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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.

Q4 2025 vs. Q3 2025

How the institutions holding Upexi, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of UPXI: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders69165−3
Shares15.5M25.1K17.9M+2.50M (+16.2%)
Value$89.1M$144.8K$30.1M−$58.9M (−66.1%)

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held Upexi, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to UPXI in Q4 2025
InstitutionSharesValue% of portfolio
Arrington Capital Management, LLC2,760,107$4.64M5.10%
Qube Research & Technologies Ltd744,441$1.25M0.00%
Group One Trading, L.P.728,927$1.22M0.04%
Point72 Asset Management, L.P.406,258$682.5K0.00%
Quadrature Capital Ltd361,657$607.6K0.01%
Balyasny Asset Management LLC279,579$469.7K0.00%
Two Sigma Investments, LP174,767$293.6K0.00%
Caitong International Asset Management Co., Ltd159,800$268.5K0.07%
J. Derek Lewis & Associates Inc.152,000$255.4K0.06%
Omers Administration Corp101,200$170.0K0.00%
Pinnacle Financial Partners, Inc.70,720$118.8K0.00%
Aristides Capital LLC59,342$99.7K0.03%
Keystone Financial Group27,325$45.9K0.00%
Price T Rowe Associates Inc20,500$35.0K0.00%
Lighthouse Investment Partners, LLC18,180$30.5K0.00%
Two Sigma Securities, LLC18,154$30.5K0.00%
GTS Securities LLC16,538$27.8K0.00%
Clearstead Advisors, LLC16,000$26.9K0.00%
Warren Averett Asset Management, LLC13,725$23.1K0.00%
Smith Thornton Advisors LLC11,000$18.5K0.01%
Private Advisor Group, LLC10,725$18.0K0.00%
Winton Group Ltd10,581$17.8K0.00%
Jefferies Financial Group Inc.10,131$17.0K0.00%
nVerses Capital, LLC10,045$16.9K0.04%
CIBC Private Wealth Group, LLC4,000$6.72K0.00%

Sold out (28)

Institutions that held Upexi, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of UPXI in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Polar Asset Management Partners Inc.5,000,000$28.7M
Alyeska Investment Group, L.P.1,250,000$7.17M
Kathmere Capital Management, LLC417,983$2.41M
Heights Capital Management, Inc250,000$1.44M
Barclays PLC175,483$1.01M
JPMorgan Chase & Co150,227$866.8K
BNP Paribas Arbitrage, SA74,478$429.7K
BlueCrest Capital Management Ltd70,565$407.2K
Capital Fund Management S.A.60,139$347.0K
Virtu Financial LLC40,463$233.0K
Bank of Montreal35,108$202.6K
Schonfeld Strategic Advisors LLC33,706$194.5K
SG Americas Securities, LLC30,645$177.0K
Squarepoint Ops LLC27,073$156.2K
Clear Street Group Inc.18,100$104.4K
Citigroup Inc15,343$88.5K
Charles Schwab Investment Management Inc15,000$86.5K
Gsa Capital Partners LLP11,387$66.0K
Aspiring Ventures, LLC11,039$63.7K
Belpointe Asset Management LLC10,000$57.7K
Arkadios Wealth Advisors10,000$57.7K
North Star Investment Management Corp.5,000$28.9K
Ameritas Advisory Services, LLC4,500$26.0K
Valley National Advisers Inc890$5.00K
FNY Investment Advisers, LLC683$3.00K
Wealth Watch Advisors, INC100$577
FMR LLC5$29
Strategic Investment Solutions, Inc.3,257–

Not filed for Q4 2025 yet (1)

Institutions that held Upexi, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPXI in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Synovus Financial Corp25,100$144.8K