UpexiUPXI

13F holders, Q2 2026 (June 30)
47holders −8
10new positions
18sold out
2famous investors
$0.78avg. 13F price*

At the end of Q2 2026, 47 institutions reported holding Upexi Inc. (UPXI) in their 13F filings, down 8 from Q1 2026. 10 opened new positions and 18 sold out. The largest holders were Arrington Capital Management, LLC ($2.2M), Vanguard Capital Management LLC ($1.9M) and MMCAP International Inc. SPC ($1.8M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Upexi Inc.
CUSIP
39959A205
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q4 2024: 7Q4 2024Q1 2025: 6Q1 2025Q2 2025: 30Q2 2025Q3 2025: 69Q3 2025Q4 2025: 65Q4 2025Q1 2026: 55Q1 2026Q2 2026: 47Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions10$169K
Exits18$621K

All 13F filers, Q1 2026 → Q2 2026: 804,159 shares bought and 2,518,385 shares sold, net −1,714,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 47 holders

Arrington Capital Management, LLC 2.41% No change 2,760,107 $2.2M
Vanguard Capital Management LLC 0.00% Reduce -28.8% 2,409,720 $1.9M
MMCAP International Inc. SPC 0.16% No change 2,326,777 $1.8M
BlackRock, Inc. 0.00% Add +30.5% 888,906 $697K
Osaic Holdings, Inc. 0.00% Reduce -0.7% 770,236 $601K
Susquehanna International Group, LLP 0.00% Add +0.6% 703,129 $551K
Geode Capital Management, LLC 0.00% Add +8.2% 582,895 $457K
Vanguard Fiduciary Trust Co. 0.00% Reduce -5.1% 311,362 $244K
Millennium Management 0.00% Reduce -7.8% 271,216 $213K
UBS Group AG 0.00% Reduce -69.7% 232,206 $182K
XTX Topco Ltd 0.00% Add +92.3% 229,653 $180K
State Street Corp. 0.00% No change 192,022 $151K
Jane Street Group, LLC 0.00% Add +0.4% 191,536 $150K
HRT Financial LP 0.00% Reduce -65.9% 142,525 $111K
J. Derek Lewis & Associates Inc. 0.02% Add +28.9% 125,000 $98K
Northern Trust Corp. 0.00% Add +8.4% 117,311 $92K
Citadel Advisors 0.00% New 100,402 $79K
Citigroup Inc. 0.00% Add +1582600.0% 79,135 $62K
Engineers Gate Manager LP 0.00% Add +47.1% 77,738 $61K
Pinnacle Financial Partners, Inc. 0.00% No change 70,720 $55K
Virtu Financial LLC 0.00% New 70,642 $55K
Goldman Sachs Group Inc. 0.00% Add +208.1% 68,378 $54K
IMC-Chicago, LLC 0.00% Add +9.8% 52,768 $41K
Millington Financial Advisors, LLC 0.01% No change 40,000 $32K
Commonwealth Equity Services, LLC 0.00% Add +1.5% 33,125 $26K
Morgan Stanley 0.00% Add +282.6% 27,166 $21K
Cetera Investment Advisers 0.00% No change 24,207 $19K
Vanguard Global Advisers, LLC 0.00% No change 18,514 $15K
Smith Thornton Advisors LLC 0.01% Add +59.1% 17,500 $13K
Summit Financial, LLC 0.00% Add +11.1% 15,000 $12K
J.W. Cole Advisors, Inc. 0.00% Reduce -2.0% 14,800 $12K
SG Americas Securities, LLC 0.00% New 14,427 $11K
Stratos Wealth Partners, LTD. 0.00% New 13,300 $10K
Deutsche Bank AG 0.00% New 11,400 $9K
Private Advisor Group, LLC 0.00% Reduce -9.1% 10,475 $8K
LPL Financial LLC 0.00% Reduce -24.1% 10,067 $8K
Mariner, LLC 0.00% No change 10,005 $8K
JPMorgan Chase & Co. 0.00% New 4,435 $4K
SBI Securities Co., Ltd. 0.00% Reduce -10.5% 1,581 $1K
Tower Research Capital LLC (TRC) 0.00% New 675 $529
Catherine Avery Investment Management LLC 0.00% New 500 $392
Valley National Advisers Inc. 0.00% New 390 $306
Signaturefd, LLC 0.00% No change 113 $89
Jones Financial Companies LLLP 0.00% No change 67 $56
Optiver Holding B.V. 0.00% New 4 $3
Royal Bank of Canada 0.00% Add +14.3% 80 $0
Avion Wealth 0.00% Reduce -66.7% 527 $0

"% of holder's portfolio" is UPXI's weight in each manager's 13F, not the share of Upexi Inc. the manager owns.