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 2023 vs. Q3 2023
How the institutions holding Upexi, Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 13 | 19 | +6 |
| Shares | 607.5K | 756.8K | +149.3K (+24.6%) |
| Value | $1.05M | $876.8K | −$174.2K (−16.6%) |
New holders (8)
Institutions that held Upexi, Inc. at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| HighTower Advisors, LLC | 214,221 | $248.0K | 0.00% |
| Victory Capital Management Inc | 34,553 | $40.1K | 0.00% |
| Northern Trust Corp | 15,950 | $18.5K | 0.00% |
| XTX Topco Ltd | 12,385 | $14.4K | 0.00% |
| Renaissance Technologies LLC | 10,700 | $12.0K | 0.00% |
| Simplex Trading, LLC | 913 | $1.00K | 0.00% |
| Evergreen Private Wealth LLC | 23 | $27 | 0.00% |
| Bank of America Corp | 18 | $20 | 0.00% |
Sold out (2)
Institutions that held Upexi, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Walleye Capital LLC | 126,000 | $218.0K |
| Corsair Capital Management, L.P. | 31,385 | $54.3K |