Company · Ownership research

UPEXI, INC. UPXI

CIK 0001775194 · CUSIP 39959A205

Insider tradingInitial holdingsInstitutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 39959A205 (UPXI), not CUSIP 39959A905 (UPXI), CUSIP 39959A955 (UPXI), and does not merge CUSIPs.

This page lists the top 20 of 27 rows by value; the complete set is available through the API.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	MMCAP International Inc. SPC CIK 1304857 · View history	$2.65M 2,326,777 shares	0.17%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
02	JANE STREET GROUP, LLC CIK 1595888 · View history	$1.03M 906,574 shares	0.00%	+715.04K(+373.30%)Added	SEC filing ↗ Nov 12, 2026	▾
03	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$743.90K 652,226 shares	0.00%	+69.33K(+11.90%)Added	SEC filing ↗ Nov 6, 2026	▾
04	UBS Group AG CIK 1610520 · View history	$326.44K 286,352 shares	0.00%	+54.15K(+23.30%)Added	SEC filing ↗ Nov 10, 2026	▾
05	STATE STREET CORP CIK 93751 · View history	$218.34K 191,529 shares	0.00%	-493(-0.30%)Reduced	SEC filing ↗ Nov 12, 2026	▾
06	OSAIC HOLDINGS, INC. CIK 1677044 · View history	$142.91K 125,363 shares	0.00%	-644.87K(-83.70%)Reduced	SEC filing ↗ Nov 12, 2026	▾
07	IMC-Chicago, LLC CIK 1452861 · View history	$127.31K 111,671 shares	0.00%	+58.90K(+111.60%)Added	SEC filing ↗ Nov 5, 2026	▾
08	J. Derek Lewis & Associates Inc. CIK 2077884 · View history	$110.58K 97,000 shares	0.02%	-28.00K(-22.40%)Reduced	SEC filing ↗ Nov 3, 2026	▾
09	Concurrent Investment Advisors, LLC CIK 2001015 · View history	$88.92K 78,000 shares	0.00%	+78.00KNew	SEC filing ↗ Oct 16, 2026	▾
10	BOLTON SECURITIES CORPORATION CIK 1457457 · View history	$79.80K 70,000 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
11	ATTICUS WEALTH MANAGEMENT, LLC CIK 1800234 · View history	$38.18K 33,491 shares	0.01%	+33.49KNew	SEC filing ↗ Oct 20, 2026	▾
12	Mariner, LLC CIK 1373442 · View history	$38.11K 33,433 shares	0.00%	+23.43K(+234.20%)Added	SEC filing ↗ Nov 12, 2026	▾
13	COMMONWEALTH EQUITY SERVICES, LLC CIK 312272 · View history	$36.96K 32,425 shares	0.00%	-700(-2.10%)Reduced	SEC filing ↗ Nov 2, 2026	▾
14	SIMPLEX TRADING, LLC CIK 1488542 · View history	$32.28K 28,320 shares	0.00%	+28.32KNew	SEC filing ↗ Nov 4, 2026	▾
15	Smith Thornton Advisors LLC CIK 2032436 · View history	$19.95K 17,500 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ Oct 16, 2026	▾
16	Summit Financial, LLC CIK 1765536 · View history	$17.10K 15,000 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
17	AXQ CAPITAL, LP CIK 1916908 · View history	$16.91K 14,831 shares	0.00%	+14.83KNew	SEC filing ↗ Nov 12, 2026	▾
18	J.W. COLE ADVISORS, INC. CIK 1404763 · View history	$16.87K 14,800 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 5, 2026	▾
19	Private Advisor Group, LLC CIK 1567755 · View history	$11.94K 10,475 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 10, 2026	▾
20	LPL Financial LLC CIK 1403438 · View history	$11.48K 10,067 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 6, 2026	▾

Showing 20 / 27 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

5,075,666

Not deduplicated across managers

Disclosed value

$5.79M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

UPEXI, INC. · Q3 2026

Explore all 27 reporting institutions.

This page includes 20 of 27 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.