Upexi (UPXI) Institutional Ownership $7.48 +0.24 (+3.31%) Closing price 07/18/2025 04:00 PM EasternExtended Trading$7.40 -0.08 (-1.00%) As of 07/18/2025 07:59 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Upexi (NASDAQ:UPXI)CurrentInstitutional OwnershipPercentage5.68%Number ofInstitutional Buyers(last 12 months)3TotalInstitutional Inflows(last 12 months)$6.61MNumber ofInstitutional Sellers(last 12 months)0 Get UPXI Insider Trade Alerts Want to know when executives and insiders are buying or selling Upexi stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data UPXI Institutional Buying and Selling by Quarter Upexi Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails7/16/2025 Kathmere Capital Management LLC2,192,983$6.54M0.5%N/A5.783% 7/15/2025 North Star Investment Management Corp.15,000$45K0.0%N/A0.040% 2/13/2025Bank of Montreal Can10,008$36K0.0%N/A0.807% 2/9/2024Team Hewins LLC428,254$497K0.1%N/A2.109% 2/5/2024Victory Capital Management Inc.34,553$40K0.0%N/A0.170% 8/15/2023Corsair Capital Management L.P.49,893$112K0.0%N/A0.278% (Data available from 1/1/2016 forward) UPXI Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of UPXI shares? During the previous two years, the following institutional investors and hedge funds held shares of Upexi shares: Kathmere Capital Management LLC ($6.54M), Team Hewins LLC ($497K), Corsair Capital Management L.P. ($112K), North Star Investment Management Corp. ($45K), and Victory Capital Management Inc. ($40K), Bank of Montreal Can ($36K).Learn more on Upexi's institutional investors. What percentage of Upexi's stock is owned by institutional investors? 5.68% of Upexi's stock is owned by institutional investors. Learn more on UPXI's institutional investor holdings. Which institutional investors have been buying Upexi's stock? The following institutional investors have purchased Upexi's stock in the last 24 months: Kathmere Capital Management LLC ($2.19M), Team Hewins LLC ($428.25K), Corsair Capital Management L.P. ($49.89K), Victory Capital Management Inc. ($34.55K), North Star Investment Management Corp. ($15K), and Bank of Montreal Can ($10.01K). How much institutional buying is happening at Upexi? Institutional investors have bought a total of 2,217,991 shares in the last 24 months. This purchase volume represents approximately $6.61M in transactions. Related Companies NAGE Major Shareholders SION Major Shareholders REPL Major Shareholders GHRS Major Shareholders XERS Major Shareholders SNDX Major Shareholders TRVI Major Shareholders CMRX Major Shareholders CRON Major Shareholders QURE Major Shareholders This page (NASDAQ:UPXI) was last updated on 7/20/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredBuffett to put 90% of his money in this one stock?CPA and CFA says you have WAY too many stocks - just buy these 3 After years working at the biggest accoun...Altimetry | SponsoredThis Could Be the Most Profitable Season of Your LifeInstitutional money is pouring in. Bitcoin ETFs are live. Altcoin adoption is accelerating. 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