Titelia

Funds holding Upstream Bio Inc

ISIN US91678A1079 · United States

Fund holders
150
Of which ETFs
33 117 other funds
Value held
129.4M $ 1.4M € · 75.3M SEK
Share of capital
28.4 % of 54.8M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,443,02513M $0.00 %2.63 %as of Mar 31, 2026
Fidelity Small Cap Growth Fund Fidelity Securities Fund 1,371,37212.6M $0.15 %2.50 %as of Apr 30, 2026
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 1,321,80012.1M $0.18 %2.41 %as of Apr 30, 2026
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 965,8008.9M $0.18 %1.76 %as of Apr 30, 2026
SEB Läkemedelsfond SEB Funds AB 878,47375.3M SEK0.47 %1.60 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 807,3667.3M $0.01 %1.47 %as of Mar 31, 2026
Select Health Care Portfolio Fidelity Select Portfolios 800,0006.1M $0.10 %1.46 %as of Feb 28, 2026
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 693,6186.4M $0.15 %1.27 %as of Apr 30, 2026
Fidelity Advisor Biotechnology Fund Fidelity Advisor Series VII 691,0036.3M $0.33 %1.26 %as of Apr 30, 2026
Federated Hermes Kaufmann Fund Federated Hermes Equity Funds 429,5443.9M $0.08 %0.78 %as of Apr 30, 2026
Fidelity Advisor Health Care Fund Fidelity Advisor Series VII 400,0003.7M $0.13 %0.73 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 383,4653.5M $0.00 %0.70 %as of Mar 31, 2026
BlackRock Health Sciences Opportunities Portfolio BlackRock Funds 341,6752.6M $0.04 %0.62 %as of Feb 27, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 325,3743M $0.01 %0.59 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 284,9172.6M $0.02 %0.52 %as of Mar 31, 2026
Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds 284,0502.6M $0.09 %0.52 %as of Apr 30, 2026
Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust 259,0572M $0.00 %0.47 %as of Feb 28, 2026
Select Biotechnology Portfolio Fidelity Select Portfolios 234,6571.8M $0.03 %0.43 %as of Feb 28, 2026
iShares Biotechnology ETF iShares Trust 213,0321.9M $0.02 %0.39 %as of Mar 31, 2026
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 191,9661.5M $0.11 %0.35 %as of Feb 28, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 176,9161.4M $0.00 %0.32 %as of Feb 28, 2026
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 164,5601.3M $0.00 %0.30 %as of Feb 28, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 164,2791.3M $0.01 %0.30 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 162,1921.2M $0.01 %0.30 %as of Feb 28, 2026
VIP Health Care Portfolio Variable Insurance Products Fund IV 145,0001.3M $0.13 %0.26 %as of Mar 31, 2026
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 132,2001.2M $0.08 %0.24 %as of Apr 30, 2026
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 131,6911.2M $0.09 %0.24 %as of Apr 30, 2026
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 119,9321.1M $0.25 %0.22 %as of Mar 31, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 108,557996.6K $0.01 %0.20 %as of Apr 30, 2026
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 97,302875.7K $0.04 %0.18 %as of Mar 31, 2026
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 92,201846.4K $0.07 %0.17 %as of Apr 30, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 80,783620.4K $0.03 %0.15 %as of Feb 28, 2026
Simplify Propel Opportunities ETF Simplify Exchange Traded Funds 77,793700.1K $1.01 %0.14 %as of Mar 31, 2026
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 75,300691.3K $0.03 %0.14 %as of Apr 30, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 72,614666.6K $0.01 %0.13 %as of Apr 30, 2026
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 69,306636.2K $0.03 %0.13 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 64,388494.5K $0.00 %0.12 %as of Feb 28, 2026
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 61,682555.1K $0.01 %0.11 %as of Mar 31, 2026
Master Small Cap Index Series Quantitative Master Series LLC 54,967494.7K $0.01 %0.10 %as of Mar 31, 2026
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 52,814405.6K $0.11 %0.10 %as of Feb 28, 2026
JPMorgan Small Cap Value Fund JPMorgan Trust II 52,710474.4K $0.04 %0.10 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 49,371379.2K $0.00 %0.09 %as of Feb 28, 2026
Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust 49,100377.1K $0.00 %0.09 %as of Feb 28, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 48,551437K $0.00 %0.09 %as of Mar 31, 2026
ALPS Medical Breakthroughs ETF ALPS ETF TRUST 48,162369.9K $0.27 %0.09 %as of Feb 28, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 40,807367.3K $0.02 %0.07 %as of Mar 31, 2026
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 40,484310.9K $0.00 %0.07 %as of Feb 28, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 37,690346K $0.01 %0.07 %as of Apr 30, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 36,047324.4K $0.01 %0.07 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 35,347271.5K $0.00 %0.06 %as of Feb 28, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 28,718263.6K $0.00 %0.05 %as of Apr 30, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 28,057257.6K $0.00 %0.05 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 26,407237.7K $0.00 %0.05 %as of Mar 31, 2026
