Upexi Inc

$UPXI
Institutional coverage

53 13F filers hold $UPXI.

13F holders
53
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

1 holders · Q1 2026

Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 53 · Source: 13F-HR
01
Advisors Asset Management, Inc.
0.26% of portfolio
2,326,777 sh
02
Sheaff Brock Investment Advisors, LLC
1,551,724 sh
03
Pantera Capital Partners LP
2.26% of portfolio
1,331,804 sh
04
Atlantic Edge Private Wealth Management, LLC
681,308 sh
05
Brightline Capital Management, LLC
444,900 sh
06
Solus Alternative Asset Management LP
305,000 sh
07
Evergreen Capital Management LLC
294,184 sh
08
Smh Capital Advisors Inc.
217,490 sh
09
Axa S.a.
192,022 sh
10
State Street
192,022 sh
See all 53 13F holders · Pro →

Insider activity · last 90 days

15 transactions · 4 filers
23 Dec 2025
Marshall Allan
▲ BOUGHT
50,000
$1.80
P
17 Dec 2025
Marshall Allan
▲ BOUGHT
50,000
$2.07
P
17 Dec 2025
Marshall Allan
▲ BOUGHT
100,000
$2.07
P
21 Nov 2025
Salkind Gene
▲ BOUGHT
50,000
$2.55
P
18 Nov 2025
Salkind Gene
▲ BOUGHT
100,000
$2.81
P
18 Nov 2025
Salkind Gene
▲ BOUGHT
100,000
$2.65
P
30 Jul 2025
Salkind Gene
▲ BOUGHT
20,243
$4.94
P
24 Jul 2025
Dugan Lawrence
▲ BOUGHT
4,000
$7.50
P
24 Jul 2025
Dugan Lawrence
▲ BOUGHT
1,000
$5.60
P
24 Jul 2025
Dugan Lawrence
▲ BOUGHT
10,000
$5.70
P
24 Jul 2025
Dugan Lawrence
▲ BOUGHT
1,000
$5.17
P
24 Jul 2025
Marshall Allan
▲ BOUGHT
161,943
$4.94
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $UPXI in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 09:55 UTC.