VCIM
UPB

Velan Capital Investment Management’s Upstream Bio Inc UPB Stock Holding History

Velan Capital Investment 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
2025
Q3 		– Sell
-107,000
Closed -$1.17M – 61
2025
Q2 		$1.17M Hold
107,000
– – 1.16% 23
2025
Q1 		$655K Buy
+107,000
New +$1.02M 0.67% 25

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
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
OFM
Omega Fund Management Boston, Massachusetts $163M AUM 107.06% 1-Year Est. Return

Velan Capital Investment Management's UPB Position: Q3 2025 in Review

Velan Capital Investment Management sold out of Upstream Bio Inc (UPB) in Q3 2025, closing a stake of 107,000 shares — an estimated $1.17M sold.

Velan Capital Investment Management first reported a position in UPB in Q1 2025 and held it in 2 quarters. The position peaked at $1.17M in Q2 2025. 95 funds tracked by Wall St. Rank hold UPB as of Q3 2025.

  • Velan Capital Investment Management reported no remaining Upstream Bio Inc position as of Q3 2025 after selling out during the quarter.
  • Velan Capital Investment Management sold 107,000 Upstream Bio Inc shares in Q3 2025, an estimated $1.17M.
  • Velan Capital Investment Management first reported a position in Upstream Bio Inc in Q1 2025 and held it in 2 quarters.
  • Velan Capital Investment Management's Upstream Bio Inc position peaked at $1.17M in Q2 2025.
  • 95 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q3 2025.

Based on Velan Capital Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.