UPEXI INC UPXI
$0.88
-1.7% 52w: $0.56 – $10.00
Latest 13F among current holders filed 23 days ago (Jun 12, 2026)
Price — last 12 months
research preview data0.565.2810.00
Jun 20, 2025 Jul 2, 2026
Institutional holders
55
-11 QoQ
13F value
$14.5M
-51.9% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
3.5×
$2.8M calls / $801K puts
Institutional value by quarter
Number of holders
Who owns UPXI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 3.4M | $3.3M | 0.0% | — |
| Arrington Capital Management, LLC ★3 | Fundamental concentrated | 2.8M | $2.7M | 3.1% | Held |
| MMCAP International Inc. SPC ★2 | Fundamental diversified | 2.3M | $2.3M | 0.2% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 775.9K | $768K | 0.0% | +74.4% |
| UBS Group AG | Bank broker | 765.8K | $755K | 0.0% | +59.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 698.7K | $689K | 0.0% | -9.2% |
| BlackRock, Inc. | Index provider | 681.3K | $671K | 0.0% | Held |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 538.5K | $531K | 0.0% | +7.8% |
| HRT FINANCIAL LP | Diversified mechanical | 417.8K | $411K | 0.0% | New |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 328.0K | $323K | 0.0% | — |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 294.2K | $290K | 0.0% | -65.2% |
| STATE STREET CORP | Index provider | 192.0K | $189K | 0.0% | Held |
| JANE STREET GROUP, LLC | Market maker | 190.7K | $188K | 0.0% | -78.8% |
| Quantbot Technologies LP | Diversified mechanical | 123.4K | $122K | 0.0% | New |
| OMERS ADMINISTRATION Corp | Other | 120.8K | $119K | 0.0% | +19.4% |
| XTX Topco Ltd | Market maker | 119.5K | $118K | 0.0% | -21.9% |
| NORTHERN TRUST CORP | Index provider | 108.2K | $107K | 0.0% | +20.8% |
| J. Derek Lewis & Associates Inc. | Wealth advisor | 97.0K | $96K | 0.0% | -36.2% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 82.0K | $81K | 0.0% | -26.3% |
| Point72 Asset Management, L.P. | Multistrat pod | 71.1K | $70K | 0.0% | -82.5% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 70.7K | $70K | 0.0% | Held |
| GROUP ONE TRADING LLC | Market maker | 70.0K | $69K | 0.0% | -90.4% |
| Millington Financial Advisors, LLC | Wealth advisor | 40.0K | $54K | 0.0% | Held |
| Engineers Gate Manager LP | Diversified mechanical | 52.9K | $52K | 0.0% | -56.1% |
| IMC-Chicago, LLC | Market maker | 48.1K | $47K | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 32.6K | $32K | 0.0% | Held |
| Balyasny Asset Management L.P. | Multistrat pod | 30.5K | $30K | 0.0% | -89.1% |
| SHARIAPORTFOLIO, INC. | Wealth advisor | 27.8K | $27K | 0.0% | -65.2% |
| Cetera Investment Advisers | Wealth advisor | 24.2K | $24K | 0.0% | +2.3% |
| Quadrature Capital Ltd | Diversified mechanical | 23.2K | $23K | 0.0% | -93.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 22.2K | $22K | 0.0% | -61.4% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 20.5K | $21K | 0.0% | Held |
| Vanguard Global Advisers, LLC | Diversified mechanical | 18.5K | $18K | 0.0% | — |
| Clearstead Advisors, LLC | Wealth advisor | 16.0K | $16K | 0.0% | Held |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 15.1K | $15K | 0.0% | Held |
| Summit Financial, LLC | Wealth advisor | 13.5K | $13K | 0.0% | New |
| LPL Financial LLC | Bank broker | 13.3K | $13K | 0.0% | -45.6% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 11.7K | $12K | 0.0% | Held |
| Private Advisor Group, LLC | Wealth advisor | 11.5K | $11K | 0.0% | +7.5% |
| Smith Thornton Advisors LLC | Wealth advisor | 11.0K | $11K | 0.0% | Held |
| Catalyst Funds Management Pty Ltd | Quant stat arb | 10.5K | $10K | 0.0% | New |
| Mariner, LLC | Diversified mechanical | 10.0K | $10K | 0.0% | +0.1% |
| Waverly Advisors, LLC | Wealth advisor | 10.0K | $10K | 0.0% | -27.1% |
| Rossby Financial, LCC | Wealth advisor | 9.2K | $9K | 0.0% | +80.4% |
| MORGAN STANLEY | Bank broker | 7.1K | $7K | 0.0% | -94.8% |
| SBI Securities Co., Ltd. | Diversified mechanical | 1.8K | $2K | 0.0% | -97.4% |
| Portus Wealth Advisors, LLC | Wealth advisor | 1.6K | $2K | 0.0% | New |
| Avion Wealth | Wealth advisor | 1.6K | $1K | 0.0% | New |
| MAI Capital Management | Wealth advisor | 875 | $863 | 0.0% | Held |
| SIGNATUREFD, LLC | Wealth advisor | 113 | $111 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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