Podstawowe statystyki
| Akcje instytucjonalne (długie) | 15 854 667 - 23,69% (ex 13D/G) - change of -1,84MM shares -10,42% MRQ |
| Wartość instytucjonalna (długa) | $ 16 214 USD ($1000) |
Własność instytucjonalna i akcjonariusze
Upexi, Inc. (DE:7TQ0) posiada 58 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 15,854,667 akcji. Do największych akcjonariuszy należą Vanguard Capital Management Llc, Arrington Capital Management, LLC, MMCAP International Inc. SPC, Advisor Group Holdings, Inc., UBS Group AG, Group One Trading, L.p., Vanguard Group Inc, Susquehanna International Group, Llp, BlackRock, Inc., and Jane Street Group, Llc .
Upexi, Inc. (DB:7TQ0) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.
The share price as of June 1, 2026 is 0,99 / share. Previously, on June 6, 2025, the share price was 2,92 / share. This represents a decline of 66,21% over that period.
Ocena sentymentu funduszu
Wskaźnik sentymentu funduszu (fka Ownership Accumulation Score) pozwala określić akcje, które są najczęściej kupowane przez fundusze. Jest to wynik zaawansowanego, wieloczynnikowego modelu ilościowego, który identyfikuje spółki o najwyższym poziomie akumulacji instytucjonalnej. Model oceny wykorzystuje kombinację całkowitego wzrostu liczby ujawnionych właścicieli, zmian w alokacji portfela wśród tych właścicieli i innych wskaźników. Liczba waha się od 0 do 100, przy czym wyższe liczby wskazują na wyższy poziom akumulacji w stosunku do innych spółek, a 50 oznacza średnią.
Częstotliwość aktualizacji: codziennie
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Zgłoszenia 13F i NPORT
Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Aktualizacja
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ  (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ  (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | MAI Capital Management | 875 | 0,00 | 1 | -100,00 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 765 776 | 59,57 | 755 | -6,33 | ||||
| 2026-04-15 | 13F | Gf Fund Management Co. Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Barclays Plc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 56 419 | 0 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 7 100 | -94,85 | 7 | -97,40 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 30 520 | -89,08 | 30 | -93,60 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 70 720 | 0,00 | 70 | -41,53 | ||||
| 2026-05-15 | 13F | MMCAP International Inc. SPC | 2 326 777 | 0,00 | 2 293 | -41,33 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 4 000 | 7 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Avion Wealth | 1 581 | 0 | ||||||
| 2026-01-27 | 13F | Aspiring Ventures, LLC | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-17 | 13F | Parallax Volatility Advisers, L.P. | Call | 0 | -100,00 | 0 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 48 070 | 47 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 70 | -1,41 | 0 | |||||
| 2026-01-27 | 13F | Aspiring Ventures, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Lighthouse Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 24 207 | 2,31 | 24 | -41,03 | ||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 327 983 | 323 | ||||||
| 2026-05-11 | 13F | Catalyst Funds Management Pty Ltd | 10 500 | 10 | ||||||
| 2026-01-09 | 13F | SG Americas Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 97 000 | -36,18 | 96 | -62,75 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hrt Financial Lp | 417 849 | 0 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 16 000 | 0,00 | 16 | -42,31 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 152 500 | -33,46 | 150 | -61,04 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 266 300 | -33,38 | 262 | -60,95 | |||
| 2026-04-07 | 13F | Signaturefd, Llc | 113 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Catherine Avery Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-27 | 13F/A | Pantera Capital Partners LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 22 191 | -61,38 | 22 | -78,12 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 23 169 | -93,59 | 23 | -96,38 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 119 454 | -21,86 | 118 | -54,30 | ||||
| 2026-02-17 | 13F/A | Cantor Fitzgerald, L. P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Clear Street Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 15 100 | 0,00 | 15 | -44,00 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 710 744 | 0,00 | 1 194 | -70,88 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Cantor Fitzgerald, L. P. | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-17 | 13F | Heights Capital Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 681 308 | 0,00 | 671 | -41,35 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 9 200 | 80,39 | 9 | 12,50 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 13 500 | 13 | ||||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 538 517 | 7,79 | 531 | -36,71 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 20 500 | 0,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4 | -87,50 | 0 | |||||
| 2025-12-17 | 13F | NewGen Asset Management Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 13 267 | -45,55 | 13 | -67,50 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 5 | 0 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 11 000 | 0,00 | 11 | -44,44 | ||||
| 2026-05-15 | 13F | Nomura Holdings Inc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 38 200 | -72,48 | 38 | -84,12 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 680 100 | -17,67 | 670 | -51,69 | |||
| 2026-02-17 | 13F | BlueCrest Capital Management Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 71 090 | -82,50 | 70 | -89,74 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 190 695 | -78,81 | 188 | -87,62 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Winton Capital Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | LPL Financial LLC | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-17 | 13F | Capital Fund Management S.a. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 10 000 | -27,14 | 10 | -60,87 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 32 625 | 4,15 | 55 | |||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 3 382 602 | 3 335 | ||||||
| 2026-01-21 | 13F | Shariaportfolio, Inc. | 79 828 | -87,18 | 134 | -96,27 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 18 514 | 18 | ||||||
| 2026-02-23 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | Put | 0 | -100,00 | 0 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 108 220 | 20,79 | 107 | -29,33 | ||||
| 2026-05-15 | 13F | State Street Corp | 192 022 | 0,00 | 189 | -41,30 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 775 862 | 74,37 | 768 | 2,81 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 10 005 | 0,05 | 10 | -43,75 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 294 184 | -65,25 | 290 | -79,68 | ||||
| 2026-02-17 | 13F | Lighthouse Investment Partners, LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-05-13 | 13F | nVerses Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Arrington Capital Management, LLC | 2 760 107 | 0,00 | 2 720 | -41,33 | ||||
| 2026-02-06 | 13F | Gsa Capital Partners Llp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Aristides Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 67 | 0 | ||||||
| 2026-02-13 | 13F | Alyeska Investment Group, L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 11 700 | 0,00 | 12 | -42,11 | ||||
| 2026-05-13 | 13F | Marex Group plc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 11 525 | 7,46 | 11 | -38,89 | ||||
| 2026-05-11 | 13F | Caitong International Asset Management Co., Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 123 419 | 122 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1 766 | -97,44 | 2 | -99,14 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 40 000 | 0,00 | 54 | 20,00 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 82 000 | -26,33 | 81 | -56,99 | ||||
| 2026-05-15 | 13F | OMERS ADMINISTRATION Corp | 120 800 | 19,37 | 119 | -30,00 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 52 853 | -56,10 | 52 | -74,26 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Polar Asset Management Partners Inc. | Put | 0 | -100,00 | 0 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Polar Asset Management Partners Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Schonfeld Strategic Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 413 500 | -48,24 | 409 | -69,52 | |||
| 2026-02-11 | 13F | Group One Trading, L.p. | 728 927 | 1 225 | ||||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 1 592 | 2 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 698 728 | -9,22 | 689 | -46,79 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 148 300 | -74,92 | 147 | -85,30 |
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| US:UPXI | 0,95 USD |