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 Q3	$3.39M	Sell	642,574 -50,981	-7%	-$334K	0.07%	386
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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Y-Intercept (HK)'s UPB Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Upstream Bio Inc (UPB) stake by 7.4% in Q3 2026, selling an estimated $334K and leaving 642,574 shares worth $3.39M. The position accounts for 0.07% of the portfolio, ranked #386.

Y-Intercept (HK) first reported a position in UPB in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.01M in Q1 2026. 7 funds tracked by Wall St. Rank hold UPB as of Q3 2026.

Y-Intercept (HK) held 642,574 shares of Upstream Bio Inc worth $3.39M as of Q3 2026.
Y-Intercept (HK) sold 50,981 Upstream Bio Inc shares in Q3 2026, an estimated $334K.
Upstream Bio Inc made up 0.07% of Y-Intercept (HK)'s portfolio in Q3 2026, its #386 holding.
Y-Intercept (HK) first reported a position in Upstream Bio Inc in Q4 2025 and has held it in 4 quarters since.
Y-Intercept (HK)'s Upstream Bio Inc position peaked at $9.01M in Q1 2026.
7 funds tracked by Wall St. Rank held Upstream Bio Inc as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.