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Upexi (UPXI) Ownership - Who Owns Upexi?
Upexi (UPXI) Ownership Overview
- 10.06% Insiders
- 3.37% Mutual Funds
- 0.06% Other Institutional Investors
- 3.07% ETFs
- 83.44% Public Companies and Individual Investors
The ownership structure of Upexi (UPXI) stock is a mix of institutional, retail, and individual investors. Approximately 6.50% of the company’s stock is owned by Institutional Investors, 10.06% is owned by Insiders, and 83.44% is owned by Public Companies and Individual Investors.
The ownership structure of Upexi (UPXI) stock is a mix of institutional, retail, and individual investors. Approximately 3.43% of the company’s stock is owned by Institutional Investors, 10.06% is owned by Insiders, and 3.07% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
| Date | Name | Activity | Value |
|---|---|---|---|
| Dec 22, 2025 | Allan Marshall | $90,000 | |
| Dec 16, 2025 | Allan Marshall | $310,500 | |
| Nov 20, 2025 | Gene Salkind | $127,500 | |
| Nov 17, 2025 | Gene Salkind | $546,000 |
Recent Hedge Fund Trading Activity
Top Shareholders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Allan Marshall | 6,046,261 | Insider | 6.86% | 4,589,112 |
| Vanguard | 2,381,631 | Institution | 2.70% | 1,807,658 |
| Vanguard Index Funds | 2,381,631 | Institution | 2.70% | 1,807,658 |
| Brian Benjamin Rudick | 1,238,597 | Insider | 1.40% | 940,095 |
| Andrew James Norstrud | 1,049,138 | Insider | 1.19% | 796,296 |
| Fidelity Concord Street Trust | 530,553 | Institution | 0.60% | 402,690 |
| Gene Salkind | 318,750 | Insider | 0.36% | 241,931 |
| Dugan Lawrence | 216,389 | Insider | 0.25% | 164,239 |
| Ishares | 189,179 | Institution | 0.21% | 143,587 |
| Invesco | 133,804 | Institution | 0.15% | 101,557 |
Top Mutual Fund Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Vanguard Index Funds | 2,381,631 | Institution | 2.70% | 1,807,658 |
| Fidelity Concord Street Trust | 530,553 | Institution | 0.60% | 402,690 |
| Goldman Sachs Trust | 54,072 | Institution | 0.06% | 41,041 |
| Vanguard Valley Forge Funds | 28,089 | Institution | 0.03% | 21,320 |
| John Hancock Variable Insurance Trust | 1,206 | Institution | <0.01% | 915 |
| Victory Portfolios Iii | 1,106 | Institution | <0.01% | 839 |
| Advisors' Inner Circle Iii | 258 | Institution | <0.01% | 196 |
Top ETF Holders
FAQ
Who Owns Upexi (UPXI)?
According to the latest TipRanks data, approximately 0.06% of the company's stock is held by institutional investors, 10.06% is held by insiders, and 83.44% is held by retail investors.
What percentage of Upexi (UPXI) stock is held by institutional investors?
According to the latest TipRanks data, approximately 0.06% of Upexi (UPXI) stock is held by institutional investors.
What percentage of Upexi (UPXI) stock is held by retail investors?
According to the latest TipRanks data, approximately 83.44% of Upexi (UPXI) stock is held by retail investors.
Who owns the most shares of Upexi (UPXI)?
Allan Marshall owns the most shares of Upexi (UPXI).
What is the significance of the ownership structure for a publicly traded company?
The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.