Upstream Bio, Inc.

NasdaqGS:UPB Stock Report

Market Cap: US$358.6m

Upstream Bio Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NasdaqGS:UPB Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
16 Jun 26SellUS$5,203Michael GrayIndividual853US$6.10
16 Jun 26SellUS$5,460Aaron DeykinIndividual895US$6.10
16 Jun 26SellUS$2,910Allison AmbroseIndividual477US$6.10
16 Jun 26SellUS$12,780E. SutherlandIndividual2,095US$6.10
16 Jun 26SellUS$4,270Adam HoughtonIndividual700US$6.10
16 Mar 26SellUS$6,494Adam HoughtonIndividual699US$9.29
16 Mar 26SellUS$19,444E. SutherlandIndividual2,093US$9.29
16 Mar 26SellUS$8,305Aaron DeykinIndividual894US$9.29
16 Mar 26SellUS$4,413Allison AmbroseIndividual475US$9.29
16 Mar 26SellUS$7,915Michael GrayIndividual852US$9.29

Insider Trading Volume

Insider Buying: UPB insiders have only sold shares in the past 3 months.


Ownership Breakdown

What is the ownership structure of UPB?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders37,9160.0697%
Private Companies2,459,7034.52%
Sovereign Wealth Funds2,882,6475.3%
General Public4,483,6538.24%
VC/PE Firms8,418,45715.5%
Institutions36,137,61066.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 77.35% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.9%
FMR LLC
8,101,538US$53.4m7.76%no data
10.5%
OrbiMed Advisors LLC
5,693,589US$37.5m0%0.56%
6.19%
BlackRock, Inc.
3,370,689US$22.2m0.78%no data
5.3%
Norges Bank Investment Management
2,882,647US$19.0m0%no data
5.01%
Decheng Capital LLC
2,724,868US$18.0m-13.3%2.45%
4.52%
Enavate Sciences
2,459,703US$16.2m0%no data
4.03%
HBM Healthcare Investments AG
2,195,111US$14.5m0%3.15%
3.44%
Vanguard Capital Management, LLC
1,873,574US$12.3m0%no data
1.8%
Federated Hermes, Inc.
979,758US$6.5m203,000%0.01%
1.75%
Geode Capital Management, LLC
950,617US$6.3m11.6%no data
1.72%
Millennium Management LLC
937,323US$6.2m81.2%no data
1.61%
SEB Funds AB
878,473US$5.8m0%0.01%
1.59%
Bain Capital Life Sciences Investors, LLC
867,211US$5.7m-34.8%0.45%
1.53%
Woodline Partners LP
831,481US$5.5m9.37%0.02%
1.51%
D. E. Shaw & Co., L.P.
820,480US$5.4m2,930%no data
1.45%
Parkman Healthcare Partners LLC
786,783US$5.2m-5.72%0.52%
1.35%
Samsara BioCapital LLC
736,047US$4.9m0%0.45%
1.35%
Pictet Asset Management Limited
733,431US$4.8m-5.14%no data
1.34%
Vanguard Portfolio Management, LLC
727,711US$4.8m0%no data
1.3%
State Street Global Advisors, Inc.
705,350US$4.6m-46.5%no data
1.27%
Y-Intercept (Hong Kong) Limited
693,555US$4.6m-30.7%0.1%
1.18%
HSBC Global Asset Management (UK) Limited
640,326US$4.2m0%no data
1.14%
Qube Research & Technologies Ltd
619,321US$4.1m0%0.01%
0.89%
Morgan Stanley
486,065US$3.2m426%no data
0.74%
Nantahala Capital Management, LLC
400,000US$2.6m-19.2%0.15%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/23 21:30
End of Day Share Price 2026/07/23 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Upstream Bio, Inc. is covered by 8 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Cory KasimovEvercore ISI
Matthew CaufieldH.C. Wainwright & Co.
Tessa RomeroJ.P. Morgan