SEI Investments
UPB

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
Q2 		$139K Buy
+20,026
New +$168K ﹤0.01% 3131
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments's UPB Position: Q2 2026 in Review

SEI Investments opened a new position in Upstream Bio Inc (UPB) in Q2 2026: 20,026 shares worth $139K. The stake represents ﹤0.01% of the portfolio and ranks #3131 among its holdings. This is a return to the name: SEI Investments previously reported a position in UPB as recently as Q4 2025.

SEI Investments first reported a position in UPB in Q4 2025 and has held it in 2 quarters since. The position peaked at $220K in Q4 2025. 148 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • SEI Investments held 20,026 shares of Upstream Bio Inc worth $139K as of Q2 2026.
  • Upstream Bio Inc was a new SEI Investments position in Q2 2026.
  • Upstream Bio Inc made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #3131 holding.
  • SEI Investments first reported a position in Upstream Bio Inc in Q4 2025 and has held it in 2 quarters since.
  • SEI Investments's Upstream Bio Inc position peaked at $220K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.