Upexi Ownership | Who Owns Upexi?
Upexi Ownership Summary
Upexi is owned by 540.19% institutional investors, 11.46% insiders. Newgen equity long/short fund is the largest institutional shareholder, holding 43.19% 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 | 46.33% | 16.23% | 37.44% |
| Industry | Internet Content & Information Stocks | 47.64% | 17.21% | 35.16% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| 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 |
| Kathmere capital management | 417.98K | 5.28% | $2.41M |
| Millington financial advisors | 20.00K | 1.50% | $134.00K |
| Virtu financial | 19.68K | 1.47% | $59.00K |
| Commonwealth equity services | 31.32K | 0.40% | $181.00K |
| Sg americas securities | 30.64K | 0.39% | $177.00K |
| North star investment management | 5.00K | 0.06% | $28.85K |
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 | 417.98K | 0.17% | $2.41M |
| 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 |
| Virtu financial | 19.68K | 0.00% | $59.00K |
| North star investment management | 5.00K | 0.00% | $28.85K |
| Valley national advisers | 890.00 | 0.00% | $5.00K |
| Sg americas securities | 30.64K | 0.00% | $177.00K |
| National bank of canada /fi/ | 143.20K | 0.00% | $426.74K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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 |
| Sg americas securities | 30.64K | 0.00% | 30.64K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kathmere capital management | 417.98K | 0.17% | -1.77M |
| Team hewins | - | - | -428.25K |
| Vanguard group | - | - | -278.26K |
| State street | - | - | -16.86K |
| Renaissance | - | - | -13.10K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| 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 |
| Sg americas securities | 30.64K | 0.00% | 30.64K | $177.00K |
| 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 | 167.53K | 0.28% | -204.00 |
| Fidelity Total Market Index | 60.70K | 0.10% | -129.00 |
| 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 |
| Spartan Extended Market Index Pool F | 45.31K | 0.08% | 27.45K |
| Fidelity Series Total Market Index | 44.36K | 0.08% | -347.00 |
| 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% | - |
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
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