141 tracked 13F filers disclose a position in UPB as of the latest SEC 13F filings, a combined $437.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $72.9M | 8.1M | ▲+7.8% Added · +583K sh | Q1 2026 | |
| 2 | ORBIMED ADVISORS LLC | $51.2M | 5.7M | —Held | Q1 2026 | |
| 3 | BlackRock, Inc. | $30.3M | 3.4M | ▲+0.8% Added · +26K sh | Q1 2026 | |
| 4 | NORGES BANK | $78.3M | 2.9M | ▲+197% Added · +1.9M sh | Q4 2025 | |
| 5 | Enavate Sciences GP, LLC | $22.1M | 2.5M | —Held | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $16.9M | 1.9M | →First observed position No prior filed position | Q1 2026 | |
| 7 | FEDERATED HERMES, INC. | $8.8M | 980K | ▲2k× Added · +979K sh | Q1 2026 | |
| 8 | MILLENNIUM MANAGEMENT LLC | $8.4M | 937K | ▲+81% Added · +420K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $6.4M | 931K | ▼−2.0% Reduced · −19K sh | Q2 2026 | |
| 10 | SEB Asset Management AB | $6.1M | 878K | —Held | Q2 2026 | |
| 11 | Woodline Partners LP | $7.5M | 831K | ▲+9.4% Added · +71K sh | Q1 2026 | |
| 12 | D. E. Shaw & Co., Inc. | $7.4M | 820K | ▲30× Added · +793K sh | Q1 2026 | |
| 13 | Parkman Healthcare Partners LLC | $7.1M | 787K | ▼−5.7% Reduced · −48K sh | Q1 2026 | |
| 14 | STATE STREET CORP | $5.3M | 766K | ▲+8.6% Added · +61K sh | Q2 2026 | |
| 15 | Samsara BioCapital, LLC | $6.6M | 736K | —Held | Q1 2026 | |
| 16 | Pictet Asset Management Holding SA | $6.6M | 733K | ▼−5.1% Reduced · −40K sh | Q1 2026 | |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | $6.5M | 728K | →First observed position No prior filed position | Q1 2026 | |
| 18 | Y-Intercept (Hong Kong) Ltd | $4.8M | 694K | ▼−31% Reduced · −307K sh | Q2 2026 | |
| 19 | HSBC HOLDINGS PLC | $5.8M | 640K | ▲New +640K sh | Q1 2026 | |
| 20 | Qube Research & Technologies Ltd | $5.6M | 619K | ▲New +619K sh | Q1 2026 | |
| 21 | Bain Capital Life Sciences Investors, LLC | $4.2M | 601K | ▼−31% Reduced · −266K sh | Q2 2026 | |
| 22 | MORGAN STANLEY | $5.0M | 553K | ▲+353% Added · +431K sh | Q1 2026 | |
| 23 | Walleye Capital LLC | $3.4M | 498K | ▲New +498K sh | Q2 2026 | |
| 24 | JPMORGAN CHASE & CO | $4.1M | 463K | ▲+320% Added · +353K sh | Q1 2026 | |
| 25 | Altshuler Shaham Ltd | $2.6M | 380K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 20 funds opened a new position in UPB and 15 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| INTUITIVE SURGICAL INCISRG | 72 funds | $18.0B |
| MICROSOFT CORPMSFT | 70 funds | $160.9B |
| ELI LILLY & COLLY | 70 funds | $46.0B |
| NVIDIA CORPNVDA | 69 funds | $229.1B |
| AMAZON.COM INCAMZN | 69 funds | $116.0B |
| BROADCOM INCAVGO | 69 funds | $96.6B |
| META PLATFORMS INC-CLASS AMETA | 69 funds | $64.0B |
| LAM RESEARCH CORPLRCX | 69 funds | $20.3B |
| MICRON TECHNOLOGY INCMU | 68 funds | $21.3B |
| BOSTON SCIENTIFIC CORPBSX | 68 funds | $8.9B |
| THERMO FISHER SCIENTIFIC INCTMO | 67 funds | $13.5B |
| ROSS STORES INCROST | 67 funds | $7.3B |
Ranked by how many of UPB's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 16, 2026 | Sutherland Everett Rand | Chief Executive Officer, Director | Sell (S) | 2K | $13K |
| Jun 16, 2026 | Ambrose Allison | General Counsel | Sell (S) | 477 | $3K |
| Jun 16, 2026 | Houghton Adam | Chief Business Officer | Sell (S) | 700 | $4K |
| Jun 16, 2026 | Deykin Aaron | Chief Medical Officer | Sell (S) | 895 | $5K |
| Jun 16, 2026 | GRAY MICHAEL | CFO and COO | Sell (S) | 853 | $5K |
| Mar 16, 2026 | Houghton Adam | Chief Business Officer | Sell (S) | 699 | $6K |
| Mar 16, 2026 | Ambrose Allison | General Counsel | Sell (S) | 475 | $4K |
| Mar 16, 2026 | Sutherland Everett Rand | Chief Executive Officer, Director | Sell (S) | 2K | $19K |
| Mar 16, 2026 | Deykin Aaron | Chief Medical Officer | Sell (S) | 894 | $8K |
| Mar 16, 2026 | GRAY MICHAEL | CFO and COO | Sell (S) | 852 | $8K |
| Oct 15, 2024 | ORBIMED ADVISORS LLC | Director, 10% Owner | Buy (P) | 165K | $2.8M |
| Oct 15, 2024 | ORBIMED ADVISORS LLC | Director, 10% Owner | Buy (P) | 660K | $11.2M |
Connected entities for UPB
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UPB/capital-change-brief"
Use Arkolith's capital_change_brief for UPB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UPB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.