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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 71 | $0 | 0.00% | −2,431−97.2% | Reduced |
| Farther Finance Advisors, LLC | 32 | $54 | 0.00% | −1,495−97.9% | Reduced |
| Signaturefd, LLC | 113 | $190 | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 250 | $420 | 0.00% | +100+66.7% | Added |
| MAI Capital Management | 875 | $1.47K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,000 | $1.68K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,623 | $2.73K | 0.00% | −383−19.1% | Reduced |
| CIBC Private Wealth Group, LLC | 4,000 | $6.72K | 0.00% | +4,000 | New |
| Rossby Financial, LCC | 5,100 | $8.57K | 0.00% | −16,700−76.6% | Reduced |
| Mariner, LLC | 10,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 10,045 | $16.9K | 0.04% | +10,045 | New |
| Jefferies Financial Group Inc. | 10,131 | $17.0K | 0.00% | +10,131 | New |
| Winton Group Ltd | 10,581 | $17.8K | 0.00% | +10,581 | New |
| Private Advisor Group, LLC | 10,725 | $18.0K | 0.00% | +10,725 | New |
| Smith Thornton Advisors LLC | 11,000 | $18.5K | 0.01% | +11,000 | New |
| Great Valley Advisor Group, Inc. | 11,700 | $19.7K | 0.00% | +1,000+9.3% | Added |
| Warren Averett Asset Management, LLC | 13,725 | $23.1K | 0.00% | +13,725 | New |
| J.W. Cole Advisors, Inc. | 15,100 | $25.4K | 0.00% | −500−3.2% | Reduced |
| Clearstead Advisors, LLC | 16,000 | $26.9K | 0.00% | +16,000 | New |
| GTS Securities LLC | 16,538 | $27.8K | 0.00% | +16,538 | New |
| Two Sigma Securities, LLC | 18,154 | $30.5K | 0.00% | +18,154 | New |
| Lighthouse Investment Partners, LLC | 18,180 | $30.5K | 0.00% | +18,180 | New |
| Price T Rowe Associates Inc | 20,500 | $35.0K | 0.00% | +20,500 | New |
| Cetera Investment Advisers | 23,660 | $39.7K | 0.00% | +6,540+38.2% | Added |
| Nomura Holdings Inc | 24,000 | $40.3K | 0.00% | +6,000+33.3% | Added |
| LPL Financial LLC | 24,367 | $40.9K | 0.00% | +8,122+50.0% | Added |
| Bank of America Corp | 24,913 | $41.9K | 0.00% | +11,188+81.5% | Added |
| Millington Financial Advisors, LLC | 40,000 | $45.6K | 0.02% | +20,000+100.0% | Added |
| Keystone Financial Group | 27,325 | $45.9K | 0.00% | +27,325 | New |
| Commonwealth Equity Services, LLC | 32,625 | $54.8K | 0.00% | +1,300+4.2% | Added |
| Tower Research Capital LLC (TRC) | 33,881 | $56.9K | 0.00% | +31,247+1,186.3% | Added |
| Phoenix Holdings Ltd. | 52,000 | $87.3K | 0.00% | −18,000−25.7% | Reduced |
| Goldman Sachs Group Inc | 57,455 | $96.5K | 0.00% | +29,528+105.7% | Added |
| Aristides Capital LLC | 59,342 | $99.7K | 0.03% | +59,342 | New |
| SBI Securities Co., Ltd. | 69,086 | $116.1K | 0.00% | −13,205−16.0% | Reduced |
| Pinnacle Financial Partners, Inc. | 70,720 | $118.8K | 0.00% | +70,720 | New |
| Shariaportfolio, Inc. | 79,828 | $134.1K | 0.06% | −542,900−87.2% | Reduced |
| Simplex Trading, LLC | 87,203 | $146.5K | 0.00% | −179,932−67.4% | Reduced |
| Northern Trust Corp | 89,590 | $150.5K | 0.00% | +582+0.7% | Added |
| Omers Administration Corp | 101,200 | $170.0K | 0.00% | +101,200 | New |
| National Bank of Canada | 111,300 | $187.0K | 0.00% | +96,500+652.0% | Added |
| Engineers Gate Manager LP | 120,389 | $202.3K | 0.00% | +107,132+808.1% | Added |
| Morgan Stanley | 137,788 | $231.5K | 0.00% | −163,335−54.2% | Reduced |
| J. Derek Lewis & Associates Inc. | 152,000 | $255.4K | 0.06% | +152,000 | New |
| XTX Topco Ltd | 152,873 | $256.8K | 0.01% | +121,574+388.4% | Added |
| Caitong International Asset Management Co., Ltd | 159,800 | $268.5K | 0.07% | +159,800 | New |
| Two Sigma Investments, LP | 174,767 | $293.6K | 0.00% | +174,767 | New |
| State Street Corp | 192,022 | $322.6K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 197,180 | $331.3K | 0.00% | +135,560+220.0% | Added |
| Balyasny Asset Management LLC | 279,579 | $469.7K | 0.00% | +279,579 | New |
| Quadrature Capital Ltd | 361,657 | $607.6K | 0.01% | +361,657 | New |
| Point72 Asset Management, L.P. | 406,258 | $682.5K | 0.00% | +406,258 | New |
| Advisor Group Holdings, Inc. | 444,951 | $747.5K | 0.00% | +426,190+2,271.7% | Added |
| UBS Group AG | 479,885 | $806.2K | 0.00% | −277,359−36.6% | Reduced |
| Geode Capital Management, LLC | 499,610 | $839.8K | 0.00% | +41,263+9.0% | Added |
| BlackRock, Inc. | 681,308 | $1.14M | 0.00% | −729−0.1% | Reduced |
| Vanguard Group Inc | 710,744 | $1.19M | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 728,927 | $1.22M | 0.04% | +728,927 | New |
| Qube Research & Technologies Ltd | 744,441 | $1.25M | 0.00% | +744,441 | New |
| Susquehanna International Group, LLP | 769,732 | $1.29M | 0.00% | +18,253+2.4% | Added |
| Millennium Management LLC | 846,545 | $1.42M | 0.00% | +480,588+131.3% | Added |
| Jane Street Group, LLC | 899,826 | $1.51M | 0.00% | +284,956+46.3% | Added |
| MMCAP International Inc. SPC | 2,326,777 | $3.91M | 0.39% | +1,559,844+203.4% | Added |
| Marex Group plc | 2,507,176 | $4.21M | 0.05% | +1,863,000+289.2% | Added |
| Arrington Capital Management, LLC | 2,760,107 | $4.64M | 5.10% | +2,760,107 | New |
| 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 |