Companies / Upexi Inc
Upexi Inc
NasdaqCIK 1775194TAMPA, FL
Financials · FY2025
Ownership
70.3M shares outstanding · as of May 11, 2026
Ownership
| 10%+ / strategic | 27.92% | 19,619,200 |
| Institutions | 23.63% | 16,605,006 |
| Public float | 48.44% | 34,037,622 |
% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.
Insiders 0
View all →| Insider | % of shares | Shares |
|---|---|---|
| No insiders recorded yet. | ||
Institutional holders 69
View all →| Holder | Value | % of shares |
|---|---|---|
| $4.64M | 3.93% | |
| $4.21M | 3.57% | |
| $3.97M | 1.90% | |
| $2.29M | 3.31% | |
| $1.51M | 1.28% | |
| $1.29M | 1.10% | |
| $1.25M | 1.06% | |
| $1.22M | 1.04% | |
| $1.19M | 1.01% | |
| $1.01M | 0.25% |
Activity
Jun 30, 2026View all →
InsidersInstitutions
Who's accumulating and trimming this stock (13F).| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q3 2025 as of | Pantera Capital Partners LP 13F manager | Exit | Common stock | $-3.97M | -1.3M -100.00% | 0 | low |
| Q3 2025 as of | Barclays PLC 13F manager | New | Common stock | $1.01M | +175K | 175,483 0.25% of shares | low |
| Q4 2025 as of | Barclays PLC 13F manager | Exit | Common stock | $-1.01M | -175K -100.00% | 0 | low |
| Q2 2026 as of | Quadrature Capital Ltd 13F manager | Exit | Common stock | $-607.6K | -362K -100.00% | 0 | low |
| Q1 2026 as of | Millennium Management LLC 13F manager | Trim | Common stock | $-544.4K | -552K -65.25% | 294,184 0.42% of shares | low |
| Q1 2026 as of | Two Sigma Investments, LP 13F manager | Exit | Common stock | $-293.6K | -175K -100.00% | 0 | low |
| Q1 2026 as of | Balyasny Asset Management L.P. 13F manager | Trim | Common stock | $-245.5K | -249K -89.08% | 30,520 0.04% of shares | low |
| Q2 2026 as of | BlackRock, Inc. 13F manager | Add | Common stock | $162.8K | +208K +30.47% | 888,906 1.27% of shares | low |
5%+ ownership events
Schedule 13D / 13G
| Filer | Stance | % of class |
|---|---|---|
| MMCAP International Inc. SPC | Passive13G/A | — |
| Polar Asset Management Partners Inc. | Passive13G/A | — |
| Kathmere Capital Management, LLC | Passive13G/A | — |
| Marex Securities Products Inc. | Passive13G | — |
| Polar Asset Management Partners Inc. | Passive13G/A | — |
Securities
via CUSIP / OpenFIGI
| Symbol | Type | CUSIP |
|---|---|---|
| — | — | 39959A205 |