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Upexi Ownership | Who Owns Upexi?

OverviewRevenueFinancialsChart

Upexi Ownership Summary

Upexi is owned by 3.72% institutional investors, 23.53% insiders, and 72.75% retail investors. Renaissance is the largest institutional shareholder, holding 0% of UPXI shares. Fidelity Extended Market Index is the top mutual fund, with 0.29% of its assets in Upexi shares.

UPXI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockUpexi3.72%23.53%72.75%
SectorCommunication Services Stocks 31.68%14.81%53.51%
IndustryInternet Content & Information Stocks 27.98%14.13%57.89%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Renaissance---
Tower research capital llc (trc)---
State street---
Team hewins---
Vanguard group---
Goldman sachs group---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Renaissance---
Tower research capital llc (trc)---
State street---
Team hewins---
Vanguard group---
Goldman sachs group---

Top Buyers

HolderShares% AssetsChange
Goldman sachs group---12.37K
Tower research capital llc (trc)---12.81K
Renaissance---13.10K
State street---16.86K
Vanguard group---278.26K

Top Sellers

HolderShares% AssetsChange
Team hewins---428.25K
Vanguard group---278.26K
State street---16.86K
Renaissance---13.10K
Tower research capital llc (trc)---12.81K

Sold Out

HolderChange
Goldman sachs group-12.37K
Tower research capital llc (trc)-12.81K
Renaissance-13.10K
State street-16.86K
Vanguard group-278.26K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20248-33.33%777,74316.67%335.33%4-2-
Jun 30, 202412-20.00%666,634-42.76%310.27%4-60.00%2100.00%
Mar 31, 202415-21.05%1,164,657-1.71%517.19%10-28.57%1-50.00%
Dec 31, 20231958.33%1,184,88095.05%566.54%14100.00%2-33.33%
Sep 30, 202312-20.00%607,480-0.19%233.98%7-36.36%3200.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Fidelity Extended Market Index3.81K0.29%-
Vanguard Institutional Extnd Mkt Idx Tr3.46K0.26%-
Fidelity Series Total Market Index1.01K0.08%322.00
Northern Trust Extended Eq Market Idx797.000.06%757.00
NT Ext Equity Mkt Idx Fd - L797.000.06%-
Fidelity Nasdaq Composite Index219.000.02%-
NT Ext Eq Mkt Indx Fd DC Lending Tier 5191.000.02%2.00
NT Ext Eq Mkt Indx Fd DC Lend T3190.000.02%190.00
NT Ext Eq Mkt Indx Fd DC Lend T4190.000.02%190.00
Fidelity Total Market Index122.000.01%-

Recent Insider Transactions

DateNameRoleActivityValue
Mar 11, 2024MARSHALL ALLAN CHIEF EXECUTIVE OFFICERBuy$8.17K
Mar 12, 2024MARSHALL ALLAN CHIEF EXECUTIVE OFFICERBuy$36.57K
Mar 05, 2024MARSHALL ALLAN CHIEF EXECUTIVE OFFICERBuy$72.11K
Dec 15, 2023MARSHALL ALLAN CHIEF EXECUTIVE OFFICERBuy$4.13K
Dec 14, 2023MARSHALL ALLAN CHIEF EXECUTIVE OFFICERBuy$8.21K

Insider Transactions Trends

DateBuySell
2024 Q11-
2023 Q46-
2023 Q3--
2023 Q26-
2023 Q13-

UPXI Ownership FAQ

Who Owns Upexi?

Upexi shareholders are primarily institutional investors at 3.72%, followed by 23.53% insiders and 72.75% retail investors. The average institutional ownership in Upexi's industry, Internet Content & Information Stocks , is 27.98%, which Upexi falls below.

Who owns the most shares of Upexi?

Upexi’s largest shareholders are Renaissance (0 shares, 0%), Tower research capital llc (trc) (0 shares, 0%), and State street (0 shares, 0%). Together, they hold 0% of Upexi’s total shares outstanding.

Does Blackrock own Upexi?

BlackRock is not among the top 10 institutional shareholders of Upexi.

Who is Upexi’s biggest shareholder by percentage of total assets invested?

Renaissance is Upexi’s biggest shareholder by percentage of total assets invested, with 0% of its assets in 0 Upexi shares, valued at 0$.

Who is the top mutual fund holder of Upexi shares?

Fidelity Extended Market Index is the top mutual fund holder of Upexi shares, with 0.29% of its total shares outstanding invested in 3.81K Upexi shares.

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