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Disclosery

UPXI UPEXI INC

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CMN (common), issuer CIK 1775194

69 managers (69 13F filers) reported a position in UPXI shares at 2025-09-30, 15,475,354 shares in all. 42 filers opened a position and 4 filers sold out during the quarter.

Managers
69
13F filers
69
New
42
Added
15
Reduced
8
Sold out
4
Shares held by filers
15,475,354

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Polar Asset Management Partners Inc.5,000,000$28.7M0.58%new13F-HR/ATimeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.1,250,000$7.17M0.02%new13F-HRTimelineGroup
MMCAP International Inc. SPCin group MMCAP766,933$4.43M0.51%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG757,244$4.37M<0.01%+720,99013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…751,479$4.34M0.01%+637,35613F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC710,744$4.1M<0.01%+209,90713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.682,037$3.94M<0.01%new13F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd644,176$3.72M0.05%new13F-HRTimelineGroup
SHARIAPORTFOLIO, INC.622,728$3.59M1.37%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC614,870$3.55M<0.01%new13F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC458,347$2.65M<0.01%+122,39413F-HRTimelineGroup
Kathmere Capital Management, LLC417,983$2.41M0.17%-1,775,00013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC365,957$2.11M<0.01%-19,29613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY301,123$1.74M<0.01%+300,45113F-HR/ATimelineGroup
SIMPLEX TRADING, LLC267,135$1.54M0.03%+210,60313F-HRTimeline
HEIGHTS CAPITAL MANAGEMENT, INCin group HEIGHTS CAPITAL MANAGEMENT, I…250,000$1.44M0.46%new13F-HR/ATimelineGroup
STATE STREET CORPin group STATE STREET CORP192,022$1.11M<0.01%+61,98013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC175,483$1.01M<0.01%new13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO150,227$867K<0.01%new13F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP89,008$514K<0.01%+28,92413F-HRTimelineGroup
SBI Securities Co., Ltd.82,291$475K0.01%+80,06013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS74,478$430K<0.01%new13F-HRTimelineGroup
BlueCrest Capital Management Ltd70,565$407K0.02%new13F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.70,000$404K<0.01%new13F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC61,620$356K<0.01%-70,30913F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.60,139$347K<0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC40,463$233K0.01%+20,78313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/35,108$203K<0.01%new13F-HRTimelineGroup
Schonfeld Strategic Advisors LLC33,706$194K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,325$181K<0.01%+17,32513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd31,299$181K0.01%-52,19813F-HRTimelineGroup
SG Americas Securities, LLC30,645$177K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC27,927$161K<0.01%new13F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC27,073$156K<0.01%-33,12513F-HRTimelineGroup
SYNOVUS FINANCIAL CORP25,100$145K<0.01%new13F-HRTimeline
Rossby Financial, LCC21,800$142K0.05%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,761$133K<0.01%+15,69613F-HRTimelineGroup
Millington Financial Advisors, LLC20,000$130K0.06%013F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.18,100$104K<0.01%13F-HRTimelineGroup
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD18,000$104K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers17,120$98.8K<0.01%new13F-HRTimeline
LPL Financial LLC16,245$93.7K<0.01%-29,01013F-HRTimeline
J.W. COLE ADVISORS, INC.15,600$90K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,343$88.5K<0.01%new13F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co15,000$86.5K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,800$85.4K<0.01%-128,40013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL3,257$79.7K0.02%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,725$79.2K<0.01%+13,36713F-HR/ATimelineGroup
Engineers Gate Manager LP13,257$76.5K<0.01%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP11,387$66K0.01%new13F-HRTimeline
Aspiring Ventures, LLC11,039$63.7K0.02%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,700$61.7K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC10,000$57.7K<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC10,000$57.7K<0.01%new13F-HRTimeline
Arkadios Wealth Advisors10,000$57.7K<0.01%new13F-HRTimeline
North Star Investment Management Corp.5,000$28.9K<0.01%-10,00013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,500$26K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,634$15.2K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,502$14K<0.01%+2,40213F-HRTimelineGroup
GF FUND MANAGEMENT CO. LTD.2,006$11.6K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,527$8.81K<0.01%+1,52513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,000$5.77K<0.01%new13F-HRTimeline
MAI Capital Management875$5.05K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC890$5K<0.01%new13F-HRTimeline
FNY Investment Advisers, LLC683$3K<0.01%new13F-HRTimeline
Catherine Avery Investment Management L…150$866<0.01%new13F-HRTimeline
SIGNATUREFD, LLC113$652<0.01%013F-HRTimeline
Wealth Watch Advisors, INC100$577<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC5$29<0.01%new13F-HRTimelineGroup