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Disclosery

UPXI UPEXI INC

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CMN (common), issuer CIK 1775194

65 managers (65 13F filers) reported a position in UPXI shares at 2025-12-31, 17,948,280 shares in all. 22 filers opened a position and 28 filers sold out during the quarter.

Managers
65
13F filers
65
New
22
Added
22
Reduced
12
Sold out
28
Shares held by filers
17,948,280

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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$4.64M5.1%13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,507,176$4.21M0.05%+1,863,00013F-HRTimelineGroup
MMCAP International Inc. SPCin group MMCAP2,326,777$3.91M0.39%+1,559,84413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC899,826$1.51M<0.01%+284,95613F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC846,545$1.42M<0.01%+480,58813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…769,732$1.29M<0.01%+18,25313F-HRTimelineGroup
Qube Research & Technologies Ltd744,441$1.25M<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC728,927$1.22M0.04%new13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC710,744$1.19M<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.681,308$1.14M<0.01%-72913F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC499,610$840K<0.01%+41,26313F-HRTimelineGroup
UBS Group AGin group UBS Group AG479,885$806K<0.01%-277,35913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.444,951$748K<0.01%+426,19013F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.406,258$683K<0.01%new13F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd361,657$608K0.01%new13F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management279,579$470K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC197,180$331K<0.01%+135,56013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP192,022$323K<0.01%013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP174,767$294K<0.01%new13F-HRTimelineGroup
Caitong International Asset Management …159,800$268K0.07%new13F-HR/ATimeline
XTX Topco Ltdin group XTX Topco Ltd152,873$257K0.01%+121,57413F-HRTimelineGroup
J. Derek Lewis & Associates Inc.152,000$255K0.06%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY137,788$231K<0.01%-163,33513F-HR/ATimelineGroup
Engineers Gate Manager LP120,389$202K<0.01%+107,13213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/111,300$187K<0.01%+96,50013F-HRTimelineGroup
OMERS ADMINISTRATION Corp101,200$170K<0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP89,590$151K<0.01%+58213F-HRTimelineGroup
SIMPLEX TRADING, LLC87,203$147K<0.01%-179,93213F-HRTimeline
SHARIAPORTFOLIO, INC.79,828$134K0.06%-542,90013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …70,720$119K<0.01%13F-HR/ATimelineGroup
SBI Securities Co., Ltd.69,086$116K<0.01%-13,20513F-HRTimeline
Aristides Capital LLC59,342$99.7K0.03%new13F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC57,455$96.5K<0.01%+29,52813F-HR/ATimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.52,000$87.3K<0.01%-18,00013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…33,881$56.9K<0.01%+31,24713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC32,625$54.8K<0.01%+1,30013F-HRTimeline
Keystone Financial Group27,325$45.9K<0.01%new13F-HRTimeline
Millington Financial Advisors, LLC40,000$45.6K0.02%+20,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,913$41.9K<0.01%+11,18813F-HRTimelineGroup
LPL Financial LLC24,367$40.9K<0.01%+8,12213F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD24,000$40.3K<0.01%+6,00013F-HRTimelineGroup
Cetera Investment Advisers23,660$39.7K<0.01%+6,54013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/20,500$35K<0.01%new13F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…18,180$30.5K<0.01%new13F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC18,154$30.5K<0.01%new13F-HRTimeline
GTS SECURITIES LLC16,538$27.8K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC16,000$26.9K<0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.15,100$25.4K<0.01%-50013F-HRTimeline
Waverly Advisors, LLC13,725$23.1K<0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,700$19.7K<0.01%+1,00013F-HRTimelineGroup
Smith Thornton Advisors LLC11,000$18.5K0.01%new13F-HRTimeline
Private Advisor Group, LLC10,725$18K<0.01%new13F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd10,581$17.8K<0.01%new13F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.10,131$17K<0.01%new13F-HRTimelineGroup
nVerses Capital, LLC10,045$16.9K0.04%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC10,000$16.8K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC5,100$8.57K<0.01%-16,70013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,000$6.72K<0.01%new13F-HRTimelineGroup
GF FUND MANAGEMENT CO. LTD.1,623$2.73K<0.01%-38313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,000$1.68K<0.01%013F-HRTimeline
MAI Capital Management875$1.47K<0.01%013F-HRTimeline
Catherine Avery Investment Management L…250$420<0.01%+10013F-HRTimeline
SIGNATUREFD, LLC113$190<0.01%013F-HRTimeline
Farther Finance Advisors, LLC32$54<0.01%-1,49513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA71$00%-2,43113F-HRTimelineGroupValue filed as zero, left out of ratios.