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UPB

Root Financial Partners’s Upstream Bio Inc UPB Stock Holding History

Root Financial Partners’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 		$180 Buy
+20
New +$360 ﹤0.01% 3174

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

Root Financial Partners's UPB Position: Q1 2026 in Review

Root Financial Partners opened a new position in Upstream Bio Inc (UPB) in Q1 2026: 20 shares worth $180. The stake represents ﹤0.01% of the portfolio and ranks #3174 among its holdings.

140 funds tracked by Wall St. Rank hold UPB as of Q1 2026.

  • Root Financial Partners held 20 shares of Upstream Bio Inc worth $180 as of Q1 2026.
  • Upstream Bio Inc was a new Root Financial Partners position in Q1 2026.
  • Upstream Bio Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3174 holding.
  • 140 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.