Upexi Ownership 2024 | Who Owns Upexi Now?

Overview RevenueFinancials Chart Transcripts

Institutional Ownership

1.48%

Insider Ownership

27.38%

Retail Ownership

71.14%

Institutional Holders

12.00

Upexi Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	0.86%	-	164,623	19,778	13.65%	666,723,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.32%	-	60,825	1,193	2.00%	246,341,000	Mar 31, 2023
BLACKROCK INC.	0.09%	-	17,421	-852	-4.66%	70,555,000	Mar 31, 2023
STATE STREET CORP	0.09%	-	16,865	-	-	68,303,000	Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC	0.07%	0.00%	13,300	-7,600	-36.36%	54,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	3,700	-1,117	-23.19%	15,000	Mar 31, 2023
NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	0.00%	2,500	-	-	10,125,000	Mar 31, 2023
DARK FOREST CAPITAL MANAGEMENT LP	0.00%	0.00%	639	-2,299	-78.25%	2,588,000	Mar 31, 2023
UBS GROUP AG	0.00%	-	617	556	911.48%	2,499,000	Mar 31, 2023
MORGAN STANLEY	0.00%	-	145	-	-	587,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	60	5	9.09%	243,000	Mar 31, 2023
IFP ADVISORS, INC	0.00%	-	23	-	-	129,000	Mar 31, 2023
BANK OF AMERICA CORP /DE/	-	-	-	-11	-100.00%	-	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	-	-	-	-16,468	-100.00%	-	Mar 31, 2023
RFP FINANCIAL GROUP LLC	-	-	-	-2,222	-100.00%	-	Mar 31, 2023
EVERCORE WEALTH MANAGEMENT, LLC	-	-	-	-75,000	-100.00%	-	Mar 31, 2023

Upexi's largest institutional shareholder is VANGUARD GROUP INC, holding 0.86% of the company's total share outstanding, currently valued at $666.72M. The top 10 institutional shareholders own together 1.47% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	0.00%	2,500	-	-	10,125,000	Mar 31, 2023
DARK FOREST CAPITAL MANAGEMENT LP	0.00%	0.00%	639	-2,299	-78.25%	2,588,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	3,700	-1,117	-23.19%	15,000	Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC	0.07%	0.00%	13,300	-7,600	-36.36%	54,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.32%	-	60,825	1,193	2.00%	246,341,000	Mar 31, 2023
VANGUARD GROUP INC	0.86%	-	164,623	19,778	13.65%	666,723,000	Mar 31, 2023
IFP ADVISORS, INC	0.00%	-	23	-	-	129,000	Mar 31, 2023
STATE STREET CORP	0.09%	-	16,865	-	-	68,303,000	Mar 31, 2023
BLACKROCK INC.	0.09%	-	17,421	-852	-4.66%	70,555,000	Mar 31, 2023
UBS GROUP AG	0.00%	-	617	556	911.48%	2,499,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	60	5	9.09%	243,000	Mar 31, 2023
MORGAN STANLEY	0.00%	-	145	-	-	587,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	-	-	-	-16,468	-100.00%	-	Mar 31, 2023
BANK OF AMERICA CORP /DE/	-	-	-	-11	-100.00%	-	Mar 31, 2023
EVERCORE WEALTH MANAGEMENT, LLC	-	-	-	-75,000	-100.00%	-	Mar 31, 2023
RFP FINANCIAL GROUP LLC	-	-	-	-2,222	-100.00%	-	Mar 31, 2023

The largest Upexi shareholder by % of total assets is NORTH STAR INVESTMENT MANAGEMENT CORP.. The company owns 2.50K shares of Upexi (UPXI), representing 0.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	0.86%	-	164,623	19,778	13.65%	666,723,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.32%	-	60,825	1,193	2.00%	246,341,000	Mar 31, 2023
UBS GROUP AG	0.00%	-	617	556	911.48%	2,499,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	60	5	9.09%	243,000	Mar 31, 2023
MORGAN STANLEY	0.00%	-	145	-	-	587,000	Mar 31, 2023
STATE STREET CORP	0.09%	-	16,865	-	-	68,303,000	Mar 31, 2023
IFP ADVISORS, INC	0.00%	-	23	-	-	129,000	Mar 31, 2023
NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	0.00%	2,500	-	-	10,125,000	Mar 31, 2023
BANK OF AMERICA CORP /DE/	-	-	-	-11	-100.00%	-	Mar 31, 2023
BLACKROCK INC.	0.09%	-	17,421	-852	-4.66%	70,555,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	3,700	-1,117	-23.19%	15,000	Mar 31, 2023
RFP FINANCIAL GROUP LLC	-	-	-	-2,222	-100.00%	-	Mar 31, 2023
DARK FOREST CAPITAL MANAGEMENT LP	0.00%	0.00%	639	-2,299	-78.25%	2,588,000	Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC	0.07%	0.00%	13,300	-7,600	-36.36%	54,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	-	-	-	-16,468	-100.00%	-	Mar 31, 2023
EVERCORE WEALTH MANAGEMENT, LLC	-	-	-	-75,000	-100.00%	-	Mar 31, 2023

