Upexi, Inc.
UPXI- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001775194
No open-market purchases or sales by Upexi, Inc. insiders were filed in the last 90 days; 47 institutions reported holding it in 13F filings for Q2 2026, worth $10.2M in total; no superinvestor holds it.
Q4 2021 vs. Q3 2021
How the institutions holding Upexi, Inc. changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Q4 2021 | Change |
|---|---|---|---|
| Holders | 10 | 9 | −1 |
| Shares | 89.1K | 297.5K | +208.4K (+233.8%) |
| Value | $454.0K | $1.20M | +$745.4K (+164.2%) |
New holders (3)
Institutions that held Upexi, Inc. at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Citadel Advisors LLC | 18,254 | $74.0K | 0.00% |
| Vanguard Group Inc | 10,208 | $41.0K | 0.00% |
| American Portfolios Advisors | 100 | $402 | 0.00% |
Sold out (4)
Institutions that held Upexi, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Tower Research Capital LLC (TRC) | 4,558 | $23.0K |
| UBS Group AG | 2,880 | $15.0K |
| FNY Investment Advisers, LLC | 2,689 | $13.0K |
| Bank of America Corp | 123 | $1.00K |