Altshuler Shaham’s Upstream Bio Inc UPB Stock Holding History

Altshuler Shaham’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 Q3	–	Sell	-380,061	Closed	-$2.63M	–	612
2026 Q2	$2.63M	Hold	380,061	–	–	0.03%	93
2026 Q1	$3.42M	Sell	380,061 -961,479	-72%	-$17.3M	0.06%	70
2025 Q4	$36.4M	Sell	1,341,540 -75,282	-5%	-$1.87M	0.55%	39
2025 Q3	$26.7M	Sell	1,416,822 -1,977,619	-58%	-$30.7M	0.44%	32
2025 Q2	$37.3M	Buy	3,394,441 +159,148	+5%	+$1.47M	1.18%	17
2025 Q1	$3.52M	Buy	+3,235,293	New	+$30.9M	0.09%	34

Other funds holding UPB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Decheng Capital Menlo Park, California $685M AUM 129.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Altshuler Shaham's UPB Position: Q3 2026 in Review

Altshuler Shaham sold out of Upstream Bio Inc (UPB) in Q3 2026, closing a stake of 380,061 shares — an estimated $2.63M sold.

Altshuler Shaham first reported a position in UPB in Q1 2025 and held it in 6 quarters. The position peaked at $37.3M in Q2 2025. 87 funds tracked by Wall St. Rank hold UPB as of Q3 2026.

Altshuler Shaham reported no remaining Upstream Bio Inc position as of Q3 2026 after selling out during the quarter.
Altshuler Shaham sold 380,061 Upstream Bio Inc shares in Q3 2026, an estimated $2.63M.
Altshuler Shaham first reported a position in Upstream Bio Inc in Q1 2025 and held it in 6 quarters.
Altshuler Shaham's Upstream Bio Inc position peaked at $37.3M in Q2 2025.
87 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q3 2026.

Based on Altshuler Shaham's 13F filing for Q3 2026, filed 12 Nov 2026.