Delisting riskEarnings in 4d
Upexi
Develops and distributes consumer brands while operating a Solana-focused digital-asset treasury and staking operation.
$1.07
After-hours close−0.01 (−0.52%)
At close$1.08(−6.87%)
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Breakdown13F · Form 4
Institutions 20.01%14.70M sharesInsiders 12.51%9.19M sharesOther 67.48%49.56M shares
Shares outstanding 73.45M · Float 60.44M · 82.3% free float
Institutions13F, as of Mar 31, 2026
59 holders · 14.70M shares · 12 new positions · 22 increased · 18 reduced · 22 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Vanguard Capital Management LLC | 3.38M | 4.61% | +3.38Mnew | May 15, 2026 |
| Arrington Capital Management, LLC | 2.76M | 3.76% | 0 | May 14, 2026 |
| Mmcap International Inc. SPC | 2.33M | 3.17% | 0 | May 15, 2026 |
| Advisor Group Holdings, Inc. | 775.9K | 1.06% | +330.9K | May 15, 2026 |
| UBS Group AG | 765.8K | 1.04% | +285.9K | May 5, 2026 |
| Susquehanna International Group, LLP | 698.7K | 0.95% | −71.0K | May 15, 2026 |
| BlackRock, Inc. | 681.3K | 0.93% | 0 | May 13, 2026 |
| Geode Capital Management, LLC | 538.5K | 0.73% | +38.9K | May 15, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Hivemind Capital Partners, LLC | 9.99% | 6.84M | 13G | Aug 14, 2026 ↗ |
| Polar Asset Management Partners Inc. | 9.99% | 9.63M | 13G | May 15, 2026 ↗ |
| MMCAP International Inc. SPC | 9.99% | 6.28M | 13G | Feb 13, 2026 ↗ |
| Vanguard Capital Management | 5.34% | 3.73M | 13G | Apr 30, 2026 ↗ |
| Marex Securities Products Inc. | 5.20% | 3.30M | 13G | Jan 8, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Allan Marshall | director, officer: Chief Executive Officer | 6.05M | 8.23% | Jul 20, 2026 |
| Brian Benjamin Rudick | officer: Chief Strategy Officer | 1.24M | 1.69% | Jul 20, 2026 |
| Andrew James Norstrud | director, officer: Chief Financial Officer | 1.05M | 1.43% | Jul 20, 2026 |
| Gene Salkind | director | 537.5K | 0.73% | Jul 20, 2026 |
| Lawrence Dugan | director | 216.4K | 0.29% | Jul 20, 2026 |
| Thomas Charles Williams | director | 100.0K | 0.14% | Jul 24, 2025 |
1 ten-percent owner holds 72.2K shares by Form 4, outside the officers-and-directors figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Dec 23, 2025 | Allan Marshalldirector, officer: Chief Executive Officer | Purchase | 50,000 | $1.80 | 4,046,261 |
| Dec 15, 2025 | Allan Marshalldirector, officer: Chief Executive Officer | Purchase | 100,000 | $2.07 | 3,946,261 |
| Dec 16, 2025 | Allan Marshalldirector, officer: Chief Executive Officer | Purchase | 50,000 | $2.07 | 3,996,261 |
| Nov 20, 2025 | Gene Salkinddirector | Purchase | 50,000 | $2.55 | 218,750 |
| Nov 17, 2025 | Gene Salkinddirector | Purchase · 2 lots | 200,000 | $2.73 | 738,220 |
CongressHouse and Senate disclosures
Not reported.