Upexi UPXI Institutional Ownership

NASDAQ UPXI

$1.16 +0.02 (+1.75%)

At close: Oct 1, 2026 · 4:00 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

20.53%

▼-2.08 pp QoQ

Shares Held by Institutions

13.05Mn

of 63.54Mn outstanding

▼-7.65% QoQ

Shares Outstanding

63.54Mn

50.49Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-7 vs prior quarter

Net Shares Added (QoQ)

-1.08Mn

distributed since last quarter

Value of Holdings

$14.87Mn

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 —

Ownership Summary

Quarter ending 30 Jun, 2026

Upexi, Inc. (NASDAQ:UPXI) showed up in the 13F filings of 48 institutional investors as of June 2026.

Collectively, these holders controlled 20.5% of Upexi's outstanding shares in June 2026, down from 22.6% in March 2026.
They decreased total shares held in Upexi by -7.65% from the prior quarter, while the number of investors in UPXI increased 60.0% year over year.
Of these 48 funds, 26 grew their exposure to Upexi, 12 cut back, and 10 maintained positions.
In total, institutional investors held 13.05Mn shares in Upexi as of June 2026, down by 1.08Mn shares quarter on quarter, and up 5.96Mn shares year over year.
Arrington Capital Management, LLC is the top holder of Upexi as of June 30, 2026, with 2.76Mn shares representing 4.34% of outstanding stock.
Top purchasers of UPXI stock for the quarter ending June 2026 included BlackRock, Inc. (207.6K), XTX Topco Ltd (110.2K), CITADEL ADVISORS LLC (100.4K), Citigroup Inc (79.13K), Virtu Financial LLC (70.64K).
The largest sales of UPXI for the quarter ending June 2026 came from VANGUARD CAPITAL MANAGEMENT LLC (972.88K), UBS Group AG (533.57K), HRT FINANCIAL LP (275.32K), J. Derek Lewis & Associates Inc. (27.0K), MILLENNIUM MANAGEMENT LLC (22.97K).
Business Quant data shows the 10 biggest positions in Upexi as of June 2026 are held by Arrington Capital Management, LLC (2.76Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.41Mn), MMCAP International Inc. SPC (2.33Mn), BlackRock, Inc. (888.91K), OSAIC HOLDINGS, INC. (770.24K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (703.13K), GEODE CAPITAL MANAGEMENT, LLC (582.9K), VANGUARD FIDUCIARY TRUST CO (311.36K), MILLENNIUM MANAGEMENT LLC (271.22K), UBS Group AG (232.21K).

Form 13F Holdings

48 Institutional Holders

Report period 30 Jun, 2026

Total shares held 13.05Mn

Of outstanding 20.53%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Arrington Capital Management, LLC	0002087115	2,760,107	4.34%	0	0.00%	$2.16Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,409,720	3.79%	▼972,882	-28.76%	$1.89Mn
3	MMCAP International Inc. SPC	0001304857	2,326,777	3.66%	0	0.00%	$1.82Mn
4	BlackRock, Inc.	0002012383	888,906	1.40%	▲207,598	+30.47%	$697.08K
5	OSAIC HOLDINGS, INC.	0001677044	770,236	1.21%	▼5,626	-0.73%	$600.78K
6	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	703,129	1.11%	▲4,401	+0.63%	$551.39K
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	582,895	0.92%	▲44,378	+8.24%	$457.35K
8	VANGUARD FIDUCIARY TRUST CO	0000933478	311,362	0.49%	▼16,621	-5.07%	$244.11K
9	MILLENNIUM MANAGEMENT LLC	0001273087	271,216	0.43%	▼22,968	-7.81%	$212.69K
10	UBS Group AG	0001610520	232,206	0.37%	▼533,570	-69.68%	$182.05K
11	XTX Topco Ltd	0001828301	229,653	0.36%	▲110,199	+92.25%	$180.09K
12	State Street Corp	0000093751	192,022	0.30%	0	0.00%	$150.58K
13	JANE STREET GROUP, LLC	0001595888	191,536	0.30%	▲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	0.20%	▼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	0.16%	▲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

Showing 1 to 20 of 48 holders