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Upexi (UPXI) Institutional Ownership

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$0.75 +0.00 (+0.21%)
Closing price 08/14/2026 04:00 PM Eastern
Extended Trading
$0.74 -0.01 (-1.27%)
As of 08/14/2026 07:51 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Upexi (NASDAQ:UPXI)

Current
Institutional Ownership
Percentage
5.68%
Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$42.12M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$11.83M
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UPXI Institutional Buying and Selling by Quarter

Upexi Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/12/2026 Shariaportfolio Inc.27,789$27K0.0%-65.2%0.040%
5/21/2026 J. Derek Lewis & Associates Inc.97,000$96K0.0%-36.2%0.138%
5/15/2026 OMERS ADMINISTRATION Corp120,800$119K0.0%+19.4%0.172%
3/23/2026 J. Derek Lewis & Associates Inc.152,000$255K0.1%N/A0.218%
3/3/2026 Caitong International Asset Management Co. Ltd159,800$268K0.1%N/A0.229%
2/26/2026 Aristides Capital LLC59,342$100K0.0%N/A0.085%
2/18/2026XTX Topco Ltd152,873$257K0.0%+388.4%0.219%
2/18/2026 Quadrature Capital Ltd361,657$608K0.0%N/A0.518%
2/18/2026Millennium Management LLC846,545$1.42M0.0%+131.3%1.214%
2/18/2026Engineers Gate Manager LP120,389$202K0.0%+808.1%0.173%
2/18/2026 Arrington Capital Management LLC2,760,107$4.64M4.4%N/A3.957%
2/18/2026Balyasny Asset Management L.P.279,579$470K0.0%N/A0.401%
2/17/2026Price T Rowe Associates Inc. MD20,500$35K0.0%N/A0.029%
2/17/2026Osaic Holdings Inc.444,951$748K0.0%+2,271.7%0.638%
2/16/2026 OMERS ADMINISTRATION Corp101,200$170K0.0%N/A0.145%
2/13/2026 Caitong International Asset Management Co. Ltd34,397$58K0.2%N/A0.049%
2/12/2026 Aristides Capital LLC59,342$100K0.0%N/A0.094%
2/12/2026Marex Group plc2,507,176$4.21M0.0%+289.2%3.966%
2/11/2026 LPL Financial LLC24,367$41K0.0%-79.0%0.039%
2/10/2026Goldman Sachs Group Inc.57,455$97K0.0%+105.7%0.091%
2/9/2026 Geode Capital Management LLC499,610$840K0.0%+9.0%0.790%
2/9/2026 Millington Financial Advisors LLC40,000$67K0.0%+100.0%0.063%
2/9/2026MMCAP International Inc. SPC2,326,777$3.91M0.4%+203.4%3.681%
2/9/2026 Clearstead Advisors LLC16,000$27K0.0%N/A0.025%
2/5/2026 Phoenix Financial Ltd.52,000$87K0.0%-25.7%0.082%
2/3/2026 SBI Securities Co. Ltd.69,086$116K0.0%-16.0%0.109%
1/21/2026 Shariaportfolio Inc.79,828$134K0.1%-87.2%0.126%
11/25/2025BlueCrest Capital Management Ltd70,565$407K0.0%N/A0.112%
11/18/2025Heights Capital Management Inc.250,000$1.44M0.4%N/A0.417%
11/17/2025Alyeska Investment Group L.P.1,250,000$7.18M0.0%N/A2.086%
11/17/2025Nomura Holdings Inc.18,000$104K0.0%N/A0.030%
11/17/2025Millennium Management LLC365,957$2.11M0.0%-5.0%0.611%
11/17/2025BlueCrest Capital Management Ltd70,565$407K0.0%N/A0.118%
11/17/2025 Clear Street Group Inc.18,100$104K0.0%N/A0.030%
11/17/2025Bank of America Corp DE13,725$79K0.0%+3,733.8%0.023%
11/14/2025Schonfeld Strategic Advisors LLC33,706$194K0.0%N/A0.056%
11/14/2025 Virtu Financial LLC40,463$233K0.0%+105.6%0.069%
11/14/2025Squarepoint Ops LLC27,073$156K0.0%-55.0%0.046%
11/13/2025 UBS Group AG757,244$4.37M0.0%+1,988.7%1.286%
11/13/2025 Capital Fund Management S.A.60,139$347K0.0%N/A0.102%
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11/13/2025 BNP Paribas Financial Markets74,478$430K0.0%N/A0.126%
11/10/2025MMCAP International Inc. SPC766,933$4.43M0.5%N/A1.302%
11/10/2025 Rossby Financial LCC21,800$126K0.0%N/A0.037%
11/7/2025Synovus Financial Corp25,100$145K0.0%N/A0.043%
11/7/2025 GSA Capital Partners LLP11,387$66K0.0%N/A0.019%
11/7/2025Vanguard Group Inc.710,744$4.10M0.0%+41.9%1.207%
11/6/2025Ameritas Advisory Services LLC4,500$26K0.0%N/A0.008%
11/6/2025 Shariaportfolio Inc.622,728$3.59M1.4%N/A1.057%
11/5/2025 SBI Securities Co. Ltd.82,291$475K0.0%+3,588.5%0.140%
11/5/2025 J.W. Cole Advisors Inc.15,600$90K0.0%N/A0.026%
11/3/2025 Phoenix Financial Ltd.70,000$404K0.0%N/A0.119%
11/3/2025 Belpointe Asset Management LLC10,000$58K0.0%N/A0.017%
10/29/2025 Arkadios Wealth Advisors10,000$58K0.0%N/A0.017%
10/23/2025 SG Americas Securities LLC30,645$177K0.0%N/A0.052%
10/22/2025 North Star Investment Management Corp.5,000$29K0.0%-66.7%0.008%
10/22/2025 Kathmere Capital Management LLC417,983$2.41M0.2%-80.9%0.710%
8/25/2025 NewGen Asset Management Ltd577,193$1.72M1.0%N/A0.985%
8/13/2025 Millington 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%
8/8/2025 Geode Capital Management LLC335,953$1.00M0.0%N/A0.376%
7/16/2025 Kathmere Capital Management LLC2,192,983$6.54M0.5%N/A5.783%
7/15/2025 North 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%


