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.
Q2 2026 vs. Q1 2026
How the institutions holding Upexi, Inc. changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Q2 2026 | Change |
|---|---|---|---|
| Holders | 55 | 47 | −8 |
| Shares | 14.8M | 13.0M | −1.71M (−11.6%) |
| Value | $14.5M | $10.2M | −$4.29M (−29.5%) |
New holders (10)
Institutions that held Upexi, Inc. at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Citadel Advisors LLC | 100,402 | $78.7K | 0.00% |
| Virtu Financial LLC | 70,642 | $55.0K | 0.00% |
| SG Americas Securities, LLC | 14,427 | $11.0K | 0.00% |
| Stratos Wealth Partners, LTD. | 13,300 | $10.4K | 0.00% |
| Deutsche Bank AG | 11,400 | $8.89K | 0.00% |
| JPMorgan Chase & Co | 4,435 | $3.68K | 0.00% |
| Tower Research Capital LLC (TRC) | 675 | $529 | 0.00% |
| Catherine Avery Investment Management LLC | 500 | $392 | 0.00% |
| Valley National Advisers Inc | 390 | $306 | 0.00% |
| Optiver Holding B.V. | 4 | $3 | 0.00% |
Sold out (18)
Institutions that held Upexi, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Quantbot Technologies LP | 123,419 | $121.6K |
| Omers Administration Corp | 120,800 | $119.1K |
| National Bank of Canada | 82,000 | $80.8K |
| Point72 Asset Management, L.P. | 71,090 | $70.1K |
| Group One Trading, L.P. | 70,028 | $69.0K |
| Balyasny Asset Management LLC | 30,520 | $30.1K |
| Shariaportfolio, Inc. | 27,789 | $27.4K |
| Quadrature Capital Ltd | 23,169 | $22.8K |
| Price T Rowe Associates Inc | 20,500 | $21.0K |
| Clearstead Advisors, LLC | 16,000 | $15.8K |
| Great Valley Advisor Group, Inc. | 11,700 | $11.5K |
| Catalyst Funds Management Pty Ltd | 10,500 | $10.3K |
| Warren Averett Asset Management, LLC | 10,000 | $9.86K |
| Rossby Financial, LCC | 9,200 | $9.09K |
| Portus Wealth Advisors, LLC | 1,592 | $1.57K |
| MAI Capital Management | 875 | $863 |
| Farther Finance Advisors, LLC | 4 | $4 |
| Strategic Investment Solutions, Inc. | 56,419 | $0 |