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 2023
Institutional positions in Upexi, Inc. as of Dec 31, 2023. 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
- 19
- +6 vs. Q3 2023
- Shares held
- 756.8K
- +149.3K (+24.6%) vs. Q3 2023
- Total value
- $876.8K
- −$174.2K (−16.6%) vs. Q3 2023
- New holders
- 8
- 6 more added
- Sold out
- 2
- 2 more reduced
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Upexi, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 283,138 | $328.4K | 0.00% | +14,723+5.5% | Added |
| HighTower Advisors, LLC | 214,221 | $248.0K | 0.00% | +214,221 | New |
| Geode Capital Management, LLC | 89,030 | $103.3K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 34,814 | $40.4K | 0.00% | +6,624+23.5% | Added |
| Victory Capital Management Inc | 34,553 | $40.1K | 0.00% | +34,553 | New |
| BlackRock Inc. | 23,004 | $26.7K | 0.00% | −278−1.2% | Reduced |
| State Street Corp | 16,865 | $19.6K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 15,950 | $18.5K | 0.00% | +15,950 | New |
| Warberg Asset Management LLC | 13,000 | $15.1K | 0.00% | −4,199−24.4% | Reduced |
| XTX Topco Ltd | 12,385 | $14.4K | 0.00% | +12,385 | New |
| Renaissance Technologies LLC | 10,700 | $12.0K | 0.00% | +10,700 | New |
| Tower Research Capital LLC (TRC) | 5,671 | $6.58K | 0.00% | +873+18.2% | Added |
| RFP Financial Group LLC | 2,222 | $2.58K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 913 | $1.00K | 0.00% | +913 | New |
| Wells Fargo & Company | 96 | $111 | 0.00% | +15+18.5% | Added |
| JPMorgan Chase & Co | 23 | $27 | 0.00% | +10+76.9% | Added |
| Evergreen Private Wealth LLC | 23 | $27 | 0.00% | +23 | New |
| Bank of America Corp | 18 | $20 | 0.00% | +18 | New |
| Royal Bank of Canada | 171 | $0 | 0.00% | +160+1,454.5% | Added |
| Walleye Capital LLC | 0 | $0 | 0.00% | −126,000−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −31,385−100.0% | Sold out |