UPEXI, INC. - Common Stock, par value $0.00001 (UPXI) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2024 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.00001
Symbol
UPXI on Nasdaq
Shares outstanding
67,753,328
Price per share
$1.96
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
17,670,806
Total reported value
$29,666,310
% of total 13F portfolios
0%
Share change
-521,431
Value change
-$31,926,545
Number of holders
63
Price from insider filings
$1.96
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of UPEXI, INC. - Common Stock, par value $0.00001 (UPXI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MMCAP International Inc. SPC 10% 0% $13,997,460 -$14,861,362 6,276,888 -51% MM Asset Management Inc. 31 Dec 2025
Polar Asset Management Partners Inc. 6.7% -33% $10,123,025 -$3,814,473 4,539,473 -27% Polar Asset Management Partners Inc. 31 Dec 2025
GSR Growth Investments LP 7.4% -1.1% $25,307,018 4,385,965 0% CNC Inversiones Ltd. 30 Sep 2025
Marex Securities Products Inc. 5.2% $5,540,583 3,297,966 Marex Securities Products Inc. 05 Jan 2026
Kathmere Capital Management, LLC 0.07% $932,102 -$3,958,250 417,983 -81% Kathmere Capital Management, LLC 30 Sep 2025

As of 31 Dec 2025, 63 institutional investors reported holding 17,670,806 shares of UPEXI, INC. - Common Stock, par value $0.00001 (UPXI). This represents 26% of the company’s total 67,753,328 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of UPEXI, INC. - Common Stock, par value $0.00001 (UPXI) together control 25% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Arrington Capital Management, LLC 4.1% 2,760,107 0% 5.1% $4,636,980
Marex Group plc 3.7% 2,507,176 +289% 0.05% $4,212,056
MMCAP International Inc. SPC 3.4% 2,326,777 +203% 0.39% $3,908,985
JANE STREET GROUP, LLC 1.3% 899,826 +46% 0% $1,511,707
MILLENNIUM MANAGEMENT LLC 1.2% 846,545 +131% 0% $1,422,196
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.1% 769,732 +2.4% 0% $1,293,150
Qube Research & Technologies Ltd 1.1% 744,441 0% $1,250,661
GROUP ONE TRADING LLC 1.1% 728,927 0.04% $1,224,597
VANGUARD GROUP INC 1% 710,744 0% 0% $1,194,051
BlackRock, Inc. 1% 681,308 -0.11% 0% $1,144,597
GEODE CAPITAL MANAGEMENT, LLC 0.74% 499,610 +9% 0% $839,819
UBS Group AG 0.71% 479,885 -37% 0% $806,207
OSAIC HOLDINGS, INC. 0.66% 444,951 +2272% 0% $747,515
Point72 Asset Management, L.P. 0.6% 406,258 0% $682,513
Quadrature Capital Ltd 0.53% 361,657 0.01% $607,584
Balyasny Asset Management L.P. 0.41% 279,579 0% $469,693
CITADEL ADVISORS LLC 0.29% 197,180 +220% 0% $331,262
STATE STREET CORP 0.28% 192,022 0% 0% $322,597
TWO SIGMA INVESTMENTS, LP 0.26% 174,767 0% $293,609
XTX Topco Ltd 0.23% 152,873 +388% 0.01% $256,827
MORGAN STANLEY 0.2% 137,788 -54% 0% $231,483
Engineers Gate Manager LP 0.18% 120,389 +808% 0% $202,254
NATIONAL BANK OF CANADA /FI/ 0.16% 111,300 +652% 0% $186,984
OMERS ADMINISTRATION Corp 0.15% 101,200 0% $170,016
NORTHERN TRUST CORP 0.13% 89,590 +0.65% 0% $150,511

Institutional Holders of UPEXI, INC. - Common Stock, par value $0.00001 (UPXI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 17,670,806 $29,666,310 -$31,926,545 $1.68 63
2025 Q3 15,725,284 $90,604,933 +$58,068,462 $5.77 70
2025 Q2 6,624,889 $19,742,777 +$19,713,227 $2.98 28
2025 Q1 13,531 $28,280 -$4,443 $2.09 6
2024 Q4 15,636 $55,684 +$55,663 $3.51 7