Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / Common Stock, par value $0.001
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Shares outstanding
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58.9M
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Number of holders
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28
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Total 13F shares, excl. options
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6.62M
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Shares change
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+6.61M
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Total reported value, excl. options
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$19.7M
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Value change
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+$19.7M
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Put/Call ratio
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1.17
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Number of buys
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28
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Number of sells
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-2
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Price
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$2.98
Significant Holders of UPEXI, INC. - Common Stock, par value $0.001 (UPXI) as of Q2 2025
37 filings reported holding UPXI - UPEXI, INC. - Common Stock, par value $0.001 as of Q2 2025.
UPEXI, INC. - Common Stock, par value $0.001 (UPXI) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.62M shares
of 58.9M outstanding shares and own 11.25% of the company stock.
Largest 10 shareholders include Kathmere Capital Management, LLC (2.19M shares), Pantera Capital Partners LP (1.33M shares), NewGen Asset Management Ltd (577K shares), VANGUARD GROUP INC (501K shares), MILLENNIUM MANAGEMENT LLC (385K shares), GEODE CAPITAL MANAGEMENT, LLC (336K shares), CANTOR FITZGERALD, L. P. (325K shares), NATIONAL BANK OF CANADA /FI/ (143K shares), CITADEL ADVISORS LLC (132K shares), and STATE STREET CORP (130K shares).
This table shows the top 28 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.