SEI Investments’s Upstream Bio Inc UPB Stock Holding History

SEI Investments’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	–	Sell	-8,087	Closed	-$220K	–	3346
2025 Q4	$220K	Buy	+8,087	New	+$201K	﹤0.01%	2864

Other funds holding UPB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SEI Investments's UPB Position: Q1 2026 in Review

SEI Investments sold out of Upstream Bio Inc (UPB) in Q1 2026, closing a stake of 8,087 shares — an estimated $220K sold.

SEI Investments first reported a position in UPB in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 140 funds tracked by Wall St. Rank hold UPB as of Q1 2026.

SEI Investments reported no remaining Upstream Bio Inc position as of Q1 2026 after selling out during the quarter.
SEI Investments sold 8,087 Upstream Bio Inc shares in Q1 2026, an estimated $220K.
SEI Investments first reported a position in Upstream Bio Inc in Q4 2025 and held it in 1 quarter.
SEI Investments's Upstream Bio Inc position peaked at $220K in Q4 2025.
140 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.