UPEXI, INC. - Common Stock, par value $0.00001 (UPXI)

CUSIP: 39959A205

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / Common Stock, par value $0.00001
Shares outstanding
67,753,328
Total 13F shares
6,624,889
Share change
+6,611,358
Total reported value
$19,742,777
Put/Call ratio
117%
Price per share
$2.98
Number of holders
28
Value change
+$19,713,227
Number of buys
28
Number of sells
2

Quarterly Holders Quick Answers

What is CUSIP 39959A205?
CUSIP 39959A205 identifies UPXI - UPEXI, INC. - Common Stock, par value $0.00001 in SEC institutional holdings data.

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Top shareholders of UPXI - UPEXI, INC. - Common Stock, par value $0.00001 (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
Robert Hackett
3/4/5
President, Director, 10%+ Owner
class O/S missing
1,444,444
$1,415,555 24 Jun 2021
BANK OF MONTREAL /CAN/
13F
Company
0.01%
10,008
$20,917 31 Mar 2025
13F
Tower Research Capital LLC (TRC)
13F
Company
0%
2,096
$4,381 31 Mar 2025
13F
UBS Group AG
13F
Company
0%
1,193
$2,493 31 Mar 2025
13F
SBI Securities Co., Ltd.
13F
Company
0%
225
$470 31 Mar 2025
13F
BANK OF AMERICA CORP /DE/
13F
Company
0%
6
$13 31 Mar 2025
13F
MORGAN STANLEY
13F
Company
0%
3
$6 31 Mar 2025
13F

Institutional Holders of UPEXI, INC. - Common Stock, par value $0.00001 (UPXI) as of Q2 2025

As of 30 Jun 2025, UPEXI, INC. - Common Stock, par value $0.00001 (UPXI) was held by 28 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 6,624,889 shares. The largest 10 holders included Kathmere Capital Management, LLC, Pantera Capital Partners LP, NewGen Asset Management Ltd, VANGUARD GROUP INC, MILLENNIUM MANAGEMENT LLC, GEODE CAPITAL MANAGEMENT, LLC, CANTOR FITZGERALD, L. P., NATIONAL BANK OF CANADA /FI/, CITADEL ADVISORS LLC, and STATE STREET CORP. This page lists 28 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
6
Q2 2025 holders
28
Holder diff
22
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 Value $ Q2 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.