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, Q1 2026
Institutional positions in Upexi, Inc. as of Mar 31, 2026. 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
- 55
- −8 vs. Q4 2025
- Shares held
- 14.8M
- −2.48M (−14.4%) vs. Q4 2025
- Total value
- $14.5M
- −$14.4M (−49.9%) vs. Q4 2025
- New holders
- 13
- 9 more added
- Sold out
- 21
- 19 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Upexi, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 3,382,602 | $3.34M | 0.00% | +3,382,602 | New |
| Arrington Capital Management, LLC | 2,760,107 | $2.72M | 3.09% | 00.0% | Unchanged |
| MMCAP International Inc. SPC | 2,326,777 | $2.29M | 0.20% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 775,862 | $768.1K | 0.00% | +330,911+74.4% | Added |
| UBS Group AG | 765,776 | $755.1K | 0.00% | +285,891+59.6% | Added |
| Susquehanna International Group, LLP | 698,728 | $688.7K | 0.00% | −71,004−9.2% | Reduced |
| BlackRock, Inc. | 681,308 | $671.5K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 538,517 | $531.1K | 0.00% | +38,907+7.8% | Added |
| HRT Financial LP | 417,849 | $411.0K | 0.00% | +417,849 | New |
| Vanguard Fiduciary Trust Co | 327,983 | $323.4K | 0.00% | +327,983 | New |
| Millennium Management LLC | 294,184 | $289.9K | 0.00% | −552,361−65.2% | Reduced |
| State Street Corp | 192,022 | $189.3K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 190,695 | $187.9K | 0.00% | −709,131−78.8% | Reduced |
| Quantbot Technologies LP | 123,419 | $121.6K | 0.00% | +123,419 | New |
| Omers Administration Corp | 120,800 | $119.1K | 0.00% | +19,600+19.4% | Added |
| XTX Topco Ltd | 119,454 | $117.7K | 0.00% | −33,419−21.9% | Reduced |
| Northern Trust Corp | 108,220 | $106.7K | 0.00% | +18,630+20.8% | Added |
| J. Derek Lewis & Associates Inc. | 97,000 | $95.6K | 0.02% | −55,000−36.2% | Reduced |
| National Bank of Canada | 82,000 | $80.8K | 0.00% | −29,300−26.3% | Reduced |
| Point72 Asset Management, L.P. | 71,090 | $70.1K | 0.00% | −335,168−82.5% | Reduced |
| Pinnacle Financial Partners, Inc. | 70,720 | $69.7K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 70,028 | $69.0K | 0.00% | −658,899−90.4% | Reduced |
| Millington Financial Advisors, LLC | 40,000 | $54.0K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 52,853 | $52.1K | 0.00% | −67,536−56.1% | Reduced |
| IMC-Chicago, LLC | 48,070 | $47.4K | 0.00% | +48,070 | New |
| Commonwealth Equity Services, LLC | 32,625 | $32.2K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 30,520 | $30.1K | 0.00% | −249,059−89.1% | Reduced |
| Shariaportfolio, Inc. | 27,789 | $27.4K | 0.01% | −52,039−65.2% | Reduced |
| Cetera Investment Advisers | 24,207 | $23.9K | 0.00% | +547+2.3% | Added |
| Quadrature Capital Ltd | 23,169 | $22.8K | 0.00% | −338,488−93.6% | Reduced |
| Goldman Sachs Group Inc | 22,191 | $21.9K | 0.00% | −35,264−61.4% | Reduced |
| Price T Rowe Associates Inc | 20,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 18,514 | $18.3K | 0.00% | +18,514 | New |
| Clearstead Advisors, LLC | 16,000 | $15.8K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 15,100 | $14.9K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 13,500 | $13.3K | 0.00% | +13,500 | New |
| LPL Financial LLC | 13,267 | $13.1K | 0.00% | −11,100−45.6% | Reduced |
| Great Valley Advisor Group, Inc. | 11,700 | $11.5K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,525 | $11.4K | 0.00% | +800+7.5% | Added |
| Smith Thornton Advisors LLC | 11,000 | $10.8K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 10,500 | $10.3K | 0.00% | +10,500 | New |
| Mariner, LLC | 10,005 | $9.86K | 0.00% | +5+0.1% | Added |
| Warren Averett Asset Management, LLC | 10,000 | $9.86K | 0.00% | −3,725−27.1% | Reduced |
| Rossby Financial, LCC | 9,200 | $9.09K | 0.00% | +4,100+80.4% | Added |
| Morgan Stanley | 7,100 | $7.00K | 0.00% | −130,688−94.8% | Reduced |
| SBI Securities Co., Ltd. | 1,766 | $1.74K | 0.00% | −67,320−97.4% | Reduced |
| Portus Wealth Advisors, LLC | 1,592 | $1.57K | 0.00% | +1,592 | New |
| Avion Wealth | 1,581 | $1.00K | 0.00% | +1,581 | New |
| MAI Capital Management | 875 | $863 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 113 | $111 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 67 | $67 | 0.00% | +67 | New |
| Citigroup Inc | 5 | $5 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 4 | $4 | 0.00% | −28−87.5% | Reduced |
| Royal Bank of Canada | 70 | $0 | 0.00% | −1−1.4% | Reduced |
| Strategic Investment Solutions, Inc. | 56,419 | $0 | 0.00% | +56,419 | New |
| Marex Group plc | 0 | $0 | 0.00% | −2,507,176−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −744,441−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −197,180−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −174,767−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −159,800−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −87,203−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −59,342−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −52,000−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −33,881−100.0% | Sold out |
| Keystone Financial Group | 0 | $0 | 0.00% | −27,325−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −24,913−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −18,180−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −18,154−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −16,538−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −10,581−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −10,131−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −10,045−100.0% | Sold out |
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −1,623−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Catherine Avery Investment Management LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |