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UPXI Institutional Ownership & 13F Holders | SmartMoneyDB

UPXIUPEXI INC

COM NEW · CUSIP 39959A205

Smart Money Ownership

Of the 6 tracked institutions holding UPXI, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +6.2pt. It's a gauge of who owns the name, not just how many.

PRICE T ROWE ASSOCIATES INC /MD/

$21.0K

+2.7pt

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

UPXI (UPEXI INC) Institutional Ownership Summary

Among the 6 tracked institutional investors we monitor, UPXI (UPEXI INC) is held with a combined value of $2.44M across 1,969,848 shares. The largest holder is VANGUARD GROUP INC with a position worth $1.19M. 2 funds reduced their position.

Total Institutional Value

$2.44M

Total Shares Held

1,969,848

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

None this quarter.

Biggest Sellers

MILLENNIUM MANAGEMENT LLC−65% shares~$543.2K Point72 Asset Management, L.P.−83% shares~$330.3K

13F Institutional Holders

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MILLENNIUM MANAGEMENT LLC

Point72 Asset Management, L.P.

0.00% of book-82.5%

$70.07K

PRICE T ROWE ASSOCIATES INC /MD/

0.00% of book-

$21.00K

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$1.19M	710,744	0.00%	-
2	BlackRock, Inc.	$671.50K	681,308	0.00%	-
3	MILLENNIUM MANAGEMENT LLC	$289.95K	294,184	0.00%	-65.2%
4	STATE STREET CORP	$189.26K	192,022	0.00%	-
5	Point72 Asset Management, L.P.	$70.07K	71,090	0.00%	-82.5%
6	PRICE T ROWE ASSOCIATES INC /MD/	$21.00K	20,500	0.00%	-

Frequently Asked Questions

Which institutional investors own the most UPXI stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of UPXI with a position worth $1.19M, representing 0.00% of their portfolio. In total, 6 institutional investors hold UPXI with a combined value of $2.44M.

What percentage of UPXI is owned by institutional investors?

Institutional investors hold $2.44M worth of UPXI stock across 6 positions. The largest institutional holder is VANGUARD GROUP INC with $1.19M in holdings.

What is a 13F filing and why does it matter for UPXI?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For UPXI, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track UPXI institutional moves

Get notified when hedge funds change their UPXI positions.