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Upexi Inc (UPXI)

CUSIP: 39959A205 | NYSE | Communication Services · Internet Content & Information | Micro Cap | 117 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AHivemind Capital Partners, LLC8,928,36510.0%+2,086,442Jun 30, 2026No 13F filer matched
13G/ACNC Inversiones Ltd.
with GSR Growth Investments LP, GSR Growth Investments GP Ltd., GSR USA Intermediate LLC, +1 more

Institutional Holders — Q3 2026

Geode Capital Management, LLC652,226
0.0% of portfolio›$743.9K
Imc-Chicago, LLC111,671
0.0% of portfolio›$127.3K
J. Derek Lewis & Associates Inc.97,000
0.0% of portfolio›$110.6K
Concurrent Investment Advisors, LLC78,000
0.0% of portfolio›$88.9K
Atticus Wealth Management, LLC33,491
0.0% of portfolio›$38.2K
Commonwealth Equity Services, LLC32,425
0.0% of portfolio›$37.0K
Simplex Trading, LLC28,320
0.0% of portfolio›$32.3K
Smith Thornton Advisors LLC17,500
0.0% of portfolio›$20.0K
J.W. Cole Advisors, Inc.14,800
0.0% of portfolio›$16.9K
LPL Financial LLC10,067
0.0% of portfolio›$11.5K
Rossby Financial, LCC9,200
0.0% of portfolio›$10.5K
SBI Securities Co., Ltd.4,771
0.0% of portfolio›$5.4K
Catherine Avery Investment Management LLC500
0.0% of portfolio›$570
Signaturefd, LLC113
0.0% of portfolio›$129
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Geode Capital Management, LLC
652,226$743.9K0.0%IndexVery LowBoston, MA2026-11-06
Imc-Chicago, LLC
111,671$127.3K0.0%GARPVery HighChicago, IL2026-11-05
J. Derek Lewis & Associates Inc.
97,000$110.6K0.0%ETFLowNewport Beach, CA2026-11-03
Concurrent Investment Advisors, LLC
78,000$88.9K0.0%GrowthMediumTampa, FL2026-10-16
Atticus Wealth Management, LLC
33,491$38.2K0.0%ETFLowPalm Beach Gardens, FL2026-10-20
Commonwealth Equity Services, LLC
32,425$37.0K0.0%ETFLowWaltham, MA2026-11-02
Simplex Trading, LLC
28,320$32.3K0.0%CoreVery HighChicago, IL2026-11-04
Smith Thornton Advisors LLC
17,500$20.0K0.0%ETFVery LowHuntsville, AL2026-10-16
J.W. Cole Advisors, Inc.
14,800$16.9K0.0%IndexLowTampa, FL2026-11-05
LPL Financial LLC
10,067$11.5K0.0%IndexVery LowFort Mill, SC2026-11-06
Rossby Financial, LCC
9,200$10.5K0.0%ETFMediumMelbourne, FL2026-11-05
SBI Securities Co., Ltd.
4,771$5.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Catherine Avery Investment Management LLC
500$5700.0%CoreMediumLongboat Key, FL2026-10-14
Signaturefd, LLC
113$1290.0%IndexLowAtlanta, GA2026-10-23
Caitong International Asset Management Co., Ltd
1$10.0%GrowthVery HighHong Kong, South Korea2026-10-29
2,185,965
3.1%
Newly reported
Mar 31, 2026
No 13F filer matched
13G/AHivemind Capital Partners, LLC8,928,365
10.0% of class · Jun 30, 2026+2,086,442
No 13F filer matched
13G/ACNC Inversiones Ltd.2,185,965
3.1% of class · Mar 31, 2026Newly reported
with GSR Growth Investments LP, GSR Growth Investments GP Ltd., GSR USA Intermediate LLC, +1 more
No 13F filer matched