SS
UPB

Steve Schonfeld’s Upstream Bio Inc UPB Stock Holding History

Steve Schonfeld’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 		$1.56M Buy
225,760
+64,411
+40% +$540K 0.01% 1201
2026
Q1 		$1.45M Buy
161,349
+45,542
+39% +$819K 0.01% 939
2025
Q4 		$3.14M Sell
115,807
-74,437
-39% -$1.85M 0.01% 721
2025
Q3 		$3.58M Sell
190,244
-175,546
-48% -$2.73M 0.02% 746
2025
Q2 		$4.02M Buy
365,790
+187,806
+106% +$1.73M 0.03% 642
2025
Q1 		$1.09M Buy
+177,984
New +$1.7M 0.01% 1251

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

Steve Schonfeld's UPB Position: Q2 2026 in Review

Steve Schonfeld increased its Upstream Bio Inc (UPB) stake by 40% in Q2 2026, buying an estimated $540K and bringing the position to 225,760 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #1201.

Steve Schonfeld first reported a position in UPB in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.02M in Q2 2025. 149 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Steve Schonfeld held 225,760 shares of Upstream Bio Inc worth $1.56M as of Q2 2026.
  • Steve Schonfeld bought 64,411 Upstream Bio Inc shares in Q2 2026, an estimated $540K.
  • Upstream Bio Inc made up 0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1201 holding.
  • Steve Schonfeld first reported a position in Upstream Bio Inc in Q1 2025 and has held it in 6 quarters since.
  • Steve Schonfeld's Upstream Bio Inc position peaked at $4.02M in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.