How many institutions own UPXI stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own UPXI shares is 77, representing 24.71% of the company's common stock.

Who are the major shareholders selling Upexi, Inc. stock?

GF FUND MANAGEMENT CO. LTD., in the last quarter, reduced its stake in UPXI by -19.09% restricting it's holding to 1.62 thousand shares of worth nearly $2.73K. ROSSBY FINANCIAL, LCC also lessened -76.61% of the UPXI shares from its portfolio, reducing its holding to 5.1 thousand shares of worth $8.57K. PHOENIX HOLDINGS LTD. also shunned UPXI shares holding by -25.71% last quarter which brought its holding to 52 thousand shares worth $87.28K.

Investors who are buying UPXI stock?

As per its latest 13F filing, CIBC PRIVATE WEALTH GROUP, LLC increased its stake in UPXI by 100% in the last quarter. The institutional holder raised its holding to 4 thousand shares having worth more than $6.72K. KEYSTONE FINANCIAL GROUP also added 100% more shares of UPXI to its portfolio, raising its holding to 27.33 thousand shares of worth $45.91K. COMMONWEALTH EQUITY SERVICES, LLC also increased its UPXI shares holding by 4.15% which brought its holding to 32.63 thousand shares worth $54.81K.

UPXI's major insiders: who are they?

The insider with the most stakes in UPXI is MARSHALL ALLAN , Chief Executive Officer at the company. Additionally, UPXI stock is highly held by director Salkind Gene and director Dugan Lawrence among others.

Did an insider recently sell UPXI stock?

Company executives, directors, and other insiders own 20.34% percent of Upexi, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which UPXI insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased UPXI stock?

There have been 5 transaction(s) during the past 6-months in which Upexi, Inc. insiders have bought stock, totalling 350000 shares

How much of UPXI does insiders own?

Around 12.38M Upexi, Inc. shares are held by insiders, which represents about 20.34% of UPXI stock.

Who is the insider with the largest stake?

UPXI Chief Executive Officer, MARSHALL ALLAN holds the largest portfolio of the company's shares. UPXI shares owned by MARSHALL total nearly 4.05 million.

Which institution holds the most shares in UPXI?

MAI CAPITAL MANAGEMENT is the largest institutional owner in UPXI which holds 875 shares worth $1.47K or 0% of the total UPXI shares outstanding followed by ARMSTRONG ADVISORY GROUP, INC with ownership of 1 thousand shares representing 0% of the UPXI ownership. GF FUND MANAGEMENT CO. LTD. is the third largest stakeholder with 1.62 thousand shares or 0% of the ownership worth more than $2.73K.

Is Upexi, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the UPXI is concerned, it is a stock which is optionable.

Is there a short position on UPXI's shares?

Number of UPXI shares short is 5.42M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding UPXI shares are there?

As of today, 58.89M shares of UPXI are outstanding.

Is there many float in UPXI stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, UPXI has 32.68M shares in float.

UPXI short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for UPXI is 0.69.

