Upexi (UPXI) Institutional Ownership $7.90 +0.07 (+0.89%) Closing price 08/14/2025 04:00 PM EasternExtended Trading$7.88 -0.02 (-0.25%) As of 06:25 AM 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)7TotalInstitutional Inflows(last 12 months)$9.64MNumber ofInstitutional Sellers(last 12 months)0 Get UPXI Insider Trade Alerts Want to know when executives and insiders are buying or selling Upexi stock? 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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 CompanyDetails8/13/2025 Millington Financial Advisors LLC20,000$60K0.0%N/A0.022% 8/12/2025 XTX Topco Ltd83,497$249K0.0%N/A0.093% 8/11/2025 NewGen Equity Long Short Fund577,193$1.72M1.0%N/A0.646% 8/8/2025 Geode Capital Management LLC335,953$1.00M0.0%N/A0.376% 7/16/2025 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% 2/13/2025 Bank of Montreal Can10,008$36K0.0%N/A0.807% 2/9/2024 Team Hewins LLC428,254$497K0.1%N/A2.109% 2/5/2024 Victory Capital Management Inc.34,553$40K0.0%N/A0.170% 8/15/2023 Corsair 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, 10 institutional investors and hedge funds held shares of Upexi. The most heavily invested institutionals were Kathmere Capital Management LLC ($6.54M), NewGen Equity Long Short Fund ($1.72M), Geode Capital Management LLC ($1.00M), Team Hewins LLC ($497K), XTX Topco Ltd ($249K), Corsair Capital Management L.P. ($112K), and Millington Financial Advisors LLC ($60K).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? Of the 10 institutional investors that purchased Upexi's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kathmere Capital Management LLC ($2.19M), NewGen Equity Long Short Fund ($577.19K), Team Hewins LLC ($428.25K), Geode Capital Management LLC ($335.95K), XTX Topco Ltd ($83.50K), Corsair Capital Management L.P. ($49.89K), and Victory Capital Management Inc. ($34.55K). How much institutional buying is happening at Upexi? Institutional investors have bought a total of 3,234,634 shares in the last 24 months. This purchase volume represents approximately $9.64M in transactions. 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