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, Q4 2025
Institutional positions in Upexi, Inc. as of Dec 31, 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
- 65
- −3 vs. Q3 2025
- Shares held
- 17.9M
- +2.50M (+16.2%) vs. Q3 2025
- Total value
- $30.1M
- −$58.9M (−66.1%) vs. Q3 2025
- New holders
- 25
- 22 more added
- Sold out
- 28
- 12 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Upexi, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arrington Capital Management, LLC | 2,760,107 | $4.64M | 5.10% | +2,760,107 | New |
| Marex Group plc | 2,507,176 | $4.21M | 0.05% | +1,863,000+289.2% | Added |
| MMCAP International Inc. SPC | 2,326,777 | $3.91M | 0.39% | +1,559,844+203.4% | Added |
| Jane Street Group, LLC | 899,826 | $1.51M | 0.00% | +284,956+46.3% | Added |
| Millennium Management LLC | 846,545 | $1.42M | 0.00% | +480,588+131.3% | Added |
| Susquehanna International Group, LLP | 769,732 | $1.29M | 0.00% | +18,253+2.4% | Added |
| Qube Research & Technologies Ltd | 744,441 | $1.25M | 0.00% | +744,441 | New |
| Group One Trading, L.P. | 728,927 | $1.22M | 0.04% | +728,927 | New |
| Vanguard Group Inc | 710,744 | $1.19M | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 681,308 | $1.14M | 0.00% | −729−0.1% | Reduced |
| Geode Capital Management, LLC | 499,610 | $839.8K | 0.00% | +41,263+9.0% | Added |
| UBS Group AG | 479,885 | $806.2K | 0.00% | −277,359−36.6% | Reduced |
| Advisor Group Holdings, Inc. | 444,951 | $747.5K | 0.00% | +426,190+2,271.7% | Added |
| Point72 Asset Management, L.P. | 406,258 | $682.5K | 0.00% | +406,258 | New |
| Quadrature Capital Ltd | 361,657 | $607.6K | 0.01% | +361,657 | New |
| Balyasny Asset Management LLC | 279,579 | $469.7K | 0.00% | +279,579 | New |
| Citadel Advisors LLC | 197,180 | $331.3K | 0.00% | +135,560+220.0% | Added |
| State Street Corp | 192,022 | $322.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 174,767 | $293.6K | 0.00% | +174,767 | New |
| Caitong International Asset Management Co., Ltd | 159,800 | $268.5K | 0.07% | +159,800 | New |
| XTX Topco Ltd | 152,873 | $256.8K | 0.01% | +121,574+388.4% | Added |
| J. Derek Lewis & Associates Inc. | 152,000 | $255.4K | 0.06% | +152,000 | New |
| Morgan Stanley | 137,788 | $231.5K | 0.00% | −163,335−54.2% | Reduced |
| Engineers Gate Manager LP | 120,389 | $202.3K | 0.00% | +107,132+808.1% | Added |
| National Bank of Canada | 111,300 | $187.0K | 0.00% | +96,500+652.0% | Added |
| Omers Administration Corp | 101,200 | $170.0K | 0.00% | +101,200 | New |
| Northern Trust Corp | 89,590 | $150.5K | 0.00% | +582+0.7% | Added |
| Simplex Trading, LLC | 87,203 | $146.5K | 0.00% | −179,932−67.4% | Reduced |
| Shariaportfolio, Inc. | 79,828 | $134.1K | 0.06% | −542,900−87.2% | Reduced |
| Pinnacle Financial Partners, Inc. | 70,720 | $118.8K | 0.00% | +70,720 | New |
| SBI Securities Co., Ltd. | 69,086 | $116.1K | 0.00% | −13,205−16.0% | Reduced |
| Aristides Capital LLC | 59,342 | $99.7K | 0.03% | +59,342 | New |
| Goldman Sachs Group Inc | 57,455 | $96.5K | 0.00% | +29,528+105.7% | Added |
| Phoenix Holdings Ltd. | 52,000 | $87.3K | 0.00% | −18,000−25.7% | Reduced |
| Tower Research Capital LLC (TRC) | 33,881 | $56.9K | 0.00% | +31,247+1,186.3% | Added |
| Commonwealth Equity Services, LLC | 32,625 | $54.8K | 0.00% | +1,300+4.2% | Added |
| Keystone Financial Group | 27,325 | $45.9K | 0.00% | +27,325 | New |
