UP
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Vanguard
· Added
Change
+3.0M
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | – | +3.0M | – | Q1 2026 | |||||
|
Hrt Financial LP
· New
Change
+418K
Date
Q1 2026
|
Hrt Financial LP | New· Q1 2026 | – | +418K | – | Q1 2026 | |||||
|
Osaic Holdings, Inc.
· Added
Change
+331K
Date
Q1 2026
|
Osaic Holdings, Inc. | Added· Q1 2026 | – | +331K | – | Q1 2026 | |||||
|
UBS Group AG
· Added
Change
+286K
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | – | +286K | – | Q1 2026 | |||||
|
Quantbot Technologies LP
· New
Change
+123K
Date
Q1 2026
|
Quantbot Technologies LP | New· Q1 2026 | – | +123K | – | Q1 2026 | |||||
|
Strategic Investment Solutions, Inc.
· New
Change
+56K
Date
Q1 2026
|
Strategic Investment Solutions, Inc. | New· Q1 2026 | – | +56K | – | Q1 2026 | |||||
|
Imc-Chicago, LLC
· New
Change
+48K
Date
Q1 2026
|
Imc-Chicago, LLC | New· Q1 2026 | – | +48K | – | Q1 2026 | |||||
|
Geode
· Added
Change
+39K
Date
Q1 2026
|
Geode | Added· Q1 2026 | – | +39K | – | Q1 2026 | |||||
|
Omers Administration Corp
· Added
Change
+20K
Date
Q1 2026
|
Omers Administration Corp | Added· Q1 2026 | – | +20K | – | Q1 2026 | |||||
|
Northern Trust
· Added
Change
+19K
Date
Q1 2026
|
Northern Trust | Added· Q1 2026 | – | +19K | – | Q1 2026 | |||||
|
Summit Financial, LLC
· New
Change
+14K
Date
Q1 2026
|
Summit Financial, LLC | New· Q1 2026 | – | +14K | – | Q1 2026 | |||||
|
Catalyst Funds Management Pty Ltd
· New
Change
+10K
Date
Q1 2026
|
Catalyst Funds Management Pty Ltd | New· Q1 2026 | – | +10K | – | Q1 2026 | |||||
|
Rossby Financial, Lcc
· Added
Change
+4K
Date
Q1 2026
|
Rossby Financial, Lcc | Added· Q1 2026 | – | +4K | – | Q1 2026 | |||||
|
Portus Wealth Advisors, LLC
· New
Change
+2K
Date
Q1 2026
|
Portus Wealth Advisors, LLC | New· Q1 2026 | – | +2K | – | Q1 2026 | |||||
|
Avion Wealth
· New
Change
+2K
Date
Q1 2026
|
Avion Wealth | New· Q1 2026 | – | +2K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Salkind Gene
· Director
Grant (A)
100K
|
Salkind Gene | Director | Grant (A) | – | 100K | – | 319K | +45.7% | Jul 3, 2026 | Jul 20, 2026 | |||||||||
|
Dugan Lawrence
· Director
Grant (A)
100K
|
Dugan Lawrence | Director | Grant (A) | – | 100K | – | 216K | +85.9% | Jul 3, 2026 | Jul 20, 2026 | |||||||||
|
Rudick Brian Benjamin
· Officer
Grant (A)
400K
|
Rudick Brian Benjamin | Officer | Grant (A) | – | 400K | – | 1.2M | +47.7% | Jul 3, 2026 | Jul 20, 2026 | |||||||||
|
Marshall Allan
· Director
Grant (A)
2.0M
|
Marshall Allan | Director | Grant (A) | – | 2.0M | – | 6.0M | +49.4% | Jul 3, 2026 | Jul 20, 2026 | |||||||||
|
Norstrud Andrew James
· Director
Grant (A)
400K
|
Norstrud Andrew James | Director | Grant (A) | – | 400K | – | 1.0M | +61.6% | Jul 3, 2026 | Jul 20, 2026 | |||||||||
|
Marshall Allan
· Director
Buy
+$90K
|
Marshall Allan | Director | Buy | $1.80 | +50K | +$90K | 4.0M | – | Dec 23, 2025 | Dec 23, 2025 | |||||||||
|
Marshall Allan
· Director, Officer
Buy
+$103K
|
Marshall Allan | Director, Officer | Buy | $2.07 | +50K | +$103K | 4.0M | – | Dec 16, 2025 | Dec 17, 2025 | |||||||||
|
Marshall Allan
· Director, Officer
Buy
+$207K
|
Marshall Allan | Director, Officer | Buy | $2.07 | +100K | +$207K | 3.9M | – | Dec 15, 2025 | Dec 17, 2025 | |||||||||
|
Salkind Gene
· Director
Buy
+$127K
|
Salkind Gene | Director | Buy | $2.55 | +50K | +$127K | 219K | – | Nov 20, 2025 | Nov 21, 2025 | |||||||||
|
Salkind Gene
· Director
2 operations
+$546K
|
Salkind Gene | Director | 2 operations | $2.65–$2.81 | +200K | +$546K | 569K | – | Nov 17, 2025 | Nov 18, 2025 | |||||||||
|
Marshall Allan
· Director, Officer
Grant (A)
1.6M
|
Marshall Allan | Director, Officer | Grant (A) | – | 1.6M | – | 3.8M | – | Oct 1, 2025 | Dec 17, 2025 | |||||||||
|
Norstrud Andrew James
· Director
Grant (A)
240K
Trade date
Oct 1, 2025
Filed date
Nov 21, 2025
|
Norstrud Andrew James | Director | Grant (A) | – | 240K | – | – | – | Oct 1, 2025 | Nov 21, 2025 | |||||||||
|
Dugan Lawrence
· Director
Buy
+$30K
|
Dugan Lawrence | Director | Buy | $7.50 | +4K | +$30K | 116K | – | Jul 22, 2025 | Jul 24, 2025 | |||||||||
59 reporting institutions disclosed UPXI position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.