Upexi (UPXI) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares9.21

Short Percent Of Float9.41

Shares Outstanding58.89M

Shares Float32.68M

Shares Short5.42M

Short Ratio0.69

9.41%

Short % of Float

9.21%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

20.34% Percentage of Shares held by All Insiders

24.71% Percentage of Shares held by All Institutions

31.02% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 24.71% of UPXI shares are held by financial institutions. MAI CAPITAL MANAGEMENT is the top corporate investor, holding 875 shares valued at $1.47K. A 0% stake in Upexi, Inc. is owned by the company. ARMSTRONG ADVISORY GROUP, INC owns 1K shares valued at $1.68K, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0%	875	1.47K	0	0
Dec 31, 2025	ARMSTRONG ADVISORY GROUP, INC	0%	1K	1.68K	0	0
Dec 31, 2025	GF FUND MANAGEMENT CO. LTD.	0%	1.62K	2.73K	-383	-19.09%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	4K	6.72K	4K	+100.00%
Dec 31, 2025	ROSSBY FINANCIAL, LCC	0.01%	5.1K	8.57K	-16.7K	-76.61%
Dec 31, 2025	MARINER, LLC	0.02%	10K	16.8K	0	0
Dec 31, 2025	KEYSTONE FINANCIAL GROUP	0.04%	27.33K	45.91K	27.33K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	32.63K	54.81K	1.3K	+4.15%
Dec 31, 2025	CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD	0.06%	34.4K	57.79K	34.4K	+100.00%
Dec 31, 2025	JEFFERIES FINANCIAL GROUP INC.	0.02%	10.13K	17.02K	10.13K	+100.00%
Dec 31, 2025	WINTON GROUP LTD	0.02%	10.58K	17.78K	10.58K	+100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.02%	10.73K	18.02K	10.73K	+100.00%
Dec 31, 2025	MILLINGTON FINANCIAL ADVISORS, LLC	0.07%	40K	45.6K	20K	+100.00%
Dec 31, 2025	PHOENIX HOLDINGS LTD.	0.09%	52K	87.28K	-18K	-25.71%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.09%	57.46K	96.52K	29.53K	+105.73%
Dec 31, 2025	ARISTIDES CAPITAL LLC	0.1%	59.34K	99.7K	59.34K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.97%	591.3K	993.38K	-1.45M	-71.05%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.18%	111.3K	186.98K	96.5K	+652.03%
Dec 31, 2025	NOMURA HOLDINGS INC	0.04%	24K	40.32K	6K	+33.33%
Dec 31, 2025	SMITH THORNTON ADVISORS LLC	0.02%	11K	18.48K	11K	+100.00%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.02%	11.7K	19.66K	1K	+9.35%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.12%	69.09K	116.06K	-13.21K	-16.05%
Dec 31, 2025	SIMPLEX TRADING, LLC	0.14%	87.2K	146.5K	-179.93K	-67.36%
Dec 31, 2025	SHARIAPORTFOLIO, INC.	0.14%	79.83K	134.11K	-542.9K	-87.18%
Dec 31, 2025	MORGAN STANLEY	0.23%	137.79K	231.48K	-163.34K	-54.24%
Dec 31, 2025	STATE STREET CORP	0.32%	192.02K	322.6K	0	0
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.82%	499.61K	839.82K	41.26K	+9.00%
Dec 31, 2025	UBS GROUP AG	0.87%	479.89K	806.21K	-277.36K	-36.63%
Dec 31, 2025	BLACKROCK, INC.	1.12%	681.31K	1.14M	-729	-0.11%
Dec 31, 2025	GROUP ONE TRADING, L.P.	1.2%	728.93K	1.22M	728.93K	+100.00%
Dec 31, 2025	VANGUARD GROUP INC	1.28%	710.74K	1.19M	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.23%	138.8K	233.18K	-154.9K	-52.74%
Dec 31, 2025	MMCAP INTERNATIONAL INC. SPC	3.83%	2.33M	3.91M	1.56M	+203.39%
Dec 31, 2025	MAREX GROUP PLC	4.12%	2.51M	4.21M	1.86M	+289.21%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	0	-	-15K	-100.00%
Dec 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	0%	0	-	-1.25M	-100.00%
Dec 31, 2025	GSA CAPITAL PARTNERS LLP	0%	0	-	-11.39K	-100.00%
Dec 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0%	0	-	-5K	-100.00%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0%	0	-	-30.65K	-100.00%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	0	-	-74.48K	-100.00%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-35.11K	-100.00%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.02%	15.1K	25.37K	-500	-3.21%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.03%	16K	26.88K	16K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.04%	24.37K	40.94K	8.12K	+50.00%
Dec 31, 2025	CITIGROUP INC	0%	0	-	-15.34K	-100.00%
Dec 31, 2025	VALLEY NATIONAL ADVISERS INC	0%	0	-	-890	-100.00%
Dec 31, 2025	FMR LLC	0%	0	-	-5	-100.00%
Dec 31, 2025	BARCLAYS PLC	0%	0	-	-175.48K	-100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0%	0	-	-150.23K	-100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	32	54	-1.5K	-97.90%