UPXI Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 institutional investors and hedge funds held shares of Upexi. The most heavily invested institutionals were Alyeska Investment Group L.P. ($7.18M), Arrington Capital Management LLC ($4.64M), UBS Group AG ($4.37M), Marex Group plc ($4.21M), Vanguard Group Inc. ($4.10M), MMCAP International Inc. SPC ($3.91M), and Kathmere Capital Management LLC ($2.41M).Learn more on Upexi's institutional investors.

5.68% of Upexi's stock is owned by institutional investors. Learn more on UPXI's institutional investor holdings.

Of the 46 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: Arrington Capital Management LLC ($2.76M), MMCAP International Inc. SPC ($2.33M), Kathmere Capital Management LLC ($2.19M), Marex Group plc ($1.86M), Alyeska Investment Group L.P. ($1.25M), UBS Group AG ($720.99K), and Shariaportfolio Inc. ($622.73K).

Institutional investors have bought a total of 13,729,189 shares in the last 24 months. This purchase volume represents approximately $42.12M in transactions.

Of the 9 institutional investors that sold Upexi's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kathmere Capital Management LLC ($1.78M), Shariaportfolio Inc. ($594.94K), LPL Financial LLC ($91.88K), J. Derek Lewis & Associates Inc. ($55K), Squarepoint Ops LLC ($33.13K), Millennium Management LLC ($19.30K), and Phoenix Financial Ltd. ($18K).

Institutional investors have sold a total of 2,610,443 shares in the last 24 months. This volume of shares sold represents approximately $11.83M in transactions.


Related Companies

Institutional ownership data for NASDAQ:UPXI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/12/2026. New 13F filings are added each quarter as they're published.
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