RIL
UPB

Rothschild Investment LLC’s Upstream Bio Inc UPB Stock Holding History

Rothschild Investment LLC’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 		$549 Buy
61
+60
+6,000% +$1.08K ﹤0.01% 3099
2025
Q4 		$27 Buy
+1
New +$25 ﹤0.01% 3319

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

Rothschild Investment LLC's UPB Position: Q1 2026 in Review

Rothschild Investment LLC increased its Upstream Bio Inc (UPB) stake by 6,000% in Q1 2026, buying an estimated $1.08K and bringing the position to 61 shares worth $549. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

Rothschild Investment LLC first reported a position in UPB in Q4 2025 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold UPB as of Q1 2026.

  • Rothschild Investment LLC held 61 shares of Upstream Bio Inc worth $549 as of Q1 2026.
  • Rothschild Investment LLC bought 60 Upstream Bio Inc shares in Q1 2026, an estimated $1.08K.
  • Upstream Bio Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3099 holding.
  • Rothschild Investment LLC first reported a position in Upstream Bio Inc in Q4 2025 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.