Upexi, Inc.
UPXI- 交易所
- Nasdaq
- 產業
- Finance Services
- SEC CIK
- 0001775194
近 90 天,Upexi, Inc. 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 47 家機構在 13F 申報持有,市值合計 $1,022 萬;沒有大師持有。
2025 年第 4 季 13F 持有人
Upexi, Inc. 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 65
- 較 2025 年第 3 季 −3 家
- 持有股數
- 1,795 萬
- 較 2025 年第 3 季 +249.8 萬 (+16.2%)
- 總市值
- $3,013 萬
- 較 2025 年第 3 季 −$5,887 萬 (−66.1%)
- 新進機構
- 25
- 另有 22 家加碼
- 清倉機構
- 28
- 另有 12 家減碼
另有 1 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 UPXI 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 47 | $1,022 萬 |
| 2026 年第 1 季 | 55 | $1,451 萬 |
| 2025 年第 4 季 | 65 | $3,013 萬 |
| 2025 年第 3 季 | 69 | $8,914 萬 |
| 2025 年第 2 季 | 30 | $1,988 萬 |
| 2025 年第 1 季 | 6 | $2.83 萬 |
| 2024 年第 4 季 | 7 | $5.57 萬 |
| 2024 年第 3 季 | 8 | $6.85 萬 |
| 2024 年第 2 季 | 14 | $24.0 萬 |
| 2024 年第 1 季 | 16 | $44.0 萬 |
| 2023 年第 4 季 | 19 | $87.7 萬 |
| 2023 年第 3 季 | 13 | $105.1 萬 |
| 2023 年第 2 季 | 15 | $137.0 萬 |
| 2023 年第 1 季 | 12 | $113.7 萬 |
| 2022 年第 4 季 | 17 | $109.3 萬 |
| 2022 年第 3 季 | 13 | $197.5 萬 |
| 2022 年第 2 季 | 12 | $298.5 萬 |
| 2022 年第 1 季 | 9 | $194.9 萬 |
| 2021 年第 4 季 | 9 | $119.9 萬 |
| 2021 年第 3 季 | 10 | $45.4 萬 |
| 2021 年第 2 季 | 6 | $88.4 萬 |
| 2021 年第 1 季 | 0 | $0 |
2025 年第 4 季持有機構
每家機構持有 Upexi, Inc. 的股數、市值與佔組合比重;股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Arrington Capital Management, LLC | 2,760,107 | $463.7 萬 | 5.10% | +2,760,107 | 新進 |
| Marex Group plc | 2,507,176 | $421.2 萬 | 0.05% | +1,863,000+289.2% | 加碼 |
| MMCAP International Inc. SPC | 2,326,777 | $390.9 萬 | 0.39% | +1,559,844+203.4% | 加碼 |
| Jane Street Group, LLC | 899,826 | $151.2 萬 | 0.00% | +284,956+46.3% | 加碼 |
| Millennium Management LLC | 846,545 | $142.2 萬 | 0.00% | +480,588+131.3% | 加碼 |
| Susquehanna International Group, LLP | 769,732 | $129.3 萬 | 0.00% | +18,253+2.4% | 加碼 |
| Qube Research & Technologies Ltd | 744,441 | $125.1 萬 | 0.00% | +744,441 | 新進 |
| Group One Trading, L.P. | 728,927 | $122.5 萬 | 0.04% | +728,927 | 新進 |
| Vanguard Group Inc | 710,744 | $119.4 萬 | 0.00% | 00.0% | 不變 |
| BlackRock, Inc. | 681,308 | $114.5 萬 | 0.00% | −729−0.1% | 減碼 |
| Geode Capital Management, LLC | 499,610 | $84.0 萬 | 0.00% | +41,263+9.0% | 加碼 |
| UBS Group AG | 479,885 | $80.6 萬 | 0.00% | −277,359−36.6% | 減碼 |
| Advisor Group Holdings, Inc. | 444,951 | $74.8 萬 | 0.00% | +426,190+2,271.7% | 加碼 |
| Point72 Asset Management, L.P. | 406,258 | $68.3 萬 | 0.00% | +406,258 | 新進 |
| Quadrature Capital Ltd | 361,657 | $60.8 萬 | 0.01% | +361,657 | 新進 |
| Balyasny Asset Management LLC | 279,579 | $47.0 萬 | 0.00% | +279,579 | 新進 |
| Citadel Advisors LLC | 197,180 | $33.1 萬 | 0.00% | +135,560+220.0% | 加碼 |
| State Street Corp | 192,022 | $32.3 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Investments, LP | 174,767 | $29.4 萬 | 0.00% | +174,767 | 新進 |
| Caitong International Asset Management Co., Ltd | 159,800 | $26.8 萬 | 0.07% | +159,800 | 新進 |
| XTX Topco Ltd | 152,873 | $25.7 萬 | 0.01% | +121,574+388.4% | 加碼 |
| J. Derek Lewis & Associates Inc. | 152,000 | $25.5 萬 | 0.06% | +152,000 | 新進 |
| Morgan Stanley | 137,788 | $23.1 萬 | 0.00% | −163,335−54.2% | 減碼 |
| Engineers Gate Manager LP | 120,389 | $20.2 萬 | 0.00% | +107,132+808.1% | 加碼 |
| National Bank of Canada | 111,300 | $18.7 萬 | 0.00% | +96,500+652.0% | 加碼 |
| Omers Administration Corp | 101,200 | $17.0 萬 | 0.00% | +101,200 | 新進 |
| Northern Trust Corp | 89,590 | $15.1 萬 | 0.00% | +582+0.7% | 加碼 |
| Simplex Trading, LLC | 87,203 | $14.7 萬 | 0.00% | −179,932−67.4% | 減碼 |
| Shariaportfolio, Inc. | 79,828 | $13.4 萬 | 0.06% | −542,900−87.2% | 減碼 |
| Pinnacle Financial Partners, Inc. | 70,720 | $11.9 萬 | 0.00% | +70,720 | 新進 |
| SBI Securities Co., Ltd. | 69,086 | $11.6 萬 | 0.00% | −13,205−16.0% | 減碼 |
| Aristides Capital LLC | 59,342 | $9.97 萬 | 0.03% | +59,342 | 新進 |
| Goldman Sachs Group Inc | 57,455 | $9.65 萬 | 0.00% | +29,528+105.7% | 加碼 |
