Equibles

UPXI

Upexi, Inc.

Company with tickers: UPXI

CIK
1775194
CUSIP
39959A205
Shares Outstanding
70,261,828
13F Activity (30d)
47 filings 45 filers
Holders: 55
Total Value: $16,198,057
Total Shares: 16,428,079

Institutional Ownership Trend

6 quarters

Holder Concentration

Across 55 13F filers · Δ vs Dec 31, 2025
Top Holder
20.6%
Dec 2024 → Mar 2026 · range 13.3% – 74.0%
+7.3 pts
Top 5
64.8%
Dec 2024 → Mar 2026 · range 55.8% – 100.0%
+8.9 pts
Top 10
84.1%
Dec 2024 → Mar 2026 · range 74.4% – 100.0%
+9.7 pts
HHI
1,094
Dec 2024 → Mar 2026 · range 744 – 5,792
Broadly held +350

Quarterly Activity

vs Dec 31, 2025
New
13
Increased
9
Decreased
19
Sold Out
23
Unchanged
14
Holder count: -10
Institutional value: -53.7%
Shares held: -21.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large OSAIC HOLDINGS, INC. +330,911 775,862
Mega UBS Group AG +285,891 765,776
Mega GEODE CAPITAL MANAGEMENT, LLC +38,907 538,517
Large OMERS ADMINISTRATION Corp +19,600 120,800
Mega NORTHERN TRUST CORP +18,630 108,220

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega JANE STREET GROUP, LLC −955,731 908,995
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP −899,404 1,260,528
Mid GROUP ONE TRADING LLC −658,899 70,028
Mega MILLENNIUM MANAGEMENT LLC −552,361 294,184
Mega CITADEL ADVISORS LLC −407,280 418,800

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 3,382,602 $3,335,245
Large HRT FINANCIAL LP 417,849 $411,999
Mega VANGUARD FIDUCIARY TRUST CO 327,983 $323,391
Mid Quantbot Technologies LP 123,419 $121,691
Micro Strategic Investment Solutions, Inc. /IL 56,419 $55,629

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large Marex Group plc 2,507,176 $4,212,055
Large Qube Research & Technologies Ltd 744,441 $1,250,660
Mega VANGUARD GROUP INC 710,744 $1,194,048
Mega TWO SIGMA INVESTMENTS, LP 174,767 $293,608
Mid SIMPLEX TRADING, LLC 87,203 $146,501
Filter: New 13 Increased 9 Reduced 19 Sold out 23 Unchanged 14
Showing 60 of 60
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega VANGUARD CAPITAL MANAGEMENT LLC $3,335,245 20.59% 3,382,602
Micro Arrington Capital Management, LLC $2,721,465 16.80% 2,760,107
Small MMCAP International Inc. SPC $2,294,202 14.16% 2,326,777
Large OSAIC HOLDINGS, INC. $764,999 4.72% 775,862
Mega UBS Group AG $755,054 4.66% 765,776
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $688,945 4.25% 698,728
Mega BlackRock, Inc. $671,769 4.15% 681,308
Mega JANE STREET GROUP, LLC $670,578 4.14% 680,100
Mega GEODE CAPITAL MANAGEMENT, LLC $530,977 3.28% 538,517
Large HRT FINANCIAL LP $411,999 2.54% 417,849
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $407,711 2.52% 413,500
Mega VANGUARD FIDUCIARY TRUST CO Bank $323,391 2.00% 327,983
Mega MILLENNIUM MANAGEMENT LLC $290,065 1.79% 294,184
Mega CITADEL ADVISORS LLC $262,571 1.62% 266,300
Mega STATE STREET CORP $189,333 1.17% 192,022
Mega JANE STREET GROUP, LLC $188,024 1.16% 190,695
Mega CITADEL ADVISORS LLC $150,365 0.93% 152,500
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $146,223 0.90% 148,300
Mid Quantbot Technologies LP $121,691 0.75% 123,419
Large OMERS ADMINISTRATION Corp $119,108 0.74% 120,800
Mid XTX Topco Ltd $117,781 0.73% 119,454
Mega NORTHERN TRUST CORP Bank $106,704 0.66% 108,220
Small J. Derek Lewis & Associates Inc. $95,642 0.59% 97,000
Large NATIONAL BANK OF CANADA /FI/ Bank $80,852 0.50% 82,000
Large Point72 Asset Management, L.P. $70,094 0.43% 71,090
Mid Pinnacle Financial Partners, Inc. $69,729 0.43% 70,720
Mid GROUP ONE TRADING LLC $69,047 0.43% 70,028
Micro Strategic Investment Solutions, Inc. /IL $55,629 0.34% 56,419
Mid Engineers Gate Manager LP $52,113 0.32% 52,853
Mid IMC-Chicago, LLC $47,397 0.29% 48,070
Micro Millington Financial Advisors, LLC $39,440 0.24% 40,000
Mega JANE STREET GROUP, LLC $37,665 0.23% 38,200
Large COMMONWEALTH EQUITY SERVICES, LLC $32,168 0.20% 32,625
Large Balyasny Asset Management L.P. $30,092 0.19% 30,520
Large Cetera Investment Advisers $23,868 0.15% 24,207
Mid Quadrature Capital Ltd $22,844 0.14% 23,169
Mega GOLDMAN SACHS GROUP INC $21,880 0.14% 22,191
Mega PRICE T ROWE ASSOCIATES INC /MD/ $20,213 0.12% 20,500
Mega Vanguard Global Advisers, LLC $18,254 0.11% 18,514
Mid Clearstead Advisors, LLC $15,776 0.10% 16,000
Mid J.W. COLE ADVISORS, INC. $14,888 0.09% 15,100
Mid Summit Financial, LLC $13,311 0.08% 13,500
Mega LPL Financial LLC $13,081 0.08% 13,267
Mid GREAT VALLEY ADVISOR GROUP, INC. $11,536 0.07% 11,700
Mid Private Advisor Group, LLC $11,363 0.07% 11,525
Micro Smith Thornton Advisors LLC $10,846 0.07% 11,000
Small Catalyst Funds Management Pty Ltd $10,353 0.06% 10,500
Large Mariner, LLC $9,864 0.06% 10,005
Mid Waverly Advisors, LLC $9,860 0.06% 10,000
Small Rossby Financial, LCC $9,071 0.06% 9,200
Mega MORGAN STANLEY $6,998 0.04% 7,100
Mid SBI Securities Co., Ltd. Broker-Dealer $1,741 0.01% 1,766
Micro Portus Wealth Advisors, LLC $1,569 0.01% 1,592
Micro Avion Wealth $1,558 0.01% 1,581
Mid MAI Capital Management $862 0.01% 875
Mid SIGNATUREFD, LLC $111 0.00% 113
Mega ROYAL BANK OF CANADA Bank $69 0.00% 70
Large JONES FINANCIAL COMPANIES LLLP $66 0.00% 67
Mega CITIGROUP INC $4 0.00% 5
Mid Farther Finance Advisors, LLC $3 0.00% 4

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