UpexiUPXI
13F holders, Q1 2024 (March 31)16holders
1famous investor
$0.58avg. 13F price*
At the end of Q1 2024, 16 institutions reported holding Upexi Inc. (UPXI) in their 13F filings. The largest holders were Vanguard Group Inc. ($169K), HighTower Advisors, LLC ($124K) and Geode Capital Management, LLC ($53K). 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 Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $41K |
| Exits | 6 | $110K |
Ownership 16 holders
| Vanguard Group Inc. | 0.00% | Add +2.8% | 290,938 | $169K |
| HighTower Advisors, LLC | 0.00% | No change | 214,221 | $124K |
| Geode Capital Management, LLC | 0.00% | Add +3.4% | 92,018 | $53K |
| Susquehanna International Group, LLP | 0.00% | New | 51,756 | $30K |
| BlackRock Inc. | 0.00% | Add +32.6% | 30,510 | $18K |
| Renaissance Technologies | 0.00% | Add +57.0% | 16,800 | $10K |
| State Street Corp. | 0.00% | No change | 16,865 | $10K |
| Northern Trust Corp. | 0.00% | No change | 15,950 | $9K |
| PSI Advisors, LLC | 0.00% | New | 12,000 | $7K |
| Osaic Holdings, Inc. | 0.00% | New | 7,500 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +5.6% | 5,991 | $3K |
| RFP Financial Group LLC | 0.00% | No change | 2,222 | $1K |
| Wells Fargo & Company | 0.00% | Add +1.0% | 97 | $56 |
| JPMorgan Chase & Co. | 0.00% | Add +52.2% | 35 | $20 |
| Royal Bank of Canada | 0.00% | Reduce -38.6% | 105 | $0 |
| Simplex Trading, LLC | 0.00% | Reduce -32.4% | 617 | $0 |
"% of holder's portfolio" is UPXI's weight in each manager's 13F, not the share of Upexi Inc. the manager owns.