Invesco
UPB

Invesco’s Upstream Bio Inc UPB Stock Holding History

Invesco’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
Q1 		$365K Sell
40,510
-122,676
-75% -$2.21M ﹤0.01% 3270
2025
Q4 		$4.43M Buy
163,186
+145,996
+849% +$3.63M ﹤0.01% 2298
2025
Q3 		$323K Buy
17,190
+890
+5% +$13.8K ﹤0.01% 3390
2025
Q2 		$179K Buy
16,300
+985
+6% +$9.1K ﹤0.01% 3541
2025
Q1 		$93.7K Sell
15,315
-287
-2% -$2.74K ﹤0.01% 3631
2024
Q4 		$256K Buy
+15,602
New +$348K ﹤0.01% 3461

Other funds holding UPB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco's UPB Position: Q1 2026 in Review

Invesco reduced its Upstream Bio Inc (UPB) stake by 75% in Q1 2026, selling an estimated $2.21M and leaving 40,510 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #3270.

Invesco first reported a position in UPB in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.43M in Q4 2025. 140 funds tracked by Wall St. Rank hold UPB as of Q1 2026.

  • Invesco held 40,510 shares of Upstream Bio Inc worth $365K as of Q1 2026.
  • Invesco sold 122,676 Upstream Bio Inc shares in Q1 2026, an estimated $2.21M.
  • Upstream Bio Inc made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #3270 holding.
  • Invesco first reported a position in Upstream Bio Inc in Q4 2024 and has held it in 6 quarters since.
  • Invesco's Upstream Bio Inc position peaked at $4.43M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.