Who Owns Upstream Bio Stock?
NASDAQ: UPBHealthcareBiotechnologyUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 92.44%
- Institutions (% of float)
- 108.47%
- Held by insiders
- 14.78%
- Institutional holders
- 199
- Institutions 85.2%
- Insiders 14.8%
- Public and other 0.0%
Who owns Upstream Bio stock?
Institutional investors own about 92.4% of Upstream Bio's shares, spread across 199 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 14.78% of UPB.
The largest institutional holders are FMR, LLC (14.90%), Orbimed Advisors LLC. (10.40%) and NORGES BANK (6.88%). Together, the top 10 institutions control 57.8% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their UPB positions and 0 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of UPB
| Institution | Shares | % Held | Change |
|---|---|---|---|
| FMR, LLC | 8.16M | 14.90% | +0.8% |
| Orbimed Advisors LLC. | 5.69M | 10.40% | 0.0% |
| NORGES BANK | 3.77M | 6.88% | +30.7% |
| Blackrock Inc. | 3.75M | 6.85% | +11.3% |
| Decheng Capital LLC | 2.72M | 4.98% | 0.0% |
| Enavate Sciences Gp, LLC | 2.46M | 4.49% | 0.0% |
| Vanguard Capital Management LLC | 1.88M | 3.43% | +0.2% |
| Millennium Management Llc | 1.14M | 2.09% | +22.0% |
| Shaw D.E. & Co., Inc. | 1.04M | 1.89% | +26.3% |
| JPMORGAN CHASE & CO | 1.01M | 1.85% | +118.6% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of UPB
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.44M | 2.63% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | 1.37M | 2.50% |
| Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund | 1.32M | 2.41% |
| Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund | 965.80K | 1.76% |
| iShares Trust-iShares Russell 2000 ETF | 907.20K | 1.66% |
| Fidelity Select Portfolios-Select Health Care Portfolio | 800.00K | 1.46% |
| Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund | 693.62K | 1.27% |
| Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund | 691.00K | 1.26% |
| Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund | 400.00K | 0.73% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 386.88K | 0.71% |
Frequently asked questions
Who is the largest shareholder of Upstream Bio?
FMR, LLC is the largest institutional shareholder of UPB, owning 14.90% of shares outstanding (8.16M shares) as of its latest 13F filing.
What percentage of Upstream Bio is owned by institutions?
Institutions own about 92.4% of UPB shares and 108.5% of the public float.
How much of Upstream Bio do insiders own?
Insiders, such as officers and directors, own about 14.78% of UPB shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.