Funds holding Upstream Bio Inc
150 funds declare a position · 33 ETFs and 117 other funds · 129.4M $· 75.3M SEK· 1.4M € · US91678A1079
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,443,025 | 13M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | Fidelity Small Cap Growth Fund Fidelity Securities Fund | 1,371,372 | 12.6M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 3 | Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 1,321,800 | 12.1M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 4 | Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 965,800 | 8.9M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 5 | SEB Läkemedelsfond SEB Funds AB | 878,473 | 75.3M SEK | 0.47 % | as of Mar 31, 2026 · Original filing |
| 6 | iShares Russell 2000 ETF iShares Trust | 807,366 | 7.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 7 | Select Health Care Portfolio Fidelity Select Portfolios | 800,000 | 6.1M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 8 | Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 693,618 | 6.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 9 | Fidelity Advisor Biotechnology Fund Fidelity Advisor Series VII | 691,003 | 6.3M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 10 | Federated Hermes Kaufmann Fund Federated Hermes Equity Funds | 429,544 | 3.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 11 | Fidelity Advisor Health Care Fund Fidelity Advisor Series VII | 400,000 | 3.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 12 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 383,465 | 3.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 13 | BlackRock Health Sciences Opportunities Portfolio BlackRock Funds | 341,675 | 2.6M $ | 0.04 % | as of Feb 27, 2026 · Original filing |
| 14 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 325,374 | 3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 15 | iShares Russell 2000 Value ETF iShares Trust | 284,917 | 2.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 16 | Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 284,050 | 2.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 17 | Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust | 259,057 | 2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 18 | Select Biotechnology Portfolio Fidelity Select Portfolios | 234,657 | 1.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 19 | iShares Biotechnology ETF iShares Trust | 213,032 | 1.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 20 | VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 191,966 | 1.5M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 21 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 176,916 | 1.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 22 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 164,560 | 1.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 23 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 164,279 | 1.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 24 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 162,192 | 1.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 25 | VIP Health Care Portfolio Variable Insurance Products Fund IV | 145,000 | 1.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 26 | Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 132,200 | 1.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 27 | Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 131,691 | 1.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 28 | VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 119,932 | 1.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 29 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 108,557 | 996.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 30 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 97,302 | 875.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 31 | Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 92,201 | 846.4K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 32 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 80,783 | 620.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 33 | Simplify Propel Opportunities ETF Simplify Exchange Traded Funds | 77,793 | 700.1K $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| 34 | Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust | 75,300 | 691.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 35 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 72,614 | 666.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 36 | Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust | 69,306 | 636.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 37 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 64,388 | 494.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 38 | Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 61,682 | 555.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 39 | Master Small Cap Index Series Quantitative Master Series LLC | 54,967 | 494.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 40 | Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 52,814 | 405.6K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 41 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 52,710 | 474.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 42 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 49,371 | 379.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 43 | Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust | 49,100 | 377.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 44 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 48,551 | 437K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 45 | ALPS Medical Breakthroughs ETF ALPS ETF TRUST | 48,162 | 369.9K $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 46 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 40,807 | 367.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 47 | VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND | 40,484 | 310.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 48 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 37,690 | 346K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 49 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 36,047 | 324.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 50 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 35,347 | 271.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 51 | Nuveen Equity Index Fund TIAA-CREF Funds | 28,718 | 263.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 52 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 28,057 | 257.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 53 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 26,407 | 237.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 54 | VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 26,200 | 235.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 55 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 24,248 | 186.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 56 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 23,300 | 209.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 57 | Victory Small Cap Stock Fund Victory Portfolios III | 21,699 | 199.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 58 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 20,425 | 183.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 59 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 20,416 | 156.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 60 | Health Sciences Portfolio PACIFIC SELECT FUND | 20,337 | 183K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 61 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 18,820 | 144.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 62 | EQ/Small Company Index Portfolio EQ Advisors Trust | 17,890 | 161K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 63 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 17,851 | 163.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 64 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 17,310 | 158.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 65 | Fidelity Disruptive Medicine ETF Fidelity Covington Trust | 16,000 | 122.9K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 66 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 14,836 | 133.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 67 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,430 | 129.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 68 | Global X Russell 2000 ETF GLOBAL X FUNDS | 14,420 | 132.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 69 | JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 14,160 | 127.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 70 | Small Cap Index Fund Northern Funds | 13,807 | 124.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 71 | Small Cap Index Fund VALIC Co I | 13,073 | 100.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 72 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 12,726 | 116.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 73 | Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series | 12,558 | 113K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 74 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 12,014 | 110.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 75 | Small Cap Value Fund VALIC Co I | 11,599 | 89.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 76 | Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST | 11,160 | 102.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 77 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 11,100 | 99.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 78 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 11,081 | 99.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 79 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 10,223 | 92K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 80 | Virtus Biotech Clinical Trials Etf ETFis Series Trust I | 10,169 | 93.4K $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 81 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 10,145 | 93.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 82 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 10,140 | 91.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 83 | iShares Russell 3000 ETF iShares Trust | 9,519 | 85.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 84 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 8,389 | 75.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 85 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,066 | 74K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 86 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 6,522 | 58.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 87 | Small Cap Index Trust John Hancock Variable Insurance Trust | 6,023 | 54.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 88 | Adara Smaller Companies Fund RBB Fund, Inc. | 5,900 | 45.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 89 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,366 | 49.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 90 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 5,295 | 40.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 91 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,200 | 39.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 92 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 5,173 | 47.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 93 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 4,857 | 43.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 94 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 4,713 | 42.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 95 | Avantis U.S. Equity ETF American Century ETF Trust | 4,515 | 34.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 96 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 4,040 | 36.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 97 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,790 | 34.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 98 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,687 | 33.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 99 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 3,666 | 33.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 100 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 3,576 | 27.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
Institutional managers
132 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| FMR LLC | 8,101,563 | 72.9M $ | as of Mar 31, 2026 |
| ORBIMED ADVISORS LLC | 5,693,589 | 51.2M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 3,370,689 | 30.3M $ | as of Mar 31, 2026 |
| Decheng Capital LLC | 2,724,868 | 24.5M $ | as of Mar 31, 2026 |
| ENAVATE SCIENCES GP, LLC | 2,459,703 | 22.1M $ | as of Mar 31, 2026 |
| Y-Intercept (Hong Kong) Ltd | 1,000,631 | 9M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 979,758 | 8.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 950,617 | 8.6M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 937,323 | 8.4M $ | as of Mar 31, 2026 |
| SEB Asset Management AB | 878,473 | 7.9M $ | as of Mar 31, 2026 |
| Bain Capital Life Sciences Investors, LLC | 867,211 | 7.8M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 831,481 | 7.5M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 820,480 | 7.4M $ | as of Mar 31, 2026 |
| Parkman Healthcare Partners LLC | 786,783 | 7.1M $ | as of Mar 31, 2026 |
| SAMSARA BIOCAPITAL, LLC | 736,047 | 6.6M $ | as of Mar 31, 2026 |
| Pictet Asset Management Holding SA | 733,431 | 6.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 705,350 | 6.3M $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 640,326 | 5.8M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 619,321 | 5.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 552,609 | 5M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 463,001 | 4.1M $ | as of Mar 31, 2026 |
| Nantahala Capital Management, LLC | 400,000 | 3.6M $ | as of Mar 31, 2026 |
| Altshuler Shaham Ltd | 380,061 | 3.4M $ | as of Mar 31, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | 358,000 | 3.2M $ | as of Mar 31, 2026 |
| Propel Bio Management, LLC | 341,779 | 3.1M $ | as of Mar 31, 2026 |