Security Snapshot

UPEXI, INC. - Common Stock (UPXI) Institutional Ownership

CUSIP: 39959A205

13F Institutional Holders and Ownership History from Q4 2024 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

65

Shares (Excl. Options)

18,108,009

Price

$1.68

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Type / Class
Equity / Common Stock
Symbol
UPXI on Nasdaq
Shares outstanding
69,833,315
Price per share
$1.14
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
18,108,009
Total reported value
$30,400,811
% of total 13F portfolios
0%
Share change
-239,485
Value change
-$31,466,197
Number of holders
65
Price from insider filings
$1.14
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • UPXI - UPEXI, INC. - Common Stock is tracked under CUSIP 39959A205.
  • 65 institutions reported positions in Q4 2025.
  • 6 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 65 to 17 between Q4 2025 and Q1 2026.
  • Reported value moved from $30,400,811 to $4,635,842.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 65 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 39959A205?
CUSIP 39959A205 identifies UPXI - UPEXI, INC. - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of UPEXI, INC. - Common Stock (UPXI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MMCAP International Inc. SPC 10% 0% $13,997,460 -$14,861,362 6,276,888 -51% MM Asset Management Inc. 31 Dec 2025
Polar Asset Management Partners Inc. 6.7% -33% $10,123,025 -$3,814,473 4,539,473 -27% Polar Asset Management Partners 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 Dec 2025, 65 institutional investors reported holding 18,108,009 shares of UPEXI, INC. - Common Stock (UPXI). This represents 26% of the company’s total 69,833,315 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of UPEXI, INC. - Common Stock (UPXI) together control 24% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Arrington Capital Management, LLC 4% 2,760,107 0% 5.1% $4,636,980
Marex Group plc 3.6% 2,507,176 +289% 0.05% $4,212,056
MMCAP International Inc. SPC 3.3% 2,326,777 +203% 0.39% $3,908,985
JANE STREET GROUP, LLC 1.3% 899,826 +46% 0% $1,511,707
MILLENNIUM MANAGEMENT LLC 1.2% 846,545 +131% 0% $1,422,196
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.1% 769,732 +2.4% 0% $1,293,150
Qube Research & Technologies Ltd 1.1% 744,441 0% $1,250,661
GROUP ONE TRADING LLC 1% 728,927 0.04% $1,224,597
VANGUARD GROUP INC 1% 710,744 0% 0% $1,194,051
BlackRock, Inc. 0.98% 681,308 -0.11% 0% $1,144,597
GEODE CAPITAL MANAGEMENT, LLC 0.72% 499,610 +9% 0% $839,819
UBS Group AG 0.69% 479,885 -37% 0% $806,207
OSAIC HOLDINGS, INC. 0.64% 444,951 +2272% 0% $747,515
Point72 Asset Management, L.P. 0.58% 406,258 0% $682,513
Quadrature Capital Ltd 0.52% 361,657 0.01% $607,584
Balyasny Asset Management L.P. 0.4% 279,579 0% $469,693
CITADEL ADVISORS LLC 0.28% 197,180 +220% 0% $331,262
STATE STREET CORP 0.27% 192,022 0% 0% $322,597
TWO SIGMA INVESTMENTS, LP 0.25% 174,767 0% $293,609
Caitong International Asset Management Co., Ltd 0.23% 159,800 0.07% $268,464
Caitong International Asset Management Co., Ltd 0.23% 159,800 0.07% $268,464
XTX Topco Ltd 0.22% 152,873 +388% 0.01% $256,827
J. Derek Lewis & Associates Inc. 0.22% 152,000 0% 0.06% $255,360
MORGAN STANLEY 0.2% 137,788 -54% 0% $231,483
Engineers Gate Manager LP 0.17% 120,389 +808% 0% $202,254

Institutional Holders of UPEXI, INC. - Common Stock (UPXI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 4,687,518 $4,635,842 +$233,863 $0.99 17
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
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