Upexi Ownership | Who Owns Upexi?
Upexi Ownership Summary
Upexi is owned by 8.01% institutional investors, 18.30% insiders, and 73.69% retail investors. Polar asset management partners is the largest institutional shareholder, holding 63.18% of UPXI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 4.09% of its assets in Upexi shares.
UPXI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Upexi | 8.01% | 18.30% | 73.69% |
| Sector | Communication Services Stocks | 28.85% | 18.19% | 52.95% |
| Industry | Internet Content & Information Stocks | 29.27% | 17.81% | 52.91% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Polar asset management partners | 5.00M | 63.18% | $28.70M |
| Mmcap inc. spc | 2.33M | 3.83% | $2.29M |
| Heights capital management | 250.00K | 3.16% | $1.44M |
| Vanguard group | 710.74K | 1.28% | $1.19M |
| Advisor group | 775.86K | 1.28% | $768.10K |
| Ubs group | 765.78K | 1.26% | $755.06K |
| Susquehanna group, llp | 698.73K | 1.15% | $688.67K |
| Blackrock funding, inc. /de | 681.31K | 1.12% | $671.50K |
| Bluecrest capital management | 70.56K | 0.89% | $407.16K |
| Geode capital management | 538.52K | 0.89% | $531.05K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Heights capital management | 250.00K | 0.40% | $1.44M |
| Polar asset management partners | 5.00M | 0.32% | $28.70M |
| Mmcap inc. spc | 2.33M | 0.20% | $2.29M |
| Shariaportfolio | 79.83K | 0.06% | $134.11K |
| Millington financial advisors | 40.00K | 0.02% | $54.00K |
| Virtu financial | 40.46K | 0.01% | $233.00K |
| Bluecrest capital management | 70.56K | 0.01% | $407.16K |
| Smith thornton advisors | 11.00K | 0.01% | $10.84K |
| Quantbot technologies lp | 123.42K | 0.01% | $121.64K |
| Xtx topco | 119.45K | 0.00% | $117.73K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Polar asset management partners | 5.00M | 0.32% | 5.00M |
| Hrt financial lp | 417.85K | 0.00% | 417.85K |
| Advisor group | 775.86K | 0.00% | 330.91K |
| Vanguard fiduciary trust | 327.98K | 0.00% | 327.98K |
| Ubs group | 765.78K | 0.00% | 285.89K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marex group | - | - | -2.51M |
| Pantera capital partners lp | - | - | -1.33M |
| Alyeska investment group | - | - | -1.25M |
| Qube research | - | - | -744.44K |
| Jane street group | 190.69K | - | -709.13K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Polar asset management partners | 5.00M | 0.32% | 5.00M | $28.70M |
| Hrt financial lp | 417.85K | 0.00% | 417.85K | $411.00K |
| Vanguard fiduciary trust | 327.98K | 0.00% | 327.98K | $323.39K |
| Heights capital management | 250.00K | 0.40% | 250.00K | $1.44M |
| Quantbot technologies lp | 123.42K | 0.01% | 123.42K | $121.64K |
Sold Out
| Holder | Change |
|---|---|
| Fny investment advisers | -683.00 |
| Valley national advisers | -890.00 |
| Armstrong advisory group | -1.00K |
| Gf fund management | -1.62K |
| Ameritas advisory services | -4.50K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 22 | -68.57% | 4,870,923 | -72.86% | 8 | 0.76% | 11 | -73.81% | 3 | -81.25% |
| Dec 31, 2025 | 38 | -54.76% | 9,825,196 | -36.51% | 17 | 2.27% | 17 | -73.02% | 13 | 85.71% |
| Sep 30, 2025 | 36 | -2.70% | 4,653,303 | -35.57% | 58 | 0.71% | 28 | -12.50% | 2 | - |
| 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 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2.74M | 4.09% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 588.84K | 0.88% | - |
| Fidelity Extended Market Index | 240.97K | 0.38% | -1.05K |
| NewDeal Invest, kl n | 240.99K | 0.35% | -13.94K |
| Abante Quant Value FI | 214.15K | 0.32% | - |
| Blackrock Extended Mkt Fund CF | 115.97K | 0.17% | - |
| Extended Equity Market Fund E | 115.97K | 0.17% | - |
| Extended Equity Market Fund B | 115.97K | 0.17% | - |
| BlackRock Extended Equity Market Fund K | 98.74K | 0.16% | -723.00 |
| Extended Equity Market Fund K | 98.74K | 0.14% | -723.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 23, 2025 | MARSHALL ALLAN | Chief Executive Officer | Buy | $90.00K |
| Dec 15, 2025 | MARSHALL ALLAN | Chief Executive Officer | Buy | $207.00K |
| Dec 16, 2025 | MARSHALL ALLAN | Chief Executive Officer | Buy | $103.50K |
| Nov 20, 2025 | Salkind Gene | - | Buy | $127.50K |
| Nov 17, 2025 | Salkind Gene | - | Buy | $281.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2025 Q2 | 3 | - |
| 2025 Q1 | 1 | - |
| 2024 Q1 | 3 | - |
| 2023 Q4 | 6 | - |
UPXI Ownership FAQ
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