Who owns Upexi Inc?

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Analyze quarterly positions in Upexi with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Upexi stock

Who bought or sold Upexi Inc this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Vanguard Capital Management 3.4M $3.3M 100% Mar 2026
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MMCAP International Inc. SPC 2.3M $3.9M 203% Dec 2025
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Susquehanna International 2.2M $3.6M -54% Dec 2025
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Jane Street 909k $896k -51% Mar 2026
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UBS Group 766k $755k 60% Mar 2026
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Qube Research & Technologies 744k $1.3M 100% Dec 2025
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Vanguard Group 711k $1.2M 0% Dec 2025
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BlackRock 681k $672k 0% Mar 2026
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Geode Capital Management 539k $531k 8% Mar 2026
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Advisor Group Holdings 445k $748k 2272% Dec 2025
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Citadel Advisors 419k $413k -49% Mar 2026
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Hrt Financial 418k $411k 100% Mar 2026
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Quadrature Capital 362k $608k 100% Dec 2025
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Vanguard Fiduciary Trust 328k $323k 100% Mar 2026
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Millennium Management 294k $290k -65% Mar 2026
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State Street Corporation 192k $323k 0% Dec 2025
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XTX Topco 153k $257k 388% Dec 2025
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Quantbot Technologies 123k $122k 100% Mar 2026
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OMERS Administration Corporation 121k $119k 19% Mar 2026
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Engineers Gate Manager 120k $202k 808% Dec 2025
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National Bank Of Canada /fi/ 111k $187k 652% Dec 2025
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J. Derek Lewis & Associates 97k $96k -36% Mar 2026
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Northern Trust 90k $151k 1% Dec 2025
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Simplex Trading 87k $147k -67% Dec 2025
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Shariaportfolio 80k $134k -87% Dec 2025
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Point72 Asset Management 71k $70k -83% Mar 2026
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Pinnacle Financial Partners 71k $119k 100% Dec 2025
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Group One Trading 70k $69k -90% Mar 2026
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Aristides Capital 59k $100k 100% Dec 2025
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Strategic Investment Solutions 56k $0 100% Mar 2026
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IMC-Chicago 48k $47k 100% Mar 2026
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Millington Financial Advisors 40k $54k 0% Mar 2026
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Tower Research Capital 34k $57k 1186% Dec 2025
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Commonwealth Equity Services 33k $32k 0% Mar 2026
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Balyasny Asset Management 31k $30k -89% Mar 2026
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Cetera Investment Advisers 24k $24k 2% Mar 2026
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Goldman Sachs Group 22k $22k -61% Mar 2026
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Vanguard Global Advisers 19k $18k 100% Mar 2026
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Lighthouse Investment Partners 18k $31k -91% Dec 2025
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Gts Securities 17k $28k 100% Dec 2025
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Hartland & Co 16k $16k 0% Mar 2026
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J.w. Cole Advisors 15k $15k 0% Mar 2026
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Warren Averett Asset Management 14k $23k 100% Dec 2025
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Summit Financial 14k $13k 100% Mar 2026
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LPL Financial 13k $13k -46% Mar 2026
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Great Valley Advisor Group 12k $12k 0% Mar 2026
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Private Advisor 12k $11k 7% Mar 2026
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Smith Thornton Advisors 11k $11k 0% Mar 2026
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Catalyst Funds Management Pty 11k $10k 100% Mar 2026
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Mariner Wealth Advisors 10k $9.9k 0% Mar 2026
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Rossby Financial, LCC 9.2k $9.1k 80% Mar 2026
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Morgan Stanley 7.1k $7.1k -95% Mar 2026
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Atlantic Trust 4.0k $6.7k 100% Dec 2025
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SBI Securities 1.8k $1.7k -97% Mar 2026
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Portus Wealth Advisors 1.6k $1.6k 100% Mar 2026
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Efficient Wealth Management 1.6k $999.982500 100% Mar 2026
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MAI Wealth Advisors 875.00 $863.012500 0% Mar 2026
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Signature 113.00 $110.999900 0% Mar 2026
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Royal Bank of Canada 70.00 $0 -97% Mar 2026
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Citigroup 5.00 $5.000000 100% Mar 2026
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Farther Finance Advisors 4.00 $4.000000 -88% Mar 2026
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Who sold out of Upexi?

Fund or Company Name Date Sold Shares Held Valued At
Marex Group Dec 2025 2.5M $4.2M
Heights Capital Management Sep 2025 250k $1.4M
Barclays Sep 2025 226k $1.3M
Two Sigma Investments Dec 2025 175k $294k
Caitong International Asset Management Dec 2025 160k $269k
Jpmorgan Chase & Co Sep 2025 150k $867k
Phoenix Holdings Dec 2025 52k $87k
Virtu Financial Sep 2025 41k $233k
Keystone Financial Group Dec 2025 27k $46k
Nomura Holdings Dec 2025 24k $40k
Two Sigma Securities Dec 2025 18k $31k
Charles Schwab Investment Management Sep 2025 15k $87k
Winton Capital Dec 2025 11k $18k
Leucadia National Corporation Dec 2025 10k $17k
nVerses Capital Dec 2025 10k $17k
Gf Fund Management Dec 2025 1.6k $2.7k
Armstrong Advisory Group Dec 2025 1.0k $1.7k
Catherine Avery Investment Management Dec 2025 250.00 $420.000000
FMR Sep 2025 5.00 $29.000000