UPEXI, INC. (UPXI) — Institutional Holders, Q2 2026
48 institutional investment managers reported a UPXI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $10.2M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UPXI in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- BlackRockAdded · +207,598 sh+$162.8K
- XTX Topco LtdAdded · +110,199 sh+$86.4K
- CITADEL ADVISORSNew · +100,402 sh+$78.7K
- CITIGROUPNew · +79,135 sh+$62.1K
- Virtu FinancialNew · +70,642 sh+$55.4K
Biggest sellers
- VANGUARD CAPITAL MANAGEMENTTrimmed · -972,882 sh-$762.9K
- UBS Group AGTrimmed · -533,570 sh-$418.4K
- HRT FINANCIALTrimmed · -275,324 sh-$215.9K
- Quantbot TechnologiesSold out · -123,419 sh-$96.8K
- OMERS ADMINISTRATIONSold out · -120,800 sh-$94.7K
UPXI 13F holders ranked 1–48 of 48
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Arrington Capital Management#1 · 2,760,107 sh | 2,760,107 | $2.2M | 1.33% | 0.0% |
| 2 | VANGUARD CAPITAL MANAGEMENT#2 · 2,409,720 sh | 2,409,720 | $1.9M | 0.00% | -28.8% |
| 3 | MMCAP International SPC#3 · 2,326,777 sh | 2,326,777 | $1.8M | 0.15% | 0.0% |
| 4 | BlackRock#4 · 888,906 sh | 888,906 | $697.1K | 0.00% | +30.5% |
| 5 | OSAIC#5 · 770,236 sh | 770,236 | $600.8K | <0.01% | -0.7% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#6 · 703,129 sh | 703,129 | $551.4K | 0.00% | +0.6% |
| 7 | GEODE CAPITAL MANAGEMENT#7 · 582,895 sh | 582,895 | $457.4K | 0.00% | +8.2% |
| 8 | VANGUARD FIDUCIARY#8 · 311,362 sh | 311,362 | $244.1K | <0.01% | -5.1% |
| 9 | MILLENNIUM MANAGEMENT#9 · 271,216 sh | 271,216 | $212.7K | <0.01% | -7.8% |
| 10 | UBS Group AG#10 · 232,206 sh | 232,206 | $182.0K | 0.00% | -69.7% |
| 11 | XTX Topco Ltd#11 · 229,653 sh | 229,653 | $180.1K | <0.01% | +92.3% |
| 12 | STATE STREET#12 · 192,022 sh | 192,022 | $150.6K | 0.00% | 0.0% |
| 13 | JANE STREET GROUP#13 · 191,536 sh | 191,536 | $150.2K | 0.00% | +0.4% |
| 14 | HRT FINANCIAL#14 · 142,525 sh | 142,525 | $111.0K | <0.01% | -65.9% |
| 15 | J. Derek Lewis & Associates#15 · 125,000 sh | 125,000 | $98.0K | 0.02% | -17.8% |
| 16 | NORTHERN#16 · 117,311 sh | 117,311 | $92.0K | 0.00% | +8.4% |
| 17 | CITADEL ADVISORS#17 · 100,402 sh | 100,402 | $78.7K | 0.00% | New |
| 18 | CITIGROUP#18 · 79,135 sh | 79,135 | $62.1K | 0.00% | New |
| 19 | Engineers Gate Manager#19 · 77,738 sh | 77,738 | $61.0K | <0.01% | +47.1% |
| 20 | Pinnacle Financial Partners#20 · 70,720 sh | 70,720 | $55.5K | <0.01% | 0.0% |
| 21 | Virtu Financial#21 · 70,642 sh | 70,642 | $55.0K | <0.01% | New |
| 22 | GOLDMAN SACHS GROUP#22 · 68,378 sh | 68,378 | $53.6K | 0.00% | +208.1% |
| 23 | IMC-Chicago#23 · 52,768 sh | 52,768 | $41.4K | 0.00% | +9.8% |
| 24 | Millington Financial Advisors#24 · 40,000 sh | 40,000 | $32.2K | 0.01% | 0.0% |
| 25 | COMMONWEALTH EQUITY SERVICES#25 · 33,125 sh | 33,125 | $26.0K | 0.00% | +1.5% |
