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UPB

Upstream Bio Inc

140 hedge funds and large institutions have $404M invested in Upstream Bio Inc in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

11% more call options, than puts

Call options by funds: $972K | Put options by funds: $872K

5% more funds holding

Funds holding: 133140 (+7)

12.22% less ownership

Funds ownership: 94.7%82.48% (-12%)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

71% less capital invested

Capital invested by funds: $1.39B → $404M (-$985M)

Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
47
Increased
47
Reduced
35
Closed
37
Calls
$972K
Puts
$872K
Net Calls
+$100K
Net Calls Change
-$511K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$45.5K -$34.1K -1,894 -27%
VIA
102
Vanguard Investments Australia
Australia
$36.9K +$73.7K +4,096 New
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$34.9K +$9.41K +523 +16%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$32.8K +$14.8K +824 +29%
WG
105
Wellington Group
Indiana
$27K +$18K +1,000 +50%
Mirae Asset Global Investments
106
Mirae Asset Global Investments
South Korea
$25.4K +$3.47K +193 +7%
AIP
107
Ameritas Investment Partners
Nebraska
$24.7K
TRCT
108
Tower Research Capital (TRC)
New York
$12.8K +$13.6K +756 +113%
GFM
109
GF Fund Management
China
$10.8K +$2.56K +142 +13%
LFG
110
Larson Financial Group
Missouri
$9.96K +$19.7K +1,093 +7,807%
SCM
111
Sterling Capital Management
North Carolina
$9.85K -$14.8K -825 -43%
VCM
112
Versant Capital Management
Arizona
$6.86K +$3.67K +204 +37%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$6.64K +$13.3K +738 New
GI
114
GAMMA Investing
California
$6.43K -$3.33K -185 -21%
QT
115
Quantbot Technologies
New York
$5.97K +$11.9K +663 New
US Bancorp
116
US Bancorp
Minnesota
$5.31K +$792 +44 +8%
UBS AM
117
UBS AM
Illinois
$5.29K +$6.22K +346 +143%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$4.29K +$8.58K +477 New
EP
119
Essential Partners
California
$3.62K +$5.49K +305 +314%
Osaic Holdings
120
Osaic Holdings
Arizona
$3.5K +$6.91K +384 +7,680%
AF
121
Allworth Financial
California
$2.37K +$3.51K +195 +287%
EWA
122
EverSource Wealth Advisors
Alabama
$2K -$1.08K -60 -21%
MCM
123
MAI Capital Management
Ohio
$1.54K +$3.08K +171 New
TM
124
Torren Management
California
$1.46K -$16.9K -937 -85%
NEWAS
125
N.E.W. Advisory Services
Wisconsin
$1.08K +$1.08K +60 +100%

UPB Hedge Fund Activity: Q1 2026 in Review

140 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Upstream Bio Inc (UPB) for Q1 2026, worth a combined $404M — down 71% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new UPB positions and 37 closed out — a net gain of 10 holders — while 47 added to existing stakes and 35 trimmed.

The largest buyer was Federated Hermes, adding an estimated $17.6M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $41.4M sold.

  • 140 institutional investors held Upstream Bio Inc (UPB) as of Q1 2026, up from 133 in Q4 2025.
  • Funds reported $404M of Upstream Bio Inc stock for Q1 2026, down 71% quarter-over-quarter.
  • 47 funds opened new Upstream Bio Inc positions in Q1 2026 and 37 closed out, a net change of +10 holders.
  • The largest Upstream Bio Inc buyer in Q1 2026 was Federated Hermes, an estimated $17.6M added.
  • The largest Upstream Bio Inc seller in Q1 2026 was Janus Henderson Group, an estimated $41.4M sold.

Based on aggregated 13F filings for Q1 2026.