SAM
UPB

Simplify Asset Management’s Upstream Bio Inc UPB Stock Holding History

Simplify Asset Management’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 		$430K Sell
62,113
-15,680
-20% -$131K 0.01% 117
2026
Q1 		$700K Buy
+77,793
New +$1.4M 0.01% 92

Other funds holding UPB

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Simplify Asset Management's UPB Position: Q2 2026 in Review

Simplify Asset Management reduced its Upstream Bio Inc (UPB) stake by 20% in Q2 2026, selling an estimated $131K and leaving 62,113 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #117.

Simplify Asset Management first reported a position in UPB in Q1 2026 and has held it in 2 quarters since. The position peaked at $700K in Q1 2026. 5 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Simplify Asset Management held 62,113 shares of Upstream Bio Inc worth $430K as of Q2 2026.
  • Simplify Asset Management sold 15,680 Upstream Bio Inc shares in Q2 2026, an estimated $131K.
  • Upstream Bio Inc made up 0.01% of Simplify Asset Management's portfolio in Q2 2026, its #117 holding.
  • Simplify Asset Management first reported a position in Upstream Bio Inc in Q1 2026 and has held it in 2 quarters since.
  • Simplify Asset Management's Upstream Bio Inc position peaked at $700K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.