Upstream Bio, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 11/13/2025 | 8.09 M | $152.11 M | 1.88% | 15.04% |
| ORBIMED ADVISORS LLC | 11/14/2025 | 5.69 M | $107.10 M | 0.00% | 10.59% |
| DECHENG CAPITAL LLC | 11/14/2025 | 3.29 M | $61.80 M | 0.00% | 6.11% |
| BLACKROCK, INC. | 11/12/2025 | 2.60 M | $48.98 M | 24.19% | 4.84% |
| ENAVATE SCIENCES GP, LLC | 11/14/2025 | 2.46 M | $46.27 M | 0.00% | 4.57% |
| VANGUARD GROUP INC | 11/07/2025 | 2.44 M | $45.94 M | 12.52% | 4.54% |
| BAIN CAPITAL LIFE SCIENCES INVESTORS, LLC | 11/14/2025 | 2.44 M | $45.89 M | 0.00% | 4.54% |
| TCG CROSSOVER MANAGEMENT, LLC | 11/17/2025 | 2.12 M | $39.82 M | -24.44% | 3.94% |
| ALTSHULER SHAHAM LTD | 11/13/2025 | 1.42 M | $26.65 M | -58.26% | 2.63% |
| OMEGA FUND MANAGEMENT, LLC | 11/14/2025 | 1.36 M | $25.51 M | -33.39% | 2.52% |
| VR ADVISER, LLC | 11/14/2025 | 1.17 M | $21.99 M | -49.06% | 2.17% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 1.13 M | $21.17 M | -8.15% | 2.09% |
| STATE STREET CORP | 11/14/2025 | 1.11 M | $20.97 M | 131.54% | 2.07% |
| SAMSARA BIOCAPITAL, LLC | 11/14/2025 | 962.15 K | $18.10 M | -33.33% | 1.79% |
| MARSHALL WACE, LLP | 11/13/2025 | 868.00 K | $16.33 M | 198.77% | 1.61% |
| PARKMAN HEALTHCARE PARTNERS LLC | 11/14/2025 | 843.50 K | $15.87 M | 17.89% | 1.57% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 817.11 K | $15.37 M | 26.36% | 1.52% |
| SIREN, L.L.C. | 11/13/2025 | 788.45 K | $14.83 M | 0.00% | 1.47% |
| WOODLINE PARTNERS LP | 11/14/2025 | 602.25 K | $11.33 M | 7.88% | 1.12% |
| NANTAHALA CAPITAL MANAGEMENT, LLC | 11/14/2025 | 594.97 K | $11.19 M | 0.00% | 1.11% |
| INTEGRAL HEALTH ASSET MANAGEMENT, LLC | 11/14/2025 | 575.00 K | $10.82 M | 100.00% | 1.07% |
| GREAT POINT PARTNERS LLC | 11/14/2025 | 300.00 K | $5.64 M | 0.00% | 0.56% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 284.83 K | $5.36 M | 59.79% | 0.53% |
| UBS GROUP AG | 11/13/2025 | 272.27 K | $5.12 M | 16.91% | 0.51% |
| NORTHERN TRUST CORP | 11/14/2025 | 254.72 K | $4.79 M | 11.08% | 0.47% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 223.21 K | $4.20 M | 100.00% | 0.42% |
| DIADEMA PARTNERS LP | 11/14/2025 | 200.00 K | $3.76 M | 100.00% | 0.37% |
| SCHONFELD STRATEGIC ADVISORS LLC | 11/14/2025 | 190.24 K | $3.58 M | -47.99% | 0.35% |
| IKARIAN CAPITAL, LLC | 11/14/2025 | 161.11 K | $3.03 M | 100.00% | 0.30% |
| SUMMITTX CAPITAL, L.P. | 11/14/2025 | 112.40 K | $2.11 M | 100.00% | 0.21% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 91.52 K | $1.72 M | 14.74% | 0.17% |
| MORGAN STANLEY | 11/14/2025 | 87.54 K | $1.65 M | -11.86% | 0.16% |
| BARCLAYS PLC | 11/12/2025 | 85.32 K | $1.60 M | -12.04% | 0.16% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 73.13 K | $1.38 M | 100.00% | 0.14% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 71.54 K | $1.35 M | 219.92% | 0.13% |
| NOMURA HOLDINGS INC | 11/14/2025 | 70.00 K | $1.32 M | 100.00% | 0.13% |
| CAPTION MANAGEMENT, LLC | 11/14/2025 | 70.00 K | $1.32 M | 100.00% | 0.13% |
| NUVEEN, LLC | 11/12/2025 | 69.88 K | $1.31 M | -5.48% | 0.13% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2025 | 61.30 K | $1.15 M | 100.00% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 55.47 K | $1.04 M | 207.65% | 0.10% |
| EXOME ASSET MANAGEMENT LLC | 11/14/2025 | 51.96 K | $977.37 K | 100.00% | 0.10% |
| RHUMBLINE ADVISERS | 11/06/2025 | 49.41 K | $929.32 K | 2.79% | 0.09% |
| VERITION FUND MANAGEMENT LLC | 11/14/2025 | 47.00 K | $884.09 K | 40.28% | 0.09% |
| CITIGROUP INC | 11/10/2025 | 42.04 K | $790.72 K | 259.44% | 0.08% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 40.11 K | $754.53 K | 100.00% | 0.07% |
| RAFFERTY ASSET MANAGEMENT, LLC | 11/12/2025 | 34.52 K | $649.34 K | 100.00% | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 29.95 K | $563.43 K | 0.68% | 0.06% |
| JPMORGAN CHASE & CO | 11/26/2025 | 29.95 K | $563.30 K | 81.84% | 0.06% |
| CITADEL ADVISORS LLC | 11/14/2025 | 28.30 K | $532.32 K | 100.00% | 0.05% |
| NOMURA HOLDINGS INC | 11/14/2025 | 28.29 K | $532.14 K | 100.00% | 0.05% |
Upstream Bio, Inc. institutional Ownership - FAQ's
During the previous two years, 104 institutional investors and hedge funds held shares of Upstream Bio, Inc.. The most heavily invested institutionals were:
FMR LLC: 8.09 M
ORBIMED ADVISORS LLC: 5.69 M
Decheng Capital LLC: 3.29 M
BlackRock, Inc.: 2.6 M
Enavate Sciences GP, LLC: 2.46 M
VANGUARD GROUP INC: 2.44 M
82.69% of Upstream Bio, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 45.43 M shares in the last 24 months. This purchase volume represents approximately $1.26 B in transactions.