Upexi Ownership | Who Owns Upexi?
Upexi Ownership Summary
Upexi is owned by 3.72% institutional investors, 23.53% insiders, and 72.75% retail investors. Renaissance is the largest institutional shareholder, holding 0% of UPXI shares. NT Ext Equity Mkt Idx Fd - L is the top mutual fund, with 0.08% of its assets in Upexi shares.
UPXI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Upexi | 3.72% | 23.53% | 72.75% |
| Sector | Communication Services Stocks | 14669.13% | 16.76% | -14585.89% |
| Industry | Internet Content & Information Stocks | 27.62% | 17.33% | 55.05% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Renaissance | - | - | - |
| Tower research capital llc (trc) | - | - | - |
| State street | - | - | - |
| Team hewins | - | - | - |
| Vanguard group | - | - | - |
| Goldman sachs group | - | - | - |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Renaissance | - | - | - |
| Tower research capital llc (trc) | - | - | - |
| State street | - | - | - |
| Team hewins | - | - | - |
| Vanguard group | - | - | - |
| Goldman sachs group | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | - | - | -12.37K |
| Tower research capital llc (trc) | - | - | -12.81K |
| Renaissance | - | - | -13.10K |
| State street | - | - | -16.86K |
| Vanguard group | - | - | -278.26K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Team hewins | - | - | -428.25K |
| Vanguard group | - | - | -278.26K |
| State street | - | - | -16.86K |
| Renaissance | - | - | -13.10K |
| Tower research capital llc (trc) | - | - | -12.81K |
Sold Out
| Holder | Change |
|---|---|
| Goldman sachs group | -12.37K |
| Tower research capital llc (trc) | -12.81K |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 15 | -21.05% | 1,164,657 | -1.71% | 5 | 17.19% | 10 | -28.57% | 1 | -50.00% |
| Dec 31, 2023 | 19 | 58.33% | 1,184,880 | 95.05% | 5 | 66.54% | 14 | 100.00% | 2 | -33.33% |
| Sep 30, 2023 | 12 | -20.00% | 607,480 | -0.19% | 2 | 33.98% | 7 | -36.36% | 3 | 200.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| NT Ext Equity Mkt Idx Fd - L | 31.92K | 0.08% | 31.13K |
| 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 |
| Schwab Total Stock Market Index | 15.00K | 0.04% | 15.00K |
| Vanguard U.S. Eq Idx £ Acc | 12.83K | 0.03% | 12.83K |
| State St US Extended Mkt Indx NL Cl C | 11.35K | 0.03% | 11.30K |
| NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 9.01K | 0.02% | 8.82K |
| Vanguard Institutional Extnd Mkt Idx Tr | 8.00K | 0.02% | - |
| NT Ext Eq Mkt Indx Fd DC Lend T3 | 190.00 | 0.02% | 190.00 |
| NT Ext Eq Mkt Indx Fd DC Lend T4 | 190.00 | 0.02% | 190.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 22, 2025 | Dugan Lawrence | - | Buy | $30.00K |
| 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 11, 2025 | MARSHALL ALLAN | Chief Executive Officer | Buy | $800.00K |
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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