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, Q3 2025
Institutional positions in Upexi, Inc. as of Sep 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
- 69
- +39 vs. Q2 2025
- Shares held
- 15.5M
- +8.83M (+132.9%) vs. Q2 2025
- Total value
- $89.1M
- +$69.3M (+348.5%) vs. Q2 2025
- New holders
- 43
- 15 more added
- Sold out
- 4
- 8 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Upexi, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Polar Asset Management Partners Inc. | 5,000,000 | $28.7M | 0.58% | +5,000,000 | New |
| Alyeska Investment Group, L.P. | 1,250,000 | $7.17M | 0.02% | +1,250,000 | New |
| MMCAP International Inc. SPC | 766,933 | $4.43M | 0.51% | +766,933 | New |
| UBS Group AG | 757,244 | $4.37M | 0.00% | +720,990+1,988.7% | Added |
| Susquehanna International Group, LLP | 751,479 | $4.34M | 0.01% | +637,356+558.5% | Added |
| Vanguard Group Inc | 710,744 | $4.10M | 0.00% | +209,907+41.9% | Added |
| BlackRock, Inc. | 682,037 | $3.94M | 0.00% | +682,037 | New |
| Marex Group plc | 644,176 | $3.72M | 0.05% | +644,176 | New |
| Shariaportfolio, Inc. | 622,728 | $3.59M | 1.37% | +622,728 | New |
| Jane Street Group, LLC | 614,870 | $3.55M | 0.00% | +614,870 | New |
| Geode Capital Management, LLC | 458,347 | $2.65M | 0.00% | +122,394+36.4% | Added |
| Kathmere Capital Management, LLC | 417,983 | $2.41M | 0.17% | −1,775,000−80.9% | Reduced |
| Millennium Management LLC | 365,957 | $2.11M | 0.00% | −19,296−5.0% | Reduced |
| Morgan Stanley | 301,123 | $1.74M | 0.00% | +300,451+44,710.0% | Added |
| Simplex Trading, LLC | 267,135 | $1.54M | 0.03% | +210,603+372.5% | Added |
| Heights Capital Management, Inc | 250,000 | $1.44M | 0.46% | +250,000 | New |
| State Street Corp | 192,022 | $1.11M | 0.00% | +61,980+47.7% | Added |
| Barclays PLC | 175,483 | $1.01M | 0.00% | +175,483 | New |
| JPMorgan Chase & Co | 150,227 | $866.8K | 0.00% | +150,227 | New |
| Northern Trust Corp | 89,008 | $513.6K | 0.00% | +28,924+48.1% | Added |
| SBI Securities Co., Ltd. | 82,291 | $474.8K | 0.01% | +80,060+3,588.5% | Added |
| BNP Paribas Arbitrage, SA | 74,478 | $429.7K | 0.00% | +74,478 | New |
| BlueCrest Capital Management Ltd | 70,565 | $407.2K | 0.02% | +70,565 | New |
| Phoenix Holdings Ltd. | 70,000 | $404.1K | 0.00% | +70,000 | New |
| Citadel Advisors LLC | 61,620 | $355.5K | 0.00% | −70,309−53.3% | Reduced |
| Capital Fund Management S.A. | 60,139 | $347.0K | 0.00% | +60,139 | New |
| Virtu Financial LLC | 40,463 | $233.0K | 0.01% | +20,783+105.6% | Added |
| Bank of Montreal | 35,108 | $202.6K | 0.00% | +35,108 | New |
| Schonfeld Strategic Advisors LLC | 33,706 | $194.5K | 0.00% | +33,706 | New |
| Commonwealth Equity Services, LLC | 31,325 | $181.0K | 0.00% | +17,325+123.8% | Added |
| XTX Topco Ltd | 31,299 | $180.6K | 0.01% | −52,198−62.5% | Reduced |
| SG Americas Securities, LLC | 30,645 | $177.0K | 0.00% | +30,645 | New |
