Security key
39959A106
- Security type / class
- Equity / COM
- Total 13F shares
- 666,634
- Total 13F value
- $240,333
- Share change
- -90,269
- SEC-reported price per share
- $0.36
- Number of holders
- 12
- Value change
- -$48,285
- Number of buys
- 4
- Number of sells
- 6
Report period
Q2 2024
Institutions
12
Top holders
10
UPXI full security history
Ownership snapshot
Full 13F holder table
UPEXI, INC. SEC filings
UPEXI, INC. company facts
Broader feeds
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
0/15
Latest evidence
31 Mar 2024
3/4/5
13F
Highest disclosed value: $1,415,555
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Robert Hackett has the largest disclosed position value at $1.42M.
0 of 15 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
$169K
HighTower Advisors, LLC
$124K
GEODE CAPITAL MANAGEMENT, LLC
$53.5K
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$30.1K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 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
|
—
denominator unverified
|
$169,035
290,938 shares
|
— | 31 Mar 2024 |
| HighTower Advisors, LLC |
13F
Company
|
—
denominator unverified
|
$124,000
214,221 shares
|
— | 31 Mar 2024 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$53,482
92,018 shares
|
— | 31 Mar 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
Company
|
—
denominator unverified
|
$30,070
51,756 shares
|
— | 31 Mar 2024 |
| BlackRock Finance, Inc. |
13F
Company
|
—
denominator unverified
|
$17,726
30,510 shares
|
— | 31 Mar 2024 |
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 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
12
Shares
666,634
Rows available
12
| 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 2024 vs Q1 2024 Across Filers
Q1 2024 holders
14
Q2 2024 holders
12
Holder diff
-2
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 value | Q2 2024 value | Value change | Value Chg % |
|---|