Upexi UPXI Institutional Ownership

NASDAQ UPXI

$0.80 -0.07 (-8.05%)

At close: Oct 22, 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

16.58%

▼-5.57 pp QoQ

Shares Held by Institutions

13.05Mn

of 78.70Mn outstanding

▼-11.92% QoQ

Shares Outstanding

78.70Mn

65.66Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-7 vs prior quarter

Net Shares Added (QoQ)

-1.77Mn

distributed since last quarter

Value of Holdings

$10.44Mn

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

Updated Oct 10, 2026

Upexi, Inc. (NASDAQ:UPXI) counted 48 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Their combined stake equaled 16.58% of outstanding shares in Q2 2026, down from 22.14% in Q1 2026.
Total shares held in Upexi fell 11.92% versus Q1 2026, while the number of holders rose 65.52% versus Q2 2025.
Of the 48 holders of UPXI in Q2 2026, 26 added to their positions, 12 reduced their stakes and 10 left their positions unchanged.
Combined, institutional investors held 13.05Mn shares of UPXI as of Q2 2026, down 1.77Mn from the prior quarter and up 5.96Mn from a year earlier.
Arrington Capital Management, LLC led 13F holders of UPXI with 2.76Mn shares as of June 30, 2026, or 3.51% of shares outstanding.
The biggest increases in UPXI positions during Q2 2026 came from BlackRock, Inc. (+207.6K shares), XTX Topco Ltd (+110.2K shares), Citigroup Inc (+79.13K shares), Goldman Sachs Group Inc (+46.19K shares) and Geode Capital Management, LLC (+44.38K shares).
On the other side, among holders that kept a position in Upexi, the largest reductions in Q2 2026 came from Vanguard Capital Management LLC (-972.88K shares), UBS Group AG (-533.57K shares), HRT Financial LP (-275.32K shares), J. Derek Lewis & Associates Inc. (-27K shares) and Millennium Management LLC (-22.97K shares).
Per Business Quant, the top 10 investors in UPXI for the quarter ended June 30, 2026 were Arrington Capital Management, LLC (2.76Mn shares), Vanguard Capital Management LLC (2.41Mn shares), MMCAP International Inc. SPC (2.33Mn shares), BlackRock, Inc. (888.91K shares), Osaic Holdings, Inc. (770.24K shares), Susquehanna International Group, LLP (703.13K shares), Geode Capital Management, LLC (582.89K shares), Vanguard Fiduciary Trust Co (311.36K shares), Millennium Management LLC (271.22K shares) and UBS Group AG (232.21K shares).

Form 13F Holdings

48 Institutional Holders

Report period 30 Jun, 2026

Total shares held 13.05Mn

Of outstanding 16.58%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Arrington Capital Management, LLC	0002087115	2,760,107	3.51%	0	0.00%	$2.16Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,409,720	3.06%	▼972,882	-28.76%	$1.89Mn
3	MMCAP International Inc. SPC	0001304857	2,326,777	2.96%	0	0.00%	$1.82Mn
4	BlackRock, Inc.	0002012383	888,906	1.13%	▲207,598	+30.47%	$697.08K
5	OSAIC HOLDINGS, INC.	0001677044	770,236	0.98%	▼5,626	-0.73%	$600.78K
6	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	703,129	0.89%	▲4,401	+0.63%	$551.39K
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	582,895	0.74%	▲44,378	+8.24%	$457.35K
8	VANGUARD FIDUCIARY TRUST CO	0000933478	311,362	0.40%	▼16,621	-5.07%	$244.11K
9	MILLENNIUM MANAGEMENT LLC	0001273087	271,216	0.34%	▼22,968	-7.81%	$212.69K
10	UBS Group AG	0001610520	232,206	0.30%	▼533,570	-69.68%	$182.05K
11	XTX Topco Ltd	0001828301	229,653	0.29%	▲110,199	+92.25%	$180.09K
12	State Street Corp	0000093751	192,022	0.24%	0	0.00%	$150.58K
13	JANE STREET GROUP, LLC	0001595888	191,536	0.24%	▲841	+0.44%	$150.20K
14	HRT FINANCIAL LP	0001475597	142,525	0.18%	▼275,324	-65.89%	$111
15	J. Derek Lewis & Associates Inc.	0002077884	125,000	0.16%	▼27,000	-17.76%	$98.03K
16	Northern Trust Corp	0000073124	117,311	0.15%	▲9,091	+8.40%	$92.00K
17	CITADEL ADVISORS LLC	0001423053	100,402	0.13%	▲100,402	0.00%	$78.74K
18	Citigroup Inc	0000831001	79,135	0.10%	▲79,130	+1,582,600.00%	$62.06K
19	Engineers Gate Manager LP	0001620220	77,738	0.10%	▲24,885	+47.08%	$60.96K
20	Pinnacle Financial Partners, Inc.	0002082866	70,720	0.09%	0	0.00%	$55.46K

Showing 1 to 20 of 48 holders