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
Marex Group 2.5M $4.2M 289% Dec 2025
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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 1.9M $3.1M -27% Dec 2025
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Millennium Management 847k $1.4M 131% Dec 2025
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Citadel Advisors 826k $1.4M -45% Dec 2025
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Qube Research & Technologies 744k $1.3M 100% Dec 2025
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Group One Trading 729k $1.2M 100% Dec 2025
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Vanguard Group 711k $1.2M 0% Dec 2025
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BlackRock 681k $1.1M 0% Dec 2025
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Geode Capital Management 500k $840k 9% Dec 2025
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UBS Group 480k $806k -37% Dec 2025
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Advisor Group Holdings 445k $748k 2272% Dec 2025
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Point72 Asset Management 406k $683k 100% Dec 2025
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Quadrature Capital 362k $608k 100% Dec 2025
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Balyasny Asset Management 280k $470k 100% Dec 2025
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State Street Corporation 192k $323k 0% Dec 2025
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Two Sigma Investments 175k $294k 100% Dec 2025
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Caitong International Asset Management 160k $269k 100% Dec 2025
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XTX Topco 153k $257k 388% Dec 2025
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J. Derek Lewis & Associates 152k $255k 100% Dec 2025
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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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OMERS Administration Corporation 101k $170k 100% Dec 2025
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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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Pinnacle Financial Partners 71k $119k 100% Dec 2025
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SBI Securities 69k $116k -16% Dec 2025
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Aristides Capital 59k $100k 100% Dec 2025
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Goldman Sachs Group 58k $97k 106% Dec 2025
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Phoenix Holdings 52k $87k -26% Dec 2025
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Millington Financial Advisors 40k $46k 100% Dec 2025
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Tower Research Capital 34k $57k 1186% Dec 2025
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Commonwealth Equity Services 33k $55k 4% Dec 2025
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Keystone Financial Group 27k $46k 100% Dec 2025
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LPL Financial 24k $41k -79% Dec 2025
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Nomura Holdings 24k $40k 33% Dec 2025
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Cetera Investment Advisers 24k $40k 38% Dec 2025
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Lighthouse Investment Partners 18k $31k -91% Dec 2025
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Two Sigma Securities 18k $31k 100% Dec 2025
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Gts Securities 17k $28k 100% Dec 2025
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Hartland & Co 16k $27k 100% Dec 2025
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J.w. Cole Advisors 15k $25k -3% Dec 2025
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Warren Averett Asset Management 14k $23k 100% Dec 2025
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Great Valley Advisor Group 12k $20k 9% Dec 2025
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Smith Thornton Advisors 11k $11k 0% Mar 2026
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Private Advisor 11k $18k 100% Dec 2025
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Winton Capital 11k $18k 100% Dec 2025
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Leucadia National Corporation 10k $17k 100% Dec 2025
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nVerses Capital 10k $17k 100% Dec 2025
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Mariner Wealth Advisors 10k $17k 0% Dec 2025
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Rossby Financial, LCC 5.1k $8.6k -77% Dec 2025
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Atlantic Trust 4.0k $6.7k 100% Dec 2025
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Portus Wealth Advisors 1.6k $1.6k 100% Mar 2026
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MAI Wealth Advisors 875.00 $1.5k 0% Dec 2025
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Catherine Avery Investment Management 250.00 $420.000000 67% Dec 2025
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Signature 113.00 $110.999900 0% 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
Polar Securities Sep 2025 5.2M $30M
Alyeska Investment Group Sep 2025 1.3M $7.2M
Kathmere Capital Management Sep 2025 418k $2.4M
Heights Capital Management Sep 2025 250k $1.4M
Barclays Sep 2025 226k $1.3M
Bnp Paribas Arbitrage, Snc Sep 2025 75k $430k
BlueCrest Capital Management Sep 2025 71k $407k
Capital Fund Management Sep 2025 60k $347k
Parallax Volatility Advisers Sep 2025 50k $289k
Cantor Fitzgerald, L. P. Sep 2025 50k $289k
Virtu Financial Sep 2025 41k $233k
Schonfeld Strategic Advisors Sep 2025 34k $195k
Squarepoint Ops Sep 2025 27k $156k
Aspiring Ventures Sep 2025 21k $121k
Charles Schwab Investment Management Sep 2025 15k $87k
GSA Capital Partners Sep 2025 11k $66k
Arkadios Wealth Advisors Sep 2025 10k $58k
Belpointe Asset Management Sep 2025 10k $58k
North Star Investment Management Sep 2025 5.0k $29k
Ameritas Advisory Services Sep 2025 4.5k $26k
Strategic Investment Solutions Sep 2025 3.3k $0
Gf Fund Management Dec 2025 1.6k $2.7k
Armstrong Advisory Group Dec 2025 1.0k $1.7k
Wealth Watch Advisors Sep 2025 100.00 $577.000000
FMR Sep 2025 5.00 $29.000000