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Disclosery

UPXI UPEXI INC

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CMN (common), issuer CIK 1775194

53 managers (55 13F filers) reported a position in UPXI shares at 2026-03-31, 14,756,968 shares in all. 10 filers opened a position and 21 filers sold out during the quarter.

Managers
53
13F filers
55
New
10
Added
9
Reduced
19
Sold out
21
Shares held by filers
14,756,968

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
VANGUARD GROUP INCgroup of 3 filers holding3,729,099$3.68MnewTimeline
Arrington Capital Management, LLC2,760,107$2.72M3.09%013F-HRTimeline
MMCAP International Inc. SPCin group MMCAP2,326,777$2.29M0.2%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.775,862$768K<0.01%+330,91113F-HRTimelineGroup
UBS Group AGin group UBS Group AG765,776$755K<0.01%+285,89113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…698,728$689K<0.01%-71,00413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.681,308$671K<0.01%013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC538,517$531K<0.01%+38,90713F-HRTimelineGroup
HRT FINANCIAL LP417,849$411K<0.01%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC294,184$290K<0.01%-552,36113F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP192,022$189K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC190,695$188K<0.01%-709,13113F-HRTimelineGroup
Quantbot Technologies LP123,419$122K<0.01%new13F-HRTimeline
OMERS ADMINISTRATION Corp120,800$119K<0.01%+19,60013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd119,454$118K<0.01%-33,41913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP108,220$107K<0.01%+18,63013F-HRTimelineGroup
J. Derek Lewis & Associates Inc.97,000$95.6K0.02%-55,00013F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/82,000$80.8K<0.01%-29,30013F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.71,090$70.1K<0.01%-335,16813F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …70,720$69.7K<0.01%013F-HRTimelineGroup
GROUP ONE TRADING LLC70,028$69K<0.01%-658,89913F-HRTimeline
Millington Financial Advisors, LLC40,000$54K0.02%013F-HRTimeline
Engineers Gate Manager LP52,853$52.1K<0.01%-67,53613F-HRTimeline
IMC-Chicago, LLC48,070$47.4K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,625$32.2K<0.01%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management30,520$30.1K<0.01%-249,05913F-HRTimelineGroup
SHARIAPORTFOLIO, INC.27,789$27.4K0.01%-52,03913F-HRTimeline
Cetera Investment Advisers24,207$23.9K<0.01%+54713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd23,169$22.8K<0.01%-338,48813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,191$21.9K<0.01%-35,26413F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/20,500$21K<0.01%013F-HRTimeline
Clearstead Advisors, LLC16,000$15.8K<0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.15,100$14.9K<0.01%013F-HRTimeline
Summit Financial, LLC13,500$13.3K<0.01%new13F-HRTimeline
LPL Financial LLC13,267$13.1K<0.01%-11,10013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,700$11.5K<0.01%013F-HRTimelineGroup
Private Advisor Group, LLC11,525$11.4K<0.01%+80013F-HRTimeline
Smith Thornton Advisors LLC11,000$10.8K0.01%013F-HRTimeline
Catalyst Funds Management Pty Ltd10,500$10.3K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC10,005$9.86K<0.01%+513F-HRTimelineGroup
Waverly Advisors, LLC10,000$9.86K<0.01%-3,72513F-HRTimeline
Rossby Financial, LCC9,200$9.09K<0.01%+4,10013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,100$7K<0.01%-130,68813F-HRTimelineGroup
SBI Securities Co., Ltd.1,766$1.74K<0.01%-67,32013F-HRTimeline
Portus Wealth Advisors, LLC1,592$1.57K<0.01%new13F-HRTimeline
Avion Wealth1,581$1K<0.01%new13F-HRTimeline
MAI Capital Management875$863<0.01%013F-HRTimeline
SIGNATUREFD, LLC113$111<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP67$67<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC5$5<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC4$4<0.01%-2813F-HRTimeline
Strategic Investment Solutions, Inc. /IL56,419$00%new13F-HRTimelineValue filed as zero, left out of ratios.
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70$00%-113F-HRTimelineGroupValue filed as zero, left out of ratios.