Upexi (UPXI) Institutional Ownership $6.14 -0.34 (-5.17%) As of 11:27 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Upexi (NASDAQ:UPXI)CurrentInstitutional OwnershipPercentage5.68%Number ofInstitutional Buyers(last 12 months)8TotalInstitutional Inflows(last 12 months)$11.36MNumber ofInstitutional Sellers(last 12 months)0 Get UPXI Insider Trade Alerts Want to know when executives and insiders are buying or selling Upexi stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data UPXI Institutional Buying and Selling by Quarter Upexi Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/25/2025NewGen Asset Management Ltd577,193$1.72M1.0%N/A0.985% 8/13/2025Millington Financial Advisors LLC20,000$60K0.0%N/A0.022% 8/12/2025XTX Topco Ltd83,497$249K0.0%N/A0.093% 8/11/2025NewGen Equity Long Short Fund577,193$1.72M1.0%N/A0.980% 8/8/2025Geode Capital Management LLC335,953$1.00M0.0%N/A0.376% 7/16/2025Kathmere Capital Management LLC2,192,983$6.54M0.5%N/A5.783% 7/15/2025North Star Investment Management Corp.15,000$45K0.0%N/A0.040% 2/13/2025Bank of Montreal Can10,008$36K0.0%N/A0.807% 2/9/2024Team Hewins LLC428,254$497K0.1%N/A2.109% 2/5/2024Victory Capital Management Inc.34,553$40K0.0%N/A0.170% 8/15/2023Corsair Capital Management L.P.49,893$112K0.0%N/A0.278% (Data available from 1/1/2016 forward) UPXI Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of UPXI shares? During the previous two years, 10 institutional investors and hedge funds held shares of Upexi. The most heavily invested institutionals were Kathmere Capital Management LLC ($6.54M), NewGen Asset Management Ltd ($1.72M), NewGen Equity Long Short Fund ($1.72M), Geode Capital Management LLC ($1.00M), Team Hewins LLC ($497K), XTX Topco Ltd ($249K), and Millington Financial Advisors LLC ($60K).Learn more on Upexi's institutional investors. What percentage of Upexi's stock is owned by institutional investors? 5.68% of Upexi's stock is owned by institutional investors. Learn more on UPXI's institutional investor holdings. Which institutional investors have been buying Upexi's stock? Of the 10 institutional investors that purchased Upexi's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kathmere Capital Management LLC ($2.19M), NewGen Asset Management Ltd ($577.19K), NewGen Equity Long Short Fund ($577.19K), Team Hewins LLC ($428.25K), Geode Capital Management LLC ($335.95K), XTX Topco Ltd ($83.50K), and Victory Capital Management Inc. ($34.55K). How much institutional buying is happening at Upexi? Institutional investors have bought a total of 3,811,827 shares in the last 24 months. This purchase volume represents approximately $11.36M in transactions. Related Companies IMCR Major Shareholders BHVN Major Shareholders EWTX Major Shareholders VCEL Major Shareholders GPCR Major Shareholders SDGR Major Shareholders HROW Major Shareholders PAHC Major Shareholders RCUS Major Shareholders HRMY Major Shareholders This page (NASDAQ:UPXI) was last updated on 10/14/2025 by MarketBeat.com Staff From Our PartnersThe Army Just Got a New Drone SupplierA cutting-edge drone developer just secured a U.S. Army deal to supply its Flex FPV Modular Drones and build a...The Tomorrow Investor | SponsoredURGENT: The Market's 3 Red Flags Are FlashingHere’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...StockEarnings | SponsoredGold to $27,533?This week, U.S. gold reserves hit an unprecedented $1 TRILLION in value... 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