| Goldman Sachs Group Inc | 27,927 | $161.1K | 0.00% | +27,927 | New |
| Squarepoint Ops LLC | 27,073 | $156.2K | 0.00% | −33,125−55.0% | Reduced |
| Synovus Financial Corp | 25,100 | $144.8K | 0.00% | +25,100 | New |
| Rossby Financial, LCC | 21,800 | $142.4K | 0.05% | +21,800 | New |
| Advisor Group Holdings, Inc. | 18,761 | $132.6K | 0.00% | +15,696+512.1% | Added |
| Millington Financial Advisors, LLC | 20,000 | $129.6K | 0.06% | 00.0% | Unchanged |
| Clear Street Group Inc. | 18,100 | $104.4K | 0.00% | +18,100 | New |
| Nomura Holdings Inc | 18,000 | $103.9K | 0.00% | +18,000 | New |
| Cetera Investment Advisers | 17,120 | $98.8K | 0.00% | +17,120 | New |
| LPL Financial LLC | 16,245 | $93.7K | 0.00% | −29,010−64.1% | Reduced |
| J.W. Cole Advisors, Inc. | 15,600 | $90.0K | 0.00% | +15,600 | New |
| Citigroup Inc | 15,343 | $88.5K | 0.00% | +15,343 | New |
| Charles Schwab Investment Management Inc | 15,000 | $86.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 14,800 | $85.4K | 0.00% | −128,400−89.7% | Reduced |
| Bank of America Corp | 13,725 | $79.2K | 0.00% | +13,367+3,733.8% | Added |
| Engineers Gate Manager LP | 13,257 | $76.5K | 0.00% | +13,257 | New |
| Gsa Capital Partners LLP | 11,387 | $66.0K | 0.01% | +11,387 | New |
| Aspiring Ventures, LLC | 11,039 | $63.7K | 0.02% | +11,039 | New |
| Great Valley Advisor Group, Inc. | 10,700 | $61.7K | 0.00% | +10,700 | New |
| Mariner, LLC | 10,000 | $57.7K | 0.00% | +10,000 | New |
| Belpointe Asset Management LLC | 10,000 | $57.7K | 0.00% | +10,000 | New |
| Arkadios Wealth Advisors | 10,000 | $57.7K | 0.00% | +10,000 | New |
| North Star Investment Management Corp. | 5,000 | $28.9K | 0.00% | −10,000−66.7% | Reduced |
| Ameritas Advisory Services, LLC | 4,500 | $26.0K | 0.00% | +4,500 | New |
| Tower Research Capital LLC (TRC) | 2,634 | $15.2K | 0.00% | +2,634 | New |
| Royal Bank of Canada | 2,502 | $14.0K | 0.00% | +2,402+2,402.0% | Added |
| GF Fund Management Co. Ltd. | 2,006 | $11.6K | 0.00% | +2,006 | New |
| Farther Finance Advisors, LLC | 1,527 | $8.81K | 0.00% | +1,525+76,250.0% | Added |
| Armstrong Advisory Group, Inc | 1,000 | $5.77K | 0.00% | +1,000 | New |
| MAI Capital Management | 875 | $5.05K | 0.00% | +875 | New |
| Valley National Advisers Inc | 890 | $5.00K | 0.00% | +890 | New |
| FNY Investment Advisers, LLC | 683 | $3.00K | 0.00% | +683 | New |
| Catherine Avery Investment Management LLC | 150 | $866 | 0.00% | +150 | New |
| Signaturefd, LLC | 113 | $652 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 100 | $577 | 0.00% | +100 | New |
| FMR LLC | 5 | $29 | 0.00% | +5 | New |
| Strategic Investment Solutions, Inc. | 3,257 | – | – | +3,257 | New |
| Pantera Capital Partners LP | 0 | $0 | 0.00% | −1,331,804−100.0% | Sold out |
| NewGen Asset Management Ltd | 0 | $0 | 0.00% | −577,193−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −44,631−100.0% | Sold out |