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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 100 | $0 | 0.00% | +100 | New |
| Farther Finance Advisors, LLC | 2 | $6 | 0.00% | +2 | New |
| Signaturefd, LLC | 113 | $337 | 0.00% | +113 | New |
| Bank of America Corp | 358 | $1.07K | 0.00% | +352+5,866.7% | Added |
| Morgan Stanley | 672 | $2.00K | 0.00% | +669+22,300.0% | Added |
| SBI Securities Co., Ltd. | 2,231 | $6.65K | 0.00% | +2,006+891.6% | Added |
| Advisor Group Holdings, Inc. | 3,065 | $9.13K | 0.00% | +3,065 | New |
| Commonwealth Equity Services, LLC | 14,000 | $42.0K | 0.00% | +14,000 | 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 |
| Virtu Financial LLC | 19,680 | $59.0K | 0.00% | +19,680 | New |
| UBS Group AG | 36,254 | $108.0K | 0.00% | +35,061+2,938.9% | Added |
| Group One Trading, L.P. | 44,631 | $133.0K | 0.00% | +44,631 | New |
| Millington Financial Advisors, LLC | 20,000 | $134.0K | 0.07% | +20,000 | New |
| LPL Financial LLC | 45,255 | $134.9K | 0.00% | +45,255 | New |
| Simplex Trading, LLC | 56,532 | $168.0K | 0.00% | +56,532 | New |
| Northern Trust Corp | 60,084 | $179.1K | 0.00% | +60,084 | New |
| Squarepoint Ops LLC | 60,198 | $179.4K | 0.00% | +60,198 | New |
| XTX Topco Ltd | 83,497 | $248.8K | 0.01% | +83,497 | New |
| Susquehanna International Group, LLP | 114,123 | $340.1K | 0.00% | +114,123 | New |
| State Street Corp | 130,042 | $387.5K | 0.00% | +130,042 | New |
| Citadel Advisors LLC | 131,929 | $393.1K | 0.00% | +131,929 | New |
| National Bank of Canada | 143,200 | $426.7K | 0.00% | +143,200 | New |
| Cantor Fitzgerald, L. P. | 325,000 | $968.5K | 0.02% | +325,000 | New |
| Geode Capital Management, LLC | 335,953 | $1.00M | 0.00% | +335,953 | New |
| Millennium Management LLC | 385,253 | $1.15M | 0.00% | +385,253 | New |
| Vanguard Group Inc | 500,837 | $1.49M | 0.00% | +500,837 | New |
| NewGen Asset Management Ltd | 577,193 | $1.72M | 1.12% | +577,193 | New |
| Pantera Capital Partners LP | 1,331,804 | $3.97M | 2.26% | +1,331,804 | New |
| Kathmere Capital Management, LLC | 2,192,983 | $6.54M | 0.50% | +2,192,983 | 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 |