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Upexi shares owned by Summit Financial

Quarter-by-quarter ownership of Upexi (UPXI) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Upexi

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All positions including Upexi held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upexi by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $13k 14k 0.99

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View all positions for Summit Financial

Top funds holding Upexi

Vanguard Capital Management
MMCAP International Inc. SPC
Susquehanna International
Jane Street
UBS Group
Qube Research & Technologies
Vanguard Group
BlackRock
Geode Capital Management
Advisor Group Holdings
Citadel Advisors
Hrt Financial
Quadrature Capital
Vanguard Fiduciary Trust
Millennium Management

View all funds holding Upexi