Position in UPXI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,860
-$13,198 QoQ
Shares Held
10,000
-27.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPXI Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Mar 31, 2026Waverly Advisors, LLC holds $190,709,281 across 7 Internet Content & Information names. UPXI ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
469,397 | $134,979,801 | |
| 2 | META |
Meta Platforms, Inc.
|
94,910 | $54,300,858 | |
| 3 | MTCH |
Match Group, Inc.
|
15,923 | $488,995 | |
| 4 | SPOT |
Spotify Technology S.A.
|
841 | $407,809 | |
| 5 | NBIS |
Nebius Group N.V.
|
2,944 | $305,469 | |
| 6 | BIDU |
Baidu, Inc.
|
1,943 | $216,489 | |
| 7 | UPXI |
Upexi, Inc.
This page
|
10,000 | $9,860 |
All Filings in UPXI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,860 | 10,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,058 | 13,725 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||