As of the latest SEC filings, Upstream Bio, Inc. (UPB) is held by 152 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $12,987,225.00 in market value, representing a significant portion of its portfolio.
Funds holding Upstream Bio, Inc. (UPB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UPB
- CIK:
- 0002022626
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $12,987,225.00 | 1,443,025 | Mar 31, 2026 | May 28, 2026 |
|
FIDGX
Fidelity Small Cap Growth Fund
|
MF | Fidelity | 0.15% | $12,589,194.96 | 1,371,372 | Apr 30, 2026 | Jun 26, 2026 |
|
FCDTX
Fidelity Stock Selector Small Cap Fund
|
MF | Fidelity | 0.18% | $12,134,124.00 | 1,321,800 | Apr 30, 2026 | Jun 26, 2026 |
|
FSOPX
Fidelity Series Small Cap Opportunities Fund
|
MF | Fidelity | 0.18% | $8,866,044.00 | 965,800 | Apr 30, 2026 | Jun 26, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $7,266,294.00 | 807,366 | Mar 31, 2026 | May 28, 2026 |
|
FOCSX
Fidelity Small Cap Growth K6 Fund
|
MF | Fidelity | 0.15% | $6,367,413.24 | 693,618 | Apr 30, 2026 | Jun 26, 2026 |
|
FBTIX
Fidelity Advisor Biotechnology Fund
|
MF | Fidelity | 0.33% | $6,343,407.54 | 691,003 | Apr 30, 2026 | Jun 26, 2026 |
|
FSPHX
Select Health Care Portfolio
|
MF | Fidelity | 0.10% | $6,144,000.00 | 800,000 | Feb 28, 2026 | Apr 24, 2026 |
|
KAUAX
Federated Hermes Kaufmann Fund
|
MF | Federated Hermes | 0.08% | $3,943,213.92 | 429,544 | Apr 30, 2026 | Jun 23, 2026 |
|
FACTX
Fidelity Advisor Health Care Fund
|
MF | Fidelity | 0.13% | $3,672,000.00 | 400,000 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,451,185.00 | 383,465 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,986,933.32 | 325,374 | Apr 30, 2026 | Jun 26, 2026 |
|
SHSKX
BlackRock Health Sciences Opportunities Portfolio
|
MF | BlackRock / iShares | 0.04% | $2,624,064.00 | 341,675 | Feb 27, 2026 | Apr 24, 2026 |
|
FKASX
Federated Hermes Kaufmann Small Cap Fund
|
MF | Federated Hermes | 0.09% | $2,607,579.00 | 284,050 | Apr 30, 2026 | Jun 23, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,564,253.00 | 284,917 | Mar 31, 2026 | May 28, 2026 |
|
FGCKX
Fidelity Growth Company Fund
|
MF | Fidelity | 0.00% | $1,989,557.76 | 259,057 | Feb 28, 2026 | Apr 24, 2026 |
|
IBB
iShares Biotechnology ETF
|
ETF | BlackRock / iShares | 0.02% | $1,917,288.00 | 213,032 | Mar 31, 2026 | May 28, 2026 |
|
FBIOX
Select Biotechnology Portfolio
|
MF | Fidelity | 0.03% | $1,802,165.76 | 234,657 | Feb 28, 2026 | Apr 24, 2026 |
|
VFMO
VANGUARD U.S. MOMENTUM FACTOR ETF
|
ETF | Vanguard | 0.11% | $1,474,298.88 | 191,966 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,358,714.88 | 176,916 | Feb 28, 2026 | Apr 24, 2026 |
|
-
VIP Health Care Portfolio
|
ETF | Independent / Boutique | 0.13% | $1,305,000.00 | 145,000 | Mar 31, 2026 | May 26, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.00% | $1,263,820.80 | 164,560 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $1,261,662.72 | 164,279 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,245,634.56 | 162,192 | Feb 28, 2026 | Apr 28, 2026 |
|
FSSLX
Fidelity Series Small Cap Core Fund
|
MF | Fidelity | 0.08% | $1,213,596.00 | 132,200 | Apr 30, 2026 | Jun 26, 2026 |
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