AS
UPB

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
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Altshuler Shaham's UPB Position: Q2 2026 in Review

Altshuler Shaham held its Upstream Bio Inc (UPB) position steady in Q2 2026 at 380,061 shares worth $2.63M. The position accounts for 0.03% of the portfolio, ranked #93.

Altshuler Shaham first reported a position in UPB in Q1 2025 and has held it in 6 quarters since. The position peaked at $37.3M in Q2 2025. 149 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Altshuler Shaham held 380,061 shares of Upstream Bio Inc worth $2.63M as of Q2 2026.
  • Altshuler Shaham left its Upstream Bio Inc share count unchanged in Q2 2026.
  • Upstream Bio Inc made up 0.03% of Altshuler Shaham's portfolio in Q2 2026, its #93 holding.
  • Altshuler Shaham first reported a position in Upstream Bio Inc in Q1 2025 and has held it in 6 quarters since.
  • Altshuler Shaham's Upstream Bio Inc position peaked at $37.3M in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.