UPXI Institutional Ownership
Who owns Upexi, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 48 funds reported holding UPXI at Jun 30, 2026, together owning 15.9% of the company.
- ●27 buying vs 29 selling
- ▼Held by funds -2.1 pts
- ▼Funds holding -7
- ▼Superinvestors: 1 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 48 | 55 | −12.7% |
| In funds' top 10 | 1 | 1 | 0.0% |
| 13F shares | 13M | 14.8M | −11.6% |
| Held by funds | 15.9% | 18.0% | −2.1 pts |
| New positions | 11 | 10 | +10.0% |
| Increased | 16 | 8 | +100.0% |
| Reduced | 11 | 19 | −42.1% |
| Sold out | 18 | 22 | −18.2% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in UPXI
All superinvestors →
Who owns UPXI
share of fund held shares- Index and passive funds34.7%
- Active managers and hedge funds54.6%
- Banks and brokers10.7%
- Pensions, insurers and other0.0%
The top 10 holders own 86.3% of all UPXI shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
6 funds changed their position- Concurrent Investment Advisors, LLCNew+78K sh
- Atticus Wealth Management, LLCNew+33K sh
- SBI Securities Co., Ltd.Added+3,190 sh
- Commonwealth Equity Services, LLCTrimmed−700 sh
- Valley National Advisers IncSold out−390 sh
🔒 Free account: see all 6.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Arrington Capital Management, LLC | 3.36% | 2.8M | $2.2M | 0 |
| 2 | Vanguard Capital Management LLC | 2.94% | 2.4M | $1.9M | −973K |
| 3 | MMCAP International Inc. SPC | 2.83% | 2.3M | $1.8M | 0 |
| 4 | BlackRock, Inc. | 1.08% | 889K | $697K | +208K |
| 5 | Osaic Holdings, Inc. | 0.94% | 770K | $601K | −5,626 |
| 6 | Susquehanna International Group, LLP | 0.86% | 703K | $551K | +4,401 |
| 7 | Geode Capital Management, LLC | 0.71% | 583K | $457K | +44K |
| 8 | Vanguard Fiduciary Trust Co | 0.38% | 311K | $244K | −17K |
| 9 | Millennium Management LLC | 0.33% | 271K | $213K | −23K |
| 10 | UBS Group AG | 0.28% | 232K | $182K | −534K |
- BlackRock, Inc.+208K sh+$163K
- XTX Topco Ltd+110K sh+$86K
- Citadel Advisors LLC+100K sh+$79K
- Citigroup Inc+79K sh+$62K
- Virtu Financial LLC+71K sh+$55K
- Goldman Sachs Group Inc+46K sh+$36K
- Geode Capital Management, LLC+44K sh+$35K
- J. Derek Lewis & Associates Inc.+28K sh+$22K
- Vanguard Capital Management LLC−973K sh−$763K
- UBS Group AG−534K sh−$418K
- Hrt Financial LP−275K sh−$214K
- Quantbot Technologies LP−123K sh−$122K
- OMERS ADMINISTRATION Corp−121K sh−$119K
- National Bank of Canada /fi/−82K sh−$81K
- Point72 Asset Management, L.P.−71K sh−$70K
- Group One Trading LLC−70K sh−$69K
UPXI institutional ownership FAQ
Who owns the most UPXI stock?
In Q2 2026 13F filings the largest holder of UPXI was Arrington Capital Management, LLC, followed by Vanguard Capital Management LLC and MMCAP International Inc. SPC. Index fund managers are usually the biggest holders of large companies.
What percentage of UPXI is owned by institutions?
Funds that file 13F reports held 15.9% of UPXI's shares at Jun 30, 2026, compared with 18.0% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying UPXI?
In Q2 2026, 27 funds bought UPXI (11 of them new positions) and 29 sold (18 sold out completely). Among well known investors, 1 added and 2 cut. Our fund sentiment for UPXI is bearish.
What is UPXI's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this UPXI ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.