Upstream Bio Ownership | Who Owns Upstream Bio?

Upstream Bio Ownership Summary

Upstream Bio is owned by 14.89% institutional investors, 14.88% insiders, and 70.23% retail investors. Fmr is the largest institutional shareholder, holding 14.94% of UPB shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.65% of its assets in Upstream Bio shares.

UPB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Upstream Bio	14.89%	14.88%	70.23%
Sector	Healthcare Stocks	35.58%	11.87%	52.55%
Industry	Biotech Stocks	35.75%	11.83%	52.41%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	8.10M	14.94%	$72.91M
Orbimed advisors	5.69M	10.50%	$51.24M
Blackrock funding, inc. /de	3.37M	6.21%	$30.34M
Norges bank	2.88M	5.35%	$78.26M
Decheng capital	2.72M	5.02%	$24.52M
Enavate sciences gp	2.46M	4.54%	$22.14M
Vanguard group	2.39M	4.43%	$64.85M
Altshuler shaham	1.42M	2.63%	$26.65M
Y-intercept (hong kong)	1.00M	1.84%	$9.01M
Federated hermes	979.76K	1.81%	$8.82M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Enavate sciences gp	2.46M	6.30%	$22.14M
Decheng capital	2.72M	3.71%	$24.52M
Propel bio management	341.78K	1.95%	$3.10M
Orbimed advisors	5.69M	1.02%	$51.24M
Parkman healthcare partners	786.78K	0.73%	$7.08M
Bain capital life sciences investors	867.21K	0.70%	$7.80M
Samsara biocapital	736.05K	0.64%	$6.62M
Sphera funds management	358.00K	0.51%	$3.22M
Altshuler shaham	1.42M	0.44%	$26.65M
Prosight management, lp	241.12K	0.36%	$2.17M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	2.88M	0.01%	2.88M
Federated hermes	979.76K	0.01%	979.28K
Y-intercept (hong kong)	1.00M	0.17%	954.07K
D. e. shaw	820.48K	0.00%	793.39K
Hsbc	640.33K	0.00%	640.33K

Top Sellers

Holder	Shares	% Assets	Change
Altshuler shaham	1.42M	0.44%	-1.98M
Ubs group	231.25K	0.00%	-1.57M
Janus henderson group	-	-	-1.53M
Deep track capital, lp	-	-	-1.44M
Omega fund management	-	-	-1.33M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	2.88M	0.01%	2.88M	$78.26M
Hsbc	640.33K	0.00%	640.33K	$5.76M
Qube research	619.32K	0.01%	619.32K	$5.57M
Sphera funds management	358.00K	0.51%	358.00K	$3.22M
Propel bio management	341.78K	1.95%	341.78K	$3.10M

Sold Out

Holder	Change
Principal securities	-12.00
True wealth design	-31.00
Physician wealth advisors	-69.00
Pnc financial services group	-106.00
J.safra asset management	-128.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	47	-65.44%	8,075,254	-84.22%	14	0.17%	29	-66.67%	14	-60.00%
Dec 31, 2025	74	-26.73%	20,373,646	-54.18%	37	0.55%	51	-22.73%	18	-10.00%
Sep 30, 2025	97	24.36%	42,344,528	-12.14%	78	0.98%	63	21.15%	19	58.33%
Jun 30, 2025	82	6.49%	48,353,677	6.86%	89	1.26%	55	-28.57%	13	-
Mar 31, 2025	77	-	45,306,251	-	84	-	77	-	-	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.44M	2.65%	-
Fidelity Small Cap Growth	1.37M	2.52%	-
HBM Healthcare Investments AG Ord	1.29M	2.38%	-25.39K
Fidelity Stock Selector Small Cap	1.02M	1.87%	308.52K
SEB Läkemedelsfond	878.47K	1.61%	-
Fidelity Select Health Care	800.00K	1.47%	-
iShares Russell 2000 ETF	775.81K	1.43%	6.53K
Fidelity Series Small Cap Opps	770.81K	1.42%	215.81K
Fidelity Small Cap Growth K6	693.62K	1.27%	-
Fidelity Advisor Biotechnology I	691.00K	1.27%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 16, 2026	GRAY MICHAEL	CFO and COO	Sell	$7.92K
Mar 16, 2026	Deykin Aaron	Chief Medical Officer	Sell	$8.31K
Mar 16, 2026	Sutherland Everett Rand	Chief Executive Officer	Sell	$19.44K
Mar 16, 2026	Ambrose Allison	General Counsel	Sell	$4.41K
Mar 16, 2026	Houghton Adam	Chief Business Officer	Sell	$6.49K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	5
2025 Q2	-	-

UPB Ownership FAQ

Who Owns Upstream Bio?

Upstream Bio shareholders are primarily institutional investors at 14.89%, followed by 14.88% insiders and 70.23% retail investors. The average institutional ownership in Upstream Bio's industry, Biotech Stocks , is 35.75%, which Upstream Bio falls below.

Who owns the most shares of Upstream Bio?

Upstream Bio’s largest shareholders are Fmr (8.1M shares, 14.94%), Orbimed advisors (5.69M shares, 10.50%), and Blackrock funding, inc. /de (3.37M shares, 6.21%). Together, they hold 31.65% of Upstream Bio’s total shares outstanding.

Does Blackrock own Upstream Bio?

BlackRock is not among the top 10 institutional shareholders of Upstream Bio.

Who is Upstream Bio’s biggest shareholder by percentage of total assets invested?

Enavate sciences gp is Upstream Bio’s biggest shareholder by percentage of total assets invested, with 6.30% of its assets in 2.46M Upstream Bio shares, valued at 22.14M$.

Who is the top mutual fund holder of Upstream Bio shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Upstream Bio shares, with 2.65% of its total shares outstanding invested in 1.44M Upstream Bio shares.

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