UpexiUPXI
13F holders, Q4 2024 (December 31)7holders
$3.56avg. 13F price*
At the end of Q4 2024, 7 institutions reported holding Upexi Inc. (UPXI) in their 13F filings. The largest holders were Bank of Montreal ($36K), UBS Group AG ($16K) and Tower Research Capital LLC (TRC) ($4K).
- Company
- Upexi Inc.
- CUSIP
- 39959A205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $56K |
| Exits | 0 | $0 |
Ownership 7 holders
| Bank of Montreal | 0.00% | New | 10,008 | $36K |
| UBS Group AG | 0.00% | New | 4,475 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,109 | $4K |
| Wells Fargo & Company | 0.00% | New | 30 | $105 |
| Bank of America Corp. | 0.00% | New | 7 | $25 |
| SBI Securities Co., Ltd. | 0.00% | — | 6 | $21 |
| National Bank of Canada | 0.00% | New | 1 | $4 |
"% of holder's portfolio" is UPXI's weight in each manager's 13F, not the share of Upexi Inc. the manager owns.