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$UPXI
$0.81 +$0.05 (6.45%) Close

Ownership

13F as of Q2 2026 · 82.1M shares outstanding

Who owns UPXI?

By type of holder
Institutions 15.0% Insiders 11.2% Everyone else 73.8%
Concentration Top 10 holders own 22.3%
Marshall Allan 7.4% · Vanguard Capital Management LLC 2.9%
Institutional ownership
15.0%
-2.9 pts vs last qtr
Institutional holders
46
-9 vs last qtr
Net shares bought
−2.4M
by institutions in Q2 2026
New / sold out
10 / 19
positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026
  • BlackRock, Inc. +207.6K
  • XTX Topco Ltd +110.2K

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Biggest sellers in Q2 2026
  • Vanguard Capital Management LLC −972.9K
  • Susquehanna International Group, LLP SOLD OUT −698.7K

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Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Upexi, Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2024–FY2026
+6085.5%
+686.48% a year
Each share's claim on the business
−98.4%
shrank without buying or selling a share
Spent on buybacks vs paid in stock
$2.77M vs $25.2M
over 3 fiscal years
Diluted shares, split-adjusted
996.4K32.6M64.2M2024: 1.0M shares'242025: 7.9M shares'252026: 63.5M shares'26
Buybacks Stock-based comp
$0$10.9M$21.9M2024 buybacks: $02024 stock comp: $1.2M'242025 buybacks: $02025 stock comp: $2.1M'252026 buybacks: $2.8M2026 stock comp: $21.9M'26

How patient are the owners?

Institutional shares by how long they've been held
5+ years0% 3–5 years0% 1–3 years43% Under 1 year57%
Quarterly turnover
13.6%
of institutional shares changed hands
Top 10 managers, median time held
1 year

Super Investors

Investment managers reporting UPXI on Form 13F
VC
Vanguard Capital Management LLC
Shares
2.4M
% of company
2.94%
Change vs last qtr
−972.9K (−28.8%)
Held since
2025
AC
Arrington Capital Management, LLC
Shares
2.8M
% of company
3.36%
Change vs last qtr
Unchanged
Held since
Q4 '25

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Institutional Funds

Mutual funds and ETFs reporting UPXI on Form N-PORT; together they hold 3.9% of the company
VT
Position value
$1.41M
% of company
2.19%
% of the fund
0.00%
As of
June 30, 2026
VE
Position value
$460K
% of company
0.71%
% of the fund
0.00%
As of
June 30, 2026

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Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G
MA
Marshall Allan
Insider
Shares
6.0M
% of company
7.36%
Change vs last qtr
—
Held since
—
RB
Rudick Brian Benjamin
Insider
Shares
1.2M
% of company
1.51%
Change vs last qtr
—
Held since
—

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