As of Mar 31 2023, Upexi's largest institutional buyer is VANGUARD GROUP INC. The company purchased 19.78K stocks of UPXI, valued at $666.72M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
EVERCORE WEALTH MANAGEMENT, LLC	-	-	-	-75,000	-100.00%	-	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	-	-	-	-16,468	-100.00%	-	Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC	0.07%	0.00%	13,300	-7,600	-36.36%	54,000	Mar 31, 2023
DARK FOREST CAPITAL MANAGEMENT LP	0.00%	0.00%	639	-2,299	-78.25%	2,588,000	Mar 31, 2023
RFP FINANCIAL GROUP LLC	-	-	-	-2,222	-100.00%	-	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	3,700	-1,117	-23.19%	15,000	Mar 31, 2023
BLACKROCK INC.	0.09%	-	17,421	-852	-4.66%	70,555,000	Mar 31, 2023
BANK OF AMERICA CORP /DE/	-	-	-	-11	-100.00%	-	Mar 31, 2023
NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	0.00%	2,500	-	-	10,125,000	Mar 31, 2023
IFP ADVISORS, INC	0.00%	-	23	-	-	129,000	Mar 31, 2023
STATE STREET CORP	0.09%	-	16,865	-	-	68,303,000	Mar 31, 2023
MORGAN STANLEY	0.00%	-	145	-	-	587,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	60	5	9.09%	243,000	Mar 31, 2023
UBS GROUP AG	0.00%	-	617	556	911.48%	2,499,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.32%	-	60,825	1,193	2.00%	246,341,000	Mar 31, 2023
VANGUARD GROUP INC	0.86%	-	164,623	19,778	13.65%	666,723,000	Mar 31, 2023

As of Mar 31 2023, Upexi's biggest institutional seller is EVERCORE WEALTH MANAGEMENT, LLC. The company sold -75.00K shares of UPXI, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
EVERCORE WEALTH MANAGEMENT, LLC	-	-	-	-75,000	-100.00%	-	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	-	-	-	-16,468	-100.00%	-	Mar 31, 2023
RFP FINANCIAL GROUP LLC	-	-	-	-2,222	-100.00%	-	Mar 31, 2023
BANK OF AMERICA CORP /DE/	-	-	-	-11	-100.00%	-	Mar 31, 2023

Upexi's largest sold out institutional shareholder by shares sold is EVERCORE WEALTH MANAGEMENT, LLC, sold -75.00K shares, valued at -, as of undefined.

Upexi Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 23	12	-25.00%
31 Dec, 22	16	33.33%
30 Sep, 22	12	1100.00%
30 Jun, 22	1	-
31 Mar, 22	1	-
31 Dec, 21	1	-

As of 31 Mar 23, 12 institutions are holding Upexi's shares, representing a decrease of -25.00% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 23	280,718	-23.04%
31 Dec, 22	364,755	-28.48%
30 Sep, 22	510,014	351633.79%
30 Jun, 22	145	45.00%
31 Mar, 22	100	-
31 Dec, 21	100	-

Upexi (UPXI) has 280.72K shares outstanding as of 31 Mar 23, down -23.04% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 23	1.48%	-32.41%
31 Dec, 22	2.18%	-30.57%
30 Sep, 22	3.14%	392837.50%
30 Jun, 22	0.00%	-20.00%
31 Mar, 22	0.00%	66.67%
31 Dec, 21	0.00%	-

As of 31 Mar 23, Upexi is held by 1.48% institutional shareholders, representing a -32.41% negative growth compared to 31 Dec 22.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 23	4	-20.00%
31 Dec, 22	5	-44.44%
30 Sep, 22	9	-
30 Jun, 22	-	-
31 Mar, 22	-	-
31 Dec, 21	-	-

4 institutional shareholders have increased their position in UPXI stock as of 31 Mar 23 compared to 5 in the previous quarter (a -20.00% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 23	4	300.00%
31 Dec, 22	1	-
30 Sep, 22	-	-
30 Jun, 22	-	-
31 Mar, 22	-	-
31 Dec, 21	-	-

