UPEXI INC - COM (UPXI)

CUSIP: 39959A106

Q3 2022 13F Holders as of 30 Sep 2022

Share change
-200,828
SEC-reported price per share
$3.87
Number of holders
11
Value change
-$777,440
Number of buys
7
Number of sells
2

Security key

39959A106

Report period

Q3 2022

Institutions

11

Top holders

10

Ownership snapshot

Top reported holders of UPXI - UPEXI INC - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Robert Hackett
Disclosed value leader
Mirae Asset Global Invest...
Comparable rows
0/11
Latest evidence
30 Jun 2022
3/4/5 13F Highest disclosed value: $2,366,000 11 rows are not safely comparable across share classes. Showing 1-6 of 11 holder rows.

Quick read

Mirae Asset Global Investments Co., Ltd. has the largest disclosed position value at $2.37M.

0 of 11 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Mirae Asset Global Investments Co., Ltd.'s linked filing trail.
Disclosed position value Top 5
Robert Hackett $1.42M
Mirae Asset Global Investments Co... $2.37M
VANGUARD GROUP INC $394K
BlackRock Finance, Inc. $82K
RENAISSANCE TECHNOLOGIES LLC $78K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 11 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Robert Hackett
3/4/5
President, Director, 10%+ Owner
—
denominator unverified
$1,415,555
1,444,444 shares
— 24 Jun 2021
Mirae Asset Global Investments Co., Ltd.
13F
Company
13F
—
denominator unverified
$2,366,000
563,421 shares
— 30 Jun 2022
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$394,000
93,784 shares
— 30 Jun 2022
BlackRock Finance, Inc.
13F
Company
13F
—
denominator unverified
$82,000
19,441 shares
— 30 Jun 2022
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
—
denominator unverified
$78,000
18,600 shares
— 30 Jun 2022
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
—
denominator unverified
$45,000
10,934 shares
— 30 Jun 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
11
Shares
509,869
Rows available
11
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2022 vs Q2 2022 Across Filers

Q2 2022 holders
8
Q3 2022 holders
11
Holder diff
3
Investor Q2 2022 Shares Q3 2022 Shares Share Diff Share Chg % Q2 2022 value Q3 2022 value Value change Value Chg %
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