Dec 31, 2025	SIGNATUREFD, LLC	0%	113	190	0	0
Dec 31, 2025		0%	250	420	100	+66.67%
Sep 30, 2025	VALLEY NATIONAL ADVISERS INC	0.01%	890	5K	890	+100.00%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.07%	40.46K	233K	20.78K	+105.60%
Sep 30, 2025	HAP TRADING, LLC	0.04%	24.7K	15.99M	24.7K	+100.00%
Sep 30, 2025	CANTOR FITZGERALD, L. P.	0.09%	50K	288.5K	50K	+100.00%
Sep 30, 2025	STATE STREET CORP	0.35%	192.02K	1.11M	61.98K	+47.66%
Sep 30, 2025	LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.36%	200K	1.15M	200K	+100.00%
Sep 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.36%	200K	1.15M	200K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.27%	150.23K	866.81K	150.23K	+100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.15%	82.29K	474.82K	80.06K	+3,588.53%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.13%	74.48K	429.74K	74.48K	+100.00%
Sep 30, 2025	BLUECREST CAPITAL MANAGEMENT LTD	0.13%	70.57K	407.16K	70.57K	+100.00%
Sep 30, 2025	BARCLAYS PLC	0.09%	50K	288.5K	50K	+100.00%
Sep 30, 2025	PHOENIX HOLDINGS LTD.	0.13%	70K	404.14K	70K	+100.00%
Sep 30, 2025	PARALLAX VOLATILITY ADVISERS, L.P.	0.09%	50K	288.5K	50K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.18%	100K	577K	100K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.16%	89.01K	513.58K	28.92K	+48.14%
Sep 30, 2025	CITADEL ADVISORS LLC	0.11%	61.62K	355.55K	-70.31K	-53.29%
Sep 30, 2025	MILLINGTON FINANCIAL ADVISORS, LLC	0.25%	20K	129.6K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	18.76K	132.58K	15.7K	+512.10%
Sep 30, 2025	CLEAR STREET GROUP INC.	0.23%	18.1K	104.44K	18.1K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.22%	17.12K	98.78K	17.12K	+100.00%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.2%	15.6K	90.01K	15.6K	+100.00%
Sep 30, 2025	CITIGROUP INC	0.19%	15.34K	88.53K	15.34K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.19%	15K	86.55K	0	0
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.14%	11.39K	66K	11.39K	+100.00%
Sep 30, 2025	ASPIRING VENTURES, LLC	0.13%	10K	17.24K	10K	+100.00%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.13%	10K	57.7K	10K	+100.00%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.13%	10K	57.7K	10K	+100.00%
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.06%	5K	28.85K	-10K	-66.67%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.06%	4.5K	25.97K	4.5K	+100.00%
Sep 30, 2025	GF FUND MANAGEMENT CO. LTD.	0.03%	2.01K	11.58K	2.01K	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	1.53K	8.81K	1.53K	+76,250.00%
Sep 30, 2025	ARMSTRONG ADVISORY GROUP, INC	0.01%	1K	5.77K	1K	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	875	5.05K	875	+100.00%
Sep 30, 2025	SIGNATUREFD, LLC	0%	113	652	0	0
Sep 30, 2025	WEALTH WATCH ADVISORS, INC	0%	100	577	100	+100.00%
Sep 30, 2025	FMR LLC	0%	5	29	5	+100.00%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0%	0	-	-44.63K	-100.00%
Sep 30, 2025	NEWGEN EQUITY LONG/SHORT FUND	0%	0	-	-577.19K	-100.00%
Sep 30, 2025	CAPITAL FUND MANAGEMENT S.A.	0.11%	60.14K	347K	60.14K	+100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.06%	35.11K	202.57K	35.11K	+100.00%
Sep 30, 2025	ROSSBY FINANCIAL, LCC	0.04%	21.8K	142.35K	21.8K	+100.00%
Sep 30, 2025	NOMURA HOLDINGS INC	0.23%	18K	103.86K	18K	+100.00%
Sep 30, 2025	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	0.04%	3.26K	79.74K	3.26K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.36%	751.48K	4.34M	637.36K	+558.48%
Sep 30, 2025	JANE STREET GROUP, LLC	0.53%	293.7K	1.69M	250.2K	+575.17%
Sep 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	2.26%	1.25M	7.18M	1.25M	+100.00%
Sep 30, 2025	MMCAP INTERNATIONAL INC. SPC	1.39%	766.93K	4.43M	766.93K	+100.00%
Sep 30, 2025	UBS GROUP AG	1.37%	757.24K	4.37M	720.99K	+1,988.72%
Sep 30, 2025	VANGUARD GROUP INC	1.28%	710.74K	4.1M	209.91K	+41.91%
Sep 30, 2025	BLACKROCK, INC.	1.23%	682.04K	3.94M	682.04K	+100.00%
Sep 30, 2025	MAREX GROUP PLC	1.16%	644.18K	3.72M	644.18K	+100.00%
Sep 30, 2025	SHARIAPORTFOLIO, INC.	1.13%	622.73K	3.59M	622.73K	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.83%	458.35K	2.65M	122.39K	+36.43%
Sep 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.76%	417.98K	2.41M	-1.78M	-80.94%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.66%	365.96K	2.11M	-19.3K	-5.01%