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 26,200235.8K $0.00 %0.05 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 24,248186.2K $0.02 %0.04 %as of Feb 28, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 23,300209.7K $0.01 %0.04 %as of Mar 31, 2026
Victory Small Cap Stock Fund Victory Portfolios III 21,699199.2K $0.02 %0.04 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 20,425183.8K $0.00 %0.04 %as of Mar 31, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 20,416156.8K $0.00 %0.04 %as of Feb 28, 2026
Health Sciences Portfolio PACIFIC SELECT FUND 20,337183K $0.05 %0.04 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 18,820144.5K $0.00 %0.03 %as of Feb 28, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 17,890161K $0.01 %0.03 %as of Mar 31, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 17,851163.9K $0.01 %0.03 %as of Apr 30, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 17,310158.9K $0.00 %0.03 %as of Apr 30, 2026
Fidelity Disruptive Medicine ETF Fidelity Covington Trust 16,000122.9K $0.20 %0.03 %as of Feb 28, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 14,836133.5K $0.00 %0.03 %as of Mar 31, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,430129.9K $0.01 %0.03 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 14,420132.4K $0.01 %0.03 %as of Apr 30, 2026
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 14,160127.4K $0.04 %0.03 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 13,807124.3K $0.01 %0.03 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 13,073100.4K $0.01 %0.02 %as of Feb 28, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 12,726116.8K $0.00 %0.02 %as of Apr 30, 2026
Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series 12,558113K $0.12 %0.02 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 12,014110.3K $0.00 %0.02 %as of Apr 30, 2026
Small Cap Value Fund VALIC Co I 11,59989.1K $0.03 %0.02 %as of Feb 28, 2026
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 11,160102.4K $0.00 %0.02 %as of Apr 30, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 11,10099.9K $0.00 %0.02 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 11,08199.7K $0.01 %0.02 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 10,22392K $0.01 %0.02 %as of Mar 31, 2026
Virtus Biotech Clinical Trials Etf ETFis Series Trust I 10,16993.4K $0.25 %0.02 %as of Apr 30, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 10,14593.1K $0.00 %0.02 %as of Apr 30, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,14091.3K $0.00 %0.02 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 9,51985.7K $0.00 %0.02 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 8,38975.5K $0.01 %0.02 %as of Mar 31, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,06674K $0.00 %0.01 %as of Apr 30, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 6,52258.7K $0.01 %0.01 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 6,02354.2K $0.01 %0.01 %as of Mar 31, 2026
Adara Smaller Companies Fund RBB Fund, Inc. 5,90045.3K $0.01 %0.01 %as of Feb 28, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5,36649.3K $0.00 %0.01 %as of Apr 30, 2026
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 5,29540.7K $0.03 %0.01 %as of Feb 28, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,20039.9K $0.00 %0.01 %as of Feb 28, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 5,17347.5K $0.01 %0.01 %as of Apr 30, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 4,85743.7K $0.01 %0.01 %as of Mar 31, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,71342.4K $0.01 %0.01 %as of Mar 31, 2026
Avantis U.S. Equity ETF American Century ETF Trust 4,51534.7K $0.00 %0.01 %as of Feb 28, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 4,04036.4K $0.01 %0.01 %as of Mar 31, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,79034.1K $0.01 %0.01 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,68733.2K $0.01 %0.01 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,66633.7K $0.01 %0.01 %as of Apr 30, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,57627.5K $0.01 %0.01 %as of Feb 28, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
LAGO ERIE, SICAV, S.A. GESALCALA, S.A., S.G.I.I.C. 1.49 %as of Dec 31, 2025
Simplify Propel Opportunities ETF Simplify Exchange Traded Funds 1.01 %as of Mar 31, 2026
VIFAG 2002, SICAV S.A. GESALCALA, S.A., S.G.I.I.C. 0.98 %as of Dec 31, 2025
SEB Läkemedelsfond SEB Funds AB 0.47 %as of Mar 31, 2026
Fidelity Advisor Biotechnology Fund Fidelity Advisor Series VII 0.33 %as of Apr 30, 2026
ALPS Medical Breakthroughs ETF ALPS ETF TRUST 0.27 %as of Feb 28, 2026
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 0.25 %as of Mar 31, 2026
Virtus Biotech Clinical Trials Etf ETFis Series Trust I 0.25 %as of Apr 30, 2026
Fidelity Disruptive Medicine ETF Fidelity Covington Trust 0.20 %as of Feb 28, 2026
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 0.18 %as of Apr 30, 2026

