Osaic Holdings
UPB

Osaic Holdings’s Upstream Bio Inc UPB Stock Holding History

Osaic Holdings’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 		$3.5K Buy
389
+384
+7,680% +$6.91K ﹤0.01% 6844
2025
Q4 		$136 Buy
+5
New +$124 ﹤0.01% 7620
2025
Q3 		– Sell
-42
Closed -$257 – 8033
2025
Q2 		$257 Buy
+42
New +$388 ﹤0.01% 7467
2025
Q1 		– Sell
-17
Closed -$279 – 7770
2024
Q4 		$279 Buy
+17
New +$380 ﹤0.01% 7128

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

Osaic Holdings's UPB Position: Q1 2026 in Review

Osaic Holdings increased its Upstream Bio Inc (UPB) stake by 7,680% in Q1 2026, buying an estimated $6.91K and bringing the position to 389 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6844.

Osaic Holdings first reported a position in UPB in Q4 2024 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold UPB as of Q1 2026.

  • Osaic Holdings held 389 shares of Upstream Bio Inc worth $3.5K as of Q1 2026.
  • Osaic Holdings bought 384 Upstream Bio Inc shares in Q1 2026, an estimated $6.91K.
  • Upstream Bio Inc made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6844 holding.
  • Osaic Holdings first reported a position in Upstream Bio Inc in Q4 2024 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.