| Millington Financial Advisors, LLC | 40,000 | $45.6K | 0.02% | +20,000+100.0% | Added |
| Bank of America Corp | 24,913 | $41.9K | 0.00% | +11,188+81.5% | Added |
| LPL Financial LLC | 24,367 | $40.9K | 0.00% | +8,122+50.0% | Added |
| Nomura Holdings Inc | 24,000 | $40.3K | 0.00% | +6,000+33.3% | Added |
| Cetera Investment Advisers | 23,660 | $39.7K | 0.00% | +6,540+38.2% | Added |
| Price T Rowe Associates Inc | 20,500 | $35.0K | 0.00% | +20,500 | New |
| Lighthouse Investment Partners, LLC | 18,180 | $30.5K | 0.00% | +18,180 | New |
| Two Sigma Securities, LLC | 18,154 | $30.5K | 0.00% | +18,154 | New |
| GTS Securities LLC | 16,538 | $27.8K | 0.00% | +16,538 | New |
| Clearstead Advisors, LLC | 16,000 | $26.9K | 0.00% | +16,000 | New |
| J.W. Cole Advisors, Inc. | 15,100 | $25.4K | 0.00% | −500−3.2% | Reduced |
| Warren Averett Asset Management, LLC | 13,725 | $23.1K | 0.00% | +13,725 | New |
| Great Valley Advisor Group, Inc. | 11,700 | $19.7K | 0.00% | +1,000+9.3% | Added |
| Smith Thornton Advisors LLC | 11,000 | $18.5K | 0.01% | +11,000 | New |
| Private Advisor Group, LLC | 10,725 | $18.0K | 0.00% | +10,725 | New |
| Winton Group Ltd | 10,581 | $17.8K | 0.00% | +10,581 | New |
| Jefferies Financial Group Inc. | 10,131 | $17.0K | 0.00% | +10,131 | New |
| nVerses Capital, LLC | 10,045 | $16.9K | 0.04% | +10,045 | New |
| Mariner, LLC | 10,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 5,100 | $8.57K | 0.00% | −16,700−76.6% | Reduced |
| CIBC Private Wealth Group, LLC | 4,000 | $6.72K | 0.00% | +4,000 | New |
| GF Fund Management Co. Ltd. | 1,623 | $2.73K | 0.00% | −383−19.1% | Reduced |
| Armstrong Advisory Group, Inc | 1,000 | $1.68K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 875 | $1.47K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 250 | $420 | 0.00% | +100+66.7% | Added |
| Signaturefd, LLC | 113 | $190 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 32 | $54 | 0.00% | −1,495−97.9% | Reduced |
| Royal Bank of Canada | 71 | $0 | 0.00% | −2,431−97.2% | Reduced |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −5,000,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,250,000−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −417,983−100.0% | Sold out |
| Heights Capital Management, Inc | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −175,483−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −150,227−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −74,478−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −70,565−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −60,139−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −40,463−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −35,108−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −33,706−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −30,645−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −27,073−100.0% | Sold out |
| Clear Street Group Inc. | 0 | $0 | 0.00% | −18,100−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −15,343−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,387−100.0% | Sold out |
| Aspiring Ventures, LLC | 0 | $0 | 0.00% | −11,039−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −683−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −3,257−100.0% | Sold out |
| Synovus Financial Corp | – | – | – | – | Not filed |