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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$72.9M +$10.5M +583,361 +8%
O
2
OrbiMed
New York
$51.2M
BlackRock
3
BlackRock
New York
$30.3M +$471K +26,185 +0.8%
DC
4
Decheng Capital
California
$24.5M -$7.52M -418,210 -13%
ES
5
Enavate Sciences
California
$22.1M
VCM
6
Vanguard Capital Management
Pennsylvania
$16.9M +$33.7M +1,873,574 New
YIH
7
Y-Intercept (HK)
Hong Kong
$9.01M +$17.2M +954,072 +2,049%
Federated Hermes
8
Federated Hermes
Pennsylvania
$8.82M +$17.6M +979,276 +203,169%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.56M +$1.78M +98,709 +12%
Millennium Management
10
Millennium Management
New York
$8.44M +$7.56M +420,059 +81%
SAM
11
SEB Asset Management
$7.91M +$15.8M +878,473 New
BCLSI
12
Bain Capital Life Sciences Investors
Massachusetts
$7.8M -$8.32M -462,333 -35%
WP
13
Woodline Partners
California
$7.48M +$1.28M +71,229 +9%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$7.38M +$14.3M +793,389 +2,929%
PHP
15
Parkman Healthcare Partners
Connecticut
$7.08M -$860K -47,776 -6%
SB
16
Samsara BioCapital
California
$6.62M
Pictet Asset Management
17
Pictet Asset Management
Switzerland
$6.6M -$715K -39,717 -5%
VPM
18
Vanguard Portfolio Management
Pennsylvania
$6.55M +$13.1M +727,711 New
State Street
19
State Street
Massachusetts
$6.35M -$11M -613,876 -47%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$5.76M +$11.5M +640,326 New
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$5.57M +$11.1M +619,321 New
Morgan Stanley
22
Morgan Stanley
New York
$4.97M +$7.75M +430,541 +353%
JP Morgan Chase
23
JP Morgan Chase
New York
$4.07M +$6.35M +352,721 +320%
NCM
24
Nantahala Capital Management
Connecticut
$3.6M -$1.71M -94,971 -19%
AS
25
Altshuler Shaham
Israel
$3.42M -$17.3M -961,479 -72%

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.