Upexi, Inc. (UPXI) Institutional Ownership

Institutions by Trading Activity

87,826,476Shares Outstanding

1,113Shares held by institutions

$2,337Value of institutional holdings

0.10%Institutional ownership %

-85.23%Shares Changed QoQ

5No. of institutional investors

A total of 5 institutions have reported a stake in Upexi, Inc. (NASDAQ:UPXI) as of December 2025, according to recent 13F filings with the SEC.

Upexi saw its institutional ownership percentage fell to 0.1% in December 2025 from 26.0% in September 2025.
In percentage terms, this reflects as a holdings change of -85.23% quarter on quarter, and a decrease of 37.50% year over year.
Of these 5 institutional investors, 2 increased their holdings in Upexi, while 1 of them reduced positions, and 2 investors maintained their exposure.
Collectively, institutional investors decreased their stake in Upexi to 92.19K shares as of December 2025, a change that is down by 531.80K shares quarter on quarter and up 76.56K shares year over year.
SHARIAPORTFOLIO, INC. continues to be the largest institutional holder of Upexi as of December 31, 2025, with a position of 79.83K shares, representing 0.09% of the company's outstanding stock.
Among the most significant buyers of Upexi during December 2025 were Smith Thornton Advisors LLC (11.00K), Catherine Avery Investment Management LLC (100).
Leading sellers of Upexi stock in December 2025 included SHARIAPORTFOLIO, INC. (542.90K).
The top 5 institutional holders of Upexi for the quarter ending December 2025 included SHARIAPORTFOLIO, INC. (79.83K), Smith Thornton Advisors LLC (11.00K), ARMSTRONG ADVISORY GROUP, INC (1.00K), Catherine Avery Investment Management LLC (250), SIGNATUREFD, LLC (113).

1,113 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Polar Asset Management Partners Inc.	30 Sep, 2025	10,000,000	10,000,000	0.00%	$57,405,000.00
JANE STREET GROUP, LLC	30 Sep, 2025	2,546,470	2,291,470	898.62%	$14,693,132.00
Alyeska Investment Group, L.P.	30 Sep, 2025	1,250,000	1,250,000	0.00%	$7,175,000.00
MMCAP International Inc. SPC	30 Sep, 2025	766,933	766,933	0.00%	$4,425,203.00
UBS Group AG	30 Sep, 2025	757,244	720,990	1,988.72%	$4,369,298.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP	30 Sep, 2025	751,479	637,356	558.48%	$4,336,034.00
VANGUARD GROUP INC	30 Sep, 2025	710,744	209,907	41.91%	$4,100,993.00
BlackRock, Inc.	30 Sep, 2025	682,037	682,037	0.00%	$3,935,353.00
Marex Group plc	30 Sep, 2025	644,176	644,176	0.00%	$3,716,895.00
SHARIAPORTFOLIO, INC.	30 Sep, 2025	622,728	622,728	0.00%	$3,593,141.00
HEIGHTS CAPITAL MANAGEMENT, INC	30 Sep, 2025	500,000	500,000	0.00%	$2,885,000.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	458,347	122,394	36.43%	$2,645,588.00
Kathmere Capital Management, LLC	30 Sep, 2025	417,983	-1,775,000	-80.94%	$2,411,762.00
MILLENNIUM MANAGEMENT LLC	30 Sep, 2025	365,957	-19,296	-5.01%	$2,111,572.00
MORGAN STANLEY	30 Sep, 2025	301,123	300,451	44,709.97%	$1,737,479.00
SIMPLEX TRADING, LLC	30 Sep, 2025	267,135	210,603	372.54%	$1,541.00
STATE STREET CORP	30 Sep, 2025	192,022	61,980	47.66%	$1,107,967.00
BARCLAYS PLC	30 Sep, 2025	175,483	175,483	0.00%	$1,012,537.00
JPMORGAN CHASE & CO	30 Sep, 2025	150,227	150,227	0.00%	$866,810.00
Phoenix Financial Ltd.	30 Sep, 2025	140,000	140,000	0.00%	$808,288.00

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