UPEXI INC (UPXI)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Arrington Capital Management, LLC | $2.2M | 2,760,107 | 1.33% | 3q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.9M | 2,409,720 | 0.00% | 2q | -28.8%-$762.7K |
| MMCAP International Inc. SPC | $1.8M | 2,326,777 | 0.15% | 4q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $936.6K incl. $385.2K options CALL+PUT | 703,129 | 0.00% | 5q | +0.6%+$5.9K |
| GROUP ONE TRADING LLC | $919.8K CALL+PUT | options only | 0.00% | 5q | OPTIONS |
| JANE STREET GROUP, LLC | $835.1K incl. $684.9K options CALL+PUT | 191,536 | 0.00% | 5q | HELD |
| BlackRock, Inc. | $697.1K | 888,906 | 0.00% | 4q | +30.5%+$162.8K |
| OSAIC HOLDINGS, INC. | $600.8K | 770,236 | 0.00% | 5q | -0.7%-$4.4K |
| SIMPLEX TRADING, LLC | $469.0K CALL+PUT | options only | 0.00% | 5q | OPTIONS |
| GEODE CAPITAL MANAGEMENT, LLC | $457.4K | 582,895 | 0.00% | 5q | +8.2%+$34.8K |
| CITADEL ADVISORS LLC | $328.8K incl. $250.1K options CALL+PUT | 100,402 | 0.00% | 5q | HELD |
| IMC-Chicago, LLC | $246.2K incl. $204.8K options CALL+PUT | 52,768 | 0.00% | 2q | +9.8%+$21.9K |
| VANGUARD FIDUCIARY TRUST CO | $244.1K | 311,362 | 0.00% | 2q | -5.1%-$13.0K |
| MILLENNIUM MANAGEMENT LLC | $212.7K | 271,216 | 0.00% | 5q | -7.8%-$18.0K |
| UBS Group AG | $182.0K | 232,206 | 0.00% | 7q | -69.7%-$418.3K |
| XTX Topco Ltd | $180.1K | 229,653 | 0.00% | 5q | +92.3%+$86.4K |
| STATE STREET CORP | $150.6K | 192,022 | 0.00% | 5q | HELD |
| HRT FINANCIAL LP | $111.0K | 142,525 | 0.00% | 2q | -65.9%-$214.4K |
| J. Derek Lewis & Associates Inc. | $98.0K | 125,000 | 0.02% | 3q | +28.9%+$22.0K |
| NORTHERN TRUST CORP | $92.0K | 117,311 | 0.00% | 5q | +8.4%+$7.1K |
| CITIGROUP INC | $62.1K | 79,135 | 0.00% | 2q | +1582600.0%+$62.1K |
| Engineers Gate Manager LP | $61.0K | 77,738 | 0.00% | 4q | +47.1%+$19.5K |
| Pinnacle Financial Partners, Inc. | $55.5K | 70,720 | 0.00% | 3q | HELD |
| Virtu Financial LLC | $55.0K | 70,642 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $53.6K | 68,378 | 0.00% | 4q | +208.1%+$36.2K |
| Millington Financial Advisors, LLC | $32.2K | 40,000 | 0.01% | 5q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $26.0K | 33,125 | 0.00% | 5q | +1.5% |
| MORGAN STANLEY | $21.3K | 27,166 | 0.00% | 6q | +282.6%+$15.7K |
| Cetera Investment Advisers | $19.0K | 24,207 | 0.00% | 4q | HELD |
| Vanguard Global Advisers, LLC | $14.5K | 18,514 | 0.00% | 2q | HELD |
| Smith Thornton Advisors LLC | $13.3K | 17,500 | 0.01% | 3q | +59.1%+$4.9K |
| Summit Financial, LLC | $11.8K | 15,000 | 0.00% | 2q | +11.1%+$1.2K |
| J.W. COLE ADVISORS, INC. | $11.6K | 14,800 | 0.00% | 4q | -2.0% |
| SG Americas Securities, LLC | $11.0K | 14,427 | 0.00% | new | NEW |
| Stratos Wealth Partners, LTD. | $10.4K | 13,300 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $8.9K | 11,400 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $8.2K | 10,475 | 0.00% | 3q | -9.1% |
| LPL Financial LLC | $7.9K | 10,067 | 0.00% | 5q | -24.1%-$2.5K |
| Mariner, LLC | $7.8K | 10,005 | 0.00% | 4q | HELD |
| JPMORGAN CHASE & CO | $3.7K | 4,435 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $1.2K | 1,581 | 0.00% | 7q | -10.5% |
| Tower Research Capital LLC (TRC) | $529 | 675 | 0.00% | new | NEW |
| Catherine Avery Investment Management LLC | $392 | 500 | 0.00% | new | NEW |
| VALLEY NATIONAL ADVISERS INC | $306 | 390 | 0.00% | new | NEW |
| SIGNATUREFD, LLC | $89 | 113 | 0.00% | 5q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $56 | 67 | 0.00% | 2q | HELD |
| Optiver Holding B.V. | $3 | 4 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $0 | 80 | 0.00% | 2q | +14.3% |
| Avion Wealth | $0 | 527 | 0.00% | 2q | -66.7% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-14 | 2026-09-09 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 7 | $153.2K | 134,376 | 3 | 1 | 0 | 0.0% |
| Q2 2026 | 49 | $13.1M | 13,042,742 | 9 | 15 | 11 | 22.2% |
| Q1 2026 | 56 | $18.1M | 14,700,549 | 12 | 8 | 19 | 20.0% |
| Q4 2025 | 65 | $37.7M | 17,966,309 | 22 | 22 | 10 | 20.0% |
| Q3 2025 | 74 | $178.8M | 15,695,511 | 45 | 14 | 9 | 49.4% |
| Q2 2025 | 32 | $26.9M | 7,799,275 | 32 | 4 | 0 | 13.2% |
| Q1 2025 | 6 | $28.3K | 13,531 | 1 | 2 | 2 | 0.0% |
| Q4 2024 | 7 | $55.7K | 15,636 | 6 | 0 | 0 | 0.0% |
| Q3 2024 | 7 | $68.5K | 349,489 | 1 | 2 | 2 | 0.0% |
| Q2 2024 | 12 | $240.3K | 666,674 | 2 | 2 | 1 | 0.0% |
| Q1 2024 | 14 | $439.6K | 756,938 | 3 | 7 | 0 | 0.0% |
| Q4 2023 | 18 | $876.8K | 756,649 | 7 | 5 | 2 | 0.0% |
| Q3 2023 | 12 | $1.1M | 607,480 | 1 | 6 | 3 | 0.0% |
| Q2 2023 | 15 | $1.4M | 608,671 | 6 | 6 | 1 | 0.0% |
| Q1 2023 | 12 | $1.1M | 280,718 | 0 | 4 | 4 | 0.0% |
| Q4 2022 | 15 | $1.1M | 364,732 | 6 | 5 | 1 | 0.0% |
| Q3 2022 | 11 | $2.0M | 509,991 | 2 | 5 | 2 | 0.0% |
| Q2 2022 | 9 | $3.0M | 710,819 | 4 | 3 | 1 | 0.0% |
| Q1 2022 | 7 | $2.9M | 576,241 | 1 | 4 | 0 | 0.0% |
| Q4 2021 | 6 | $1.6M | 397,281 | 3 | 2 | 0 | 0.0% |
| Q3 2021 | 8 | $454.0K | 89,079 | 6 | 2 | 0 | 0.0% |
| Q2 2021 | 6 | $884.0K | 142,898 | 6 | 0 | 0 | 0.0% |