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, Q2 2025
Institutional positions in Upexi, Inc. as of Jun 30, 2025. 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
- 30
- +24 vs. Q1 2025
- Shares held
- 6.64M
- +6.63M (+49,009.4%) vs. Q1 2025
- Total value
- $19.9M
- +$19.8M (+70,185.6%) vs. Q1 2025
- New holders
- 26
- 4 more added
- Sold out
- 2
- 0 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Upexi, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kathmere Capital Management, LLC | 2,192,983 | $6.54M | 0.50% | +2,192,983 | New |
| Pantera Capital Partners LP | 1,331,804 | $3.97M | 2.26% | +1,331,804 | New |
| NewGen Asset Management Ltd | 577,193 | $1.72M | 1.12% | +577,193 | New |
| Vanguard Group Inc | 500,837 | $1.49M | 0.00% | +500,837 | New |
| Millennium Management LLC | 385,253 | $1.15M | 0.00% | +385,253 | New |
| Geode Capital Management, LLC | 335,953 | $1.00M | 0.00% | +335,953 | New |
| Cantor Fitzgerald, L. P. | 325,000 | $968.5K | 0.02% | +325,000 | New |
| National Bank of Canada | 143,200 | $426.7K | 0.00% | +143,200 | New |
| Citadel Advisors LLC | 131,929 | $393.1K | 0.00% | +131,929 | New |
| State Street Corp | 130,042 | $387.5K | 0.00% | +130,042 | New |
| Susquehanna International Group, LLP | 114,123 | $340.1K | 0.00% | +114,123 | New |
| XTX Topco Ltd | 83,497 | $248.8K | 0.01% | +83,497 | New |
| Squarepoint Ops LLC | 60,198 | $179.4K | 0.00% | +60,198 | New |
| Northern Trust Corp | 60,084 | $179.1K | 0.00% | +60,084 | New |
| Simplex Trading, LLC | 56,532 | $168.0K | 0.00% | +56,532 | New |
| LPL Financial LLC | 45,255 | $134.9K | 0.00% | +45,255 | New |
| Millington Financial Advisors, LLC | 20,000 | $134.0K | 0.07% | +20,000 | New |
| Group One Trading, L.P. | 44,631 | $133.0K | 0.00% | +44,631 | New |
| UBS Group AG | 36,254 | $108.0K | 0.00% | +35,061+2,938.9% | Added |
| Virtu Financial LLC | 19,680 | $59.0K | 0.00% | +19,680 | New |
| Charles Schwab Investment Management Inc | 15,000 | $44.7K | 0.00% | +15,000 | New |
| North Star Investment Management Corp. | 15,000 | $44.7K | 0.00% | +15,000 | New |
| Commonwealth Equity Services, LLC | 14,000 | $42.0K | 0.00% | +14,000 | New |
| Advisor Group Holdings, Inc. | 3,065 | $9.13K | 0.00% | +3,065 | New |
| SBI Securities Co., Ltd. | 2,231 | $6.65K | 0.00% | +2,006+891.6% | Added |
| Morgan Stanley | 672 | $2.00K | 0.00% | +669+22,300.0% | Added |
| Bank of America Corp | 358 | $1.07K | 0.00% | +352+5,866.7% | Added |
| Signaturefd, LLC | 113 | $337 | 0.00% | +113 | New |
| Farther Finance Advisors, LLC | 2 | $6 | 0.00% | +2 | New |
| Royal Bank of Canada | 100 | $0 | 0.00% | +100 | New |
| Bank of Montreal | 0 | $0 | 0.00% | −10,008−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |