UPB · Upstream Bio, Inc. · Held by Funds
$4.85
-0.19 (-3.77%)
At close · Oct 5
Return incl. dividend (before tax)
Going-concern doubt
— cleared May 13, 2026
The latest filing states the doubt was alleviated.
“The Company has evaluated whether there are conditions and events, considered in the aggregate, that raise substantial doubt about the Company's ability to continue as a going concern within one year from the issuance of these condensed consolidated financial statements. The Company expects its cash, cash equivalents and short-term investments will be sufficient to fund its operating expenses and capital expenditure requirements for at least the next twelve months from the date of issuance of these condensed consolidated financial statements.”View the 10-Q filed May 13, 2026
Market Cap
$293.57M
Shares
54.77M
Volume · Oct 5
1.01M
Avg daily vol (3M)
591.72K
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding UPB
152 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 1,443,025 | $9,985,733 | 0.00% | Long | 2026-06-30 | |
| Fidelity Small Cap Growth Fund | — | 1,371,372 | $8,653,357 | 0.10% | Long | 2026-07-31 | |
| Fidelity Stock Selector Small Cap Fund | — | 1,321,800 | $8,340,558 | 0.11% | Long | 2026-07-31 | |
| Select Health Care Portfolio | — | 800,000 | $6,688,000 | 0.12% | Long | 2026-05-31 | |
| iShares Russell 2000 ETF | IWM | 921,063 | $6,373,756 | 0.01% | Long | 2026-06-30 | |
| Fidelity Series Small Cap Opportunities Fund | FSOPX | 965,800 | $6,094,198 | 0.13% | Long | 2026-07-31 | |
| Fidelity Small Cap Growth K6 Fund | FOCSX | 693,618 | $4,376,730 | 0.10% | Long | 2026-07-31 | |
| Fidelity Advisor Biotechnology Fund | — | 691,003 | $4,360,229 | 0.20% | Long | 2026-07-31 | |
| BlackRock Health Sciences Opportunities Portfolio | — | 341,675 | $2,856,403 | 0.05% | Long | 2026-05-29 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 386,877 | $2,677,189 | 0.00% | Long | 2026-06-30 | |
| Fidelity Advisor Health Care Fund | — | 400,000 | $2,524,000 | 0.08% | Long | 2026-07-31 | |
| Fidelity Small Cap Index Fund | FSSNX | 384,509 | $2,426,252 | 0.01% | Long | 2026-07-31 | |
| iShares Russell 2000 Value ETF | IWN | 338,261 | $2,340,766 | 0.02% | Long | 2026-06-30 | |
| Select Biotechnology Portfolio | FBIOX | 234,657 | $1,961,733 | 0.04% | Long | 2026-05-31 | |
| iShares Biotechnology ETF | IBB | 256,130 | $1,772,420 | 0.02% | Long | 2026-06-30 | |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND | VSTCX | 234,635 | $1,623,674 | 0.05% | Long | 2026-06-30 | |
| Fidelity Extended Market Index Fund | FSMAX | 177,681 | $1,485,413 | 0.00% | Long | 2026-05-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 168,486 | $1,408,543 | 0.01% | Long | 2026-05-31 | |
| Schwab U.S. Small-Cap ETF | SCHA | 161,663 | $1,351,503 | 0.01% | Long | 2026-05-31 | |
| VANGUARD MARKET NEUTRAL FUND | — | 168,915 | $1,168,892 | 0.20% | Long | 2026-06-30 | |
| Strategic Advisers Fidelity U.S. Total Stock Fund | FCTDX | 136,560 | $1,141,642 | 0.00% | Long | 2026-05-31 | |
| VIP Health Care Portfolio | — | 145,000 | $1,003,400 | 0.09% | Long | 2026-06-30 | |
| Dimensional U.S. Small Cap ETF | DFAS | 150,504 | $949,680 | 0.01% | Long | 2026-07-31 | |
| Fidelity Series Small Cap Core Fund | FSSLX | 132,200 | $834,182 | 0.05% | Long | 2026-07-31 | |
| Fidelity Small Cap Stock Fund | FSLCX | 131,691 | $830,970 | 0.06% | Long | 2026-07-31 | |
| VANGUARD HEALTH CARE INDEX FUND | — | 72,472 | $605,866 | 0.00% | Long | 2026-05-31 | |
| Fidelity Fundamental Small-Mid Cap ETF | FFSM | 93,712 | $591,323 | 0.04% | Long | 2026-07-31 | |
| Fidelity Total Market Index Fund | FSKAX | 64,388 | $538,284 | 0.00% | Long | 2026-05-31 | |
| Schwab Small-Cap Index Fund | SWSSX | 84,939 | $535,965 | 0.01% | Long | 2026-07-31 | |
| Avantis U.S. Small Cap Equity ETF | AVSC | 62,606 | $523,386 | 0.02% | Long | 2026-05-31 | |
| Fidelity Small Cap Discovery Fund | FSCRX | 75,300 | $475,143 | 0.02% | Long | 2026-07-31 | |
| ALPS Medical Breakthroughs ETF | SBIO | 55,699 | $465,644 | 0.29% | Long | 2026-05-31 | |
| U.S. MICRO CAP PORTFOLIO | DFSCX | 73,550 | $464,101 | 0.01% | Long | 2026-07-31 | |
| Fidelity Series Small Cap Discovery Fund | FJACX | 69,306 | $437,321 | 0.02% | Long | 2026-07-31 | |
| Fidelity Series Total Market Index Fund | FCFMX | 51,794 | $432,998 | 0.00% | Long | 2026-05-31 | |
| Simplify Propel Opportunities ETF | SURI | 62,113 | $429,822 | 0.56% | Long | 2026-06-30 | |
| Fidelity Enhanced Small Cap Core ETF | FESM | 61,682 | $426,839 | 0.01% | Long | 2026-06-30 | |
| BlackRock Health Sciences Term Trust | BMEZ | 56,530 | $391,188 | 0.04% | Long | 2026-06-30 | |
| Master Small Cap Index Series | — | 55,900 | $386,828 | 0.01% | Long | 2026-06-30 | |
| JPMorgan Small Cap Value Fund | — | 49,678 | $343,772 | 0.03% | Long | 2026-06-30 | |
| iShares Core S&P Total U.S. Stock Market ETF | ITOT | 49,639 | $343,502 | 0.00% | Long | 2026-06-30 | |
| Fidelity Small Cap Value Index Fund | FISVX | 49,342 | $341,447 | 0.02% | Long | 2026-06-30 | |
| Virtus Biotech Clinical Trials Etf | BBC | 50,952 | $321,507 | 0.69% | Long | 2026-07-31 | |
| Nuveen Small Cap Blend Index Fund | — | 46,924 | $296,090 | 0.01% | Long | 2026-07-31 | |
| Fidelity Nasdaq Composite Index Fund | FNCMX | 35,347 | $295,501 | 0.00% | Long | 2026-05-31 | |
| U.S. SMALL CAP PORTFOLIO | DFSTX | 39,624 | $250,027 | 0.00% | Long | 2026-07-31 | |
| EQ/2000 Managed Volatility Portfolio | — | 36,047 | $249,445 | 0.01% | Long | 2026-06-30 | |
| Invesco RAFI US 1500 Small-Mid ETF | PRFZ | 33,698 | $212,634 | 0.01% | Long | 2026-07-31 | |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND | — | 25,380 | $212,177 | 0.02% | Long | 2026-05-31 | |
| Fidelity Disruptive Medicine ETF | FMED | 24,900 | $208,164 | 0.51% | Long | 2026-05-31 |
Showing 1–50 of 152 positions