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 2024 vs. Q3 2024
How the institutions holding Upexi, Inc. changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Q4 2024 | Change |
|---|---|---|---|
| Holders | 8 | 7 | −1 |
| Shares | 349.5K | 15.6K | −333.9K (−95.5%) |
| Value | $68.5K | $55.7K | −$12.8K (−18.7%) |
New holders (5)
Institutions that held Upexi, Inc. at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Bank of Montreal | 10,008 | $35.9K | 0.00% |
| UBS Group AG | 4,475 | $15.7K | 0.00% |
| Wells Fargo & Company | 30 | $105 | 0.00% |
| SBI Securities Co., Ltd. | 6 | $21 | 0.00% |
| National Bank of Canada | 1 | $4 | 0.00% |
Sold out (6)
Institutions that held Upexi, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Vanguard Group Inc | 278,264 | $54.5K |
| State Street Corp | 16,865 | $3.31K |
| Northern Trust Corp | 15,950 | $3.13K |
| Renaissance Technologies LLC | 13,100 | $2.57K |
| Goldman Sachs Group Inc | 12,374 | $2.42K |
| Simplex Trading, LLC | 15 | $0 |