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Disclosery

UPXI UPEXI INC

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CMN (common), issuer CIK 1775194

31 managers (31 13F filers) reported a position in UPXI shares at 2025-06-30, 6,644,989 shares in all. 26 filers opened a position and 2 filers sold out during the quarter.

Managers
31
13F filers
31
New
26
Added
4
Reduced
0
Sold out
2
Shares held by filers
6,644,989

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Kathmere Capital Management, LLC2,192,983$6.54M0.5%new13F-HRTimeline
Pantera Capital Partners LP1,331,804$3.97M2.26%new13F-HR/ATimeline
NewGen Asset Management Ltd577,193$1.72M1.12%new13F-HR/ATimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC500,837$1.49M<0.01%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC385,253$1.15M<0.01%new13F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC335,953$1M<0.01%new13F-HRTimelineGroup
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.325,000$968K0.02%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/143,200$427K<0.01%new13F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC131,929$393K<0.01%new13F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP130,042$388K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…114,123$340K<0.01%new13F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd83,497$249K0.01%new13F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC60,198$179K<0.01%new13F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP60,084$179K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC56,532$168K<0.01%new13F-HRTimeline
LPL Financial LLC45,255$135K<0.01%new13F-HRTimeline
Millington Financial Advisors, LLC20,000$134K0.07%new13F-HRTimeline
GROUP ONE TRADING LLC44,631$133K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG36,254$108K<0.01%+35,06113F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC19,680$59K<0.01%new13F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co15,000$44.7K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.15,000$44.7K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,000$42K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,065$9.13K<0.01%new13F-HR/ATimelineGroup
SBI Securities Co., Ltd.2,231$6.65K<0.01%+2,00613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY672$2K<0.01%+66913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/358$1.07K<0.01%+35213F-HRTimelineGroup
SIGNATUREFD, LLC113$337<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2$6<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA100$00%new13F-HR/ATimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.