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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 70 | $0 | 0.00% | −1−1.4% | Reduced |
| Strategic Investment Solutions, Inc. | 56,419 | $0 | 0.00% | +56,419 | New |
| Farther Finance Advisors, LLC | 4 | $4 | 0.00% | −28−87.5% | Reduced |
| Citigroup Inc | 5 | $5 | 0.00% | +5 | New |
| Jones Financial Companies LLLP | 67 | $67 | 0.00% | +67 | New |
| Signaturefd, LLC | 113 | $111 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 875 | $863 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,581 | $1.00K | 0.00% | +1,581 | New |
| Portus Wealth Advisors, LLC | 1,592 | $1.57K | 0.00% | +1,592 | New |
| SBI Securities Co., Ltd. | 1,766 | $1.74K | 0.00% | −67,320−97.4% | Reduced |
| Morgan Stanley | 7,100 | $7.00K | 0.00% | −130,688−94.8% | Reduced |
| Rossby Financial, LCC | 9,200 | $9.09K | 0.00% | +4,100+80.4% | Added |
| Warren Averett Asset Management, LLC | 10,000 | $9.86K | 0.00% | −3,725−27.1% | Reduced |
| Mariner, LLC | 10,005 | $9.86K | 0.00% | +5+0.1% | Added |
| Catalyst Funds Management Pty Ltd | 10,500 | $10.3K | 0.00% | +10,500 | New |
| Smith Thornton Advisors LLC | 11,000 | $10.8K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,525 | $11.4K | 0.00% | +800+7.5% | Added |
| Great Valley Advisor Group, Inc. | 11,700 | $11.5K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 13,267 | $13.1K | 0.00% | −11,100−45.6% | Reduced |
| Summit Financial, LLC | 13,500 | $13.3K | 0.00% | +13,500 | New |
| J.W. Cole Advisors, Inc. | 15,100 | $14.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 16,000 | $15.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 18,514 | $18.3K | 0.00% | +18,514 | New |
| Price T Rowe Associates Inc | 20,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 22,191 | $21.9K | 0.00% | −35,264−61.4% | Reduced |
| Quadrature Capital Ltd | 23,169 | $22.8K | 0.00% | −338,488−93.6% | Reduced |
| Cetera Investment Advisers | 24,207 | $23.9K | 0.00% | +547+2.3% | Added |
| Shariaportfolio, Inc. | 27,789 | $27.4K | 0.01% | −52,039−65.2% | Reduced |
| Balyasny Asset Management LLC | 30,520 | $30.1K | 0.00% | −249,059−89.1% | Reduced |
| Commonwealth Equity Services, LLC | 32,625 | $32.2K | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 48,070 | $47.4K | 0.00% | +48,070 | New |
| Engineers Gate Manager LP | 52,853 | $52.1K | 0.00% | −67,536−56.1% | Reduced |
| Millington Financial Advisors, LLC | 40,000 | $54.0K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 70,028 | $69.0K | 0.00% | −658,899−90.4% | Reduced |
| Pinnacle Financial Partners, Inc. | 70,720 | $69.7K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 71,090 | $70.1K | 0.00% | −335,168−82.5% | Reduced |
| National Bank of Canada | 82,000 | $80.8K | 0.00% | −29,300−26.3% | Reduced |
| J. Derek Lewis & Associates Inc. | 97,000 | $95.6K | 0.02% | −55,000−36.2% | Reduced |
| Northern Trust Corp | 108,220 | $106.7K | 0.00% | +18,630+20.8% | Added |
| XTX Topco Ltd | 119,454 | $117.7K | 0.00% | −33,419−21.9% | Reduced |
| Omers Administration Corp | 120,800 | $119.1K | 0.00% | +19,600+19.4% | Added |
| Quantbot Technologies LP | 123,419 | $121.6K | 0.00% | +123,419 | New |
| Jane Street Group, LLC | 190,695 | $187.9K | 0.00% | −709,131−78.8% | Reduced |
| State Street Corp | 192,022 | $189.3K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 294,184 | $289.9K | 0.00% | −552,361−65.2% | Reduced |
| Vanguard Fiduciary Trust Co | 327,983 | $323.4K | 0.00% | +327,983 | New |
| HRT Financial LP | 417,849 | $411.0K | 0.00% | +417,849 | New |
| Geode Capital Management, LLC | 538,517 | $531.1K | 0.00% | +38,907+7.8% | Added |
| BlackRock, Inc. | 681,308 | $671.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 698,728 | $688.7K | 0.00% | −71,004−9.2% | Reduced |
| UBS Group AG | 765,776 | $755.1K | 0.00% | +285,891+59.6% | Added |
| Advisor Group Holdings, Inc. | 775,862 | $768.1K | 0.00% | +330,911+74.4% | Added |
| MMCAP International Inc. SPC | 2,326,777 | $2.29M | 0.20% | 00.0% | Unchanged |
| Arrington Capital Management, LLC | 2,760,107 | $2.72M | 3.09% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 3,382,602 | $3.34M | 0.00% | +3,382,602 | 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 |