UPEXI INC - COM (UPXI)

CUSIP: 39959A106

Q4 2023 13F Holders as of 31 Dec 2023

Share change
+149,123
SEC-reported price per share
$1.16
Number of holders
18
Value change
+$82,306
Number of buys
12
Number of sells
4

Security key

39959A106

Report period

Q4 2023

Institutions

18

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
30 Sep 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 $464.4K
Walleye Capital LLC $218K
GEODE CAPITAL MANAGEMENT, LLC $154.1K
CORSAIR CAPITAL MANAGEMENT, L.P. $54.3K

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
$464,358
268,415 shares
— 30 Sep 2023
Walleye Capital LLC
13F
Company
13F
—
denominator unverified
$217,980
126,000 shares
— 30 Sep 2023
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
—
denominator unverified
$154,082
89,030 shares
— 30 Sep 2023
CORSAIR CAPITAL MANAGEMENT, L.P.
13F
Company
13F
—
denominator unverified
$54,296
31,385 shares
— 30 Sep 2023
Squarepoint Ops LLC
13F
Company
13F
—
denominator unverified
$48,769
28,190 shares
— 30 Sep 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 Q4 2023

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

Institutions
18
Shares
756,626
Rows available
18
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 Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
12
Q4 2023 holders
18
Holder diff
6
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 value Value change Value Chg %
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