Sep 30, 2025	MORGAN STANLEY	0.54%	301.12K	1.74M	300.45K	+44,709.97%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.48%	267.14K	1.54M	210.6K	+372.54%
Sep 30, 2025	HEIGHTS CAPITAL MANAGEMENT, INC	0.45%	250K	1.44M	250K	+100.00%
Sep 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.06%	33.71K	194.48K	33.71K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	31.33K	181K	17.33K	+123.75%
Sep 30, 2025	XTX TOPCO LTD	0.06%	31.3K	180.6K	-52.2K	-62.51%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.06%	30.65K	177K	30.65K	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.05%	27.93K	161.14K	27.93K	+100.00%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.05%	27.07K	156.21K	-33.13K	-55.03%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.05%	25.1K	144.83K	25.1K	+100.00%
Jun 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.19%	15K	44.7K	15K	+100.00%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.25%	19.68K	59K	19.68K	+100.00%
Jun 30, 2025	MILLINGTON FINANCIAL ADVISORS, LLC	0.25%	20K	134K	20K	+100.00%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0.03%	2.23K	6.65K	2.01K	+891.56%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	3.07K	9.13K	3.07K	+100.00%
Jun 30, 2025	PANTERA CAPITAL PARTNERS LP	16.83%	1.33M	3.97M	1.33M	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	14K	42K	14K	+100.00%
Jun 30, 2025	NORTHERN TRUST CORP	0.76%	60.08K	179.05K	60.08K	+100.00%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.76%	60.2K	179.39K	60.2K	+100.00%
Jun 30, 2025	XTX TOPCO LTD	1.05%	83.5K	248.82K	83.5K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.12%	88.7K	264.33K	88.7K	+100.00%
Jun 30, 2025	STATE STREET CORP	1.64%	130.04K	387.53K	130.04K	+100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	1.81%	143.2K	426.74K	143.2K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.01%	672	2K	669	+22,300.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.87%	68.7K	204.73K	68.7K	+100.00%
Jun 30, 2025	CANTOR FITZGERALD, L. P.	4.11%	325K	968.5K	325K	+100.00%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	4.24%	335.95K	1M	335.95K	+100.00%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	4.87%	385.25K	1.15M	385.25K	+100.00%
Jun 30, 2025	VANGUARD GROUP INC	6.33%	500.84K	1.49M	500.84K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.46%	36.25K	108.04K	35.06K	+2,938.89%
Jun 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	27.71%	2.19M	6.54M	2.19M	+100.00%
Jun 30, 2025	GROUP ONE TRADING, L.P.	0.56%	44.63K	133K	44.63K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.57%	45.26K	134.86K	45.26K	+100.00%
Jun 30, 2025	SIMPLEX TRADING, LLC	0.71%	56.53K	168K	56.53K	+100.00%
Jun 30, 2025	NEWGEN ASSET MANAGEMENT LTD	7.29%	577.19K	1.72M	577.19K	+100.00%
Jun 30, 2025	NEWGEN EQUITY LONG/SHORT FUND	7.29%	577.19K	1.72M	577.19K	+100.00%
Jun 30, 2025	SIGNATUREFD, LLC	0%	113	337	113	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	358	1.07K	352	+5,866.67%
Jun 30, 2025	JANE STREET GROUP, LLC	0.55%	43.5K	129.63K	43.5K	+100.00%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-2.1K	-100.00%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-10.01K	-100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	2	6	2	+100.00%
Jun 30, 2025		0.17%	2.23K	6.65K	2.01K	+891.56%
Jun 30, 2025	WOLVERINE TRADING, LLC	0.14%	11.1K	28.86K	11.1K	+100.00%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.19%	15K	44.7K	15K	+100.00%
Sep 30, 2024	TEAM HEWINS, LLC	2.05%	428.25K	496.78K	428.25K	+100.00%
Sep 30, 2024	STATE STREET CORP	0.08%	16.87K	3.31K	0	0
Sep 30, 2024	VANGUARD GROUP INC	1.33%	278.26K	54.54K	-12.67K	-4.36%
Sep 30, 2024	GEODE CAPITAL MANAGEMENT, LLC	0%	0	-	-92.02K	-100.00%
Sep 30, 2024	RFP FINANCIAL GROUP LLC	0%	0	-	-2.22K	-100.00%
Sep 30, 2024	UBS GROUP AG	0%	0	-	-500	-100.00%
Sep 30, 2024	HIGHTOWER ADVISORS, LLC	0%	0	-	-214.22K	-100.00%
Sep 30, 2024	JPMORGAN CHASE & CO	0%	0	-	-40	-100.00%
Sep 30, 2024	BANK OF AMERICA CORP /DE/	0%	124	24	23	+22.77%
Sep 30, 2024	GOLDMAN SACHS GROUP INC	0.06%	12.37K	2.43K	12.37K	+100.00%
Sep 30, 2024	RENAISSANCE TECHNOLOGIES LLC	0.06%	13.1K	2.57K	-4.8K	-26.82%
Sep 30, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.06%	12.81K	2.51K	6.84K	+114.50%
Sep 30, 2024	NORTHERN TRUST CORP	0.08%	15.95K	3.13K	0	0

