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, Q3 2024
Institutional positions in Upexi, Inc. as of Sep 30, 2024. 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
- 8
- −5 vs. Q2 2024
- Shares held
- 349.5K
- −307.7K (−46.8%) vs. Q2 2024
- Total value
- $68.5K
- −$168.3K (−71.1%) vs. Q2 2024
- New holders
- 1
- 2 more added
- Sold out
- 6
- 3 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Upexi, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 278,264 | $54.5K | 0.00% | −12,674−4.4% | Reduced |
| State Street Corp | 16,865 | $3.31K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 15,950 | $3.13K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 13,100 | $2.57K | 0.00% | −4,800−26.8% | Reduced |
| Tower Research Capital LLC (TRC) | 12,812 | $2.51K | 0.00% | +6,839+114.5% | Added |
| Goldman Sachs Group Inc | 12,374 | $2.42K | 0.00% | +12,374 | New |
| Bank of America Corp | 124 | $24 | 0.00% | +23+22.8% | Added |
| Simplex Trading, LLC | 15 | $0 | 0.00% | −202−93.1% | Reduced |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −214,221−100.0% | Sold out |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −92,018−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −2,222−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |