UpexiUPXI
13F holders, Q2 2024 (June 30)14holders −2
2new positions
4sold out
1famous investor
$0.36avg. 13F price*
At the end of Q2 2024, 14 institutions reported holding Upexi Inc. (UPXI) in their 13F filings, down 2 from Q1 2024. 2 opened new positions and 4 sold out. The largest holders were Vanguard Group Inc. ($105K), HighTower Advisors, LLC ($77K) and Geode Capital Management, LLC ($33K). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $217 |
| Exits | 4 | $41K |
All 13F filers, Q1 2024 → Q2 2024: 1,884 shares bought and 92,375 shares sold, net −90,491 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Vanguard Group Inc. | 0.00% | No change | 290,938 | $105K |
| HighTower Advisors, LLC | 0.00% | No change | 214,221 | $77K |
| Geode Capital Management, LLC | 0.00% | No change | 92,018 | $33K |
| Renaissance Technologies | 0.00% | Add +6.5% | 17,900 | $6K |
| State Street Corp. | 0.00% | No change | 16,865 | $6K |
| Northern Trust Corp. | 0.00% | No change | 15,950 | $6K |
| BlackRock Inc. | 0.00% | Reduce -67.5% | 9,906 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -0.3% | 5,973 | $2K |
| RFP Financial Group LLC | 0.00% | No change | 2,222 | $802 |
| UBS Group AG | 0.00% | New | 500 | $181 |
| Bank of America Corp. | 0.00% | New | 101 | $36 |
| JPMorgan Chase & Co. | 0.00% | Add +14.3% | 40 | $14 |
| Royal Bank of Canada | 0.00% | Add +169.5% | 283 | $0 |
| Simplex Trading, LLC | 0.00% | Reduce -64.8% | 217 | $0 |
"% of holder's portfolio" is UPXI's weight in each manager's 13F, not the share of Upexi Inc. the manager owns.