4 institutional shareholders have reduced their position in UPXI stock as of 31 Mar 23 compared to 1 in the previous quarter (a 300.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 23	12	-25.00%	280,718	-23.04%	1.48%	-32.41%	4	-20.00%	4	300.00%
31 Dec, 22	16	33.33%	364,755	-28.48%	2.18%	-30.57%	5	-44.44%	1	-
30 Sep, 22	12	1100.00%	510,014	351633.79%	3.14%	392837.50%	9	-	-	-
30 Jun, 22	1	-	145	45.00%	0.00%	-20.00%	-	-	-	-
31 Mar, 22	1	-	100	-	0.00%	66.67%	-	-	-	-
31 Dec, 21	1	-	100	-	0.00%	-	-	-	-	-

Upexi Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Mar 18, 2024	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	64,150	$0.57	$36.57K	2,939,654
Mar 18, 2024	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	13,623	$0.60	$8.17K	2,875,504
Mar 06, 2024	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	103,013	$0.70	$72.11K	2,861,881
Dec 20, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	8,381	$0.98	$8.21K	2,767,249
Dec 20, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	4,535	$0.91	$4.13K	2,758,868
Dec 07, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	90,001	$0.94	$84.95K	2,754,333
Dec 06, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	19,296	$0.84	$16.29K	2,664,332
Dec 06, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	34,178	$0.71	$24.36K	2,645,036
Nov 29, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	375,000	$1.10	$412.50K	2,458,333
Jul 07, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	Chief Executive Officer	P-Purchase	Buy	24,000	$2.26	$54.17K	2,690,803
Jul 07, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	Chief Executive Officer	P-Purchase	Buy	24,000	$2.39	$57.29K	2,666,803
Jul 07, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	Chief Executive Officer	P-Purchase	Buy	23,952	$2.43	$58.25K	2,642,803
Jul 07, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	Chief Executive Officer	P-Purchase	Buy	7,893	$2.39	$18.85K	2,618,851
Jul 07, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	Chief Executive Officer	P-Purchase	Buy	100	$2.27	$227.50	2,610,958
May 23, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	22,776	$3.41	$77.74K	2,610,858
Mar 20, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	4,095	$4.41	$18.07K	2,588,082
Mar 20, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	4,572	$4.48	$20.48K	2,583,987
Mar 20, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	4,334	$4.33	$18.75K	2,579,415
Jan 11, 2023	MARSHALL ALLAN	director	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	4,578	$3.59	$16.44K	2,575,081
Jan 11, 2023	MARSHALL ALLAN	director	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	2,725	$3.66	$9.97K	2,570,503

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Mar 18, 2024	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	64,150	$0.57	$36.57K	2,939,654
Mar 18, 2024	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	13,623	$0.60	$8.17K	2,875,504
Mar 06, 2024	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	103,013	$0.70	$72.11K	2,861,881
Dec 20, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	8,381	$0.98	$8.21K	2,767,249
Dec 20, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	4,535	$0.91	$4.13K	2,758,868
Dec 07, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	90,001	$0.94	$84.95K	2,754,333
Dec 06, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	19,296	$0.84	$16.29K	2,664,332
Dec 06, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	34,178	$0.71	$24.36K	2,645,036
Nov 29, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	375,000	$1.10	$412.50K	2,458,333
Jul 07, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	Chief Executive Officer	P-Purchase	Buy	24,000	$2.26	$54.17K	2,690,803
Jul 07, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	Chief Executive Officer	P-Purchase	Buy	24,000	$2.39	$57.29K	2,666,803
Jul 07, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	Chief Executive Officer	P-Purchase	Buy	23,952	$2.43	$58.25K	2,642,803
Jul 07, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	Chief Executive Officer	P-Purchase	Buy	7,893	$2.39	$18.85K	2,618,851
Jul 07, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	Chief Executive Officer	P-Purchase	Buy	100	$2.27	$227.50	2,610,958
May 23, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	22,776	$3.41	$77.74K	2,610,858
Mar 20, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	4,095	$4.41	$18.07K	2,588,082
Mar 20, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	4,572	$4.48	$20.48K	2,583,987
Mar 20, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	4,334	$4.33	$18.75K	2,579,415
Jan 11, 2023	MARSHALL ALLAN	director	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	4,578	$3.59	$16.44K	2,575,081
Jan 11, 2023	MARSHALL ALLAN	director	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	2,725	$3.66	$9.97K	2,570,503

