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Disclosery

UPXI UPEXI INC

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CMN (common), issuer CIK 1775194

46 managers (48 13F filers) reported a position in UPXI shares at 2026-06-30, 13,046,242 shares in all. 11 filers opened a position and 18 filers sold out during the quarter.

Managers
46
13F filers
48
New
11
Added
16
Reduced
11
Sold out
18
Shares held by filers
13,046,242

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Arrington Capital Management, LLC2,760,107$2.16M2.4%013F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding2,739,596$2.15M-989,503Timeline
MMCAP International Inc. SPCin group MMCAP2,326,777$1.82M0.15%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.888,906$697K<0.01%+207,59813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.770,236$601K<0.01%-5,62613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…703,129$551K<0.01%+4,40113F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC582,895$457K<0.01%+44,37813F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC271,216$213K<0.01%-22,96813F-HRTimelineGroup
UBS Group AGin group UBS Group AG232,206$182K<0.01%-533,57013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd229,653$180K<0.01%+110,19913F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP192,022$151K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC191,536$150K<0.01%+84113F-HRTimelineGroup
HRT FINANCIAL LP142,525$111K<0.01%-275,32413F-HRTimeline
J. Derek Lewis & Associates Inc.125,000$98K0.02%+28,00013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP117,311$92K<0.01%+9,09113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC100,402$78.7K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC79,135$62.1K<0.01%+79,13013F-HRTimelineGroup
Engineers Gate Manager LP77,738$61K<0.01%+24,88513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …70,720$55.5K<0.01%013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC70,642$55K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC68,378$53.6K<0.01%+46,18713F-HRTimelineGroup
IMC-Chicago, LLC52,768$41.4K<0.01%+4,69813F-HRTimeline
Millington Financial Advisors, LLC40,000$32.2K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC33,125$26K<0.01%+50013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY27,166$21.3K<0.01%+20,06613F-HRTimelineGroup
Cetera Investment Advisers24,207$19K<0.01%013F-HRTimeline
Smith Thornton Advisors LLC17,500$13.3K0.01%+6,50013F-HRTimeline
Summit Financial, LLC15,000$11.8K<0.01%+1,50013F-HRTimeline
J.W. COLE ADVISORS, INC.14,800$11.6K<0.01%-30013F-HRTimeline
SG Americas Securities, LLC14,427$11K<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,300$10.4K<0.01%new13F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\11,400$8.89K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC10,475$8.21K<0.01%-1,05013F-HRTimeline
LPL Financial LLC10,067$7.89K<0.01%-3,20013F-HRTimeline
Mariner, LLCin group Mariner, LLC10,005$7.85K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,435$3.68K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC3,500$2.75K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1,581$1.24K<0.01%-18513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…675$529<0.01%new13F-HRTimelineGroup
Catherine Avery Investment Management L…500$392<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC390$306<0.01%new13F-HRTimeline
SIGNATUREFD, LLC113$89<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP67$56<0.01%013F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.4$3<0.01%new13F-HRTimelineGroup
Avion Wealth527$00%-1,05413F-HRTimelineValue filed as zero, left out of ratios.
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA80$00%+1013F-HRTimelineGroupValue filed as zero, left out of ratios.