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Upstream Bio, Inc. (UPB) Institutional Ownership & Insider Trading

149 institutions reported holding Upstream Bio, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 15 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

UPBUpstream Bio, Inc.Follow UPB — free
Biotechnology · Healthcare
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Price chart with a free account
Market cap
150.1M
P/E TTM
—
Dividend yield
—
52-week
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Next earnings
5 Nov, in 12 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

149 institutions held 92.3% of the shares. Across filers that reported both quarters, shares held changed +4.2%.

Increased+61New+34Decreased-27Closed-24

Largest moves, shares (millions)

JPMorgan Chase+0.5MWalleye Capital+0.5MAQR Capital Management+0.5MFederated Hermes-1.0MPictet Asset Management…-0.7MHsbc Holdings-0.6M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
+0.0Dec 24+1.0Mar 25+1.9Jun 25-2.9Sep 25+3.5Dec 25-5.1Mar 26+1.9Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 2614951+4.2%61342724
Mar 2613945-11.1%46383236
Dec 2513151+7.9%3938328
Sep 259244-6.1%3222219
Jun 258248+4.6%3913138
Mar 257642+2.4%11222213
Dec 246840—————

Upstream Bio, Inc. — questions

Who owns Upstream Bio, Inc. stock?
149 institutions reported Upstream Bio, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: FMR LLC (14.9%), ORBIMED ADVISORS LLC (10.4%), NORGES BANK (6.9%).
Are Upstream Bio, Inc. insiders buying or selling?
15 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Upstream Bio, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.