| Phoenix Holdings Ltd. | 52,000 | $8.73 萬 | 0.00% | −18,000−25.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 33,881 | $5.69 萬 | 0.00% | +31,247+1,186.3% | 加碼 |
| Commonwealth Equity Services, LLC | 32,625 | $5.48 萬 | 0.00% | +1,300+4.2% | 加碼 |
| Keystone Financial Group | 27,325 | $4.59 萬 | 0.00% | +27,325 | 新進 |
| Millington Financial Advisors, LLC | 40,000 | $4.56 萬 | 0.02% | +20,000+100.0% | 加碼 |
| Bank of America Corp | 24,913 | $4.19 萬 | 0.00% | +11,188+81.5% | 加碼 |
| LPL Financial LLC | 24,367 | $4.09 萬 | 0.00% | +8,122+50.0% | 加碼 |
| Nomura Holdings Inc | 24,000 | $4.03 萬 | 0.00% | +6,000+33.3% | 加碼 |
| Cetera Investment Advisers | 23,660 | $3.97 萬 | 0.00% | +6,540+38.2% | 加碼 |
| Price T Rowe Associates Inc | 20,500 | $3.50 萬 | 0.00% | +20,500 | 新進 |
| Lighthouse Investment Partners, LLC | 18,180 | $3.05 萬 | 0.00% | +18,180 | 新進 |
| Two Sigma Securities, LLC | 18,154 | $3.05 萬 | 0.00% | +18,154 | 新進 |
| GTS Securities LLC | 16,538 | $2.78 萬 | 0.00% | +16,538 | 新進 |
| Clearstead Advisors, LLC | 16,000 | $2.69 萬 | 0.00% | +16,000 | 新進 |
| J.W. Cole Advisors, Inc. | 15,100 | $2.54 萬 | 0.00% | −500−3.2% | 減碼 |
| Warren Averett Asset Management, LLC | 13,725 | $2.31 萬 | 0.00% | +13,725 | 新進 |
| Great Valley Advisor Group, Inc. | 11,700 | $1.97 萬 | 0.00% | +1,000+9.3% | 加碼 |
| Smith Thornton Advisors LLC | 11,000 | $1.85 萬 | 0.01% | +11,000 | 新進 |
| Private Advisor Group, LLC | 10,725 | $1.80 萬 | 0.00% | +10,725 | 新進 |
| Winton Group Ltd | 10,581 | $1.78 萬 | 0.00% | +10,581 | 新進 |
| Jefferies Financial Group Inc. | 10,131 | $1.70 萬 | 0.00% | +10,131 | 新進 |
| nVerses Capital, LLC | 10,045 | $1.69 萬 | 0.04% | +10,045 | 新進 |
| Mariner, LLC | 10,000 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| Rossby Financial, LCC | 5,100 | $8,568 | 0.00% | −16,700−76.6% | 減碼 |
| CIBC Private Wealth Group, LLC | 4,000 | $6,720 | 0.00% | +4,000 | 新進 |
| GF Fund Management Co. Ltd. | 1,623 | $2,727 | 0.00% | −383−19.1% | 減碼 |
| Armstrong Advisory Group, Inc | 1,000 | $1,680 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 875 | $1,470 | 0.00% | 00.0% | 不變 |
| Catherine Avery Investment Management LLC | 250 | $420 | 0.00% | +100+66.7% | 加碼 |
| Signaturefd, LLC | 113 | $190 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 32 | $54 | 0.00% | −1,495−97.9% | 減碼 |
| Royal Bank of Canada | 71 | $0 | 0.00% | −2,431−97.2% | 減碼 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −5,000,000−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,250,000−100.0% | 清倉 |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −417,983−100.0% | 清倉 |
| Heights Capital Management, Inc | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Barclays PLC | 0 | $0 | 0.00% | −175,483−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −150,227−100.0% | 清倉 |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −74,478−100.0% | 清倉 |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −70,565−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −60,139−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −40,463−100.0% | 清倉 |
| Bank of Montreal | 0 | $0 | 0.00% | −35,108−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −33,706−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −30,645−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −27,073−100.0% | 清倉 |
| Clear Street Group Inc. | 0 | $0 | 0.00% | −18,100−100.0% | 清倉 |
| Citigroup Inc | 0 | $0 | 0.00% | −15,343−100.0% | 清倉 |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,387−100.0% | 清倉 |
| Aspiring Ventures, LLC | 0 | $0 | 0.00% | −11,039−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −4,500−100.0% | 清倉 |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −890−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −683−100.0% | 清倉 |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −3,257−100.0% | 清倉 |
| Synovus Financial Corp | – | – | – | – | 本季未申報 |