Upexi
UPXI • NASDAQ
Upexi is a internet content & information company in the communication services sector on NASDAQ, led by Allan Marshall, with a market cap of $152.3M. As of Q3 2025, 25% of shares are held by 65 institutional investors, with Polar Securities Inc. as the largest holder at 8.49%.
Chief Executive OfficerAllan Marshall
Market Cap$152.3M
Internet Content & Information
Communication Services
Employees95.0
Websiteupexi.com
Country
United States of America
Overview
Overview of institutional ownership in UPXI as of Q3 2025 with a market cap of $339.8M
All Institutions
- Institutions
- 65
- Value Held
- $85.4M
- Shares Held
- 14.8M
- Avg Position
- $1.3M
- Median Position
- $156.2K
Hedge Funds
- Hedge Funds
- 9
- Value Held
- $39.2M
- Shares Held
- 6.8M
- Avg Position
- $4.4M
- Median Position
- $347.0K
Ownership Breakdown
Based on market cap of $339.8M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in UPXI as of Q3 2025
| Institution | Position Value |
|---|---|
 Polar Securities Inc. Hedge Fund•Multi-Strategy | $28.7M 0.85% of portfolio |
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy | $7.2M 0.02% of portfolio |
M MMCAP International Inc. SPC Institution | $4.4M 0.59% of portfolio |
 UBS Group AG Institution | $4.4M 0.00% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $4.3M 0.01% of portfolio |
 VANGUARD GROUP INC Institution | $4.1M 0.00% of portfolio |
B BlackRock, Inc. Institution | $3.9M 0.00% of portfolio |
 SHARIAPORTFOLIO, INC. RIA/Wealth | $3.6M 1.37% of portfolio |
J JANE STREET GROUP, LLC Institution | $3.5M 0.00% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $2.6M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for UPXI in Q3 2025
- Traded
- +$55.2M
- Buyers
- 54
- Sellers
- 11
- Total Bought
- +$72.4M
- Total Sold
- −$17.3M
- Avg Position
- $1.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Polar Securities Inc. Hedge Fund•Multi-Strategy | +$28.7M +5.0M shares |
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy | +$7.2M +1.3M shares |
M MMCAP International Inc. SPC Institution | +$4.4M +766.9K shares |
UBS Group AG Institution | +$4.2M +721.0K shares |
B BlackRock, Inc. Institution | +$3.9M +682.0K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$3.7M +637.4K shares |
SHARIAPORTFOLIO, INC. RIA/Wealth | +$3.6M +622.7K shares |
J JANE STREET GROUP, LLC Institution | +$3.5M +614.9K shares |
 MORGAN STANLEY RIA/Wealth | +$1.7M +300.5K shares |
H HEIGHTS CAPITAL MANAGEMENT, INC Institution | +$1.4M +250.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Kathmere Capital Management, LLC RIA/Wealth | −$10.2M −1.8M shares |
 Pantera Capital Partners LP Digital Asset Manager | −$4.0M −1.3M shares |
C CANTOR FITZGERALD, L. P. Institution | −$968.5K −325.0K shares |
N NATIONAL BANK OF CANADA /FI/ Institution | −$740.9K −128.4K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$405.7K −70.3K shares |
X XTX Topco Ltd Institution | −$301.2K −52.2K shares |
S Squarepoint Ops LLC Hedge Fund•Quant | −$191.1K −33.1K shares |
L LPL Financial LLC Institution | −$167.4K −29.0K shares |
G GROUP ONE TRADING, L.P. Institution | −$133.0K −44.6K shares |
 MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$111.3K −19.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited UPXI in Q3 2025
- New Positions
- 33
- New Value
- $49.6M
- Exited Positions
- 3
- Exited Value
- $5.1M
New Positions
| Institution | Position Value |
|---|---|
Polar Securities Inc. Hedge Fund•Multi-Strategy | $28.7M 5.0M shares |
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy | $7.2M 1.3M shares |
M MMCAP International Inc. SPC Institution | $4.4M 766.9K shares |
SHARIAPORTFOLIO, INC. RIA/Wealth | $3.6M 622.7K shares |
H HEIGHTS CAPITAL MANAGEMENT, INC Institution | $1.4M 250.0K shares |
 BARCLAYS PLC Institution | $1.0M 175.5K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | $429.7K 74.5K shares |
B BlueCrest Capital Management Ltd Institution | $407.2K 70.6K shares |
P Phoenix Holdings Ltd. Institution | $404.1K 70.0K shares |
 CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro | $347.0K 60.1K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Pantera Capital Partners LP Digital Asset Manager | $4.0M 1.3M shares |
C CANTOR FITZGERALD, L. P. Institution | $968.5K 325.0K shares |
G GROUP ONE TRADING, L.P. Institution | $133.0K 44.6K shares |
Options Activity
Institutions with the largest Call and Put options positions in UPXI as of Q3 2025
- Call Positions
- 8
- Call Value
- $30.2M
- Put Positions
- 7
- Put Value
- $16.2M
Call Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $11.8M 20.4K contracts |
J JANE STREET GROUP, LLC Institution | $9.5M 16.4K contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $6.6M 11.4K contracts |
 Lighthouse Investment Partners, LLC Fund of Funds | $1.2M 2.0K contracts |
L LPL Financial LLC Institution | $577.0K 1.0K contracts |
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage | $288.5K 500.0 contracts |
C CANTOR FITZGERALD, L. P. Institution | $288.5K 500.0 contracts |
A Aspiring Ventures, LLC Institution | $17.2K 100.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $11.1M 19.2K contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.7M 3.0K contracts |
J JANE STREET GROUP, LLC Institution | $1.7M 2.9K contracts |
Polar Securities Inc. Hedge Fund•Multi-Strategy | $1.2M 2.0K contracts |
BARCLAYS PLC Institution | $288.5K 500.0 contracts |
 BANK OF MONTREAL /CAN/ Institution | $238.3K 413.0 contracts |
W WOLVERINE TRADING, LLC Institution | - - contracts |
Most Committed Institutions
Institutions with UPXI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
SHARIAPORTFOLIO, INC. RIA/Wealth | 1.37% $3.6M |
Polar Securities Inc. Hedge Fund•Multi-Strategy | 0.85% $28.7M |
M MMCAP International Inc. SPC Institution | 0.59% $4.4M |
H HEIGHTS CAPITAL MANAGEMENT, INC Institution | 0.51% $1.4M |
Kathmere Capital Management, LLC RIA/Wealth | 0.17% $2.4M |
M Millington Financial Advisors, LLC RIA/Wealth | 0.06% $129.6K |
R Rossby Financial, LCC RIA/Wealth | 0.05% $142.4K |
S SIMPLEX TRADING, LLC Institution | 0.04% $1.5M |
B BlueCrest Capital Management Ltd Institution | 0.03% $407.2K |
A Aspiring Ventures, LLC Institution | 0.02% $63.7K |
Hedge Fund Spotlight
Discover hedge funds investing in UPXI
Schonfeld Strategic Advisors LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerRyan Andrew Tolkin
- Portfolio Value
- $14.3B
- Positions
- 1,879
- Last Reported
- Q3 2025
Sector Allocation
Position in Upexi
- Market Value
- $194.5K
- Shares Held
- 33.7K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $1.3B | 9.09% | |
ETF ETF | $440.9M | 3.08% | |
Unknown Unknown | $337.6M | 2.36% |
