Y-Intercept (HK)’s Upstream Bio Inc UPB Stock Holding History

Y-Intercept (HK)’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	$4.8M	Sell	693,555 -307,076	-31%	-$2.57M	0.1%	290
2026 Q1	$9.01M	Buy	1,000,631 +954,072	+2,049%	+$17.2M	0.17%	131
2025 Q4	$1.26M	Buy	+46,559	New	+$1.16M	0.03%	866

Other funds holding UPB

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Y-Intercept (HK)'s UPB Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Upstream Bio Inc (UPB) stake by 31% in Q2 2026, selling an estimated $2.57M and leaving 693,555 shares worth $4.8M. The position accounts for 0.1% of the portfolio, ranked #290.

Y-Intercept (HK) first reported a position in UPB in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.01M in Q1 2026. 5 funds tracked by Wall St. Rank hold UPB as of Q2 2026.

Y-Intercept (HK) held 693,555 shares of Upstream Bio Inc worth $4.8M as of Q2 2026.
Y-Intercept (HK) sold 307,076 Upstream Bio Inc shares in Q2 2026, an estimated $2.57M.
Upstream Bio Inc made up 0.1% of Y-Intercept (HK)'s portfolio in Q2 2026, its #290 holding.
Y-Intercept (HK) first reported a position in Upstream Bio Inc in Q4 2025 and has held it in 3 quarters since.
Y-Intercept (HK)'s Upstream Bio Inc position peaked at $9.01M in Q1 2026.
5 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.