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Upexi Ownership | Who Owns Upexi?

OverviewForecastRevenueFinancialsChartTranscripts

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 2.86% of its assets in Upexi shares.

UPXI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockUpexi8.01%18.30%73.69%
SectorConsumer Defensive Stocks 33.50%17.42%49.08%
IndustryHousehold & Personal Products Stocks 38.55%18.73%42.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Polar asset management partners5.00M63.18%$28.70M
Mmcap inc. spc2.33M3.83%$2.29M
Heights capital management250.00K3.16%$1.44M
Vanguard group710.74K1.28%$1.19M
Advisor group775.86K1.28%$768.10K
Ubs group765.78K1.26%$755.06K
Susquehanna group, llp698.73K1.15%$688.67K
Blackrock funding, inc. /de681.31K1.12%$671.50K
Bluecrest capital management70.56K0.89%$407.16K
Geode capital management538.52K0.89%$531.05K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Heights capital management250.00K0.40%$1.44M
Polar asset management partners5.00M0.32%$28.70M
Mmcap inc. spc2.33M0.20%$2.29M
Shariaportfolio79.83K0.06%$134.11K
Millington financial advisors40.00K0.02%$54.00K
Virtu financial40.46K0.01%$233.00K
Bluecrest capital management70.56K0.01%$407.16K
Smith thornton advisors11.00K0.01%$10.84K
Quantbot technologies lp123.42K0.01%$121.64K
Xtx topco119.45K0.00%$117.73K

Top Buyers

HolderShares% AssetsChange
Polar asset management partners5.00M0.32%5.00M
Hrt financial lp417.85K0.00%417.85K
Advisor group775.86K0.00%330.91K
Vanguard fiduciary trust327.98K0.00%327.98K
Ubs group765.78K0.00%285.89K

Top Sellers

HolderShares% AssetsChange
Marex group---2.51M
Pantera capital partners lp---1.33M
Alyeska investment group---1.25M
Qube research---744.44K
Jane street group190.69K--709.13K

New Positions

HolderShares% AssetsChangeValue
Polar asset management partners5.00M0.32%5.00M$28.70M
Hrt financial lp417.85K0.00%417.85K$411.00K
Vanguard fiduciary trust327.98K0.00%327.98K$323.39K
Heights capital management250.00K0.40%250.00K$1.44M
Quantbot technologies lp123.42K0.01%123.42K$121.64K

Sold Out

HolderChange
Farther finance advisors-4.00
Fny investment advisers-683.00
Valley national advisers-890.00
Armstrong advisory group-1.00K
Gf fund management-1.62K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202622-68.57%4,870,923-72.86%80.76%11-73.81%3-81.25%
Dec 31, 202538-54.76%9,825,196-36.51%172.27%17-73.02%1385.71%
Sep 30, 202536-2.70%4,653,303-35.57%580.71%28-12.50%2-
Jun 30, 202536500.00%7,219,01753251.69%54052693.03%31933.33%--100.00%
Mar 31, 20256-14.29%13,531-13.46%145.26%3-40.00%2-

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv1.79M2.86%-943.30K
Vanguard Institutional Extnd Mkt Idx Tr586.73K0.93%-
NewDeal Invest, kl n390.21K0.62%264.51K
Fidelity Extended Market Index240.97K0.38%-1.05K
Abante Quant Value FI214.15K0.34%-
iShares Micro-Cap ETF196.08K0.31%-
Blackrock Extended Mkt Fund CF115.97K0.18%-
Extended Equity Market Fund E115.97K0.17%-
Extended Equity Market Fund B115.97K0.17%-
Fidelity Total Market Index104.88K0.17%-

Recent Insider Transactions

DateNameRoleActivityValue
Dec 23, 2025MARSHALL ALLAN Chief Executive OfficerBuy$90.00K
Dec 15, 2025MARSHALL ALLAN Chief Executive OfficerBuy$207.00K
Dec 16, 2025MARSHALL ALLAN Chief Executive OfficerBuy$103.50K
Nov 20, 2025Salkind Gene-Buy$127.50K
Nov 17, 2025Salkind Gene-Buy$281.00K

Insider Transactions Trends

DateBuySell
2026 Q2--
2025 Q23-
2025 Q11-
2024 Q13-
2023 Q46-

UPXI Ownership FAQ

Who Owns Upexi?

Upexi shareholders are primarily institutional investors at 8.01%, followed by 18.30% insiders and 73.69% retail investors. The average institutional ownership in Upexi's industry, Household & Personal Products Stocks , is 38.55%, which Upexi falls below.

Who owns the most shares of Upexi?

Upexi’s largest shareholders are Polar asset management partners (5M shares, 63.18%), Mmcap inc. spc (2.33M shares, 3.83%), and Heights capital management (250K shares, 3.16%). Together, they hold 70.16% 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?

Heights capital management is Upexi’s biggest shareholder by percentage of total assets invested, with 0.40% of its assets in 250K Upexi shares, valued at 1.44M$.

Who is the top mutual fund holder of Upexi shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Upexi shares, with 2.86% of its total shares outstanding invested in 1.79M Upexi shares.

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