Insiders

Among the UPXI insiders holding of 20.34% of the stake in company, MARSHALL ALLAN, Chief Executive Officer, holds the largest shares of 4.05M. SALKIND GENE, director, is the second largest UPXI insider with ownership of 218.75K shares. DUGAN LAWRENCE, director, stands third with possession of 116.39K shares of that stake.

Insiders	Designation	Shares Held
MARSHALL ALLAN	Chief Executive Officer	4.05M
SALKIND GENE	director	218.75K
DUGAN LAWRENCE	director	116.39K
NORSTRUD ANDREW JAMES	Chief Financial Officer	59.14K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 23, 2025	MARSHALL ALLAN	PURCHASE	1.80	50K	90K	4.05M
Dec 16, 2025	MARSHALL ALLAN	PURCHASE	2.07	50K	103.5K	4M
Dec 15, 2025	MARSHALL ALLAN	PURCHASE	2.07	100K	207K	3.95M
Nov 20, 2025	SALKIND GENE	PURCHASE	2.55	50K	127.5K	218.75K
Nov 17, 2025	SALKIND GENE	PURCHASE	2.81	100K	281K	168.75K
Jul 22, 2025	DUGAN LAWRENCE	PURCHASE	7.50	4K	30K	116.39K
Jul 16, 2025	DUGAN LAWRENCE	PURCHASE	5.70	10K	57K	111.39K
Jul 15, 2025	DUGAN LAWRENCE	PURCHASE	5.17	1K	5.17K	1.39K
Jul 11, 2025	SALKIND GENE	PURCHASE	4.94	20.24K	100K	385.37K
Jul 11, 2025	MARSHALL ALLAN	PURCHASE	4.94	161.94K	800K	1.05M
Apr 17, 2025	SALKIND GENE	PURCHASE	2.28	241.23K	550K	365.13K
Apr 17, 2025	NORSTRUD ANDREW JAMES	PURCHASE	2.28	43.86K	100K	59.14K
Apr 17, 2025	MARSHALL ALLAN	PURCHASE	2.28	657.9K	1.5M	809.32K
Mar 12, 2025	MARSHALL ALLAN	PURCHASE	2.60	125K	325K	125K
Mar 12, 2024	MARSHALL ALLAN	PURCHASE	0.57	64.15K	36.57K	2.94M
Mar 11, 2024	MARSHALL ALLAN	PURCHASE	0.60	13.62K	8.17K	2.88M
Mar 05, 2024	MARSHALL ALLAN	PURCHASE	0.70	103.01K	72.11K	2.86M
Dec 15, 2023	MARSHALL ALLAN	PURCHASE	0.91	4.54K	4.13K	2.76M
Dec 14, 2023	MARSHALL ALLAN	PURCHASE	0.98	8.38K	8.21K	2.77M
Dec 07, 2023	MARSHALL ALLAN	PURCHASE	0.94	90K	84.95K	2.75M
Dec 05, 2023	MARSHALL ALLAN	PURCHASE	0.84	19.3K	16.29K	2.66M
Dec 04, 2023	MARSHALL ALLAN	PURCHASE	0.71	34.18K	24.36K	2.65M
Nov 15, 2023	MARSHALL ALLAN	PURCHASE	1.10	375K	412.5K	2.46M
Jun 28, 2023	MARSHALL ALLAN	PURCHASE	2.26	24K	54.17K	2.69M
Jun 27, 2023	MARSHALL ALLAN	PURCHASE	2.39	24K	57.29K	2.67M
Jun 26, 2023	MARSHALL ALLAN	PURCHASE	2.43	23.95K	58.25K	2.64M
Jun 23, 2023	MARSHALL ALLAN	PURCHASE	2.39	7.89K	18.85K	2.62M
Jun 22, 2023	MARSHALL ALLAN	PURCHASE	2.27	100	227.5	2.61M
May 22, 2023	MARSHALL ALLAN	PURCHASE	3.41	22.78K	77.74K	2.61M
Mar 17, 2023	MARSHALL ALLAN	PURCHASE	4.41	4.1K	18.07K	2.59M
Mar 16, 2023	MARSHALL ALLAN	PURCHASE	4.48	4.57K	20.48K	2.58M
Mar 15, 2023	MARSHALL ALLAN	PURCHASE	4.33	4.33K	18.75K	2.58M
Dec 16, 2022	MARSHALL ALLAN	PURCHASE	3.59	4.58K	16.44K	2.58M
Dec 15, 2022	MARSHALL ALLAN	PURCHASE	3.66	2.73K	9.97K	2.57M
Dec 14, 2022	MARSHALL ALLAN	PURCHASE	3.75	10K	37.5K	2.57M
Dec 09, 2022	MARSHALL ALLAN	PURCHASE	4.11	12K	49.32K	2.56M
Dec 01, 2022	MARSHALL ALLAN	PURCHASE	3.96	18.48K	73.16K	2.55M
Mar 30, 2022	SALKIND GENE	PURCHASE	4.00	125K	500K	125K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE350K5

