UPEXI INC - COM (UPXI)

CUSIP: 39959A106

Q2 2023 13F Holders as of 30 Jun 2023

Share change
+327,930
SEC-reported price per share
$2.25
Number of holders
15
Value change
+$735,157
Number of buys
11
Number of sells
4

Security key

39959A106

Report period

Q2 2023

Institutions

15

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
Robert Hackett
Comparable rows
0/13
Latest evidence
31 Mar 2023
3/4/5 13F Highest disclosed value: $1,415,555 13 rows are not safely comparable across share classes. Showing 1-6 of 13 holder rows.

Quick read

Robert Hackett has the largest disclosed position value at $1.42M.

0 of 13 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 Robert Hackett's linked filing trail.
Disclosed position value Top 5
Robert Hackett $1.42M
VANGUARD GROUP INC $666.7K
GEODE CAPITAL MANAGEMENT, LLC $246.3K
BlackRock Finance, Inc. $70.6K
STATE STREET CORP $68.3K

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

Detailed SEC evidence table Showing 1-6 of 13 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
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$666,723
164,623 shares
— 31 Mar 2023
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
—
denominator unverified
$246,341
60,825 shares
— 31 Mar 2023
BlackRock Finance, Inc.
13F
Company
13F
—
denominator unverified
$70,555
17,421 shares
— 31 Mar 2023
STATE STREET CORP
13F
Company
13F
—
denominator unverified
$68,303
16,865 shares
— 31 Mar 2023
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
—
denominator unverified
$54,000
13,300 shares
— 31 Mar 2023
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 Q2 2023

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

Institutions
15
Shares
608,648
Rows available
15
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 Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
12
Q2 2023 holders
15
Holder diff
3
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 value Q2 2023 value Value change Value Chg %
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .