Position in UPXI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$15,776
-$11,104 QoQ
Shares Held
16,000
0.0% QoQ
Ownership
0.023%
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, 2026Clearstead Advisors, LLC holds $162,714,166 across 14 Internet Content & Information names. UPXI ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
401,869 | $115,561,449 | |
| 2 | META |
Meta Platforms, Inc.
|
79,026 | $45,213,145 | |
| 3 | SPOT |
Spotify Technology S.A.
|
2,338 | $1,133,719 | |
| 4 | NBIS |
Nebius Group N.V.
|
5,885 | $610,627 | |
| 5 | GENI |
Genius Sports Ltd
|
26,495 | $117,372 | |
| 6 | BIDU |
Baidu, Inc.
|
181 | $20,167 | |
| 7 | SSTK |
Shutterstock, Inc.
|
1,000 | $16,610 | |
| 8 | UPXI |
Upexi, Inc.
This page
|
16,000 | $15,776 |
All Filings in UPXI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,776 | 16,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $26,880 | 16,000 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||