SALES00

NET SHARES350K5

SHARES HELD12.38M5

% NET SHARES-97.17%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares9.21

Short Percent Of Float9.41

Shares Outstanding58.89M

Shares Float32.68M

Shares Short5.42M

Short Ratio0.69

9.41%

Short % of Float

9.21%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

20.34% Percentage of Shares held by All Insiders

24.71% Percentage of Shares held by All Institutions

31.02% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0%	875	1.47K	0	0
Dec 31, 2025	ARMSTRONG ADVISORY GROUP, INC	0%	1K	1.68K	0	0
Dec 31, 2025	GF FUND MANAGEMENT CO. LTD.	0%	1.62K	2.73K	-383	-19.09%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	4K	6.72K	4K	+100.00%
Dec 31, 2025	ROSSBY FINANCIAL, LCC	0.01%	5.1K	8.57K	-16.7K	-76.61%
Dec 31, 2025	MARINER, LLC	0.02%	10K	16.8K	0	0
Dec 31, 2025	KEYSTONE FINANCIAL GROUP	0.04%	27.33K	45.91K	27.33K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	32.63K	54.81K	1.3K	+4.15%
Dec 31, 2025	CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD	0.06%	34.4K	57.79K	34.4K	+100.00%
Dec 31, 2025	JEFFERIES FINANCIAL GROUP INC.	0.02%	10.13K	17.02K	10.13K	+100.00%
Dec 31, 2025	WINTON GROUP LTD	0.02%	10.58K	17.78K	10.58K	+100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.02%	10.73K	18.02K	10.73K	+100.00%
Dec 31, 2025	MILLINGTON FINANCIAL ADVISORS, LLC	0.07%	40K	45.6K	20K	+100.00%
Dec 31, 2025	PHOENIX HOLDINGS LTD.	0.09%	52K	87.28K	-18K	-25.71%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.09%	57.46K	96.52K	29.53K	+105.73%
Dec 31, 2025	ARISTIDES CAPITAL LLC	0.1%	59.34K	99.7K	59.34K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.97%	591.3K	993.38K	-1.45M	-71.05%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.18%	111.3K	186.98K	96.5K	+652.03%
Dec 31, 2025	NOMURA HOLDINGS INC	0.04%	24K	40.32K	6K	+33.33%
Dec 31, 2025	SMITH THORNTON ADVISORS LLC	0.02%	11K	18.48K	11K	+100.00%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.02%	11.7K	19.66K	1K	+9.35%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.12%	69.09K	116.06K	-13.21K	-16.05%
Dec 31, 2025	SIMPLEX TRADING, LLC	0.14%	87.2K	146.5K	-179.93K	-67.36%
Dec 31, 2025	SHARIAPORTFOLIO, INC.	0.14%	79.83K	134.11K	-542.9K	-87.18%
Dec 31, 2025	MORGAN STANLEY	0.23%	137.79K	231.48K	-163.34K	-54.24%
Dec 31, 2025	STATE STREET CORP	0.32%	192.02K	322.6K	0	0
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.82%	499.61K	839.82K	41.26K	+9.00%
Dec 31, 2025	UBS GROUP AG	0.87%	479.89K	806.21K	-277.36K	-36.63%
Dec 31, 2025	BLACKROCK, INC.	1.12%	681.31K	1.14M	-729	-0.11%
Dec 31, 2025	GROUP ONE TRADING, L.P.	1.2%	728.93K	1.22M	728.93K	+100.00%
Dec 31, 2025	VANGUARD GROUP INC	1.28%	710.74K	1.19M	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.23%	138.8K	233.18K	-154.9K	-52.74%
Dec 31, 2025	MMCAP INTERNATIONAL INC. SPC	3.83%	2.33M	3.91M	1.56M	+203.39%
Dec 31, 2025	MAREX GROUP PLC	4.12%	2.51M	4.21M	1.86M	+289.21%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	0	-	-15K	-100.00%
Dec 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	0%	0	-	-1.25M	-100.00%
Dec 31, 2025	GSA CAPITAL PARTNERS LLP	0%	0	-	-11.39K	-100.00%
Dec 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0%	0	-	-5K	-100.00%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0%	0	-	-30.65K	-100.00%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	0	-	-74.48K	-100.00%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-35.11K	-100.00%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.02%	15.1K	25.37K	-500	-3.21%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.03%	16K	26.88K	16K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.04%	24.37K	40.94K	8.12K	+50.00%
Dec 31, 2025	CITIGROUP INC	0%	0	-	-15.34K	-100.00%
Dec 31, 2025	VALLEY NATIONAL ADVISERS INC	0%	0	-	-890	-100.00%
Dec 31, 2025	FMR LLC	0%	0	-	-5	-100.00%
Dec 31, 2025	BARCLAYS PLC	0%	0	-	-175.48K	-100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0%	0	-	-150.23K	-100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	32	54	-1.5K	-97.90%
Dec 31, 2025	SIGNATUREFD, LLC	0%	113	190	0	0
Dec 31, 2025		0%	250	420	100	+66.67%
Sep 30, 2025	VALLEY NATIONAL ADVISERS INC	0.01%	890	5K	890	+100.00%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.07%	40.46K	233K	20.78K	+105.60%
Sep 30, 2025	HAP TRADING, LLC	0.04%	24.7K	15.99M	24.7K	+100.00%
Sep 30, 2025	CANTOR FITZGERALD, L. P.	0.09%	50K	288.5K	50K	+100.00%
Sep 30, 2025	STATE STREET CORP	0.35%	192.02K	1.11M	61.98K	+47.66%
Sep 30, 2025	LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.36%	200K	1.15M	200K	+100.00%
Sep 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.36%	200K	1.15M	200K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.27%	150.23K	866.81K	150.23K	+100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.15%	82.29K	474.82K	80.06K	+3,588.53%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.13%	74.48K	429.74K	74.48K	+100.00%
Sep 30, 2025	BLUECREST CAPITAL MANAGEMENT LTD	0.13%	70.57K	407.16K	70.57K	+100.00%
Sep 30, 2025	BARCLAYS PLC	0.09%	50K	288.5K	50K	+100.00%
Sep 30, 2025	PHOENIX HOLDINGS LTD.	0.13%	70K	404.14K	70K	+100.00%
Sep 30, 2025	PARALLAX VOLATILITY ADVISERS, L.P.	0.09%	50K	288.5K	50K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.18%	100K	577K	100K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.16%	89.01K	513.58K	28.92K	+48.14%
Sep 30, 2025	CITADEL ADVISORS LLC	0.11%	61.62K	355.55K	-70.31K	-53.29%
Sep 30, 2025	MILLINGTON FINANCIAL ADVISORS, LLC	0.25%	20K	129.6K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	18.76K	132.58K	15.7K	+512.10%
Sep 30, 2025	CLEAR STREET GROUP INC.	0.23%	18.1K	104.44K	18.1K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.22%	17.12K	98.78K	17.12K	+100.00%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.2%	15.6K	90.01K	15.6K	+100.00%
Sep 30, 2025	CITIGROUP INC	0.19%	15.34K	88.53K	15.34K	+100.00%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.19%	15K	86.55K	0	0
Sep 30, 2025	GSA CAPITAL PARTNERS LLP	0.14%	11.39K	66K	11.39K	+100.00%
Sep 30, 2025	ASPIRING VENTURES, LLC	0.13%	10K	17.24K	10K	+100.00%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.13%	10K	57.7K	10K	+100.00%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.13%	10K	57.7K	10K	+100.00%
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.06%	5K	28.85K	-10K	-66.67%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.06%	4.5K	25.97K	4.5K	+100.00%
Sep 30, 2025	GF FUND MANAGEMENT CO. LTD.	0.03%	2.01K	11.58K	2.01K	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	1.53K	8.81K	1.53K	+76,250.00%
Sep 30, 2025	ARMSTRONG ADVISORY GROUP, INC	0.01%	1K	5.77K	1K	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	875	5.05K	875	+100.00%
Sep 30, 2025	SIGNATUREFD, LLC	0%	113	652	0	0
Sep 30, 2025	WEALTH WATCH ADVISORS, INC	0%	100	577	100	+100.00%
Sep 30, 2025	FMR LLC	0%	5	29	5	+100.00%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0%	0	-	-44.63K	-100.00%
Sep 30, 2025	NEWGEN EQUITY LONG/SHORT FUND	0%	0	-	-577.19K	-100.00%
Sep 30, 2025	CAPITAL FUND MANAGEMENT S.A.	0.11%	60.14K	347K	60.14K	+100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.06%	35.11K	202.57K	35.11K	+100.00%
Sep 30, 2025	ROSSBY FINANCIAL, LCC	0.04%	21.8K	142.35K	21.8K	+100.00%
Sep 30, 2025	NOMURA HOLDINGS INC	0.23%	18K	103.86K	18K	+100.00%
Sep 30, 2025	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	0.04%	3.26K	79.74K	3.26K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.36%	751.48K	4.34M	637.36K	+558.48%
Sep 30, 2025	JANE STREET GROUP, LLC	0.53%	293.7K	1.69M	250.2K	+575.17%
Sep 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	2.26%	1.25M	7.18M	1.25M	+100.00%
Sep 30, 2025	MMCAP INTERNATIONAL INC. SPC	1.39%	766.93K	4.43M	766.93K	+100.00%
Sep 30, 2025	UBS GROUP AG	1.37%	757.24K	4.37M	720.99K	+1,988.72%
Sep 30, 2025	VANGUARD GROUP INC	1.28%	710.74K	4.1M	209.91K	+41.91%
Sep 30, 2025	BLACKROCK, INC.	1.23%	682.04K	3.94M	682.04K	+100.00%
Sep 30, 2025	MAREX GROUP PLC	1.16%	644.18K	3.72M	644.18K	+100.00%
Sep 30, 2025	SHARIAPORTFOLIO, INC.	1.13%	622.73K	3.59M	622.73K	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.83%	458.35K	2.65M	122.39K	+36.43%
Sep 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.76%	417.98K	2.41M	-1.78M	-80.94%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.66%	365.96K	2.11M	-19.3K	-5.01%
Sep 30, 2025	MORGAN STANLEY	0.54%	301.12K	1.74M	300.45K	+44,709.97%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.48%	267.14K	1.54M	210.6K	+372.54%
Sep 30, 2025	HEIGHTS CAPITAL MANAGEMENT, INC	0.45%	250K	1.44M	250K	+100.00%
Sep 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.06%	33.71K	194.48K	33.71K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	31.33K	181K	17.33K	+123.75%
Sep 30, 2025	XTX TOPCO LTD	0.06%	31.3K	180.6K	-52.2K	-62.51%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.06%	30.65K	177K	30.65K	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.05%	27.93K	161.14K	27.93K	+100.00%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.05%	27.07K	156.21K	-33.13K	-55.03%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.05%	25.1K	144.83K	25.1K	+100.00%
Jun 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.19%	15K	44.7K	15K	+100.00%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.25%	19.68K	59K	19.68K	+100.00%
Jun 30, 2025	MILLINGTON FINANCIAL ADVISORS, LLC	0.25%	20K	134K	20K	+100.00%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0.03%	2.23K	6.65K	2.01K	+891.56%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	3.07K	9.13K	3.07K	+100.00%
Jun 30, 2025	PANTERA CAPITAL PARTNERS LP	16.83%	1.33M	3.97M	1.33M	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	14K	42K	14K	+100.00%
Jun 30, 2025	NORTHERN TRUST CORP	0.76%	60.08K	179.05K	60.08K	+100.00%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.76%	60.2K	179.39K	60.2K	+100.00%
Jun 30, 2025	XTX TOPCO LTD	1.05%	83.5K	248.82K	83.5K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.12%	88.7K	264.33K	88.7K	+100.00%
Jun 30, 2025	STATE STREET CORP	1.64%	130.04K	387.53K	130.04K	+100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	1.81%	143.2K	426.74K	143.2K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.01%	672	2K	669	+22,300.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.87%	68.7K	204.73K	68.7K	+100.00%
Jun 30, 2025	CANTOR FITZGERALD, L. P.	4.11%	325K	968.5K	325K	+100.00%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	4.24%	335.95K	1M	335.95K	+100.00%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	4.87%	385.25K	1.15M	385.25K	+100.00%
Jun 30, 2025	VANGUARD GROUP INC	6.33%	500.84K	1.49M	500.84K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.46%	36.25K	108.04K	35.06K	+2,938.89%
Jun 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	27.71%	2.19M	6.54M	2.19M	+100.00%
Jun 30, 2025	GROUP ONE TRADING, L.P.	0.56%	44.63K	133K	44.63K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.57%	45.26K	134.86K	45.26K	+100.00%
Jun 30, 2025	SIMPLEX TRADING, LLC	0.71%	56.53K	168K	56.53K	+100.00%
Jun 30, 2025	NEWGEN ASSET MANAGEMENT LTD	7.29%	577.19K	1.72M	577.19K	+100.00%
Jun 30, 2025	NEWGEN EQUITY LONG/SHORT FUND	7.29%	577.19K	1.72M	577.19K	+100.00%
Jun 30, 2025	SIGNATUREFD, LLC	0%	113	337	113	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	358	1.07K	352	+5,866.67%
Jun 30, 2025	JANE STREET GROUP, LLC	0.55%	43.5K	129.63K	43.5K	+100.00%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-2.1K	-100.00%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-10.01K	-100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	2	6	2	+100.00%
Jun 30, 2025		0.17%	2.23K	6.65K	2.01K	+891.56%
Jun 30, 2025	WOLVERINE TRADING, LLC	0.14%	11.1K	28.86K	11.1K	+100.00%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.19%	15K	44.7K	15K	+100.00%
Sep 30, 2024	TEAM HEWINS, LLC	2.05%	428.25K	496.78K	428.25K	+100.00%
Sep 30, 2024	STATE STREET CORP	0.08%	16.87K	3.31K	0	0
Sep 30, 2024	VANGUARD GROUP INC	1.33%	278.26K	54.54K	-12.67K	-4.36%
Sep 30, 2024	GEODE CAPITAL MANAGEMENT, LLC	0%	0	-	-92.02K	-100.00%
Sep 30, 2024	RFP FINANCIAL GROUP LLC	0%	0	-	-2.22K	-100.00%
Sep 30, 2024	UBS GROUP AG	0%	0	-	-500	-100.00%
Sep 30, 2024	HIGHTOWER ADVISORS, LLC	0%	0	-	-214.22K	-100.00%
Sep 30, 2024	JPMORGAN CHASE & CO	0%	0	-	-40	-100.00%
Sep 30, 2024	BANK OF AMERICA CORP /DE/	0%	124	24	23	+22.77%
Sep 30, 2024	GOLDMAN SACHS GROUP INC	0.06%	12.37K	2.43K	12.37K	+100.00%
Sep 30, 2024	RENAISSANCE TECHNOLOGIES LLC	0.06%	13.1K	2.57K	-4.8K	-26.82%
Sep 30, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.06%	12.81K	2.51K	6.84K	+114.50%
Sep 30, 2024	NORTHERN TRUST CORP	0.08%	15.95K	3.13K	0	0

