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.
Q3 2023 vs. Q2 2023
How the institutions holding Upexi, Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 15 | 13 | −2 |
| Shares | 608.6K | 607.5K | −1.16K (−0.2%) |
| Value | $1.37M | $1.05M | −$319.0K (−23.3%) |
New holders (2)
Institutions that held Upexi, Inc. at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| JPMorgan Chase & Co | 13 | $22 | 0.00% |
| Royal Bank of Canada | 11 | $0 | 0.00% |
Sold out (4)
Institutions that held Upexi, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Millennium Management LLC | 10,402 | $23.4K |
| Renaissance Technologies LLC | 10,000 | $23.0K |
| North Star Investment Management Corp. | 2,500 | $5.63K |
| IFP Advisors, Inc | 23 | $129 |