Company · Ownership research

UPEXI, INC. UPXI

CIK 0001775194 · CUSIP 39959A205

Insider trading Initial holdings Institutional 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 69 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

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	Polar Asset Management Partners Inc. CIK 1326389 · Amended · View history	$28.70M 5,000,000 shares	0.58%	+5.00MNew	SEC filing ↗ Dec 1, 2025	▾
02	Alyeska Investment Group, L.P. CIK 1453072 · View history	$7.17M 1,250,000 shares	0.02%	+1.25MNew	SEC filing ↗ Nov 17, 2025	▾
03	MMCAP International Inc. SPC CIK 1304857 · View history	$4.43M 766,933 shares	0.51%	+766.93KNew	SEC filing ↗ Nov 10, 2025	▾
04	UBS Group AG CIK 1610520 · View history	$4.37M 757,244 shares	0.00%	+720.99K(+1,988.70%)Added	SEC filing ↗ Nov 13, 2025	▾
05	SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 1446194 · View history	$4.34M 751,479 shares	0.01%	+637.36K(+558.50%)Added	SEC filing ↗ Nov 14, 2025	▾
06	VANGUARD GROUP INC CIK 102909 · View history	$4.10M 710,744 shares	0.00%	+209.91K(+41.90%)Added	SEC filing ↗ Nov 7, 2025	▾
07	BlackRock, Inc. CIK 2012383 · View history	$3.94M 682,037 shares	0.00%	+682.04KNew	SEC filing ↗ Nov 12, 2025	▾
08	Marex Group plc CIK 1997464 · View history	$3.72M 644,176 shares	0.05%	+644.18KNew	SEC filing ↗ Nov 14, 2025	▾
09	SHARIAPORTFOLIO, INC. CIK 1998574 · View history	$3.59M 622,728 shares	1.37%	+622.73KNew	SEC filing ↗ Nov 6, 2025	▾
10	JANE STREET GROUP, LLC CIK 1595888 · View history	$3.55M 614,870 shares	0.00%	+614.87KNew	SEC filing ↗ Nov 14, 2025	▾
11	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$2.65M 458,347 shares	0.00%	+122.39K(+36.40%)Added	SEC filing ↗ Nov 12, 2025	▾
12	Kathmere Capital Management, LLC CIK 1794543 · View history	$2.41M 417,983 shares	0.17%	-1.77M(-80.90%)Reduced	SEC filing ↗ Oct 22, 2025	▾
13	MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history	$2.11M 365,957 shares	0.00%	-19.30K(-5.00%)Reduced	SEC filing ↗ Nov 14, 2025	▾
14	MORGAN STANLEY CIK 895421 · Amended · View history	$1.74M 301,123 shares	0.00%	+300.45K(+44,710.00%)Added	SEC filing ↗ May 27, 2026	▾
15	SIMPLEX TRADING, LLC CIK 1488542 · View history	$1.54M 267,135 shares	0.03%	+210.60K(+372.50%)Added	SEC filing ↗ Nov 12, 2025	▾
16	HEIGHTS CAPITAL MANAGEMENT, INC CIK 1081698 · Amended · View history	$1.44M 250,000 shares	0.46%	+250.00KNew	SEC filing ↗ Nov 18, 2025	▾
17	STATE STREET CORP CIK 93751 · View history	$1.11M 192,022 shares	0.00%	+61.98K(+47.70%)Added	SEC filing ↗ Nov 14, 2025	▾
18	BARCLAYS PLC CIK 312069 · Amended · View history	$1.01M 175,483 shares	0.00%	+175.48KNew	SEC filing ↗ Mar 31, 2026	▾
19	JPMORGAN CHASE & CO CIK 19617 · Amended · View history	$866.81K 150,227 shares	0.00%	+150.23KNew	SEC filing ↗ Nov 26, 2025	▾
20	NORTHERN TRUST CORP CIK 73124 · View history	$513.58K 89,008 shares	0.00%	+28.92K(+48.10%)Added	SEC filing ↗ Nov 14, 2025	▾

Showing 20 / 69 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

15,475,354

Not deduplicated across managers

Disclosed value

$89.22M

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 2025

Explore all 69 reporting institutions.

This page includes 20 of 69 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.