UPEXI, INC.
Total Trades
22
Buys
16
Sells
0
Largest Trade
N/A
Insiders
4
Institutional Funds
43
Inst. Value
$1M+
Activist Filings
21
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| MARSHALL ALLAN | CEO | BUY | $50K–$100K | 50K | $1.80 | Dec 24, 2025 |
| MARSHALL ALLAN | CEO | BUY | $100K–$500K | 150K | $2.07 | Dec 17, 2025 |
| MARSHALL ALLAN | CEO | GRANT | N/A | 1.6M | — | Dec 17, 2025 |
| Salkind Gene | Director | BUY | $100K–$500K | 50K | $2.55 | Nov 21, 2025 |
| Salkind Gene | Director | BUY | $500K+ | 200K | $2.73 | Nov 19, 2025 |
| Salkind Gene | Director | BUY | $100K–$500K | 20K | $4.94 | Jul 30, 2025 |
| Salkind Gene | Director | GRANT | N/A | 200K | — | Jul 30, 2025 |
| Dugan Lawrence | Director | BUY | $50K–$100K | 16K | $6.11 | Jul 24, 2025 |
| Dugan Lawrence | Director | GRANT | N/A | 100K | — | Jul 24, 2025 |
| MARSHALL ALLAN | CEO | GRANT | N/A | 1.2M | — | Jul 24, 2025 |
| MARSHALL ALLAN | CEO | BUY | $500K+ | 162K | $4.94 | Jul 24, 2025 |
| MARSHALL ALLAN | CEO | BUY | $1M+ | 658K | $2.28 | Apr 25, 2025 |
| MARSHALL ALLAN | CEO | GRANT | N/A | 75K | — | Apr 25, 2025 |
| Norstrud Andrew James | CFO | BUY | $100K–$500K | 44K | $2.28 | Apr 25, 2025 |
| Norstrud Andrew James | CFO | GRANT | N/A | 100K | — | Apr 25, 2025 |
| Salkind Gene | Director | BUY | $500K+ | 241K | $2.28 | Apr 25, 2025 |
| MARSHALL ALLAN | CEO | BUY | $100K–$500K | 80K | $2.36 | Jul 7, 2023 |
| MARSHALL ALLAN | CHIEF EXECUTIVE OF… | BUY | $50K–$100K | 23K | $3.41 | May 23, 2023 |
| MARSHALL ALLAN | CHIEF EXECUTIVE OF… | BUY | $50K–$100K | 13K | $4.41 | Mar 20, 2023 |
| MARSHALL ALLAN | CHIEF EXECUTIVE OF… | BUY | $50K–$100K | 17K | $3.69 | Jan 11, 2023 |
| MARSHALL ALLAN | CHIEF EXECUTIVE OF… | BUY | $15K–$50K | 12K | $4.11 | Dec 13, 2022 |
| MARSHALL ALLAN | CHIEF EXECUTIVE OF… | BUY | $50K–$100K | 18K | $3.96 | Dec 5, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 43 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Marex Group plc | 2.5M | $1M+ | SH |
| MMCAP International Inc. SPC | 2.3M | $1M+ | SH |
| JANE STREET GROUP, LLC | 899K | $1M+ | SH |
| GROUP ONE TRADING LLC | 729K | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 406K | $500K+ | SH |
| Point72 Asset Management, L.P. | 406K | $500K+ | SH |
| UBS Group AG | 332K | $500K+ | SH |
| BALYASNY ASSET MANAGEMENT L.P. | 280K | $100K–$500K | SH |
| STATE STREET CORP | 192K | $100K–$500K | SH |
| Caitong International Asset Management Co., Ltd | 160K | $100K–$500K | SH |
| Caitong International Asset Management Co., Ltd | 160K | $100K–$500K | SH |
| OMERS ADMINISTRATION Corp | 101K | $100K–$500K | SH |
| SIMPLEX TRADING, LLC | 87K | $100K–$500K | SH |
| SHARIAPORTFOLIO, INC. | 80K | $100K–$500K | SH |
| Pinnacle Financial Partners, Inc. | 71K | $100K–$500K | SH |
| Pinnacle Financial Partners, Inc. | 71K | $100K–$500K | SH |
| SBI Securities Co., Ltd. | 69K | $100K–$500K | SH |
| Aristides Capital LLC | 59K | $50K–$100K | SH |
| Aristides Capital LLC | 59K | $50K–$100K | SH |
| GOLDMAN SACHS GROUP INC | 57K | $50K–$100K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Feb 13, 2026
10.0%
6.3M shares
Kathmere Capital Management, LLC
SC 13G/A · Feb 11, 2026
0.1%
418K shares
Marex Securities Products Inc.
SC 13G · Jan 8, 2026
5.2%
3.3M shares
SC 13G/A · Nov 14, 2025
1.2%
706K shares
Polar Asset Management Partners Inc.
SC 13G · Nov 14, 2025
10.0%
6.2M shares
SC 13G · Oct 16, 2025
0.0%
0 shares
SC 13G/A · Aug 13, 2025
7.2%
4.0M shares
SC 13G/A · Aug 5, 2025
0.0%
0 shares
Kathmere Capital Management, LLC
SC 13G · Jul 30, 2025
0.0%
2.2M shares
SC 13G · Jul 22, 2025
10.0%
12.9M shares
SC 13G · Jul 11, 2025
9.0%
3.4M shares
SC 13G · May 1, 2025
5.9%
2.2M shares
SC 13G · May 1, 2025
10.0%
3.9M shares
SC 13G · May 31, 2023
8.5%
1.5M shares
SC 13G · Mar 10, 2023
5.6%
1.0M shares
SC 13G/A · Mar 10, 2023
23.9%
4.8M shares
SC 13G/A · Mar 10, 2023
13.6%
2.4M shares
SC 13G · Feb 14, 2022
14.6%
2.4M shares
SC 13G · Feb 14, 2022
22.5%
4.0M shares
SC 13G · Feb 14, 2022
8.8%
1.4M shares
SC 13G · Feb 10, 2022
7.7%
1.3M shares