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 $2.3M 0% Mar 2026
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Susquehanna International 1.3M $1.2M -42% Mar 2026
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Jane Street 909k $896k -51% Mar 2026
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Advisor Group Holdings 776k $768k 74% Mar 2026
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UBS Group 766k $755k 60% Mar 2026
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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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Citadel Advisors 419k $413k -49% Mar 2026
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Hrt Financial 418k $411k 100% Mar 2026
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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 $189k 0% Mar 2026
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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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XTX Topco 120k $118k -22% Mar 2026
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Northern Trust 108k $107k 21% Mar 2026
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J. Derek Lewis & Associates 97k $96k -36% Mar 2026
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National Bank Of Canada /fi/ 82k $81k -26% Mar 2026
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Point72 Asset Management 71k $70k -83% Mar 2026
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Pinnacle Financial Partners 71k $70k 0% Mar 2026
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Group One Trading 70k $69k -90% Mar 2026
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Engineers Gate Manager 53k $52k -56% 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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Commonwealth Equity Services 33k $32k 0% Mar 2026
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Balyasny Asset Management 31k $30k -89% Mar 2026
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Shariaportfolio 28k $27k -65% Mar 2026
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Cetera Investment Advisers 24k $24k 2% Mar 2026
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Quadrature Capital 23k $23k -94% 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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Hartland & Co 16k $16k 0% Mar 2026
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J.w. Cole Advisors 15k $15k 0% Mar 2026
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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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Warren Averett Asset Management 10k $9.9k -27% 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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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 $88.998800 0% Jun 2026
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Royal Bank of Canada 70.00 $0 100% Mar 2026
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Jones Financial Companies, L.L 67.00 $67.000000 100% Mar 2026
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Citigroup 5.00 $5.000000 100% 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
Qube Research & Technologies Dec 2025 744k $1.3M
Two Sigma Investments Dec 2025 175k $294k
Caitong International Asset Management Dec 2025 160k $269k
Simplex Trading Dec 2025 87k $147k
Aristides Capital Dec 2025 59k $100k
Strategic Investment Solutions Mar 2026 56k $0
Phoenix Holdings Dec 2025 52k $87k
Tower Research Capital Dec 2025 34k $57k
Keystone Financial Group Dec 2025 27k $46k
Nomura Holdings Dec 2025 24k $40k
Lighthouse Investment Partners Dec 2025 18k $31k
Two Sigma Securities Dec 2025 18k $31k
Gts Securities Dec 2025 17k $28k
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
Catherine Avery Investment Management Dec 2025 250.00 $420.000000