Upexi, Inc.: which funds bought and sold
Institutions that bought and sold Upexi shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 26 institutions that filed 13F reports for both quarters added to or opened positions in Upexi, and 27 cut or closed them. Together they sold a net 1.7M shares, −11.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 166K shares (−27.0%); index fund managers were net sellers of 728K shares (−13.9%). 11 opened a new position and 17 sold out entirely.
Bought, Q2 2026 26 institutions, 11 of them new holders Sold, Q2 2026 27 institutions, 17 of them sold out
Net change, all compared −1.7M shares (−11.3%)
Net change, active managers −166K shares (−27.0%), 2 bought, 6 sold
Buyers versus sellers
26 bought 10 27 sold
Active managers and hedge funds 2 bought · 6 sold · −166K
Index fund managers 3 bought · 2 sold · −728K
Other institutions 21 bought · 19 sold · −758K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | +208K +30.5% | 889K | $697,081 |
| Xtx Topco Ltd | +110K +92.3% | 230K | $180,094 |
| Citadel Advisors LLC Hedge fund | +100K New position | 100K | $78,735 |
| Citigroup Inc | +79K +1582600.0% | 79K | $62,058 |
| Virtu Financial LLC | +71K New position | 71K | $55,000 |
| Goldman Sachs Group Inc | +46K +208.1% | 68K | $53,622 |
| Geode Capital Management, LLC Index funds | +44K +8.2% | 583K | $457,354 |
| J. Derek Lewis & Associates Inc. | +28K +28.9% | 125K | $98,025 |
| Engineers Gate Manager LP Hedge fund | +25K +47.1% | 78K | $60,962 |
| Morgan Stanley | +20K +282.6% | 27K | $21,304 |
| SG Americas Securities, LLC | +14K New position | 14K | $11,000 |
| Stratos Wealth Partners, Ltd. | +13K New position | 13K | $10,430 |
| Deutsche Bank Ag\ | +11K New position | 11K | $8,892 |
| Northern Trust Corp Index funds | +9,091 +8.4% | 117K | $91,995 |
| Smith Thornton Advisors LLC | +6,500 +59.1% | 18K | $13,260 |
| Imc-Chicago, LLC | +4,698 +9.8% | 53K | $41,381 |
| Jpmorgan Chase & Co | +4,435 New position | 4,435 | $3,681 |
| Susquehanna International Group, LLP | +4,401 +0.6% | 703K | $551,394 |
| Integrated Wealth Concepts LLC | +3,500 New position | 3,500 | $2,745 |
| Summit Financial, LLC | +1,500 +11.1% | 15K | $11,763 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citadel Advisors LLC Hedge fund | +100K New position | 100K | $78,735 |
| Engineers Gate Manager LP Hedge fund | +25K +47.1% | 78K | $60,962 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Vanguard Capital Management LLC Index funds | −973K −28.8% | 2.4M | $1.9M |
| UBS Group AG | −534K −69.7% | 232K | $182,049 |
| HRT Financial LP | −275K −65.9% | 143K | $111,000 |
| Quantbot Technologies LP Hedge fund | −123K Sold out | 0 | — |
| Omers Administration Corp | −121K Sold out | 0 | — |
| National Bank Of Canada | −82K Sold out | 0 | — |
| Point72 Asset Management, L.P. Hedge fund | −71K Sold out | 0 | — |
| Group One Trading LLC | −70K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −31K Sold out | 0 | — |
| Shariaportfolio, Inc. | −28K Sold out | 0 | — |
| Quadrature Capital Ltd Hedge fund | −23K Sold out | 0 | — |
| Millennium Management LLC Hedge fund | −23K −7.8% | 271K | $212,688 |
| Price T Rowe Associates Inc Active manager | −21K Sold out | 0 | — |
| Vanguard Fiduciary Trust Co Index funds | −17K −5.1% | 311K | $244,108 |
| Clearstead Advisors, LLC | −16K Sold out | 0 | — |
| Great Valley Advisor Group, Inc. | −12K Sold out | 0 | — |
| Catalyst Funds Management Pty Ltd | −11K Sold out | 0 | — |
| Waverly Advisors, LLC | −10K Sold out | 0 | — |
| Rossby Financial, Lcc | −9,200 Sold out | 0 | — |
| Osaic Holdings, Inc. | −5,626 −0.7% | 770K | $600,782 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Quantbot Technologies LP Hedge fund | −123K Sold out | 0 | — |
| Point72 Asset Management, L.P. Hedge fund | −71K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −31K Sold out | 0 | — |
| Quadrature Capital Ltd Hedge fund | −23K Sold out | 0 | — |
| Millennium Management LLC Hedge fund | −23K −7.8% | 271K | $212,688 |
| Price T Rowe Associates Inc Active manager | −21K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Citadel Advisors LLCHedge fund | 100K | $78,735 |
| Virtu Financial LLC | 71K | $55,000 |
| SG Americas Securities, LLC | 14K | $11,000 |
| Stratos Wealth Partners, Ltd. | 13K | $10,430 |
| Deutsche Bank Ag\ | 11K | $8,892 |
| Jpmorgan Chase & Co | 4,435 | $3,681 |
| Integrated Wealth Concepts LLC | 3,500 | $2,745 |
| Tower Research Capital LLC (TRC) | 675 | $529 |
| Catherine Avery Investment Management LLC | 500 | $392 |
| Valley National Advisers Inc | 390 | $306 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Quantbot Technologies LPHedge fund | 123K | $121,642 |
| Omers Administration Corp | 121K | $119,060 |
| National Bank Of Canada | 82K | $80,819 |
| Point72 Asset Management, L.P.Hedge fund | 71K | $70,066 |
| Group One Trading LLC | 70K | $69,020 |
| Balyasny Asset Management L.P.Hedge fund | 31K | $30,081 |
| Shariaportfolio, Inc. | 28K | $27,389 |
| Quadrature Capital LtdHedge fund | 23K | $22,835 |
| Price T Rowe Associates IncActive manager | 21K | $21,000 |
| Clearstead Advisors, LLC | 16K | $15,770 |
Who holds the shares
- Institutions reporting
- 46
- Ten largest holders
- 86.3% of 13F-reported shares
- Index fund managers
- 34.5% of 13F-reported shares
- Active managers and hedge funds
- 3.4% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 2 | 6 | 1 | 5 | −166K | −27.0% |
| Index fund managers | 3 | 2 | 0 | 0 | −728K | −13.9% |
| Other institutions | 21 | 19 | 10 | 12 | −758K | −8.6% |