Titelia

Funds holding Upstream Bio Inc

ISIN US91678A1079 · United States

Fund holders
150
Of which ETFs
31 119 other funds
Value held
≈ 106.7M $ 97.2M $ · 1.4M € · 75.3M SEK
Share of capital
27.4 % of 54.8M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,443,02510M $0.00 %2.63 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Fund Fidelity Securities Fund 1,371,3728.7M $0.10 %2.50 %as of Jul 31, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 1,321,8008.3M $0.11 %2.41 %as of Jul 31, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 965,8006.1M $0.13 %1.76 %as of Jul 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 921,0636.4M $0.01 %1.68 %as of Jun 30, 2026 ↗
SEB Läkemedelsfond SEB Funds AB 878,47375.3M SEK0.47 %1.60 %as of Mar 31, 2026 ↗
Select Health Care Portfolio Fidelity Select Portfolios 800,0006.7M $0.12 %1.46 %as of May 31, 2026 ↗
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 693,6184.4M $0.10 %1.27 %as of Jul 31, 2026 ↗
Fidelity Advisor Biotechnology Fund Fidelity Advisor Series VII 691,0034.4M $0.20 %1.26 %as of Jul 31, 2026 ↗
Fidelity Advisor Health Care Fund Fidelity Advisor Series VII 400,0002.5M $0.08 %0.73 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 386,8772.7M $0.00 %0.71 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 384,5092.4M $0.01 %0.70 %as of Jul 31, 2026 ↗
BlackRock Health Sciences Opportunities Portfolio BlackRock Funds 341,6752.9M $0.05 %0.62 %as of May 29, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 338,2612.3M $0.02 %0.62 %as of Jun 30, 2026 ↗
iShares Biotechnology ETF iShares Trust 256,1301.8M $0.02 %0.47 %as of Jun 30, 2026 ↗
Select Biotechnology Portfolio Fidelity Select Portfolios 234,6572M $0.04 %0.43 %as of May 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 234,6351.6M $0.05 %0.43 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 177,6811.5M $0.00 %0.32 %as of May 31, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 168,9151.2M $0.20 %0.31 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 168,4861.4M $0.01 %0.31 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 161,6631.4M $0.01 %0.30 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 150,504949.7K $0.01 %0.27 %as of Jul 31, 2026 ↗
VIP Health Care Portfolio Variable Insurance Products Fund IV 145,0001M $0.09 %0.26 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 136,5601.1M $0.00 %0.25 %as of May 31, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 132,200834.2K $0.05 %0.24 %as of Jul 31, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 131,691831K $0.06 %0.24 %as of Jul 31, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 93,712591.3K $0.04 %0.17 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 84,939536K $0.01 %0.16 %as of Jul 31, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 75,300475.1K $0.02 %0.14 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 73,550464.1K $0.01 %0.13 %as of Jul 31, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 72,472605.9K $0.00 %0.13 %as of May 31, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 69,306437.3K $0.02 %0.13 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 64,388538.3K $0.00 %0.12 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 62,606523.4K $0.02 %0.11 %as of May 31, 2026 ↗
Simplify Propel Opportunities ETF Simplify Exchange Traded Funds 62,113429.8K $0.56 %0.11 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 61,682426.8K $0.01 %0.11 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 55,900386.8K $0.01 %0.10 %as of Jun 30, 2026 ↗
ALPS Medical Breakthroughs ETF ALPS ETF TRUST 55,699465.6K $0.29 %0.10 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 51,794433K $0.00 %0.09 %as of May 31, 2026 ↗
Virtus Biotech Clinical Trials Etf ETFis Series Trust I 50,952321.5K $0.69 %0.09 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 49,678343.8K $0.03 %0.09 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 49,639343.5K $0.00 %0.09 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 49,342341.4K $0.02 %0.09 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 46,924296.1K $0.01 %0.09 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 39,624250K $0.00 %0.07 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 36,047249.4K $0.01 %0.07 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 35,347295.5K $0.00 %0.06 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 33,698212.6K $0.01 %0.06 %as of Jul 31, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 28,913200.1K $0.11 %0.05 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 28,718181.2K $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 26,407182.7K $0.00 %0.05 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 25,380212.2K $0.02 %0.05 %as of May 31, 2026 ↗
Fidelity Disruptive Medicine ETF Fidelity Covington Trust 24,900208.2K $0.51 %0.05 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 24,780171.5K $0.01 %0.05 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 23,300161.2K $0.01 %0.04 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 21,000132.5K $0.00 %0.04 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 20,425141.3K $0.00 %0.04 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 20,416170.7K $0.00 %0.04 %as of May 31, 2026 ↗
Health Sciences Portfolio PACIFIC SELECT FUND 20,337140.7K $0.04 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 18,296126.6K $0.01 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 17,310109.2K $0.00 %0.03 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 17,113118.4K $0.01 %0.03 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 17,030117.8K $0.01 %0.03 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 16,828106.2K $0.01 %0.03 %as of Jul 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 15,200105.2K $0.00 %0.03 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 14,836102.7K $0.00 %0.03 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 14,079117.7K $0.00 %0.03 %as of May 31, 2026 ↗
Small Cap Index Fund VALIC Co I 13,073109.3K $0.01 %0.02 %as of May 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 12,69987.9K $0.00 %0.02 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 12,55386.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 12,22184.6K $0.03 %0.02 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 12,18476.9K $0.00 %0.02 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,60573.2K $0.00 %0.02 %as of Jul 31, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 11,49672.5K $0.00 %0.02 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 11,10076.8K $0.00 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 10,14564K $0.00 %0.02 %as of Jul 31, 2026 ↗
Small Cap Value Fund VALIC Co I 10,12084.6K $0.03 %0.02 %as of May 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 9,44965.4K $0.00 %0.02 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 8,87574.2K $0.01 %0.02 %as of May 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 8,38958.1K $0.01 %0.02 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,06650.9K $0.00 %0.01 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 7,63248.2K $0.00 %0.01 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 7,52052K $0.01 %0.01 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 6,67442.1K $0.00 %0.01 %as of Jul 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 6,52245.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 6,27939.6K $0.00 %0.01 %as of Jul 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 5,98641.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 5,90040.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 5,51438.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5,36633.9K $0.00 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,31136.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 5,30036.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 5,29544.3K $0.03 %0.01 %as of May 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,20043.5K $0.00 %0.01 %as of May 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,87933.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 4,19326.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 4,04028K $0.01 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,80926.4K $0.00 %0.01 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,66623.1K $0.01 %0.01 %as of Jul 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 2,95920.5K $0.01 %0.01 %as of Jun 30, 2026 ↗

Download this table: CSV, JSON

Report an error

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 ↗
VIFAG 2002, SICAV S.A. GESALCALA, S.A., S.G.I.I.C. 0.98 %as of Dec 31, 2025 ↗
Virtus Biotech Clinical Trials Etf ETFis Series Trust I 0.69 %as of Jul 31, 2026 ↗
Simplify Propel Opportunities ETF Simplify Exchange Traded Funds 0.56 %as of Jun 30, 2026 ↗
Fidelity Disruptive Medicine ETF Fidelity Covington Trust 0.51 %as of May 31, 2026 ↗
SEB Läkemedelsfond SEB Funds AB 0.47 %as of Mar 31, 2026 ↗
ALPS Medical Breakthroughs ETF ALPS ETF TRUST 0.29 %as of May 31, 2026 ↗
Fidelity Advisor Biotechnology Fund Fidelity Advisor Series VII 0.20 %as of Jul 31, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 0.20 %as of Jun 30, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 0.13 %as of Jul 31, 2026 ↗

Quarter after quarter

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

QuarterHoldersChangeSharesChange
2026Q3147014,138,907-3.7 %
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 are 2 beneficial ownership filings. 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
Norges Bank 7.73 %4,206,586as of Jun 30, 2026 · SCHEDULE 13G
BlackRock, Inc. 5.20 %2,814,714as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding Upstream Bio Inc". https://titelia.com/en/stocks/upstream-bio-inc-US91678A1079