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Mar 18, 2024	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	64,150	$0.57	$36.57K	2,939,654
Mar 18, 2024	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	13,623	$0.60	$8.17K	2,875,504
Mar 06, 2024	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	103,013	$0.70	$72.11K	2,861,881
Dec 20, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	8,381	$0.98	$8.21K	2,767,249
Dec 20, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	4,535	$0.91	$4.13K	2,758,868
Dec 07, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	90,001	$0.94	$84.95K	2,754,333
Dec 06, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	19,296	$0.84	$16.29K	2,664,332
Dec 06, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	34,178	$0.71	$24.36K	2,645,036
Nov 29, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	375,000	$1.10	$412.50K	2,458,333
Jul 07, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	Chief Executive Officer	P-Purchase	Buy	24,000	$2.26	$54.17K	2,690,803
Jul 07, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	Chief Executive Officer	P-Purchase	Buy	24,000	$2.39	$57.29K	2,666,803
Jul 07, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	Chief Executive Officer	P-Purchase	Buy	23,952	$2.43	$58.25K	2,642,803
Jul 07, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	Chief Executive Officer	P-Purchase	Buy	7,893	$2.39	$18.85K	2,618,851
Jul 07, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	Chief Executive Officer	P-Purchase	Buy	100	$2.27	$227.50	2,610,958
May 23, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	22,776	$3.41	$77.74K	2,610,858
Mar 20, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	4,095	$4.41	$18.07K	2,588,082
Mar 20, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	4,572	$4.48	$20.48K	2,583,987
Mar 20, 2023	MARSHALL ALLAN	director, 10 percent owner, officer	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	4,334	$4.33	$18.75K	2,579,415
Jan 11, 2023	MARSHALL ALLAN	director	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	4,578	$3.59	$16.44K	2,575,081
Jan 11, 2023	MARSHALL ALLAN	director	CHIEF EXECUTIVE OFFICER	P-Purchase	Buy	2,725	$3.66	$9.97K	2,570,503

The last insider buy of UPXI was made by MARSHALL ALLAN on Mar 18 2024, buying 64,150 shares at $0.57 per share (worth $36.57K).

Upexi Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	1	-	-
Q4 2023	6	-	-
Q3 2023	-	1	-
Q2 2023	6	-	-
Q1 2023	3	-	-
Q4 2022	5	-	-
Q3 2022	3	-	-
Q1 2022	2	-	-
Q3 2021	9	12	75.00%
Q2 2021	-	16	-

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Upexi's insiders, as of Q1 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2024	1	-	-
Q4 2023	6	-	-
Q3 2023	-	-	-
Q2 2023	6	-	-
Q1 2023	3	-	-
Q4 2022	5	-	-
Q3 2022	-	-	-
Q1 2022	2	-	-
Q3 2021	-	-	-
Q2 2021	-	-	-

As of Q1 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Upexi's stocks.

Upexi Peer Ownership

Ticker	Company
LTRPA	Liberty TripAdvisor Holdings, Inc.
IAC	Match Group, Inc.
CMCM	Cheetah Mobile Inc.
SCOR	comScore, Inc.
OB	Outbrain Inc.
TTGT	TechTarget, Inc.
SEAT	Vivid Seats Inc.
THRY	Thryv Holdings, Inc.
TRVG	trivago N.V.
MAX	MediaAlpha, Inc.
ANGI	Angi Inc.
LOV	Spark Networks SE
TBLA	Taboola.com Ltd.

UPXI Ownership FAQ

Who Owns Upexi?

Upexi is owned by institutional shareholders (1.48%), insiders (27.38%), and public (71.14%). The largest institutional shareholder of Upexi is VANGUARD GROUP INC (0.86% of total shares) and the top mutual fund owner is (0% of total shares).

Who are the major institutional shareholders of Upexi?

Upexi's major institutional shareholders are VANGUARD GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, BLACKROCK INC., STATE STREET CORP, and RENAISSANCE TECHNOLOGIES LLC. The top five shareholders own together 1.43% of the company's share outstanding.

How many Upexi shareholders are there?

As of Mar 2023, there are 12 institutional shareholders of Upexi.

What percentage of Upexi is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 164.62K shares of Upexi, representing 0.86% of the company's total shares outstanding, valued at $666.72M (as of Mar 2023).

What percentage of Upexi is owned by GEODE CAPITAL MANAGEMENT, LLC?

As of Mar 2023, GEODE CAPITAL MANAGEMENT, LLC holds 60.82K shares of Upexi (UPXI), compromising 0.32% of the company, valued at $246.34M.

What percentage of Upexi is owned by BLACKROCK INC?

BLACKROCK INC is the third largest holder of Upexi. The company owns 17.42K of the company's shares outstanding (worth $70.56M).