Latest Period
Q1 2026
Security Snapshot
UPEXI, INC. - Common Stock, par value $0.00001 (UPXI) Institutional Ownership
CUSIP: 39959A205
13F Institutional Holders and Ownership History from Q4 2024 to Q1 2026
Institutions Reporting
52
Shares (Excl. Options)
14,672,690
Price
$0.99
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 14,672,690
- Total reported value
- $14,480,913
- Portfolio coverage rank
- 0%
- Share change
- -6,210,046
- Value change
- -$9,021,928
- Number of holders
- 52
- Security type / class
- Equity / Common Stock, par value $0.00001
- Symbol
- UPXI on Nasdaq
- Shares outstanding
- 96,361,101
- Reported price per share
- $1.38
- Price from insider filings
- $1.38
Latest holder snapshot
7 facts
Security identity
2 facts
Issuer context
3 facts
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- UPXI - UPEXI, INC. - Common Stock, par value $0.00001 is tracked under CUSIP 39959A205.
- 52 institutions reported positions in Q1 2026.
- 6 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 65 to 52 between Q4 2025 and Q1 2026.
- Reported value moved from $30,400,811 to $14,480,913.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 52 institutions filings for Q1 2026.
Security key
39959A205
Latest holder period
Q1 2026
13F holders
52
13D/G owners
6
CIK / CUSIP context first
Open Q1 2026 holders
UPXI full holder history
UPEXI, INC. SEC filings
UPEXI, INC. company facts
UPEXI, INC. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 39959A205:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
6
Security
UPXI
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Polar Asset Management Partners Inc. | 10% | +47% | $10,974,180 | +$5,799,181 | 9,626,474 | +112% | Polar Asset Management Partners Inc. | 31 Mar 2026 |
| MMCAP International Inc. SPC | 10% | 0% | $13,997,460 | -$14,861,362 | 6,276,888 | -51% | MM Asset Management Inc. | 31 Dec 2025 |
| GSR Growth Investments LP | 7.4% | -1.1% | $25,307,018 | 4,385,965 | 0% | CNC Inversiones Ltd. | 30 Sep 2025 | |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.3% | $3,675,773 | 3,729,099 | Vanguard Capital Management | 31 Mar 2026 | |||
| Marex Securities Products Inc. | 5.2% | $5,540,583 | 3,297,966 | Marex Securities Products Inc. | 05 Jan 2026 | |||
| Kathmere Capital Management, LLC | 0.07% | $932,102 | -$3,958,250 | 417,983 | -81% | Kathmere Capital Management, LLC | 30 Sep 2025 |
As of 31 Mar 2026, 52 institutional investors reported holding 14,672,690 shares of UPEXI, INC. - Common Stock, par value $0.00001 (UPXI). This represents 15% of the company’s total 96,361,101 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
15%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 3.5% | 3,382,602 | 0% | 0% | $3,335,246 |
| Arrington Capital Management, LLC | 2.9% | 2,760,107 | 0% | 3.1% | $2,720,361 |
| MMCAP International Inc. SPC | 2.4% | 2,326,777 | 0% | 0.2% | $2,293,271 |
| OSAIC HOLDINGS, INC. | 0.81% | 775,862 | +74% | 0% | $768,100 |
| UBS Group AG | 0.79% | 765,776 | +60% | 0% | $755,056 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.73% | 698,728 | -9.2% | 0% | $688,666 |
| BlackRock, Inc. | 0.71% | 681,308 | 0% | 0% | $671,497 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.56% | 538,517 | +7.8% | 0% | $531,054 |
| HRT FINANCIAL LP | 0.43% | 417,849 | 0% | $411,000 | |
| VANGUARD FIDUCIARY TRUST CO | 0.34% | 327,983 | 0% | 0% | $323,391 |
| MILLENNIUM MANAGEMENT LLC | 0.31% | 294,184 | -65% | 0% | $289,948 |
| STATE STREET CORP | 0.2% | 192,022 | 0% | 0% | $189,257 |
| JANE STREET GROUP, LLC | 0.2% | 190,695 | -79% | 0% | $187,949 |
| Quantbot Technologies LP | 0.13% | 123,419 | 0% | $121,642 | |
| OMERS ADMINISTRATION Corp | 0.13% | 120,800 | +19% | 0% | $119,060 |
| XTX Topco Ltd | 0.12% | 119,454 | -22% | 0% | $117,734 |
| NORTHERN TRUST CORP | 0.11% | 108,220 | +21% | 0% | $106,662 |
| J. Derek Lewis & Associates Inc. | 0.1% | 97,000 | -36% | 0.02% | $95,604 |
| NATIONAL BANK OF CANADA /FI/ | 0.09% | 82,000 | -26% | 0% | $80,819 |
| Point72 Asset Management, L.P. | 0.07% | 71,090 | -83% | 0% | $70,066 |
| Pinnacle Financial Partners, Inc. | 0.07% | 70,720 | 0% | 0% | $69,702 |
| GROUP ONE TRADING LLC | 0.07% | 70,028 | -90% | 0% | $69,020 |
| Engineers Gate Manager LP | 0.05% | 52,853 | -56% | 0% | $52,092 |
| IMC-Chicago, LLC | 0.05% | 48,070 | 0% | $47,378 | |
| Millington Financial Advisors, LLC | 0.04% | 40,000 | 0% | 0.02% | $54,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
6
Latest
Q1 2026
Rows shown
1-6 of 6
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 14,672,690 | $14,480,913 | -$9,021,928 | $0.99 | 52 |
| 2025 Q4 | 18,108,009 | $30,400,811 | -$31,466,197 | $1.68 | 65 |
| 2025 Q3 | 15,725,284 | $90,604,933 | +$58,068,462 | $5.77 | 70 |
| 2025 Q2 | 6,624,889 | $19,742,777 | +$19,713,227 | $2.98 | 28 |
| 2025 Q1 | 13,531 | $28,280 | -$4,443 | $2.09 | 6 |
| 2024 Q4 | 15,636 | $55,684 | +$55,663 | $3.51 | 7 |