Who Owns Upexi Stock?
NASDAQ: UPXIFinanceFinance: Consumer ServicesUSD
Market open · Delayed 15 min · as of Oct 9, 3:58 PM ET
Ownership breakdown
- Held by institutions
- 27.80%
- Held by insiders
- 16.01%
- Institutional holders
- 55
- Institutions 27.8%
- Insiders 16.0%
- Public and other 56.2%
Who owns Upexi stock?
Institutional investors own about 27.8% of Upexi's shares, spread across 55 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 16.01% of UPXI.
The largest institutional holders are Arrington Capital Management, LLC (3.13%), Vanguard Capital Management LLC (2.73%) and MMCAP International, Inc. SPC (2.64%). Together, the top 10 institutions control 12.8% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their UPXI positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of UPXI
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Arrington Capital Management, LLC | 2.76M | 3.13% | 0.0% |
| Vanguard Capital Management LLC | 2.41M | 2.73% | -28.8% |
| MMCAP International, Inc. SPC | 2.33M | 2.64% | 0.0% |
| Blackrock Inc. | 888.91K | 1.01% | +30.5% |
| Osaic Holdings Inc. | 770.24K | 0.87% | -0.7% |
| Susquehanna International Group, LLP | 703.13K | 0.80% | +0.6% |
| Geode Capital Management, LLC | 582.89K | 0.66% | +8.2% |
| Vanguard Fiduciary Trust Co | 311.36K | 0.35% | -5.1% |
| Millennium Management Llc | 271.22K | 0.31% | -7.8% |
| UBS Group AG | 232.21K | 0.26% | -69.7% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of UPXI
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.79M | 2.04% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 586.73K | 0.67% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 273.17K | 0.31% |
| iShares Trust-iShares Micro-Cap ETF | 194.79K | 0.22% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 104.88K | 0.12% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 79.27K | 0.09% |
| GOLDMAN SACHS TRUST-Goldman Sachs Absolute Return Tracker Fund | 56.46K | 0.06% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | 35.19K | 0.04% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | 28.09K | 0.03% |
| EQ Advisors Trust-1290 VT Micro Cap Portfolio | 13.14K | 0.01% |
Frequently asked questions
Who is the largest shareholder of Upexi?
Arrington Capital Management, LLC is the largest institutional shareholder of UPXI, owning 3.13% of shares outstanding (2.76M shares) as of its latest 13F filing.
What percentage of Upexi is owned by institutions?
Institutions own about 27.8% of UPXI shares and 33.1% of the public float.
How much of Upexi do insiders own?
Insiders, such as officers and directors, own about 16.01% of UPXI shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.