UpexiUPXI
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 30 institutions reported holding Upexi Inc. (UPXI) in their 13F filings, up 24 from Q1 2025. 26 opened new positions and 2 sold out. The largest holders were Kathmere Capital Management, LLC ($6.5M), Pantera Capital Partners LP ($4.0M) and NewGen Asset Management Ltd ($1.7M). 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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $19.8M |
| Exits | 2 | $25K |
All 13F filers, Q1 2025 → Q2 2025: 6,643,562 shares bought and 12,104 shares sold, net +6,631,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Kathmere Capital Management, LLC | 0.50% | New | 2,192,983 | $6.5M |
| Pantera Capital Partners LP | 2.26% | New | 1,331,804 | $4.0M |
| NewGen Asset Management Ltd | 1.12% | New | 577,193 | $1.7M |
| Vanguard Group Inc. | 0.00% | New | 500,837 | $1.5M |
| Millennium Management | 0.00% | New | 385,253 | $1.1M |
| Geode Capital Management, LLC | 0.00% | New | 335,953 | $1.0M |
| Cantor Fitzgerald, L. P. | 0.02% | New | 325,000 | $969K |
| National Bank of Canada | 0.00% | New | 143,200 | $427K |
| Citadel Advisors | 0.00% | New | 131,929 | $393K |
| State Street Corp. | 0.00% | New | 130,042 | $388K |
| Susquehanna International Group, LLP | 0.00% | New | 114,123 | $340K |
| XTX Topco Ltd | 0.01% | New | 83,497 | $249K |
| Squarepoint Ops LLC | 0.00% | New | 60,198 | $179K |
| Northern Trust Corp. | 0.00% | New | 60,084 | $179K |
| Simplex Trading, LLC | 0.00% | New | 56,532 | $168K |
| LPL Financial LLC | 0.00% | New | 45,255 | $135K |
| Millington Financial Advisors, LLC | 0.07% | New | 20,000 | $134K |
| Group One Trading LLC | 0.00% | New | 44,631 | $133K |
| UBS Group AG | 0.00% | Add +2938.9% | 36,254 | $108K |
| Virtu Financial LLC | 0.00% | New | 19,680 | $59K |
| North Star Investment Management Corp. | 0.00% | New | 15,000 | $45K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 15,000 | $45K |
| Commonwealth Equity Services, LLC | 0.00% | New | 14,000 | $42K |
| Osaic Holdings, Inc. | 0.00% | New | 3,065 | $9K |
| SBI Securities Co., Ltd. | 0.00% | Add +891.6% | 2,231 | $7K |
| Morgan Stanley | 0.00% | Add +22300.0% | 672 | $2K |
| Bank of America Corp. | 0.00% | Add +5866.7% | 358 | $1K |
| Signaturefd, LLC | 0.00% | New | 113 | $337 |
| Farther Finance Advisors, LLC | 0.00% | New | 2 | $6 |
| Royal Bank of Canada | 0.00% | New | 100 | $0 |
"% of holder's portfolio" is UPXI's weight in each manager's 13F, not the share of Upexi Inc. the manager owns.