VIA
UPB

Virtus Investment Advisers’s Upstream Bio Inc UPB Stock Holding History

Virtus Investment Advisers’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 		$90.4K Buy
10,046
+245
+2% +$4.41K 0.02% 448
2025
Q4 		$266K Sell
9,801
-42
-0.4% -$1.04K 0.07% 301
2025
Q3 		$185K Buy
9,843
+1,709
+21% +$26.6K 0.05% 264
2025
Q2 		$89.3K Buy
+8,134
New +$75.1K 0.03% 384

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
ES
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
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Virtus Investment Advisers's UPB Position: Q1 2026 in Review

Virtus Investment Advisers increased its Upstream Bio Inc (UPB) stake by 2.5% in Q1 2026, buying an estimated $4.41K and bringing the position to 10,046 shares worth $90.4K. The position accounts for 0.02% of the portfolio, ranked #448.

Virtus Investment Advisers first reported a position in UPB in Q2 2025 and has held it in 4 quarters since. The position peaked at $266K in Q4 2025. 140 funds tracked by Wall St. Rank hold UPB as of Q1 2026.

  • Virtus Investment Advisers held 10,046 shares of Upstream Bio Inc worth $90.4K as of Q1 2026.
  • Virtus Investment Advisers bought 245 Upstream Bio Inc shares in Q1 2026, an estimated $4.41K.
  • Upstream Bio Inc made up 0.02% of Virtus Investment Advisers's portfolio in Q1 2026, its #448 holding.
  • Virtus Investment Advisers first reported a position in Upstream Bio Inc in Q2 2025 and has held it in 4 quarters since.
  • Virtus Investment Advisers's Upstream Bio Inc position peaked at $266K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.