Grundlæggende statistik
| Institutionelle aktier (lange) | 15.854.667 - 23,69% (ex 13D/G) - change of -1,94MM shares -10,88% MRQ |
| Institutionel værdi (lang) | $ 16.214 USD ($1000) |
Institutionelt ejerskab og aktionærer
Upexi, Inc. (US:UPXI) har 64 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 15,854,667 aktier. Største aktionærer omfatter 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. (NasdaqCM:UPXI) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of May 27, 2026 is 1,26 / share. Previously, on May 28, 2025, the share price was 10,15 / share. This represents a decline of 87,54% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | Polar Asset Management Partners Inc. | 4,539,473 | 9,626,474 | 112.06 | 9.99 | 49.10 | ||
| 2026-04-30 | VANGUARD CAPITAL MANAGEMENT LLC | 3,729,099 | 5.34 | |||||
| 2026-02-13 | MMCAP International Inc. SPC | 12,941,176 | 6,276,888 | -51.50 | 9.99 | 0.00 | ||
| 2026-02-11 | Kathmere Capital Management, LLC | 2,192,983 | 417,983 | -80.94 | 0.07 | |||
| 2026-01-08 | Marex Securities Products Inc. | 3,297,966 | 5.20 | |||||
| 2025-11-14 | GSR Growth Investments LP | 4,385,965 | 4,385,965 | 0.00 | 7.45 | -1.19 | ||
| 2025-10-16 | Attestor Value Master Fund, LP | 3,419,461 | 0 | -100.00 | 0.00 | -100.00 | ||
| 2025-08-05 | Novogratz Michael | 2,192,983 | 0 | -100.00 | 0.00 | -100.00 |
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Other Listings
| DE:7TQ0 | 1,16 € |