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 2024 vs. Q2 2024
How the institutions holding Upexi, Inc. changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 14 | 1 | 8 | −5 |
| Shares | 667.1K | 9.91K | 349.5K | −307.7K (−46.8%) |
| Value | $240.3K | $3.58K | $68.5K | −$168.3K (−71.1%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (1)
Institutions that held Upexi, Inc. at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Goldman Sachs Group Inc | 12,374 | $2.42K | 0.00% |
Sold out (6)
Institutions that held Upexi, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| HighTower Advisors, LLC | 214,221 | $77.0K |
| Geode Capital Management, LLC | 92,018 | $33.2K |
| RFP Financial Group LLC | 2,222 | $802 |
| UBS Group AG | 500 | $181 |
| JPMorgan Chase & Co | 40 | $14 |
| Royal Bank of Canada | 283 | $0 |
Not filed for Q3 2024 yet (1)
Institutions that held Upexi, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| BlackRock Inc. | 9,906 | $3.58K |