UpexiUPXI
13F holders, Q1 2026 (March 31)55holders −10
10new positions
21sold out
2famous investors
$0.98avg. 13F price*
At the end of Q1 2026, 55 institutions reported holding Upexi Inc. (UPXI) in their 13F filings, down 10 from Q4 2025. 10 opened new positions and 21 sold out. The largest holders were Vanguard Capital Management LLC ($3.3M), Arrington Capital Management, LLC ($2.7M) and MMCAP International Inc. SPC ($2.3M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Upexi Inc.
- CUSIP
- 39959A205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $606K |
| Exits | 21 | $7.0M |
All 13F filers, Q4 2025 → Q1 2026: 1,372,393 shares bought and 7,578,060 shares sold, net −6,205,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Vanguard Capital Management LLC | 0.00% | — | 3,382,602 | $3.3M |
| Arrington Capital Management, LLC | 3.09% | No change | 2,760,107 | $2.7M |
| MMCAP International Inc. SPC | 0.20% | No change | 2,326,777 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +74.4% | 775,862 | $768K |
| UBS Group AG | 0.00% | Add +59.6% | 765,776 | $755K |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.2% | 698,728 | $689K |
| BlackRock, Inc. | 0.00% | No change | 681,308 | $671K |
| Geode Capital Management, LLC | 0.00% | Add +7.8% | 538,517 | $531K |
| HRT Financial LP | 0.00% | New | 417,849 | $411K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 327,983 | $323K |
| Millennium Management | 0.00% | Reduce -65.3% | 294,184 | $290K |
| State Street Corp. | 0.00% | No change | 192,022 | $189K |
| Jane Street Group, LLC | 0.00% | Reduce -78.8% | 190,695 | $188K |
| Quantbot Technologies LP | 0.01% | New | 123,419 | $122K |
| OMERS ADMINISTRATION Corp | 0.00% | Add +19.4% | 120,800 | $119K |
| XTX Topco Ltd | 0.00% | Reduce -21.9% | 119,454 | $118K |
| Northern Trust Corp. | 0.00% | Add +20.8% | 108,220 | $107K |
| J. Derek Lewis & Associates Inc. | 0.02% | Reduce -36.2% | 97,000 | $96K |
| National Bank of Canada | 0.00% | Reduce -26.3% | 82,000 | $81K |
| Point72 Asset Management | 0.00% | Reduce -82.5% | 71,090 | $70K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 70,720 | $70K |
| Group One Trading LLC | 0.00% | Reduce -90.4% | 70,028 | $69K |
| Millington Financial Advisors, LLC | 0.02% | No change | 40,000 | $54K |
| Engineers Gate Manager LP | 0.00% | Reduce -56.1% | 52,853 | $52K |
| IMC-Chicago, LLC | 0.00% | New | 48,070 | $47K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 32,625 | $32K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -89.1% | 30,520 | $30K |
| Shariaportfolio, Inc. | 0.01% | Reduce -65.2% | 27,789 | $27K |
| Cetera Investment Advisers | 0.00% | Add +2.3% | 24,207 | $24K |
| Quadrature Capital Ltd | 0.00% | Reduce -93.6% | 23,169 | $23K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -61.4% | 22,191 | $22K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 20,500 | $21K |
| Vanguard Global Advisers, LLC | 0.00% | — | 18,514 | $18K |
| Clearstead Advisors, LLC | 0.00% | No change | 16,000 | $16K |
| J.W. Cole Advisors, Inc. | 0.00% | No change | 15,100 | $15K |
| Summit Financial, LLC | 0.00% | New | 13,500 | $13K |
| LPL Financial LLC | 0.00% | Reduce -45.5% | 13,267 | $13K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 11,700 | $12K |
| Private Advisor Group, LLC | 0.00% | Add +7.5% | 11,525 | $11K |
| Smith Thornton Advisors LLC | 0.01% | No change | 11,000 | $11K |
| Catalyst Funds Management Pty Ltd | 0.00% | New | 10,500 | $10K |
| Mariner, LLC | 0.00% | Add +0.1% | 10,005 | $10K |
| Waverly Advisors, LLC | 0.00% | Reduce -27.1% | 10,000 | $10K |
| Rossby Financial, LCC | 0.00% | Add +80.4% | 9,200 | $9K |
| Morgan Stanley | 0.00% | Reduce -94.8% | 7,100 | $7K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -97.4% | 1,766 | $2K |
| Portus Wealth Advisors, LLC | 0.00% | New | 1,592 | $2K |
| Avion Wealth | 0.00% | New | 1,581 | $1K |
| MAI Capital Management | 0.00% | No change | 875 | $863 |
| Signaturefd, LLC | 0.00% | No change | 113 | $111 |
| Jones Financial Companies LLLP | 0.00% | New | 67 | $67 |
| Citigroup Inc. | 0.00% | New | 5 | $5 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -87.5% | 4 | $4 |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 70 | $0 |
| Strategic Investment Solutions, Inc. | 0.00% | New | 56,419 | $0 |
"% of holder's portfolio" is UPXI's weight in each manager's 13F, not the share of Upexi Inc. the manager owns.