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.
13F holders, Q4 2022
Institutional positions in Upexi, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 17
- +4 vs. Q3 2022
- Shares held
- 364.8K
- −145.3K (−28.5%) vs. Q3 2022
- Total value
- $1.09M
- −$881.9K (−44.7%) vs. Q3 2022
- New holders
- 7
- 6 more added
- Sold out
- 3
- 1 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPXI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 47 | $10.2M |
| Q1 2026 | 55 | $14.5M |
| Q4 2025 | 65 | $30.1M |
| Q3 2025 | 69 | $89.1M |
| Q2 2025 | 30 | $19.9M |
| Q1 2025 | 6 | $28.3K |
| Q4 2024 | 7 | $55.7K |
| Q3 2024 | 8 | $68.5K |
| Q2 2024 | 14 | $240.3K |
| Q1 2024 | 16 | $439.6K |
| Q4 2023 | 19 | $876.8K |
| Q3 2023 | 13 | $1.05M |
| Q2 2023 | 15 | $1.37M |
| Q1 2023 | 12 | $1.14M |
| Q4 2022 | 17 | $1.09M |
| Q3 2022 | 13 | $1.98M |
| Q2 2022 | 12 | $2.98M |
| Q1 2022 | 9 | $1.95M |
| Q4 2021 | 9 | $1.20M |
| Q3 2021 | 10 | $454.0K |
| Q2 2021 | 6 | $884.0K |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Upexi, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 42 | $0 | 0.00% | +42 | New |
| Bank of America Corp | 11 | $33 | 0.00% | +11 | New |
| Wells Fargo & Company | 55 | $165 | 0.00% | +1+1.9% | Added |
| UBS Group AG | 61 | $183 | 0.00% | −3,388−98.2% | Reduced |
| Morgan Stanley | 145 | $435 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 2,222 | $6.67K | 0.00% | +2,222 | New |
| North Star Investment Management Corp. | 2,500 | $7.50K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,938 | $8.81K | 0.00% | +2,938 | New |
| Tower Research Capital LLC (TRC) | 4,817 | $14.0K | 0.00% | +1,942+67.5% | Added |
| Susquehanna International Group, LLP | 16,468 | $49.4K | 0.00% | +16,468 | New |
| State Street Corp | 16,865 | $50.6K | 0.00% | +16,865 | New |
| BlackRock Inc. | 18,273 | $54.8K | 0.00% | +1,618+9.7% | Added |
| Renaissance Technologies LLC | 20,900 | $63.0K | 0.00% | +1,800+9.4% | Added |
| Geode Capital Management, LLC | 59,632 | $178.0K | 0.00% | +6,863+13.0% | Added |
| Evercore Wealth Management, LLC | 75,000 | $225.0K | 0.00% | +75,000 | New |
| Vanguard Group Inc | 144,845 | $434.5K | 0.00% | +24,723+20.6% | Added |
| IFP Advisors, Inc | 23 | – | – | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −274,399−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −17,449−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −528−100.0% | Sold out |