UpexiUPXI

13F holders, Q4 2025 (December 31)
65holders −4
21new positions
28sold out
3famous investors
$1.68avg. 13F price*

At the end of Q4 2025, 65 institutions reported holding Upexi Inc. (UPXI) in their 13F filings, down 4 from Q3 2025. 21 opened new positions and 28 sold out. The largest holders were Arrington Capital Management, LLC ($4.6M), Marex Group Ltd ($4.2M) and MMCAP International Inc. SPC ($3.9M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Steve Cohen (0.0% of Point72 Asset 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions21$5.4M
Exits28$44.4M

All 13F filers, Q3 2025 → Q4 2025: 8,443,297 shares bought and 8,938,143 shares sold, net −494,846 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 65 holders

Arrington Capital Management, LLC 5.11% — 2,760,107 $4.6M
Marex Group Ltd 0.05% Add +289.2% 2,507,176 $4.2M
MMCAP International Inc. SPC 0.40% Add +203.4% 2,326,777 $3.9M
Jane Street Group, LLC 0.00% Add +46.3% 899,826 $1.5M
Millennium Management 0.00% Add +131.3% 846,545 $1.4M
Susquehanna International Group, LLP 0.00% Add +2.4% 769,732 $1.3M
Qube Research & Technologies Ltd 0.00% New 744,441 $1.3M
Group One Trading LLC 0.04% New 728,927 $1.2M
Vanguard Group Inc. 0.00% No change 710,744 $1.2M
BlackRock, Inc. 0.00% Reduce -0.1% 681,308 $1.1M
Geode Capital Management, LLC 0.00% Add +9.0% 499,610 $840K
UBS Group AG 0.00% Reduce -36.6% 479,885 $806K
Osaic Holdings, Inc. 0.00% Add +2271.7% 444,951 $748K
Point72 Asset Management 0.00% New 406,258 $683K
Quadrature Capital Ltd 0.01% New 361,657 $608K
Balyasny Asset Management L.P. 0.00% New 279,579 $470K
Citadel Advisors 0.00% Add +220.0% 197,180 $331K
State Street Corp. 0.00% No change 192,022 $323K
Two Sigma Investments, LP 0.00% New 174,767 $294K
Caitong International Asset Management Co., Ltd 0.07% New 159,800 $268K
XTX Topco Ltd 0.01% Add +388.4% 152,873 $257K
J. Derek Lewis & Associates Inc. 0.06% — 152,000 $255K
Morgan Stanley 0.00% Reduce -54.2% 137,788 $231K
Engineers Gate Manager LP 0.00% Add +808.1% 120,389 $202K
National Bank of Canada 0.00% Add +652.0% 111,300 $187K
OMERS ADMINISTRATION Corp 0.00% New 101,200 $170K
Northern Trust Corp. 0.00% Add +0.7% 89,590 $151K
Simplex Trading, LLC 0.00% Reduce -67.4% 87,203 $147K
Shariaportfolio, Inc. 0.06% Reduce -87.2% 79,828 $134K
Pinnacle Financial Partners, Inc. 0.00% — 70,720 $119K
SBI Securities Co., Ltd. 0.00% Reduce -16.1% 69,086 $116K
Aristides Capital LLC 0.03% New 59,342 $100K
Goldman Sachs Group Inc. 0.00% Add +105.7% 57,455 $97K
Phoenix Financial Ltd. 0.00% Reduce -25.7% 52,000 $87K
Tower Research Capital LLC (TRC) 0.00% Add +1186.3% 33,881 $57K
Commonwealth Equity Services, LLC 0.00% Add +4.2% 32,625 $55K
Keystone Financial Group 0.00% New 27,325 $46K
Millington Financial Advisors, LLC 0.02% Add +100.0% 40,000 $46K
Bank of America Corp. 0.00% Add +81.5% 24,913 $42K
LPL Financial LLC 0.00% Add +50.0% 24,367 $41K
Nomura Holdings Inc. 0.00% Add +33.3% 24,000 $40K
Cetera Investment Advisers 0.00% Add +38.2% 23,660 $40K
T. Rowe Price Associates Inc. 0.00% New 20,500 $35K
Lighthouse Investment Partners, LLC 0.00% New 18,180 $31K
Two Sigma Securities, LLC 0.00% New 18,154 $30K
GTS Securities LLC 0.00% New 16,538 $28K
Clearstead Advisors, LLC 0.00% New 16,000 $27K
J.W. Cole Advisors, Inc. 0.00% Reduce -3.2% 15,100 $25K
Waverly Advisors, LLC 0.00% New 13,725 $23K
Great Valley Advisor Group, Inc. 0.00% Add +9.3% 11,700 $20K
Smith Thornton Advisors LLC 0.01% New 11,000 $18K
Private Advisor Group, LLC 0.00% New 10,725 $18K
WINTON GROUP Ltd 0.00% New 10,581 $18K
Jefferies Financial Group Inc. 0.00% New 10,131 $17K
nVerses Capital, LLC 0.04% — 10,045 $17K
Mariner, LLC 0.00% No change 10,000 $17K
Rossby Financial, LCC 0.00% Reduce -76.6% 5,100 $9K
CIBC Private Wealth Group LLC 0.00% New 4,000 $7K
GF Fund Management Co. LTD. 0.00% Reduce -19.1% 1,623 $3K
Armstrong Advisory Group, Inc. 0.00% No change 1,000 $2K
MAI Capital Management 0.00% No change 875 $1K
Catherine Avery Investment Management LLC 0.00% Add +66.7% 250 $420
Signaturefd, LLC 0.00% No change 113 $190
Farther Finance Advisors, LLC 0.00% Reduce -97.9% 32 $54
Royal Bank of Canada 0.00% Reduce -97.2% 71 $0

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