLC2,295,319$25.2M1.89%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC2,170,833$23.8M<0.01%+1,263,80713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,096,506$23M<0.01%+910,73813F-HRTimelineGroup
Omega Fund Management, LLC2,036,293$22.4M14.48%013F-HRTimeline
SAMSARA BIOCAPITAL, LLC1,443,231$15.8M3.24%-623,91513F-HRTimeline
Deep Track Capital, LP1,442,767$15.8M0.51%-856,80013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,225,295$13.5M<0.01%-88,16213F-HRTimelineGroup
NORGES BANK969,916$10.6M<0.01%013F-HRTimeline
Siren, L.L.C.in group Siren, L.L.C.788,450$8.66M0.45%013F-HRTimelineGroup
Parkman Healthcare Partners LLC715,504$7.86M0.91%+481,94113F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC646,635$7.1M<0.01%+235,95813F-HRTimelineGroup
Nantahala Capital Management, LLCin group Nantahala Capital Management,…594,971$6.53M0.46%013F-HRTimelineGroup
Woodline Partners LP558,252$6.13M0.03%+1,18913F-HRTimeline
STATE STREET CORPin group STATE STREET CORP481,375$5.29M<0.01%+185,78813F-HRTimelineGroup
Schonfeld Strategic Advisors LLC365,790$4.02M0.03%+187,80613F-HRTimeline
GREAT POINT PARTNERS LLC300,000$3.29M2.14%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP290,526$3.19M<0.01%-14,43713F-HRTimelineGroup
UBS Group AGin group UBS Group AG232,887$2.56M<0.01%+101,33613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP229,303$2.52M<0.01%+91,53213F-HRTimelineGroup
Lynx1 Capital Management LPin group Lynx1 Capital Management LP219,247$2.41M0.7%013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co178,253$1.96M<0.01%+46,08013F-HRTimelineGroup
Velan Capital Investment Management LP107,000$1.17M1.18%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY99,308$1.09M<0.01%+47,91713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC96,990$1.06M<0.01%+71,99713F-HR/ATimelineGroup
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.85,000$933K<0.01%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp79,766$876K<0.01%+42,85413F-HRTimelineGroup
Nuveen, LLCin group TIAA73,936$812K<0.01%+51,35013F-HRTimelineGroup
RHUMBLINE ADVISERS48,066$528K<0.01%+34,73913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,263$464K<0.01%+20,99913F-HRTimelineGroup
Verition Fund Management LLC33,505$368K<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC29,752$327K<0.01%+10,93013F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC28,976$318K<0.01%-10,10313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.24,560$270K<0.01%-1,066,62613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\23,403$257K<0.01%+8,21113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,364$246K<0.01%+13,11413F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC22,362$246K<0.01%new13F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…21,691$238K<0.01%+10,65713F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC21,290$234K<0.01%+6,00513F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…19,084$210K<0.01%+8,78813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,031$198K<0.01%+7,50013F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/17,448$192K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,469$181K<0.01%+1,27513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.16,300$179K<0.01%+98513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC15,526$170K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning14,030$154K<0.01%new13F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …13,190$145K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC11,695$128K<0.01%-6,48313F-HRTimelineGroup
Quantinno Capital Management LP10,614$117K<0.01%-4,61113F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…8,134$89.3K0.03%new13F-HRTimelineGroup
Police & Firemen's Retirement System of…7,833$86K<0.01%+4,48313F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND4,700$51.6K<0.01%013F-HR/ATimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,558$39.1K<0.01%+1,73613F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,312$36K<0.01%+1,71613F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc3,174$34.9K<0.01%+1,44013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,097$34K<0.01%+2,15813F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,051$33.5K<0.01%+1,46913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,090$33K<0.01%+2,25813F-HR/ATimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…2,174$23.9K<0.01%+88413F-HRTimeline
STRS OHIO1,800$19.8K<0.01%-1,40013F-HRTimeline
Sterling Capital Management LLC941$10.3K<0.01%+80413F-HR/ATimeline
GAMMA Investing LLC693$7.61K<0.01%+10013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\659$7.24K<0.01%+9713F-HRTimelineGroup
AMALGAMATED BANK594$7K<0.01%013F-HRTimeline
Versant Capital Management, Inc558$6.13K<0.01%-5713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…309$3.39K<0.01%+17413F-HRTimelineGroup
Caitong International Asset Management …224$2.46K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC163$1.79K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…147$1.61K<0.01%new13F-HRTimelineGroup
Essential Partners LLC97$1.06K<0.01%13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC96$1.05K<0.01%-4013F-HRTimeline
Allworth Financial LP66$725<0.01%-11913F-HRTimeline
SIGNATUREFD, LLC49$538<0.01%-4113F-HRTimeline
True Wealth Design, LLC31$341<0.01%+1513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42$257<0.01%new13F-HR/ATimelineGroup
Parallel Advisors, LLC2$22<0.01%new13F-HRTimeline
IFP Advisors, Inc1$11<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.