Upexi UPXI Institutional Ownership

NASDAQ UPXI
$1.08 +0.00 (+0.00%)
As of: Aug 31, 2026 · 3:59 PM EDT

Institutions by Trading Activity

48 Institutions
Increased 26 54.2%
Unchanged 10 20.8%
Reduced 12 25.0%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
19.92%
-2.70 pp QoQ
Shares Held by Institutions
13.05Mn
of 65.51Mn outstanding
-7.65% QoQ
Shares Outstanding
65.51Mn
52.46Mn held outside 13F filers
Institutional Investors
48
filed 13F for Jun 2026
-7 vs prior quarter
Net Shares Added (QoQ)
-1.08Mn
distributed since last quarter
Value of Holdings
$14.09Mn
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest
Average ownership
Peak ownership

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter
Net over range
Accumulating quarters
Form 13F Holdings

48 Institutional Holders

Report period 30 Jun, 2026
Total shares held 13.05Mn
Of outstanding 19.92%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 Arrington Capital Management, LLC 0002087115 2,760,107 4.21% 0 0.00% $2.16Mn
2 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 2,409,720 3.68% 972,882 -28.76% $1.89Mn
3 MMCAP International Inc. SPC 0001304857 2,326,777 3.55% 0 0.00% $1.82Mn
4 BlackRock, Inc. 0002012383 888,906 1.36% 207,598 +30.47% $697.08K
5 OSAIC HOLDINGS, INC. 0001677044 770,236 1.18% 5,626 -0.73% $600.78K
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0001446194 703,129 1.07% 4,401 +0.63% $551.39K
7 GEODE CAPITAL MANAGEMENT, LLC 0001214717 582,895 0.89% 44,378 +8.24% $457.35K
8 VANGUARD FIDUCIARY TRUST CO 0000933478 311,362 0.48% 16,621 -5.07% $244.11K
9 MILLENNIUM MANAGEMENT LLC 0001273087 271,216 0.41% 22,968 -7.81% $212.69K
10 UBS Group AG 0001610520 232,206 0.35% 533,570 -69.68% $182.05K
11 XTX Topco Ltd 0001828301 229,653 0.35% 110,199 +92.25% $180.09K
12 State Street Corp 0000093751 192,022 0.29% 0 0.00% $150.58K
13 JANE STREET GROUP, LLC 0001595888 191,536 0.29% 841 +0.44% $150.20K
14 HRT FINANCIAL LP 0001475597 142,525 0.22% 275,324 -65.89% $111
15 J. Derek Lewis & Associates Inc. 0002077884 125,000 0.19% 27,000 -17.76% $98.03K
16 Northern Trust Corp 0000073124 117,311 0.18% 9,091 +8.40% $92.00K
17 CITADEL ADVISORS LLC 0001423053 100,402 0.15% 100,402 0.00% $78.74K
18 Citigroup Inc 0000831001 79,135 0.12% 79,130 +1,582,600.00% $62.06K
19 Engineers Gate Manager LP 0001620220 77,738 0.12% 24,885 +47.08% $60.96K
20 Pinnacle Financial Partners, Inc. 0002082866 70,720 0.11% 0 0.00% $55.46K