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