UpexiUPXI
13F holders, Q3 2024 (September 30)8holders −6
1new positions
6sold out
1famous investor
$0.20avg. 13F price*
At the end of Q3 2024, 8 institutions reported holding Upexi Inc. (UPXI) in their 13F filings, down 6 from Q2 2024. 1 opened new positions and 6 sold out. The largest holders were Vanguard Group Inc. ($55K), State Street Corp. ($3K) and Northern Trust Corp. ($3K). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Upexi Inc.
- CUSIP
- 39959A106
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 6 | $111K |
All 13F filers, Q2 2024 → Q3 2024: 19,236 shares bought and 326,960 shares sold, net −307,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Vanguard Group Inc. | 0.00% | Reduce -4.4% | 278,264 | $55K |
| State Street Corp. | 0.00% | No change | 16,865 | $3K |
| Northern Trust Corp. | 0.00% | No change | 15,950 | $3K |
| Renaissance Technologies | 0.00% | Reduce -26.8% | 13,100 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +114.5% | 12,812 | $3K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,374 | $2K |
| Bank of America Corp. | 0.00% | Add +22.8% | 124 | $24 |
| Simplex Trading, LLC | 0.00% | Reduce -93.1% | 15 | $0 |
"% of holder's portfolio" is UPXI's weight in each manager's 13F, not the share of Upexi Inc. the manager owns.