Upexi Ownership | Who Owns Upexi?

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Upexi Ownership Summary

Upexi is owned by 17.75% institutional investors, 17.56% insiders, and 64.69% 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 0.68% of its assets in Upexi shares.

UPXI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Upexi	17.75%	17.56%	64.69%
Sector	Communication Services Stocks	28.27%	16.25%	55.48%
Industry	Internet Content & Information Stocks	32.93%	16.13%	50.94%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Polar asset management partners	5.00M	63.18%	$28.70M
Marex group	2.51M	4.12%	$4.21M
Mmcap inc. spc	2.33M	3.83%	$3.91M
Heights capital management	250.00K	3.16%	$1.44M
State street	192.02K	2.43%	$1.11M
Jane street group	899.83K	1.48%	$1.51M
Vanguard group	710.74K	1.28%	$1.19M
Group one trading	728.93K	1.20%	$1.22M
Northern trust	89.01K	1.12%	$513.58K
Blackrock funding, inc. /de	681.31K	1.12%	$1.14M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Heights capital management	250.00K	0.40%	$1.44M
Mmcap inc. spc	2.33M	0.39%	$3.91M
Polar asset management partners	5.00M	0.32%	$28.70M
Caitong asset management	34.40K	0.16%	$57.79K
Shariaportfolio	79.83K	0.06%	$134.11K
Marex group	2.51M	0.03%	$4.21M
Millington financial advisors	40.00K	0.02%	$45.60K
Aristides capital	59.34K	0.02%	$99.69K
Virtu financial	40.46K	0.01%	$233.00K
Bluecrest capital management	70.56K	0.01%	$407.16K

Top Buyers

Holder	Shares	% Assets	Change
Polar asset management partners	5.00M	0.32%	5.00M
Marex group	2.51M	0.03%	1.86M
Mmcap inc. spc	2.33M	0.39%	1.56M
Group one trading	728.93K	0.00%	728.93K
Jane street group	899.83K	0.00%	284.96K

Top Sellers

Holder	Shares	% Assets	Change
Pantera capital partners lp	-	-	-1.33M
Alyeska investment group	-	-	-1.25M
Newgen equity long/short fund	-	-	-577.19K
Shariaportfolio	79.83K	0.06%	-542.90K
Team hewins	-	-	-428.25K

New Positions

Holder	Shares	% Assets	Change	Value
Polar asset management partners	5.00M	0.32%	5.00M	$28.70M
Heights capital management	250.00K	0.40%	250.00K	$1.44M
Bluecrest capital management	70.56K	0.01%	70.56K	$407.16K
Capital fund management	60.14K	0.00%	60.14K	$347.00K
Aristides capital	59.34K	0.02%	59.34K	$99.69K

Sold Out

Holder	Change
Fny investment advisers	-683.00
Valley national advisers	-890.00
Ameritas advisory services	-4.50K
North star investment management	-5.00K
Belpointe asset management	-10.00K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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	-
Dec 31, 2024	7	-12.50%	15,636	-97.99%	1	10.81%	5	25.00%	2	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Institutional Extnd Mkt Idx Tr	471.74K	0.68%	-
Fidelity Extended Market Index	240.63K	0.35%	7.85K
NewDeal Invest, kl n	167.09K	0.24%	63.99K
Blackrock Extended Mkt Fund CF	115.97K	0.17%	115.97K
Extended Equity Market Fund K	99.46K	0.14%	65.00
Fidelity Total Market Index	80.00K	0.12%	-
Fidelity Series Total Market Index	61.52K	0.09%	-
Spartan Extended Market Index Pool F	58.50K	0.08%	448.00
Northern Trust Extended Eq Market Idx	44.94K	0.06%	13.02K
NT Ext Equity Mkt Idx Fd - L	44.94K	0.06%	-

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

Who Owns Upexi?

Upexi shareholders are primarily institutional investors at 17.75%, followed by 17.56% insiders and 64.69% retail investors. The average institutional ownership in Upexi's industry, Internet Content & Information Stocks , is 32.93%, which Upexi falls below.

Who owns the most shares of Upexi?

Upexi’s largest shareholders are Polar asset management partners (5M shares, 63.18%), Marex group (2.51M shares, 4.12%), and Mmcap inc. spc (2.33M shares, 3.83%). Together, they hold 71.12% 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 Institutional Extnd Mkt Idx Tr is the top mutual fund holder of Upexi shares, with 0.68% of its total shares outstanding invested in 471.74K Upexi shares.

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