Insiders

Insiders	Designation	Shares Held
MARSHALL ALLAN	Chief Executive Officer	4.05M
SALKIND GENE	director	218.75K
DUGAN LAWRENCE	director	116.39K
NORSTRUD ANDREW JAMES	Chief Financial Officer	59.14K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 23, 2025	MARSHALL ALLAN	PURCHASE	1.80	50K	90K	4.05M
Dec 16, 2025	MARSHALL ALLAN	PURCHASE	2.07	50K	103.5K	4M
Dec 15, 2025	MARSHALL ALLAN	PURCHASE	2.07	100K	207K	3.95M
Nov 20, 2025	SALKIND GENE	PURCHASE	2.55	50K	127.5K	218.75K
Nov 17, 2025	SALKIND GENE	PURCHASE	2.81	100K	281K	168.75K
Jul 22, 2025	DUGAN LAWRENCE	PURCHASE	7.50	4K	30K	116.39K
Jul 16, 2025	DUGAN LAWRENCE	PURCHASE	5.70	10K	57K	111.39K
Jul 15, 2025	DUGAN LAWRENCE	PURCHASE	5.17	1K	5.17K	1.39K
Jul 11, 2025	SALKIND GENE	PURCHASE	4.94	20.24K	100K	385.37K
Jul 11, 2025	MARSHALL ALLAN	PURCHASE	4.94	161.94K	800K	1.05M
Apr 17, 2025	SALKIND GENE	PURCHASE	2.28	241.23K	550K	365.13K
Apr 17, 2025	NORSTRUD ANDREW JAMES	PURCHASE	2.28	43.86K	100K	59.14K
Apr 17, 2025	MARSHALL ALLAN	PURCHASE	2.28	657.9K	1.5M	809.32K
Mar 12, 2025	MARSHALL ALLAN	PURCHASE	2.60	125K	325K	125K
Mar 12, 2024	MARSHALL ALLAN	PURCHASE	0.57	64.15K	36.57K	2.94M
Mar 11, 2024	MARSHALL ALLAN	PURCHASE	0.60	13.62K	8.17K	2.88M
Mar 05, 2024	MARSHALL ALLAN	PURCHASE	0.70	103.01K	72.11K	2.86M
Dec 15, 2023	MARSHALL ALLAN	PURCHASE	0.91	4.54K	4.13K	2.76M
Dec 14, 2023	MARSHALL ALLAN	PURCHASE	0.98	8.38K	8.21K	2.77M
Dec 07, 2023	MARSHALL ALLAN	PURCHASE	0.94	90K	84.95K	2.75M
Dec 05, 2023	MARSHALL ALLAN	PURCHASE	0.84	19.3K	16.29K	2.66M
Dec 04, 2023	MARSHALL ALLAN	PURCHASE	0.71	34.18K	24.36K	2.65M
Nov 15, 2023	MARSHALL ALLAN	PURCHASE	1.10	375K	412.5K	2.46M
Jun 28, 2023	MARSHALL ALLAN	PURCHASE	2.26	24K	54.17K	2.69M
Jun 27, 2023	MARSHALL ALLAN	PURCHASE	2.39	24K	57.29K	2.67M
Jun 26, 2023	MARSHALL ALLAN	PURCHASE	2.43	23.95K	58.25K	2.64M
Jun 23, 2023	MARSHALL ALLAN	PURCHASE	2.39	7.89K	18.85K	2.62M
Jun 22, 2023	MARSHALL ALLAN	PURCHASE	2.27	100	227.5	2.61M
May 22, 2023	MARSHALL ALLAN	PURCHASE	3.41	22.78K	77.74K	2.61M
Mar 17, 2023	MARSHALL ALLAN	PURCHASE	4.41	4.1K	18.07K	2.59M
Mar 16, 2023	MARSHALL ALLAN	PURCHASE	4.48	4.57K	20.48K	2.58M
Mar 15, 2023	MARSHALL ALLAN	PURCHASE	4.33	4.33K	18.75K	2.58M
Dec 16, 2022	MARSHALL ALLAN	PURCHASE	3.59	4.58K	16.44K	2.58M
Dec 15, 2022	MARSHALL ALLAN	PURCHASE	3.66	2.73K	9.97K	2.57M
Dec 14, 2022	MARSHALL ALLAN	PURCHASE	3.75	10K	37.5K	2.57M
Dec 09, 2022	MARSHALL ALLAN	PURCHASE	4.11	12K	49.32K	2.56M
Dec 01, 2022	MARSHALL ALLAN	PURCHASE	3.96	18.48K	73.16K	2.55M
Mar 30, 2022	SALKIND GENE	PURCHASE	4.00	125K	500K	125K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE350K5

SALES00

NET SHARES350K5

SHARES HELD12.38M5

% NET SHARES-97.17%0%

UPXI Stock Ownership Breakdown

Upexi

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions