Kathmere Capital Management »

Upexi shares owned by Kathmere Capital Management

Quarter-by-quarter ownership of Upexi (UPXI) shares owned by Kathmere Capital Management from 13F filings

Historical chart of Kathmere Capital Management investment in Upexi

Tip: Access up to 7 years of quarterly data

All positions including Upexi held by Kathmere Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upexi by Kathmere Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 418k 5.77
2025-06-30 $6.5M 2.2M 2.98

More positions owned by Kathmere Capital Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Value (VLUE)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibds Dec28 Etf (IBDT)
Apple (AAPL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ea Series Trust Alpha Arch 1-3 (BOXX)

View all positions for Kathmere Capital Management

Top funds holding Upexi

Polar Securities
Susquehanna International
Jane Street
Citadel Advisors
Alyeska Investment Group
MMCAP International Inc. SPC
UBS Group
Vanguard Group
BlackRock
Marex Group
Shariaportfolio
NewGen Asset Management
Geode Capital Management
Kathmere Capital Management
Millennium Management

View all funds holding Upexi