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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.

Q2 2025 vs. Q1 2025

How the institutions holding Upexi, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of UPXI: Q1 2025 compared with Q2 2025
MeasureQ1 2025Q2 2025Change
Holders630+24
Shares13.5K6.64M+6.63M (+49,009.4%)
Value$28.3K$19.9M+$19.8M (+70,185.6%)

New holders (26)

Institutions that held Upexi, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to UPXI in Q2 2025
InstitutionSharesValue% of portfolio
Kathmere Capital Management, LLC2,192,983$6.54M0.50%
Pantera Capital Partners LP1,331,804$3.97M2.26%
NewGen Asset Management Ltd577,193$1.72M1.12%
Vanguard Group Inc500,837$1.49M0.00%
Millennium Management LLC385,253$1.15M0.00%
Geode Capital Management, LLC335,953$1.00M0.00%
Cantor Fitzgerald, L. P.325,000$968.5K0.02%
National Bank of Canada143,200$426.7K0.00%
Citadel Advisors LLC131,929$393.1K0.00%
State Street Corp130,042$387.5K0.00%
Susquehanna International Group, LLP114,123$340.1K0.00%
XTX Topco Ltd83,497$248.8K0.01%
Squarepoint Ops LLC60,198$179.4K0.00%
Northern Trust Corp60,084$179.1K0.00%
Simplex Trading, LLC56,532$168.0K0.00%
LPL Financial LLC45,255$134.9K0.00%
Millington Financial Advisors, LLC20,000$134.0K0.07%
Group One Trading, L.P.44,631$133.0K0.00%
Virtu Financial LLC19,680$59.0K0.00%
Charles Schwab Investment Management Inc15,000$44.7K0.00%
North Star Investment Management Corp.15,000$44.7K0.00%
Commonwealth Equity Services, LLC14,000$42.0K0.00%
Advisor Group Holdings, Inc.3,065$9.13K0.00%
Signaturefd, LLC113$3370.00%
Farther Finance Advisors, LLC2$60.00%
Royal Bank of Canada100$00.00%

Sold out (2)

Institutions that held Upexi, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of UPXI in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Bank of Montreal10,008$20.9K
Tower Research Capital LLC (TRC)2,096$4.38K