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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Victory Extended Market Index Fund Victory Portfolios III | 3,267 | 30K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Invesco Nasdaq Biotechnology ETF Invesco Exchange-Traded Fund Trust II | 3,038 | 23.3K $ | 0.03 % | 0.01 % | as of Feb 28, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 2,959 | 26.6K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,741 | 24.7K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,650 | 24.3K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,536 | 22.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,529 | 19.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra Nasdaq Biotechnology ProShares Trust | 2,495 | 19.2K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 2,366 | 21.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 2,365 | 21.7K $ | 0.12 % | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,346 | 21.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,221 | 20K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,206 | 19.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,158 | 19.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 2,019 | 15.5K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 2,006 | 15.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,800 | 16.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 1,470 | 13.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,458 | 11.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,423 | 10.9K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 1,314 | 11.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,268 | 9.7K $ | 0.00 % | as of Feb 28, 2026 ↗ | |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,259 | 11.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 1,215 | 11.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,065 | 9.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 937 | 7.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 900 | 8.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Victory Cornerstone Aggressive Fund Victory Portfolios III | 900 | 6.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 875 | 7.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 828 | 7.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 779 | 7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 773 | 5.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 697 | 6.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 599 | 5.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 442 | 4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 371 | 3.4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 248 | 2.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 166 | 1.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 110 | 990 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 83 | 747 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 76 | 684 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 60 | 550.8 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 46 | 414 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 34 | 261.1 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 34 | 261.1 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 21 | 189 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 10 | 76.8 $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 9 | 81 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIFAG 2002, SICAV S.A. GESALCALA, S.A., S.G.I.I.C. | 808.7K € | 0.98 % | as of Dec 31, 2025 ↗ | ||
| LAGO ERIE, SICAV, S.A. GESALCALA, S.A., S.G.I.I.C. | 554.5K € | 1.49 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 147 | +15 | 14,679,255 | +5.8 % |
| 2026Q1 | 132 | +16 | 13,876,893 | +10.4 % |
| 2025Q4 | 116 | +14 | 12,571,549 | +8.7 % |
| 2025Q3 | 102 | 0 | 11,569,059 | +43.3 % |
| 2025Q2 | 102 | +21 | 8,072,397 | -0.8 % |
| 2025Q1 | 81 | +74 | 8,139,174 | +208.0 % |
| 2024Q4 | 7 | 2,642,264 |
Institutional managers
132 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
| WELLINGTON MANAGEMENT GROUP LLP | 342,353 | 3.1M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Decheng Capital Global Life Sciences Fund IV, L.P. and 4 others | 5.00 % | 2,724,868 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Upstream Bio Inc". https://titelia.com/en/stocks/upstream-bio-inc-US91678A1079