Security Snapshot

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

CUSIP: 39959A205

13F Institutional Holders and Ownership History from Q4 2024 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

46

Shares (Excl. Options)

13,045,635

Price

$0.78

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Security type / class
Equity / Common Stock
Symbol
UPXI on Nasdaq
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
13,045,635
Latest holder snapshot 5 signals
Total 13F value
$10,225,842
Portfolio coverage rank
0%
Share change
-1,654,844
Value change
-$1,423,916
Number of holders
46
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
68,487,718
SEC-reported price per share
$0.81
Insider filing price
$0.81
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • UPXI - UPEXI, INC. - Common Stock is tracked under CUSIP 39959A205.
  • 46 institutions reported positions in Q2 2026.
  • 7 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 53 to 46 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $14,508,302 to $10,225,842.

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

Latest holder context comes from 46 institutions filings for Q2 2026.

Open SEC evidence

Security key

39959A205

Latest holder period

Q2 2026

13F holders

46

13D/G owners

7

CIK / CUSIP context first

Open Q2 2026 holders UPXI full holder history UPEXI, INC. SEC filings UPEXI, INC. company facts UPEXI, INC. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
7
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
Hivemind Capital Partners, LLC 10% $7,410,543 8,928,365 Hivemind Capital Partners, LLC 30 Jun 2026
MMCAP International Inc. SPC 10% 0% $13,997,460 -$14,861,362 6,276,888 -51% MM Asset Management Inc. 31 Dec 2025
Marex Securities Products Inc. 5.2% $5,540,583 3,297,966 Marex Securities Products Inc. 05 Jan 2026
VANGUARD CAPITAL MANAGEMENT LLC 3.9% -29% $2,273,865 -$821,287 2,739,596 -27% Vanguard Capital Management 30 Jun 2026
GSR Growth Investments LP 3.1% -62% $1,714,234 -$1,725,240 2,185,965 -50% CNC Inversiones Ltd. 31 Mar 2026
Kathmere Capital Management, LLC 0.07% $932,102 -$3,958,250 417,983 -81% Kathmere Capital Management, LLC 30 Sep 2025

As of 30 Jun 2026, 46 institutional investors reported holding 13,045,635 shares of UPEXI, INC. - Common Stock (UPXI). This represents 19% of the company’s total 68,487,718 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
19%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Arrington Capital Management, LLC 4% 2,760,107 0% 2.4% $2,164,476
VANGUARD CAPITAL MANAGEMENT LLC 3.5% 2,409,720 -29% 0% $1,889,220
MMCAP International Inc. SPC 3.4% 2,326,777 0% 0.15% $1,824,659
BlackRock, Inc. 1.3% 888,906 +30% 0% $697,081
OSAIC HOLDINGS, INC. 1.1% 770,236 -0.73% 0% $600,782
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1% 703,129 +0.63% 0% $551,394
GEODE CAPITAL MANAGEMENT, LLC 0.85% 582,895 +8.2% 0% $457,354
VANGUARD FIDUCIARY TRUST CO 0.45% 311,362 -5.1% 0% $244,108
MILLENNIUM MANAGEMENT LLC 0.4% 271,216 -7.8% 0% $212,688
UBS Group AG 0.34% 232,206 -70% 0% $182,049
XTX Topco Ltd 0.34% 229,653 +92% 0% $180,094
STATE STREET CORP 0.28% 192,022 0% 0% $150,584
JANE STREET GROUP, LLC 0.28% 191,536 +0.44% 0% $150,203
HRT FINANCIAL LP 0.21% 142,525 -66% 0% $111,000
J. Derek Lewis & Associates Inc. 0.18% 125,000 +29% 0.02% $98,025
NORTHERN TRUST CORP 0.17% 117,311 +8.4% 0% $91,995
CITADEL ADVISORS LLC 0.15% 100,402 0% $78,735
CITIGROUP INC 0.12% 79,135 +1582600% 0% $62,058
Engineers Gate Manager LP 0.11% 77,738 +47% 0% $60,962
Pinnacle Financial Partners, Inc. 0.1% 70,720 0% 0% $55,459
Virtu Financial LLC 0.1% 70,642 0% $55,000
GOLDMAN SACHS GROUP INC 0.1% 68,378 +208% 0% $53,622
IMC-Chicago, LLC 0.08% 52,768 +9.8% 0% $41,381
Millington Financial Advisors, LLC 0.06% 40,000 0% 0.01% $32,184
COMMONWEALTH EQUITY SERVICES, LLC 0.05% 33,125 +1.5% 0% $25,980

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
7
Latest
Q2 2026
Rows shown
1-7 of 7
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 13,045,635 $10,225,842 -$1,423,916 $0.78 46
2026 Q1 14,700,479 $14,508,302 -$9,073,218 $0.99 53
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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