Dimensional Fund Advisors
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Dimensional Fund Advisors’s Upstream Bio Inc UPB Stock Holding History

Dimensional Fund 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
Q3 		$1.97M Sell
374,836
-6,777
-2% -$44.4K ﹤0.01% 2709
2026
Q2 		$2.64M Buy
381,613
+301,611
+377% +$2.53M ﹤0.01% 2679
2026
Q1 		$719K Buy
+80,002
New +$1.44M ﹤0.01% 2897

Other funds holding UPB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors's UPB Position: Q3 2026 in Review

Dimensional Fund Advisors reduced its Upstream Bio Inc (UPB) stake by 1.8% in Q3 2026, selling an estimated $44.4K and leaving 374,836 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2709.

Dimensional Fund Advisors first reported a position in UPB in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.64M in Q2 2026. 38 funds tracked by Wall St. Rank hold UPB as of Q3 2026.

  • Dimensional Fund Advisors held 374,836 shares of Upstream Bio Inc worth $1.97M as of Q3 2026.
  • Dimensional Fund Advisors sold 6,777 Upstream Bio Inc shares in Q3 2026, an estimated $44.4K.
  • Upstream Bio Inc made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2709 holding.
  • Dimensional Fund Advisors first reported a position in Upstream Bio Inc in Q1 2026 and has held it in 3 quarters since.
  • Dimensional Fund Advisors's Upstream Bio Inc position peaked at $2.64M in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.