Upexi Ownership | Who Owns Upexi?

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Upexi Ownership Summary

Upexi is owned by 58.80% institutional investors, 17.56% insiders, and 23.65% retail investors. Polar asset management partners is the largest institutional shareholder, holding 63.18% 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	58.80%	17.56%	23.65%
Sector	Communication Services Stocks	31.39%	16.65%	51.96%
Industry	Internet Content & Information Stocks	29.82%	17.44%	52.74%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Polar asset management partners	5.00M	63.18%	$28.70M
Alyeska investment group	1.25M	15.79%	$7.17M
Mmcap inc. spc	766.93K	9.69%	$4.43M
Ubs group	757.24K	9.57%	$4.37M
Vanguard group	710.74K	8.98%	$4.10M
Blackrock funding, inc. /de	682.04K	8.62%	$3.94M
Marex group	644.18K	8.14%	$3.72M
Shariaportfolio	622.73K	7.87%	$3.59M
Jane street group	614.87K	7.77%	$3.55B
Geode capital management	458.35K	5.79%	$2.65M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Shariaportfolio	622.73K	1.37%	$3.59M
Mmcap inc. spc	766.93K	0.51%	$4.43M
Heights capital management	250.00K	0.40%	$1.44M
Polar asset management partners	5.00M	0.32%	$28.70M
Kathmere capital management	417.98K	0.17%	$2.41M
Millington financial advisors	20.00K	0.06%	$129.60K
Rossby financial, lcc	21.80K	0.05%	$142.35K
Marex group	644.18K	0.03%	$3.72M
Aspiring ventures	11.04K	0.02%	$63.69K
Alyeska investment group	1.25M	0.02%	$7.17M

Top Buyers

Holder	Shares	% Assets	Change
Polar asset management partners	5.00M	0.32%	5.00M
Alyeska investment group	1.25M	0.02%	1.25M
Mmcap inc. spc	766.93K	0.51%	766.93K
Ubs group	757.24K	0.00%	720.99K
Blackrock funding, inc. /de	682.04K	0.00%	682.04K

Top Sellers

Holder	Shares	% Assets	Change
Kathmere capital management	417.98K	0.17%	-1.77M
Pantera capital partners lp	-	-	-1.33M
Newgen equity long/short fund	-	-	-577.19K
Team hewins	-	-	-428.25K
Cantor fitzgerald, l. p.	-	-	-325.00K

New Positions

Holder	Shares	% Assets	Change	Value
Polar asset management partners	5.00M	0.32%	5.00M	$28.70M
Alyeska investment group	1.25M	0.02%	1.25M	$7.17M
Mmcap inc. spc	766.93K	0.51%	766.93K	$4.43M
Blackrock funding, inc. /de	682.04K	0.00%	682.04K	$3.94M
Marex group	644.18K	0.03%	644.18K	$3.72M

Sold Out

Holder	Change
Renaissance	-13.10K
Group one trading	-44.63K
Cantor fitzgerald, l. p.	-325.00K
Team hewins	-428.25K
Newgen equity long/short fund	-577.19K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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	-
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	-

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
Nov 20, 2025	Salkind Gene	-	Buy	$127.50K
Nov 17, 2025	Salkind Gene	-	Buy	$281.00K
Nov 17, 2025	Salkind Gene	-	Buy	$265.00K
Jul 11, 2025	Salkind Gene		Buy	$100.00K
Jul 16, 2025	Dugan Lawrence	-	Buy	$57.00K

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 58.80%, followed by 17.56% insiders and 23.64% retail investors. The average institutional ownership in Upexi's industry, Internet Content & Information Stocks , is 29.82%, which Upexi exceeds.

Who owns the most shares of Upexi?

Upexi’s largest shareholders are Polar asset management partners (5M shares, 63.18%), Alyeska investment group (1.25M shares, 15.79%), and Mmcap inc. spc (766.93K shares, 9.69%). Together, they hold 88.66% 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?

Shariaportfolio is Upexi’s biggest shareholder by percentage of total assets invested, with 1.37% of its assets in 622.73K Upexi shares, valued at 3.59M$.

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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