AA
UPB

ALPS Advisors’s Upstream Bio Inc UPB Stock Holding History

ALPS Advisors’s Portfolio UPB Stock Details UPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$382K Buy
55,228
+11,236
+26% +$94.1K ﹤0.01% 1058
2026
Q1 		$396K Sell
43,992
-384
-0.9% -$6.91K ﹤0.01% 954
2025
Q4 		$1.2M Buy
44,376
+18,414
+71% +$458K 0.01% 498
2025
Q3 		$488K Sell
25,962
-3,014
-10% -$46.8K ﹤0.01% 677
2025
Q2 		$318K Sell
28,976
-10,103
-26% -$93.3K ﹤0.01% 917
2025
Q1 		$239K Sell
39,079
-4,261
-10% -$40.7K ﹤0.01% 953
2024
Q4 		$713K Buy
+43,340
New +$968K ﹤0.01% 555

Other funds holding UPB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

ALPS Advisors's UPB Position: Q2 2026 in Review

ALPS Advisors increased its Upstream Bio Inc (UPB) stake by 26% in Q2 2026, buying an estimated $94.1K and bringing the position to 55,228 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

ALPS Advisors first reported a position in UPB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2025. 38 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • ALPS Advisors held 55,228 shares of Upstream Bio Inc worth $382K as of Q2 2026.
  • ALPS Advisors bought 11,236 Upstream Bio Inc shares in Q2 2026, an estimated $94.1K.
  • Upstream Bio Inc made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #1058 holding.
  • ALPS Advisors first reported a position in Upstream Bio Inc in Q4 2024 and has held it in 7 quarters since.
  • ALPS Advisors's Upstream Bio Inc position peaked at $1.2M in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.