Upexi Ownership | Who Owns Upexi?

Upexi Ownership Summary

Upexi is owned by 540.19% institutional investors, 11.46% insiders. Kathmere capital management is the largest institutional shareholder, holding 164.10% of UPXI shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 0.62% of its assets in Upexi shares.

UPXI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Upexi	540.19%	11.46%	-451.66%
Sector	Communication Services Stocks	46.53%	15.90%	37.58%
Industry	Internet Content & Information Stocks	51.39%	16.47%	32.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Kathmere capital management	2.19M	164.10%	$6.54M
Newgen equity long/short fund	577.19K	43.19%	$1.72M
Cantor fitzgerald, l. p.	325.00K	24.32%	$968.50K
National bank of canada /fi/	143.20K	10.72%	$426.74K
Xtx topco	83.50K	6.25%	$248.82K
Millington financial advisors	20.00K	1.50%	$134.00K
Virtu financial	19.68K	1.47%	$59.00K
North star investment management	15.00K	1.12%	$44.70K
Commonwealth equity services	14.00K	1.05%	$42.00K
Farther finance advisors	2.00	0.00%	$6.00

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Newgen equity long/short fund	577.19K	1.01%	$1.72M
Kathmere capital management	2.19M	0.50%	$6.54M
Millington financial advisors	20.00K	0.07%	$134.00K
Cantor fitzgerald, l. p.	325.00K	0.02%	$968.50K
Xtx topco	83.50K	0.01%	$248.82K
North star investment management	15.00K	0.00%	$44.70K
Virtu financial	19.68K	0.00%	$59.00K
National bank of canada /fi/	143.20K	0.00%	$426.74K
Commonwealth equity services	14.00K	0.00%	$42.00K
State street	-	-	-

Top Buyers

Holder	Shares	% Assets	Change
Kathmere capital management	2.19M	0.50%	2.19M
Newgen equity long/short fund	577.19K	1.01%	577.19K
Cantor fitzgerald, l. p.	325.00K	0.02%	325.00K
National bank of canada /fi/	143.20K	0.00%	143.20K
Xtx topco	83.50K	0.01%	83.50K

Top Sellers

Holder	Shares	% Assets	Change
Team hewins	-	-	-428.25K
Vanguard group	-	-	-278.26K
State street	-	-	-16.86K
Renaissance	-	-	-13.10K
Goldman sachs group	-	-	-12.37K

New Positions

Holder	Shares	% Assets	Change	Value
Kathmere capital management	2.19M	0.50%	2.19M	$6.54M
Newgen equity long/short fund	577.19K	1.01%	577.19K	$1.72M
Cantor fitzgerald, l. p.	325.00K	0.02%	325.00K	$968.50K
Xtx topco	83.50K	0.01%	83.50K	$248.82K
Millington financial advisors	20.00K	0.07%	20.00K	$134.00K

Sold Out

Holder	Change
Tower research capital llc (trc)	-2.10K
Goldman sachs group	-12.37K
Renaissance	-13.10K
State street	-16.86K
Vanguard group	-278.26K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	36	500.00%	7,219,017	53251.69%	540	52693.03%	31	933.33%	-	-100.00%
Mar 31, 2025	6	-14.29%	13,531	-13.46%	1	45.26%	3	-40.00%	2	-
Dec 31, 2024	7	-12.50%	15,636	-97.99%	1	10.81%	5	25.00%	2	-
Sep 30, 2024	8	-33.33%	777,743	16.67%	3	35.33%	4	-	2	-
Jun 30, 2024	12	-20.00%	666,634	-42.76%	3	10.27%	4	-60.00%	2	100.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Institutional Extnd Mkt Idx Tr	335.24K	0.62%	-152.76K
Fidelity Extended Market Index	167.73K	0.31%	163.40K
Fidelity Total Market Index	60.83K	0.11%	60.71K
NT Ext Equity Mkt Idx Fd - L	31.92K	0.08%	31.13K
Northern Trust Extended Eq Market Idx	31.92K	0.08%	31.13K
Fidelity Series Total Market Index	44.71K	0.08%	43.70K
NT Ext Equity Mkt Idx Fd - NL	28.16K	0.07%	28.16K
NT Ext Equity Mkt Idx Fd - DC - NL - T2	21.87K	0.06%	21.87K
Fidelity Nasdaq Composite Index	23.21K	0.04%	23.21K
Spartan Total Market Index Pool G	21.54K	0.04%	21.07K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 11, 2025	Salkind Gene		Buy	$100.00K
Jul 16, 2025	Dugan Lawrence	-	Buy	$57.00K
Jul 15, 2025	Dugan Lawrence	-	Buy	$5.17K
Jul 16, 2025	Dugan Lawrence	-	Buy	$5.60K
Jul 22, 2025	Dugan Lawrence	-	Buy	$30.00K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	-
2025 Q2	3	-
2025 Q1	1	-
2024 Q1	3	-
2023 Q4	6	-

UPXI Ownership FAQ

Who Owns Upexi?

Upexi shareholders are primarily institutional investors at 540.19%, followed by 11.46% insiders and -451.65% retail investors. The average institutional ownership in Upexi's industry, Internet Content & Information Stocks , is 51.39%, which Upexi exceeds.

Who owns the most shares of Upexi?

Upexi’s largest shareholders are Kathmere capital management (2.19M shares, 164.10%), Newgen equity long/short fund (577.19K shares, 43.19%), and Cantor fitzgerald, l. p. (325K shares, 24.32%). Together, they hold 231.61% of Upexi’s total shares outstanding.

Does Blackrock own Upexi?

BlackRock is not among the top 10 institutional shareholders of Upexi.

Who is Upexi’s biggest shareholder by percentage of total assets invested?

Newgen equity long/short fund is Upexi’s biggest shareholder by percentage of total assets invested, with 1.01% of its assets in 577.19K Upexi shares, valued at 1.72M$.

Who is the top mutual fund holder of Upexi shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of Upexi shares, with 0.62% of its total shares outstanding invested in 335.24K Upexi shares.

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