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 2022 vs. Q3 2022
How the institutions holding Upexi, Inc. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Q4 2022 | Change |
|---|---|---|---|
| Holders | 13 | 17 | +4 |
| Shares | 510.1K | 364.8K | −145.3K (−28.5%) |
| Value | $1.98M | $1.09M | −$881.9K (−44.7%) |
New holders (7)
Institutions that held Upexi, Inc. at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Evercore Wealth Management, LLC | 75,000 | $225.0K | 0.00% |
| State Street Corp | 16,865 | $50.6K | 0.00% |
| Susquehanna International Group, LLP | 16,468 | $49.4K | 0.00% |
| Dark Forest Capital Management LP | 2,938 | $8.81K | 0.00% |
| RFP Financial Group LLC | 2,222 | $6.67K | 0.00% |
| Bank of America Corp | 11 | $33 | 0.00% |
| Simplex Trading, LLC | 42 | $0 | 0.00% |
Sold out (3)
Institutions that held Upexi, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 274,399 | $1.06M |
| ExodusPoint Capital Management, LP | 17,449 | $68.0K |
| Royal Bank of Canada | 528 | $2.00K |