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Upexi, Inc. (UPXI) institutional ownership

Market cap$102M SectorCommunication Services
Funds holding · Q1 2026
59
reported UPXI position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
20 buyers · 39 sellers

Upexi, Inc. (UPXI) price and institutional activity

Dates

Q1 2026

$0 bought by 20 investors
VanguardHrt Financial LP +18 more
$0 sold by 39 investors
Marex Group PLCQube Research & Technologies Ltd +37 more
Sign in to see who bought
Bought Sold Totals per quarter; hover a bar for the names.

Upexi, Inc. (UPXI) institutional activity · 59

Investor Type Est. change Change Δ Own Date
Vanguard · Added
Change +3.0M Date Q1 2026
Vanguard Added· Q1 2026 +3.0M Q1 2026
Marex Group PLC · Exited
Change −2.5M Δ Own −100.0% Date Q1 2026
Marex Group PLC Exited· Q1 2026 −2.5M −100.0% Q1 2026
Qube Research & Technologies Ltd · Exited
Change −744K Δ Own −100.0% Date Q1 2026
Qube Research & Technologies Ltd Exited· Q1 2026 −744K −100.0% Q1 2026
Jane Street Group, LLC · Reduced
Change −709K Date Q1 2026
Jane Street Group, LLC Reduced· Q1 2026 −709K Q1 2026
Group One Trading LLC · Reduced
Change −659K Date Q1 2026
Group One Trading LLC Reduced· Q1 2026 −659K Q1 2026
Millennium Management LLC · Reduced
Change −552K Date Q1 2026
Millennium Management LLC Reduced· Q1 2026 −552K Q1 2026
Hrt Financial LP · New
Change +418K Date Q1 2026
Hrt Financial LP New· Q1 2026 +418K Q1 2026
Quadrature Capital Ltd · Reduced
Change −338K Date Q1 2026
Quadrature Capital Ltd Reduced· Q1 2026 −338K Q1 2026
Point72 Asset Management, L.P. · Reduced
Change −335K Δ Own −82.5% Date Q1 2026
Point72 Asset Management, L.P. Reduced· Q1 2026 −335K −82.5% 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
Balyasny Asset Management L.P. · Reduced
Change −249K Date Q1 2026
Balyasny Asset Management L.P. Reduced· Q1 2026 −249K Q1 2026
Citadel Advisors LLC Exited· Q1 2026 −197K −100.0% Q1 2026
Two Sigma Investments, LP · Exited
Change −175K Δ Own −100.0% Date Q1 2026
Two Sigma Investments, LP Exited· Q1 2026 −175K −100.0% Q1 2026
Caitong International Asset Management Co., Ltd · Exited
Change −160K Δ Own −100.0% Date Q1 2026
Caitong International Asset Management Co., Ltd Exited· Q1 2026 −160K −100.0% Q1 2026
Data through Q1 2026 · filed May 21, 2026
15 of 59

Famous investor activity in Upexi, Inc. (UPXI)

Upexi, Inc. (UPXI) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Salkind Gene · Director Grant (A) 100K
Owned 319K ΔOwn +45.7% Trade date Jul 3, 2026 Filed date Jul 20, 2026
Salkind Gene Director Grant (A) 100K 319K +45.7% Jul 3, 2026 Jul 20, 2026
Dugan Lawrence · Director Grant (A) 100K
Owned 216K ΔOwn +85.9% Trade date Jul 3, 2026 Filed date Jul 20, 2026
Dugan Lawrence Director Grant (A) 100K 216K +85.9% Jul 3, 2026 Jul 20, 2026
Rudick Brian Benjamin · Officer Grant (A) 400K
Owned 1.2M ΔOwn +47.7% Trade date Jul 3, 2026 Filed date Jul 20, 2026
Rudick Brian Benjamin Officer Grant (A) 400K 1.2M +47.7% Jul 3, 2026 Jul 20, 2026
Marshall Allan · Director Grant (A) 2.0M
Owned 6.0M ΔOwn +49.4% Trade date Jul 3, 2026 Filed date Jul 20, 2026
Marshall Allan Director Grant (A) 2.0M 6.0M +49.4% Jul 3, 2026 Jul 20, 2026
Norstrud Andrew James · Director Grant (A) 400K
Owned 1.0M ΔOwn +61.6% Trade date Jul 3, 2026 Filed date Jul 20, 2026
Norstrud Andrew James Director Grant (A) 400K 1.0M +61.6% Jul 3, 2026 Jul 20, 2026
5 of 5

Upexi, Inc. (UPXI) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Polar Asset Management Partners Inc. 9.6M
% of shares outstanding 10.0% Filing date May 15, 2026
Polar Asset Management Partners Inc. 9.6M 10.0% May 15, 2026
Mmcap International Inc. Spc 6.3M
% of shares outstanding 10.0% Filing date Feb 13, 2026
Mmcap International Inc. Spc 6.3M 10.0% Feb 13, 2026
Vanguard Capital Management 3.7M
% of shares outstanding 5.3% Filing date Apr 30, 2026
Vanguard Capital Management 3.7M 5.3% Apr 30, 2026
Marex Securities Products Inc. 3.3M
% of shares outstanding 5.2% Filing date Jan 8, 2026
Marex Securities Products Inc. 3.3M 5.2% Jan 8, 2026
Gsr Growth Investments LP 706K
% of shares outstanding 1.2% Filing date Nov 14, 2025
Gsr Growth Investments LP 706K 1.2% Nov 14, 2025
Kathmere Capital Management, LLC 418K
% of shares outstanding 0.1% Filing date Feb 11, 2026
Kathmere Capital Management, LLC 418K 0.1% Feb 11, 2026
Attestor Value Master Fund LP 0
% of shares outstanding 0.0% Filing date Oct 16, 2025
Attestor Value Master Fund LP 0 0.0% Oct 16, 2025
Michael E. Novogratz 0
% of shares outstanding 0.0% Filing date Aug 5, 2025
Michael E. Novogratz 0 0.0% Aug 5, 2025
8 of 8

Upexi, Inc. (UPXI) ownership FAQ

Who owns UPXI?

59 reporting institutions disclosed UPXI position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

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.

What are activist and large shareholder filings?

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.

Where does this data come from?

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.

Why are ownership reports delayed?

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.

How are missing table values shown?

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.