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.
Holders of 5% or more of UPXI
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Upexi, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Polar Asset Management Partners Inc. | 13G/A | 9.99%9.63M shares | +3.29 ppfrom 6.70% | Nov 14, 20253 filings | May 15, 2026 | SEC |
| MMCAP International Inc. SPC | 13G/A | 9.99%6.28M shares | 0.00 ppfrom 9.99% | Jul 22, 20252 filings | Feb 13, 2026 | SEC |
| GSR Growth Investments LP | 13G/A | 7.45%4.39M shares | −0.09 ppfrom 7.54% | Apr 30, 20253 filings | Nov 14, 2025 | SEC |
| Vanguard Capital Management LLC | 13G | 5.34%3.73M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
| Marex Securities Products Inc. | 13G | 5.20%3.30M shares | New | Jan 8, 20261 filing | Jan 8, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
16 Schedule 13D and 13G filings on Upexi, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| May 15, 202612:43 PM ET | Polar Asset Management Partners Inc. | 13G/A | 9.99%9.63M shares | +3.29 ppfrom 6.70% | Mar 31, 2026 | SEC |
| Apr 30, 20262:25 PM ET | Vanguard Capital Management LLC | 13G | 5.34%3.73M shares | New | Mar 31, 2026 | SEC |
| Feb 17, 20269:20 AM ET | Polar Asset Management Partners Inc. | 13G/A | 6.70%4.54M shares | −3.29 ppfrom 9.99% | Dec 31, 2025 | SEC |
| Feb 13, 20269:39 AM ET | MMCAP International Inc. SPCand 1 other | 13G/A | 9.99%6.28M shares | 0.00 ppfrom 9.99% | Dec 31, 2025 | SEC |
| Feb 11, 20261:10 PM ET | Kathmere Capital Management, LLC | 13G/A | 0.07%418.0K shares | +0.07 ppfrom 0.00%Below 5% | Sep 30, 2025 | SEC |
| Jan 8, 202610:19 AM ET | Marex Securities Products Inc.and 1 other | 13G | 5.20%3.30M shares | New | Jan 5, 2026 | SEC |
| Nov 14, 20254:06 PM ET | GSR Growth Investments LPand 6 others | 13G/A | 7.45%4.39M shares | −0.09 ppfrom 7.54% | Sep 30, 2025 | SEC |
| Nov 14, 20259:38 AM ET | Polar Asset Management Partners Inc. | 13G | 9.99%6.25M shares | New | Sep 30, 2025 | SEC |
| Oct 16, 202510:36 AM ET | Attestor Value Master Fund, LPand 4 others | 13G | 0.00%0 shares | −9.00 ppfrom 9.00%Below 5% | Sep 30, 2025 | SEC |
| Aug 13, 20257:47 AM ET | GSR Growth Investments LPand 6 others | 13G/A | 7.54%4.39M shares | −2.45 ppfrom 9.99% | Jun 30, 2025 | SEC |
| Aug 5, 20255:35 PM ET | Novogratz Michael | 13G/A | 0.00%0 shares | −5.86 ppfrom 5.86%Below 5% | Jun 30, 2025 | SEC |
| Jul 30, 20251:14 PM ET | Kathmere Capital Management, LLC | 13G | 0.00%2.19M shares | NewBelow 5% | Jun 30, 2025 | SEC |
| Jul 22, 20251:32 PM ET | MMCAP International Inc. SPCand 1 other | 13G | 9.99%12.9M shares | New | Jul 16, 2025 | SEC |
| Jul 11, 202512:15 PM ET | Attestor Value Master Fund, LPand 4 others | 13G | 9.00%3.42M shares | New | Jun 23, 2025 | SEC |
| May 1, 20257:59 PM ET | Novogratz Michael | 13G | 5.86%2.19M shares | New | Apr 24, 2025 | SEC |
| Apr 30, 20258:55 PM ET | GSR Growth Investments LPand 6 others | 13G | 9.99%4.15M shares | New | Apr 24, 2025 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Upexi, Inc. shares.
No Form 144 notices for Upexi, Inc. are on file.