UpexiUPXI
13F holders, Q3 2025 (September 30)69holders +39
42new positions
4sold out
2famous investors
$5.77avg. 13F price*
At the end of Q3 2025, 69 institutions reported holding Upexi Inc. (UPXI) in their 13F filings, up 39 from Q2 2025. 42 opened new positions and 4 sold out. The largest holders were Polar Asset Management Partners Inc. ($28.7M), Alyeska Investment Group, L.P. ($7.2M) and MMCAP International Inc. SPC ($4.4M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $62.0M |
| Exits | 4 | $6.8M |
All 13F filers, Q2 2025 → Q3 2025: 13,208,231 shares bought and 4,395,966 shares sold, net +8,812,265 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Polar Asset Management Partners Inc. | 0.84% | New | 5,000,000 | $28.7M |
| Alyeska Investment Group, L.P. | 0.02% | New | 1,250,000 | $7.2M |
| MMCAP International Inc. SPC | 0.53% | New | 766,933 | $4.4M |
| UBS Group AG | 0.00% | Add +1988.7% | 757,244 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Add +558.5% | 751,479 | $4.3M |
| Vanguard Group Inc. | 0.00% | Add +41.9% | 710,744 | $4.1M |
| BlackRock, Inc. | 0.00% | New | 682,037 | $3.9M |
| Marex Group Ltd | 0.05% | New | 644,176 | $3.7M |
| Shariaportfolio, Inc. | 1.37% | New | 622,728 | $3.6M |
| Jane Street Group, LLC | 0.00% | New | 614,870 | $3.5M |
| Geode Capital Management, LLC | 0.00% | Add +36.4% | 458,347 | $2.6M |
| Kathmere Capital Management, LLC | 0.17% | Reduce -80.9% | 417,983 | $2.4M |
| Millennium Management | 0.00% | Reduce -5.0% | 365,957 | $2.1M |
| Morgan Stanley | 0.00% | Add +44710.0% | 301,123 | $1.7M |
| Simplex Trading, LLC | 0.03% | Add +372.5% | 267,135 | $1.5M |
| Heights Capital Management, Inc. | 0.48% | New | 250,000 | $1.4M |
| State Street Corp. | 0.00% | Add +47.7% | 192,022 | $1.1M |
| Barclays PLC | 0.00% | New | 175,483 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | New | 150,227 | $867K |
| Northern Trust Corp. | 0.00% | Add +48.1% | 89,008 | $514K |
| SBI Securities Co., Ltd. | 0.01% | Add +3588.5% | 82,291 | $475K |
| BNP Paribas Financial Markets | 0.00% | New | 74,478 | $430K |
| BlueCrest Capital Management Ltd | 0.03% | New | 70,565 | $407K |
| Phoenix Financial Ltd. | 0.00% | New | 70,000 | $404K |
| Citadel Advisors | 0.00% | Reduce -53.3% | 61,620 | $356K |
| Capital Fund Management S.A. | 0.00% | New | 60,139 | $347K |
| Virtu Financial LLC | 0.01% | Add +105.6% | 40,463 | $233K |
| Bank of Montreal | 0.00% | New | 35,108 | $203K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 33,706 | $194K |
| Commonwealth Equity Services, LLC | 0.00% | Add +123.8% | 31,325 | $181K |
| XTX Topco Ltd | 0.01% | Reduce -62.5% | 31,299 | $181K |
| SG Americas Securities, LLC | 0.00% | New | 30,645 | $177K |
| Goldman Sachs Group Inc. | 0.00% | New | 27,927 | $161K |
| Squarepoint Ops LLC | 0.00% | Reduce -55.0% | 27,073 | $156K |
| Synovus Financial Corp. | 0.00% | New | 25,100 | $145K |
| Rossby Financial, LCC | 0.05% | New | 21,800 | $142K |
| Osaic Holdings, Inc. | 0.00% | Add +512.1% | 18,761 | $133K |
| Millington Financial Advisors, LLC | 0.06% | No change | 20,000 | $130K |
| Clear Street Group Inc. | 0.00% | — | 18,100 | $104K |
| Nomura Holdings Inc. | 0.00% | New | 18,000 | $104K |
| Cetera Investment Advisers | 0.00% | New | 17,120 | $99K |
| LPL Financial LLC | 0.00% | Reduce -64.1% | 16,245 | $94K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 15,600 | $90K |
| Citigroup Inc. | 0.00% | New | 15,343 | $89K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 15,000 | $87K |
| National Bank of Canada | 0.00% | Reduce -89.7% | 14,800 | $85K |
| Strategic Investment Solutions, Inc. | 0.02% | New | 3,257 | $80K |
| Bank of America Corp. | 0.00% | Add +3733.8% | 13,725 | $79K |
| Engineers Gate Manager LP | 0.00% | New | 13,257 | $76K |
| Gsa Capital Partners LLP | 0.01% | New | 11,387 | $66K |
| Aspiring Ventures, LLC | 0.02% | New | 11,039 | $64K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 10,700 | $62K |
| Belpointe Asset Management LLC | 0.00% | New | 10,000 | $58K |
| Arkadios Wealth Advisors | 0.00% | New | 10,000 | $58K |
| Mariner, LLC | 0.00% | New | 10,000 | $58K |
| North Star Investment Management Corp. | 0.00% | Reduce -66.7% | 5,000 | $29K |
| Ameritas Advisory Services, LLC | 0.00% | New | 4,500 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2,634 | $15K |
| Royal Bank of Canada | 0.00% | Add +2402.0% | 2,502 | $14K |
| GF Fund Management Co. LTD. | 0.00% | New | 2,006 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Add +76250.0% | 1,527 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 1,000 | $6K |
| MAI Capital Management | 0.00% | New | 875 | $5K |
| Valley National Advisers Inc. | 0.00% | New | 890 | $5K |
| FNY Investment Advisers, LLC | 0.00% | New | 683 | $3K |
| Catherine Avery Investment Management LLC | 0.00% | New | 150 | $866 |
| Signaturefd, LLC | 0.00% | No change | 113 | $652 |
| Wealth Watch Advisors, INC | 0.00% | New | 100 | $577 |
| FMR LLC | 0.00% | New | 5 | $29 |
"% of holder's portfolio" is UPXI's weight in each manager's 13F, not the share of Upexi Inc. the manager owns.