Upstream Bio, Inc.· UPB

🇺🇸 US · MicroBroad USNASDAQ

HealthcareBiotechnologyWebsite

Price: $6.79
Day: +5.76%
Mkt Cap: $369.51M
52W Range: $5.85 – $33.68
Volume: 1.34M
Beta: 1.27

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Blog

stockoscope.com

Upstream Bio, Inc.

UPB|Healthcare|Biotechnology

Current price: $7

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$30.6K

Net share flow-5.0K

Purchases0 ($0)

Sales5 ($30.6K)

Top Notable Transactions

No significant transactions

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership82.6%

13F share flow-243.5%

Investors holding145

+141 adding-75 reducing

New 46Inc 95Red 35Closed 40

Top Institutional Holders

Institution

Value

Change

FMR LLC

$72.9M

+7.1%

ORBIMED ADVISORS LLC

$51.2M

-0.6%

BLACKROCK, INC.

$30.3M

+0.2%

DECHENG CAPITAL LLC

$24.5M

-13.8%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting46

Total shares held11.4M

Share flow+16.6%

16 buying13 selling

Buying 16Unchanged 17Selling 13

Top Fund Holders

Fund

Weight

Change

iSHARES TRUST

1.4M

0.01%

FIDELITY SELECT PORTFOLIOS

1.0M

1.86%

FIDELITY CONCORD STREET TRUST

329.2K

0.12%

+3.2K

VANGUARD SCOTTSDALE FUNDS

196.4K

0.01%

+7.4K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore UPB on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

UPB Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.8/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-15

Institutional Flow

50% weight

-10

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 2.8/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for UPB

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q2 2026

5 sales totaling $30.6K (5.0K shares)

Limited history to compare against

Sell-only pattern: no insider purchases across 7 quarters

Notable Recent Transactions, UPB

Highest-value recent insider trades

No significant insider transactions found in recent activity

Insider transaction data is mainly available for US-listed stocks.

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for UPB

Total dollar value invested by institutions each quarter

Neutral

Mixed institutional activity in Q1 2026

82.6% institutional ownership

Moderate accumulation: 141 adding vs 75 reducing

13F shares decreased by 14.0%, a significant shift

Momentum weakening from prior quarter

Position Changes

Q1 2026: how are institutions adjusting their positions?

+141 growing-75 shrinkingNet: +66

New (46)

Increased (95)

Reduced (35)

Closed (40)

Top Institutional Holders, UPB

Largest 4 institutional positions by ownership percentage as of Q2 2026

PICTET ASSET MANAGEMENT HOLDING SA

Ownership

0.00%

-100.0%

ROOT FINANCIAL PARTNERS, LLC

Ownership

0.00%

-100.0%

SIGNATUREFD, LLC

Ownership

0.00%

-100.0%

VERSANT CAPITAL MANAGEMENT, INC

Ownership

0.00%

-100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 46 ETFs and mutual funds reporting

16 buying13 sellingNet: +3

Buying (16)

Unchanged (17)

Selling (13)

Bullish Signal

Funds accumulating in Q2 2026

46 ETFs and mutual funds reporting

16 buying vs 13 selling (balanced)

Top Fund Holders, UPB

Largest 8 ETF and mutual fund positions by shares held as of latest filing

iSHARES TRUST

1.4M

Weight

0.01%

No change

FIDELITY SELECT PORTFOLIOS

1.0M

Weight

1.86%

No change

FIDELITY CONCORD STREET TRUST

329.2K

Weight

0.12%

Increased

VANGUARD SCOTTSDALE FUNDS

196.4K

Weight

0.01%

Increased

SCHWAB STRATEGIC TRUST

182.1K

Weight

0.06%

Decreased

Fidelity Rutland Square Trust II

150.6K

Weight

0.01%

Decreased

VANGUARD WORLD FUND

72.5K

Weight

0.02%

Increased

AMERICAN CENTURY ETF TRUST

68.9K

Weight

0.03%

Decreased

Upstream Bio, Inc.· UPB

Holdings Analysis

Insider Trading Activity

1.3Transaction History10Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings26Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History10Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings26Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights