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
Q2 		$371K Buy
53,638
+43,592
+434% +$365K 0.09% 325
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 $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

Virtus Investment Advisers's UPB Position: Q2 2026 in Review

Virtus Investment Advisers increased its Upstream Bio Inc (UPB) stake by 434% in Q2 2026, buying an estimated $365K and bringing the position to 53,638 shares worth $371K. The position accounts for 0.09% of the portfolio, ranked #325.

Virtus Investment Advisers first reported a position in UPB in Q2 2025 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

  • Virtus Investment Advisers held 53,638 shares of Upstream Bio Inc worth $371K as of Q2 2026.
  • Virtus Investment Advisers bought 43,592 Upstream Bio Inc shares in Q2 2026, an estimated $365K.
  • Upstream Bio Inc made up 0.09% of Virtus Investment Advisers's portfolio in Q2 2026, its #325 holding.
  • Virtus Investment Advisers first reported a position in Upstream Bio Inc in Q2 2025 and has held it in 5 quarters since.
  • 148 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.