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UPEXI, INC. hedge fund holdings

UPXINASDAQ
$1.14-0.01 (-0.87% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

UPXI · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 6, 2026. Price (-85.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025242$17.3M$36.1K30Aug 14, 2025
Q3 2025569$73.5M$25.8M68Nov 14, 2025
Q4 20253437$11.6M$15.4M62Feb 14, 2026
Q1 20261636$886K$6.77M52May 15, 2026
Q2 20262319$624K$1.46M46Aug 14, 2026

Quarterly action breakdown

Q2 2026
46 filers
New position
10
$163K+208K sh
Increased
13
$461K+588K sh
Reduced
8
-$1.22M-1.56M sh
Out / sold
11
-$237K-302K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
OMERS ADMINISTRATION CorpSell 100%-$119K$00.00%Aug 13, 2026
Shariaportfolio, Inc.Sell 100%-$27.4K$00.00%Aug 11, 2026
J. Derek Lewis & Associates Inc.Added 28.87%+$22K$98K0.02%Jul 31, 2026
Great Valley Advisor Group, Inc.Sell 100%-$11.5K$00.00%Aug 10, 2026
Stratos Wealth Partners, LTD.New Buy+$10.4K$10.4K0.00%Aug 11, 2026
Catalyst Funds Management Pty LtdSell 100%-$10.3K$00.00%Aug 10, 2026
Rossby Financial, LCCSell 100%-$9.09K$00.00%Aug 4, 2026
Smith Thornton Advisors LLCAdded 59.09%+$4.93K$13.3K0.01%Jul 14, 2026
IMC-Chicago, LLCAdded 9.77%+$3.68K$41.4K0.00%Aug 6, 2026
Portus Wealth Advisors, LLCSell 100%-$1.57K$00.00%Jul 21, 2026
Summit Financial, LLCAdded 11.11%+$1.18K$11.8K0.00%Aug 12, 2026
Catherine Avery Investment Management LLCNew Buy+$392$3920.00%Jul 27, 2026

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