UPXI · Upexi, Inc. · Shareholders & Ownership

$0.88 -0.03 (-3.24%) At close · Oct 20

Market Cap

$74.30M

82.10M

Volume · Oct 20 1.56M Avg daily vol (3M) 3.03M

Every disclosed holder of UPXI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns UPXI

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	49	13,154,233	16.02%	Yes
Insiders (Forms 3, 4, 5)	1	438,597	0.53%	Yes
13D/G-only blocks	5	19,369,752	23.59%	Yes
Remaining	—	49,139,892	59.85%	Rest
Registered funds (N-PORT, not summed)	13	2,908,992	3.54%	No

Shares outstanding: 82,102,474, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of UPXI

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Hivemind Capital Partners, LLC 13G CIK 2134775 · Unknown · Jun 30, 2026 Rule 13d-1(c), passive investor	8,928,365	10.87%	+2,086,442	Jun 30, 2026	Rule 13d-1(c), passive investor
2	Polar Asset Management Partners Inc. 13G CIK 1326389 · Registered investment adviser · Dec 31, 2025 Rule 13d-1(b), qualified institution	4,539,473	5.53%	-1,710,526	Dec 31, 2025	Rule 13d-1(b), qualified institution
3	Marex Securities Products Inc. 13G CIK 2048490 · Unknown · Jan 5, 2026 Rule 13d-1(c), passive investor	3,297,966	4.02%	—	Jan 5, 2026	Rule 13d-1(c), passive investor
4	Arrington Capital Management, LLC 13F CIK 2087115 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,760,107	3.36%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,409,720	2.94%	-972,882	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,739,596	3.34%	-989,503	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	MMCAP International Inc. SPC 13F CIK 1304857 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,326,777	2.83%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
7	CNC Inversiones Ltd. 13G CIK 2066059 · Unknown · Mar 31, 2026 Rule 13d-1(c), passive investor	2,185,965	2.66%	-2,200,000	Mar 31, 2026	Rule 13d-1(c), passive investor
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,794,902	2.19%	-943,300	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	888,906	1.08%	+207,598	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	196,076	0.24%	—	Jun 30, 2026	iShares Trust, not summed
10	OSAIC HOLDINGS, INC. 13F CIK 1677044 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	770,236	0.94%	-5,626	Jun 30, 2026	carried, not yet filed for the newest quarter
11	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	703,129	0.86%	+4,401	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	586,729	0.71%	-2,115	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	582,895	0.71%	+44,378	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Rudick Brian Benjamin Insider CIK 2068669 · May 23, 2025 Director, issuer-wide	438,597	0.53%	—	May 23, 2025	Director, issuer-wide
15	Kathmere Capital Management, LLC 13G CIK 1794543 · Registered investment adviser · Sep 30, 2025 Rule 13d-1(b), qualified institution	417,983	0.51%	-1,775,000	Sep 30, 2025	Rule 13d-1(b), qualified institution
16	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	311,362	0.38%	-16,621	Jun 30, 2026	carried, not yet filed for the newest quarter
17	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	271,216	0.33%	-22,968	Jun 30, 2026	carried, not yet filed for the newest quarter
18	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	232,206	0.28%	-533,570	Jun 30, 2026	carried, not yet filed for the newest quarter
19	XTX Topco Ltd 13F CIK 1828301 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	229,653	0.28%	+110,199	Jun 30, 2026	carried, not yet filed for the newest quarter
20	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	192,022	0.23%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	493	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
21	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	191,536	0.23%	+841	Jun 30, 2026	carried, not yet filed for the newest quarter
22	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	142,525	0.17%	-275,324	Jun 30, 2026	carried, not yet filed for the newest quarter
23	J. Derek Lewis & Associates Inc. 13F CIK 2077884 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	125,000	0.15%	+28,000	Jun 30, 2026	carried, not yet filed for the newest quarter
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	117,311	0.14%	+9,091	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	104,881	0.13%	+24,884	May 31, 2026	Fidelity Concord Street Trust, not summed
26	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	100,402	0.12%	+100,402	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	79,273	0.10%	+13,397	May 31, 2026	Fidelity Concord Street Trust, not summed
28	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	79,135	0.10%	+79,130	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Concurrent Investment Advisors, LLC 13F CIK 2001015 · Registered investment adviser · Sep 30, 2026	78,000	0.10%	+78,000	Sep 30, 2026
30	Engineers Gate Manager LP 13F CIK 1620220 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	77,738	0.09%	+24,885	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Pinnacle Financial Partners, Inc. 13F CIK 2082866 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	70,720	0.09%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Virtu Financial LLC 13F CIK 1533964 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	70,642	0.09%	+70,642	Jun 30, 2026	carried, not yet filed for the newest quarter
33	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	68,378	0.08%	+46,187	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	56,456	0.07%	+47,283	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
34	IMC-Chicago, LLC 13F CIK 1452861 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	52,768	0.06%	+4,698	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Millington Financial Advisors, LLC 13F CIK 1924615 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	40,000	0.05%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Fidelity Nasdaq Composite Index Fund Fund S000055366 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	38,770	0.05%	+15,556	May 31, 2026	Fidelity Concord Street Trust, not summed
37	ATTICUS WEALTH MANAGEMENT, LLC 13F CIK 1800234 · Registered investment adviser · Sep 30, 2026	33,491	0.04%	+33,491	Sep 30, 2026
38	COMMONWEALTH EQUITY SERVICES, LLC 13F CIK 312272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	33,125	0.04%	+500	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD BALANCED INDEX FUND Fund S000002560 · Registered fund · Jun 30, 2026 VANGUARD VALLEY FORGE FUNDS, not summed	28,089	0.03%	-27,467	Jun 30, 2026	VANGUARD VALLEY FORGE FUNDS, not summed
40	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	27,166	0.03%	+20,066	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Cetera Investment Advisers 13F CIK 1666741 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	24,207	0.03%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Vanguard Global Advisers, LLC 13F CIK 1811242 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,514	0.02%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Smith Thornton Advisors LLC 13F CIK 2032436 · Registered investment adviser · Sep 30, 2026	17,500	0.02%	0	Sep 30, 2026
44	Summit Financial, LLC 13F CIK 1765536 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	15,000	0.02%	+1,500	Jun 30, 2026	carried, not yet filed for the newest quarter
45	J.W. COLE ADVISORS, INC. 13F CIK 1404763 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	14,800	0.02%	-300	Jun 30, 2026	carried, not yet filed for the newest quarter
46	SG Americas Securities, LLC 13F CIK 1313360 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	14,427	0.02%	+14,427	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Stratos Wealth Partners, LTD. 13F CIK 1612865 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,300	0.02%	+13,300	Jun 30, 2026	carried, not yet filed for the newest quarter
48	1290 VT Micro Cap Portfolio Fund S000044688 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	13,143	0.02%	—	Jun 30, 2026	EQ Advisors Trust, not summed
49	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	11,400	0.01%	+11,400	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Private Advisor Group, LLC 13F CIK 1567755 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,475	0.01%	-1,050	Jun 30, 2026	carried, not yet filed for the newest quarter

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 65 holders

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Key facts CIK 1775194 CUSIP 39959A205 13F (30d) 5 filings 5 filers Visit website Investor relations