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q2147+1514,679,255+5.8 %
2026Q1132+1613,876,893+10.4 %
2025Q4116+1412,571,549+8.7 %
2025Q3102011,569,059+43.3 %
2025Q2102+218,072,397-0.8 %
2025Q181+748,139,174+208.0 %
2024Q472,642,264

Institutional managers

132 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
FMR LLC8,101,56372.9M $as of Mar 31, 2026
ORBIMED ADVISORS LLC5,693,58951.2M $as of Mar 31, 2026
BlackRock, Inc.3,370,68930.3M $as of Mar 31, 2026
Decheng Capital LLC2,724,86824.5M $as of Mar 31, 2026
ENAVATE SCIENCES GP, LLC2,459,70322.1M $as of Mar 31, 2026
Y-Intercept (Hong Kong) Ltd1,000,6319M $as of Mar 31, 2026
FEDERATED HERMES, INC.979,7588.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC950,6178.6M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC937,3238.4M $as of Mar 31, 2026
SEB Asset Management AB878,4737.9M $as of Mar 31, 2026
Bain Capital Life Sciences Investors, LLC867,2117.8M $as of Mar 31, 2026
Woodline Partners LP831,4817.5M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.820,4807.4M $as of Mar 31, 2026
Parkman Healthcare Partners LLC786,7837.1M $as of Mar 31, 2026
SAMSARA BIOCAPITAL, LLC736,0476.6M $as of Mar 31, 2026
Pictet Asset Management Holding SA733,4316.6M $as of Mar 31, 2026
STATE STREET CORP705,3506.3M $as of Mar 31, 2026
HSBC HOLDINGS PLC640,3265.8M $as of Mar 31, 2026
Qube Research & Technologies Ltd619,3215.6M $as of Mar 31, 2026
MORGAN STANLEY552,6095M $as of Mar 31, 2026
JPMORGAN CHASE & CO463,0014.1M $as of Mar 31, 2026
Nantahala Capital Management, LLC400,0003.6M $as of Mar 31, 2026
Altshuler Shaham Ltd380,0613.4M $as of Mar 31, 2026
SPHERA FUNDS MANAGEMENT LTD.358,0003.2M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP342,3533.1M $as of Mar 31, 2026

Declared shareholders of Upstream Bio Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Decheng Capital Global Life Sciences Fund IV, L.P. and 4 others5.00 %2,724,868as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Funds holding Upstream Bio Inc". https://titelia.com/en/stocks/upstream-bio-inc-US91678A1079