| 26 | MORGAN STANLEY#26 · 27,166 sh | 27,166 | $21.3K | 0.00% | +282.6% |
| 27 | Cetera Investment Advisers#27 · 24,207 sh | 24,207 | $19.0K | 0.00% | 0.0% |
| 28 | Vanguard Global Advisers#28 · 18,514 sh | 18,514 | $14.5K | 0.00% | 0.0% |
| 29 | Smith Thornton Advisors#29 · 17,500 sh | 17,500 | $13.3K | — | +59.1% |
| 30 | Summit Financial#30 · 15,000 sh | 15,000 | $11.8K | <0.01% | +11.1% |
| 31 | J.W. COLE ADVISORS#31 · 14,800 sh | 14,800 | $11.6K | <0.01% | -2.0% |
| 32 | SG Americas Securities#32 · 14,427 sh | 14,427 | $11.0K | 0.00% | New |
| 33 | Stratos Wealth Partners, LTD.#33 · 13,300 sh | 13,300 | $10.4K | <0.01% | New |
| 34 | DEUTSCHE BANK AG\#34 · 11,400 sh | 11,400 | $8.9K | 0.00% | New |
| 35 | Private Advisor Group#35 · 10,475 sh | 10,475 | $8.2K | 0.00% | -9.1% |
| 36 | LPL Financial#36 · 10,067 sh | 10,067 | $7.9K | 0.00% | -24.1% |
| 37 | Mariner#37 · 10,005 sh | 10,005 | $7.8K | 0.00% | 0.0% |
| 38 | JPMORGAN CHASE#38 · 4,435 sh | 4,435 | $3.7K | 0.00% | New |
| 39 | Integrated Wealth Concepts#39 · 3,500 sh | 3,500 | $2.7K | 0.00% | New |
| 40 | SBI Securities , Ltd.#40 · 1,581 sh | 1,581 | $1.2K | — | -10.5% |
| 41 | Tower Research Capital (TRC)#41 · 675 sh | 675 | $529.00 | 0.00% | New |
| 42 | Catherine Avery Investment Management#42 · 500 sh | 500 | $392.00 | — | New |
| 43 | VALLEY NATIONAL ADVISERS#43 · 390 sh | 390 | $306.00 | — | New |
| 44 | SIGNATUREFD#44 · 113 sh | 113 | $89.00 | — | 0.0% |
| 45 | JONES FINANCIAL COMPANIES LLLP#45 · 67 sh | 67 | $56.00 | 0.00% | 0.0% |
| 46 | Optiver Holding B.V.#46 · 4 sh | 4 | $3.00 | 0.00% | New |
| 47 | ROYAL BANK OF CANADA#47 · 80 sh | 80 | $0.00 | 0.00% | +14.3% |
| 48 | Avion Wealth#48 · 527 sh | 527 | $0.00 | 0.00% | -66.7% |
Funds that sold out of UPXI in Q2 2026 (18)
Held UPXI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Quantbot Technologies123,419 sh | 123,419 | $121.6K |
| OMERS ADMINISTRATION120,800 sh | 120,800 | $119.1K |
| NATIONAL BANK OF CANADA82,000 sh | 82,000 | $80.8K |
| Point72 Asset Management, L.P.71,090 sh | 71,090 | $70.1K |
| GROUP ONE TRADING, L.P.70,028 sh | 70,028 | $69.0K |
| BALYASNY ASSET MANAGEMENT L.P.30,520 sh | 30,520 | $30.1K |
| SHARIAPORTFOLIO27,789 sh | 27,789 | $27.4K |
| Quadrature Capital Ltd23,169 sh | 23,169 | $22.8K |
| PRICE T ROWE ASSOCIATES20,500 sh | 20,500 | $21.0K |
| Clearstead Advisors16,000 sh | 16,000 | $15.8K |
| GREAT VALLEY ADVISOR GROUP11,700 sh | 11,700 | $11.5K |
| Catalyst Funds Management Pty Ltd10,500 sh | 10,500 | $10.3K |
| Waverly Advisors10,000 sh | 10,000 | $9.9K |
| Rossby Financial, LCC9,200 sh | 9,200 | $9.1K |
| Portus Wealth Advisors1,592 sh | 1,592 | $1.6K |
| MAI Capital Management875 sh | 875 | $863.00 |
| Farther Finance Advisors4 sh | 4 | $4.00 |
| Strategic Investment Solutions56,419 sh | 56,419 | $0.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.