# UPEXI INC (UPXI)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UPXI/

- Reporting holders: 50
- Reported value: $13.6M
- Shares held by institutions: 13,338,666 of 70,261,828 outstanding
- Held through calls: 17.8%
- Held through puts: 5.4%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Arrington Capital Management, LLC](https://holderbook.com/funds/2087115-arrington-capital-management-llc/) | $2.2M | 2,760,107 | 1.3% | 3 |
| [VANGUARD CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2100119-vanguard-capital-management-llc/) | $1.9M | 2,409,720 | 0.0% | 2 |
| [MMCAP International Inc. SPC](https://holderbook.com/funds/1304857-mmcap-international-inc-spc/) | $1.8M | 2,326,777 | 0.2% | 4 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $936.6K | 703,129 | 0.0% | 5 |
| [GROUP ONE TRADING LLC](https://holderbook.com/funds/932540-group-one-trading-llc/) | $919.8K | 0 | 0.0% | 5 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $835.1K | 191,536 | 0.0% | 5 |
| [BlackRock, Inc.](https://holderbook.com/funds/2012383-blackrock-inc/) | $697.1K | 888,906 | 0.0% | 4 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $657.6K | 200,804 | 0.0% | 5 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $600.8K | 770,236 | 0.0% | 5 |
| [SIMPLEX TRADING, LLC](https://holderbook.com/funds/1488542-simplex-trading-llc/) | $469.0K | 0 | 0.0% | 5 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1214717-geode-capital-management-llc/) | $457.4K | 582,895 | 0.0% | 5 |
| [STATE STREET CORP](https://holderbook.com/funds/93751-state-street-corp/) | $301.2K | 384,044 | 0.0% | 5 |
| [IMC-Chicago, LLC](https://holderbook.com/funds/1452861-imc-chicago-llc/) | $246.2K | 52,768 | 0.0% | 2 |
| [VANGUARD FIDUCIARY TRUST CO](https://holderbook.com/funds/933478-vanguard-fiduciary-trust-co/) | $244.1K | 311,362 | 0.0% | 2 |
| [MILLENNIUM MANAGEMENT LLC](https://holderbook.com/funds/1273087-millennium-management-llc/) | $212.7K | 271,216 | 0.0% | 5 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $182.0K | 232,206 | 0.0% | 7 |
| [XTX Topco Ltd](https://holderbook.com/funds/1828301-xtx-topco-ltd/) | $180.1K | 229,653 | 0.0% | 5 |
| [HRT FINANCIAL LP](https://holderbook.com/funds/1475597-hrt-financial-lp/) | $111.0K | 142,525 | 0.0% | 2 |
| [J. Derek Lewis & Associates Inc.](https://holderbook.com/funds/2077884-j-derek-lewis-associates-inc/) | $98.0K | 125,000 | 0.0% | 3 |
| [NORTHERN TRUST CORP](https://holderbook.com/funds/73124-northern-trust-corp/) | $92.0K | 117,311 | 0.0% | 5 |
| [CITIGROUP INC](https://holderbook.com/funds/831001-citigroup-inc/) | $62.1K | 79,135 | 0.0% | 2 |
| [Engineers Gate Manager LP](https://holderbook.com/funds/1620220-engineers-gate-manager-lp/) | $61.0K | 77,738 | 0.0% | 4 |
| [Pinnacle Financial Partners, Inc.](https://holderbook.com/funds/2082866-pinnacle-financial-partners-inc/) | $55.5K | 70,720 | 0.0% | 3 |
| [Virtu Financial LLC](https://holderbook.com/funds/1533964-virtu-financial-llc/) | $55.0K | 70,642 | 0.0% | 1 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $53.6K | 68,378 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 50 | $13.6M |
| Q1 2026 | 54 | $18.1M |
| Q4 2025 | 65 | $37.7M |
| Q3 2025 | 74 | $178.8M |
| Q2 2025 | 32 | $26.9M |
| Q1 2025 | 6 | $28.3K |
| Q4 2024 | 7 | $55.7K |
| Q3 2024 | 7 | $68.5K |
| Q2 2024 | 12 | $240.3K |
| Q1 2024 | 14 | $439.6K |
| Q4 2023 | 18 | $876.8K |
| Q3 2023 | 12 | $1.1M |

